We automate your systems like no one else
Every hour your team spends downloading statements, keying receipts, chasing invoices or rebuilding the same spreadsheet is an hour that could be automated. We audit your current workflow, find the manual steps, and replace them with connected tools and rules that run every day without anyone touching them.
Then we keep it running. Automations break when a bank changes a format or a vendor changes an invoice layout. We monitor them so nothing slips through, and the person reviewing your books is an accountant, not a script.
Benefits of automating your bookkeeping
- Fewer work hours: data entry, matching and report building that used to take your team hours each week happen automatically.
- Tasks that run themselves: bank feeds, bill capture, invoice reminders, payout splitting and month-end reports run on schedule with nobody touching them.
- Fewer errors: no retyping means no typos, missed receipts or duplicate entries, and rules code the same transaction the same way every time.
- Faster month-end: books close sooner because most of the work is already done when the month ends.
- Up-to-date numbers: cash, receivables and profit are current every day, not weeks later.
- Lower cost as you grow: more transactions don’t mean hiring more people.
- Better records for CRA: every receipt and approval is stored with its transaction, ready if you are ever reviewed.
AI-powered bookkeeping
We use AI to take automation further than rules alone can. AI handles the repetitive judgement calls in bookkeeping, and our accountants review the results, so you get speed without giving up accuracy.
- AI document reading: invoices, receipts and statements, including scans and photos, are read and turned into entries automatically.
- AI transaction categorisation: transactions are coded to the right account and sales-tax code based on your history.
- Error and duplicate detection: AI flags unusual amounts, duplicate bills and possible mis-coding before they reach your reports.
- Smart reconciliation: payments are matched to invoices and bills even when amounts or references don’t match exactly.
- Plain-English summaries: AI helps draft your monthly report commentary, checked by your accountant before it is sent.
- Human review on everything: AI suggests, an accountant approves. Nothing reaches your books unchecked.
What we automate
- Bank and credit card feeds: connected directly to QuickBooks Online or Xero, with bank rules that code recurring transactions automatically.
- Receipts and bills: snap a photo or forward an email. Dext or Hubdoc reads it, and the bill is coded, matched and attached to the transaction.
- Accounts payable: approval workflows and scheduled payments (for example with Plooto), so bills get paid on time with an audit trail.
- Invoicing and collections: recurring invoices, online payment links and polite automatic reminders that cut the days it takes to get paid.
- Sales channels: Shopify, Amazon, Stripe, Square and PayPal payouts split into gross sales, fees, refunds and GST/HST automatically.
- Payroll to books: payroll journals posted automatically from your payroll provider.
- Reporting: dashboards and monthly reports that build themselves and land in your inbox on a set day.
- Custom workflows: Zapier, Make and API connections between your CRM, job software, spreadsheets and accounting system.
How an automation project works
- 1
Workflow audit
We map every step from sale to cash and from bill to payment, and mark what is still done by hand.
- 2
Automation plan
You get a written plan: what we will automate, which tools it needs, the monthly tool cost and the time it will save.
- 3
Build and test
We connect the tools, write the rules and run them alongside your current process until the results match.
- 4
Run and improve
We monitor the automations every month, fix breaks quickly and keep adding new ones as your business grows.