Dashboard
Recent Invoices
| Client | Amount | Status | Date |
|---|---|---|---|
Clients
Manage your client directory
| Name | Phone | Actions | |
|---|---|---|---|
Invoices
Track billing and payments
| Invoice # | Client | Amount | Status | Due Date | Actions |
|---|---|---|---|---|---|
Expenses
Track business expenditures
| Description | Category | Amount | Date | Actions |
|---|---|---|---|---|
Income
Record revenue and payments received
| Source | Category | Amount | Date | Actions |
|---|---|---|---|---|
Appointments
Schedule and manage bookings
| Title | Client | Date & Time | Status | Actions |
|---|---|---|---|---|
Documents
Contracts, agreements, and files
| Title | Type | Date | Actions |
|---|---|---|---|
Encrypted Uploads
Files are encrypted with AES-256-GCM before leaving your browser
Uploaded Files
| Filename | Size | Uploaded | Actions |
|---|---|---|---|
Tax Deductions
Track deductible business expenses by CRA category
Deductions by Category
| CRA Category | Expenses | Total | % of Total |
|---|---|---|---|
All Deductible Expenses
| Description | Category | Amount | Date |
|---|---|---|---|
Payment Connections
Connect your payment platforms to import sales data automatically
Connect your Stripe account to automatically import payments, subscriptions, and customer data. Sales data syncs daily.
Connect your Square POS to import transactions, invoices, and item sales. Perfect for retail and service businesses.
Upload a CSV or Excel file with your sales data. Supports bank statements, POS exports, and custom formats.
Import income and expense data from QuickBooks Online. Two-way sync keeps your books aligned.
Sales Data
Revenue from connected platforms and manual imports
| Date | Description | Customer | Amount | Source |
|---|---|---|---|---|
|
No sales data yet Connect Stripe or Square, or import a CSV. | ||||
Settings
Manage your account and preferences
Account
Security
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