Free accounting and invoicing software for small business
W-9 collection software for accounting firms
Stage
Startup
Not given
Founded
2024
Not given
Based in
CA
US
Pricing model
Freemium
Paid
Pricing
Free plan: no cost, includes products, customers and sales (unlimited), 25 invoices per month, 10 receipt scans per month, 100 spreadsheet imports per month, 25 bank statement imports per month. Premium: $15 CAD/month (billed monthly) or $150 CAD/year (saves $30 per year), includes everything in Fre
W9Finder Founding Cohort: $1,188/year (first 25 firms, equivalent to $99/month billed annually); $1,788/year for standard annual price after founding cohort fills. Monthly plan: $149/month. Founding Cohort renews at $1,788/year unless canceled.
Key features
AI receipt scanning with automatic detail extraction
Expense and revenue tracking with auto-categorization
Predictive analytics to forecast financial trends
Inventory management with low-stock alerts
Rental and booking management
Customer management with purchase history
Invoicing with online payment links via Stripe or Square
Spreadsheet and bank statement import with AI mapping
Financial reporting with customizable report builder
Canadian payroll with CPP, EI and tax calculation
Flag missing W-9s and incomplete vendor details
Send secure request links for W-9 completion or upload
Review and approve vendor submissions
Export reviewed vendor data for filing
Encrypted TIN storage and masking
Staff access with owner-only controls
Works with QuickBooks vendor exports
Free Vendor Readiness Scanner tool
What makes it different
Free forever core version with no credit card required
Designed for self-funded small businesses by a founder who understands their needs
Support from the founder with typically 1-8 business hour response time
Works offline and supports multiple companies even on the free plan
Centralizes W-9 tracking and requests in one workflow instead of email threads
Documents stored privately with secure, expiring request links
Built-in security for sensitive vendor data like SSNs and EINs
Stops W-9 chasing before the January filing deadline
Works with firms' existing filing processes, not 1099 e-filing
Argo Books
W9Finder