Core Features
Everything a Calgary Small Business Needs to Manage Its Finances
Six powerful modules that give you complete financial visibility without the complexity of enterprise accounting software.
Income Tracking
Log every payment received — cash, cheque, e-transfer, card, or online. Categorize income by service type, product line, or customer. See your monthly and annual revenue at a glance, and identify which revenue streams are growing so you can double down on what works.
Expense Management
Record and categorize all business expenses — supplies, rent, utilities, contractor payments, marketing, and more. Attach photos of receipts directly to expense entries. At year-end, your accountant will have everything organized and ready, saving you hours of scrambling through bank statements.
Invoice Generation
Create professional, branded invoices in seconds. Add your logo, itemize services, apply GST automatically, and send directly to clients by email. Track which invoices are paid, overdue, or pending. Automated payment reminders reduce the time you spend chasing outstanding Calgary accounts.
Tax Reports
Generate GST/HST summary reports for your CRA filing with one click. See your total collected tax, total paid tax, and net remittance amount for any period. T1 and T2 preparation is dramatically simplified when your income and expenses are already categorized correctly throughout the year.
Bank Reconciliation
Import your bank statements and match transactions against your recorded income and expenses. Catch discrepancies, missed entries, and unauthorized charges before they become problems. Regular reconciliation gives you confidence that your books reflect your actual financial position at all times.
Dashboard Overview
Log in and immediately see your key financial metrics — cash on hand, outstanding receivables, total expenses this month, profit margin, and upcoming payment obligations. A clean visual dashboard gives Calgary business owners the financial clarity they need to make confident decisions every day.
