Works with what you already use
Ask an AI assistant about last quarter and you get an answer in seconds. It looks polished. It's often wrong, because it's reading books nobody has cleaned in years. We fix the records first, then build the workflows on top of them.
Three quick questions. We'll tell you honestly whether this is worth doing for your business.
What was our gross margin last quarter?
| UncategorizedFreight, inbound | 4,182.00 |
| BELL CDA / Bell CanadaBell Canada | 318.44 |
| HST zero-ratedHST 13%, ITC claimed | 1,096.30 |
| MiscellaneousCost of goods sold | 9,740.15 |
| Duplicate entry, Mar 14Removed | 2,205.00 |
The tool didn't change. The books did. That 14-point gap is the difference between a decision and a guess.
Four vendors entered three ways. A year of purchases sitting under "Miscellaneous." HST coded wrong on half your imports. Feed that to any AI tool and you get a tidy report built on fiction, with nothing in it to warn you.
This is why most small businesses try AI for two weeks and quietly stop. Not because the software is weak. Because nobody prepared what it reads from.
That preparation is the whole job. It isn't glamorous, it can't be automated, and it only has to be done properly once.
Move the sliders to your own situation. Nothing is sent anywhere. It all runs in your browser.
Pays for itself in month 9. Every year after that, the build cost is gone and the return repeats.
Nine staff. Owner did invoicing on Sunday nights. Receivables averaged 54 days because nobody chased on time.
HST coded wrong on inbound freight and customs for two years, so input tax credits went unclaimed on a large share of landed cost.
Six people, clean books already. Cleanup was minor, so most of the gain came from workflows and the return is both smaller and slower.
These three are composites, not named clients, and none of them is a promise. They're here to show the shape of a good outcome, a strong one and a marginal one. The third loses money in its first year on purpose: if your books are already tidy, there's little for the cleanup to recover and the payback takes longer. Working out which of the three you resemble is what the free review is for. Hourly figures come from published 2026 Canadian bookkeeping rates of $30 to $90.
Every price is quoted before work starts. No hourly billing, no scope creep, no annual contract.
Twenty minutes on the phone. We look at how your admin actually runs and tell you whether this is worth doing. Sometimes the answer is no, and we'll say so.
Two hours with you, then a written findings document: where your hours go, what's broken in your records, the three workflows that would pay off first, and the exact build cost. Yours to keep either way.
Chart of accounts rebuilt, transactions categorized, duplicate vendors merged, HST corrected. Then tools connected, three workflows configured to your real cadence, approval gates set, and each one tested against a past month you know cold. Training recorded for future staff.
Bank feeds change, suppliers change invoice formats, software updates. We keep it running and add one new workflow each quarter. Month to month, 30 days notice.
Read the findings document. If it doesn't show you something about your own business you didn't already know, tell us and we'll refund the $500. You keep the document either way.
We prepare the drafts: reminders, close packets, reports. You read them and decide. Nothing goes out under your name unless you send it.
We don't resell software or hold your logins. Every subscription is in your name. Stop working with us and nothing switches off.
If a staff member can't see something in your accounting software today, they can't see it through any of this either.
"I run an import business and a retail brand. I've done this cleanup on my own books, at 11pm, with a spreadsheet and a coffee. That's the only reason I know where it goes wrong."
Because you're not paying for software. You're paying for the bookkeeping cleanup, the documentation of how your business actually works, and the testing that proves the output is right. Skip those and the $30 tool produces confident nonsense. That's worse than nothing, because you'll act on it.
Yes. This replaces neither. What it does is hand them clean records and cut down the pile you prepare, which usually makes their job cheaper and yours shorter.
That's the normal starting point and exactly what the assessment is for. If the cleanup is bigger than expected, we tell you before doing the extra work, not after.
Every connection is made under your login, with your existing permissions, on your own subscription. We never hold your passwords. You can revoke access at any time without anything breaking.
The assessment is two hours plus a few days to write up. The build runs two to three weeks depending on the state of the records. Most of that time is cleanup, not setup.
Everything keeps working. It's all built inside your own accounts. Some workflows drift over time as the connected tools change, which is what the upkeep covers, but nothing switches off when you leave.
We'll look at how your admin runs and tell you plainly whether it's worth doing. If your books are already in good shape, we'll say that too.