Upload your bank and credit card statements. We auto-code every transaction with the right GL code, split HST, and generate CRA-compliant expense reasons.
Start Your 14-Day Free TrialTD Visa, US Dollar cards, banking plans, lines of credit, and Lone Wolf general statements. Just drag and drop your PDFs.
Upload your past coded spreadsheets and the system learns your GL preferences. It gets smarter with every quarter.
Download formatted Excel files matching the exact format your bookkeeper expects — GL codes, HST split, expense reasons, all done.
Each agent corporation gets its own private vendor memory. Your coding preferences are never shared with other agents.
Ontario 13% HST automatically split on every transaction. Foreign purchases, exempt categories, and edge cases all handled.
Monthly, quarterly, and yearly spending breakdowns with charts. See where your money goes across all your accounts.
Create your account and upload your past coded spreadsheets. The system learns your GL preferences instantly.
Drag and drop your monthly PDF statements — Visa, bank, LOC, US cards. Upload as many as you want at once.
The system codes everything it can automatically. Review the few remaining items, then download your formatted Excel file.
Send the spreadsheet directly to the back office. It matches the exact format they expect — no reformatting needed.
Start with a 14-day free trial. No credit card required.
Join real estate agents who save hours every quarter with automated expense coding.
Start Your Free Trial