Clear answers, including our scope.

Software that helps Canadian small businesses keep organized, tax-ready books — capture and read receipts with AI, track transactions and GST/HST/PST, and export tax-time summaries like the T2125. It also includes an AI assistant that answers questions about your own data.

Canadian individuals, freelancers, the self-employed, and small-business owners who want to track expenses and keep their receipts, invoices, and bills organized and tax-ready. If you run more than one venture or have a team, the Business and Ultimate plans add businesses, seats, and higher limits.

No — it’s built so you can keep clean books yourself. It also makes handing off to an accountant effortless.

Yes. Starter is free forever (1 business, 1 seat, monthly limits). New accounts also get a 14-day trial of Plus features — no card required.

No. It organizes and reports your data; it does not give tax, accounting, legal, or financial advice. Always confirm with a qualified professional before filing.

No. It produces exports — like the T2125 — that you or your accountant use to file. It does not file with the CRA and does not guarantee acceptance or any refund outcome.

No. It answers questions about your own TaxReady data and how to use the app, and politely declines everything else. In this version it reads your data only — it never changes it, and it does not give tax advice.

Our AI extracts the vendor, amount, date, GST/HST and PST. You always review and approve before anything is saved, so you stay in control.

Yes — transactions and documents track GST/HST and PST as separate fields, so your summaries and exports are accurate.

Yes. Projects are a separate dimension from categories — tag receipts and transactions to a project (a client engagement, a conference, a trip) and see that project’s own income, expenses, GST/HST and category totals. You can also export a package scoped to just that project. It’s optional, so it changes nothing if you don’t use it.

Yes — native iOS and Android apps for capturing receipts and checking your books on the go, in English or French, with light and dark themes.

Yes. The product is fully bilingual (English and French).

Bank connections via Plaid are coming soon. For now you can import transactions from a CSV or add them manually — both flow through the same review queue.

Your books are encrypted in transit and at rest and hosted in Canada on Microsoft Azure. Sign-in is handled by Microsoft Entra, payments by Stripe, and bank links (when available) by Plaid.

No. Payments run through Stripe and your card details never touch our servers.

In Canada, on Microsoft Azure, encrypted at rest and in transit.

We design around PIPEDA, Canada’s privacy law. See our Privacy Policy and Security page for details.

There are five plans (CAD): Starter $0, Lite $7.99/mo, Plus $14.99/mo, Business $24.99/mo, and Ultimate $39.99/mo. Annual billing saves about two months.

You stay on the free Starter plan unless you upgrade. Nothing is charged automatically without a card on file.

Yes — self-serve through the Stripe billing portal. You keep access until the end of your billing period.