Recommended tools
The tools we set up for our clients
We only recommend software we actually use in client work every day. Each tool below is something we can set up and manage for you — so it works properly from day one instead of becoming another chore.
QuickBooks Online
Cloud bookkeeping software
Most small businesses — invoicing, bank feeds, GST tracking, and reports in one place.
- Automatic bank and credit-card feeds
- GST/PST tracking built for Canada
- We can be invited as your accountant and keep everything current
Dext
Receipt capture
Anyone tired of shoebox receipts — snap a photo and it's in your books.
- Photograph receipts from your phone, done
- Extracts vendor, date, and amount automatically
- Syncs straight into QuickBooks or Xero
Plooto
Business payments
Paying vendors and collecting from customers without cheques or branch visits.
- Pay bills by e-transfer or EFT from one dashboard
- Collect customer payments automatically
- Approvals and audit trail built in
Want us to set it all up for you?
Our Business Launch Kit includes choosing and configuring the right software for your business — or book a free consultation and we'll point you in the right direction.