| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
| Free accounting and invoicing software for small business
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| Stage | Established
| Startup
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| Founded | Not given
| 2024
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| Based in | US
| CA
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| Pricing model | Paid
| Freemium
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| Pricing | Solopreneur: Starting at $499/month. Business Starter: Starting at $749/month. Business Full: Starting at $999/month. Business Full + Tax Advisory: Starting at $1,499/month. Fractional CFO: Starting at $1,999/month. Fractional Controller: Starting at $1,999/month. Outsourced Accounting Department: S
| 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
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| Key features | - Monthly bookkeeping with clean, current books and financial statements
- Payroll processing, reporting, and compliance
- Business and personal tax filings coordinated with year-round accounting
- Proactive tax planning including strategies, estimated taxes, and year-end planning
- Support with payables, receivables, invoicing, collections, and sales tax
- Controller and CFO support with cash-flow planning, forecasting, and controls
- Real-time communication through Slack collaboration
- R&D tax credit identification and optimization
- Outsourced operations and back-office support
| - 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
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| What makes it different | - Proactive tax planning routinely saves high earners $100K–$200K per year
- Boutique accounting team stays close to the work with real-time, responsive communication
- Access to network of elite CPAs, tax attorneys, and planning specialists for advanced strategies
- Books closed and owner-ready by the 10th of every month
- Potential cost offset through tax savings optimization
| - 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
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 15 ▼ −1 (down) since last check | 18 ▲ +1 (up) since last check |
| Trust Flow (Majestic) | 17 | 10 |
| Citation Flow (Majestic) | 25 | 14 |
| Referring domains (Majestic) | 68 | 34 |