Branded invoices generated as pixel-perfect PDFs, ready to send or download.
Deliver invoices directly to your clients with a single click.
Add your logo, colors, and business details to every invoice.
Schedule weekly, monthly, or custom-cadence invoices that send automatically.
Follow up on overdue invoices automatically, without the awkwardness.
Accept cards and bank transfers directly from your invoice link.
Log and categorize every transaction, with no limits on any plan. Know where your money goes.
Upload CSV exports from your bank to populate transactions instantly.
Forward receipts and bank emails; AI parses them into transactions for you.
Export your financial data to CSV for your accountant or tax software.
Balance sheet, income statement, general ledger, and trial balance, generated automatically from your transactions.
T2125, GST/HST, and GIFI reports ready to file or hand off to your accountant.
Ask questions about your transactions, invoices, and reports in plain language, right inside the app.
Store contact details, billing addresses, and see full invoice history per client.
No cap on the number of clients you can manage.
Invite up to 5 team members on Pro, up to 20 on Business.
Assign roles to control who can view, create, or manage invoices and finances.