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Sign up, then the setup wizard asks for your business name, province or state, fiscal year-end and currency. We create a chart of accounts and the right sales taxes for you. You can change everything later in Settings.

Go to Settings → Team & roles, enter their email and choose a role. Accountants can post journal entries and reconcile; bookkeepers can enter and categorize; viewers can only read.

Open Settings → Security & MFA, scan the QR code with an authenticator app, enter the 6-digit code, and save your recovery codes somewhere safe.

Yes, as many as you like. Use the business switcher at the top of the sidebar. Firms see all their clients under Clients.

Go to Sales → Invoices → New invoice. Pick a customer, add lines and taxes, then Send. Your customer gets an email with a secure link where they can view, download and pay.

Create a recurring template with a schedule (weekly, monthly, yearly). Each invoice is generated on schedule and can be sent automatically or saved as a draft for review.

Open the accepted estimate and choose Convert to invoice. Lines, taxes and the customer are copied across and the estimate is marked as converted.

Open the invoice and choose Record payment, or go to Sales → Payments received. Partial payments are fine; the invoice shows as partially paid until settled.

Go to Banking → Bank accounts, add the account, then import a CSV/OFX file or upload PDF statements. Imported lines appear under Transactions for review.

A rule matches lines by description, amount or account and assigns a category, tax and payee. Rules run on every import; you still confirm each suggestion.

Go to Banking → Reconcile, choose the account and statement end date, enter the statement's ending balance, and tick the cleared lines until the difference is 0.00.

Categorize one side as a transfer to the other account, or let the matcher pair them. Both sides post through a clearing account that must net to 0.00.

Go to Purchases → Receipts and upload a photo or PDF. Vendor, date, total and GST/HST/QST are read for you; review and save it as an expense or match it to a card line.

Go to Purchases → Bills → New bill. When you pay it, record the bill payment from the account you paid from so it matches the bank line.

Record it as an expense paid by the shareholder. It is posted as an amount the business owes you (shareholder loan), not as company card spending.

Add employees under Payroll → Employees, then start a pay run, review hours and deductions, and approve it. Approved pay runs post to the ledger.

Log time against a customer or project and mark it billable. When you create the customer's next invoice, unbilled time is offered as invoice lines.

Go to Mileage and add trips with date, purpose and distance. Totals by vehicle and period are ready for your claim.

Based on your province we add GST, HST, QST or PST. You can add registration numbers, custom rates or US sales taxes in Settings → Sales taxes.

Where the marketplace collects and remits the tax itself, you don't remit it again. The year-end engine applies these marketplace rules automatically and shows which channel was treated how.

Choose the actual bank rate, the period average or the year-end rate. The choice and its effect are shown before anything is posted.

Every bank, credit card and loan statement for the fiscal year plus the first statement of the next year (for cut-off), platform reports (Shopify, Amazon, Etsy, Stripe, PayPal), receipts, and last year's financial statements.

Opening balance plus transactions didn't equal the closing balance, so rows are likely missing or misread. Open the page we point to, compare the highlighted lines with the original, and correct them.

The figure is an estimate because a document is missing (for example an inventory count). The open item says what it's waiting for and what changes when the document arrives.

Statements export only when every check reads 0.00 and no estimate is unacknowledged. The checks panel shows which check is off and by how much.

Yes. Upload their spreadsheet with the source statements. Review mode compares them and produces a findings report — plugs, misclassifications, double counts — each linked to its source.

No. Documents are processed by our AI provider under terms that prohibit training on customer data. See the privacy policy for details.

Owners can delete a business from Settings. To delete your entire account, email support and we'll confirm the request and remove it from active systems and backups on our published schedule.

Settings → Audit log lists every create, edit, void, send and approval with the user, time and before/after values.