From messy statements to a draft pack in six honest steps
No accounting jargon. No chart of accounts to set up. Just a clear, guided flow that respects your time.
Prefer to watch?
The whole workflow in 60 seconds, visual walkthrough with sound.
Step 01
Set up your business
Tell us your business name, type, industry, province, VAT status and year-end. Takes about a minute.
Step 02
Upload your documents
Drag in bank statements, invoices, receipts and sales exports. Files land in private storage from the moment they arrive.
Step 03
Let the AI propose categories
Our AI reads each transaction, suggests a category and confidence score, and flags possible personal items or duplicates.
Step 04
Review and approve
Walk through the queue. Confirm, correct, or split items. Add notes for your accountant where it helps.
Step 05
Generate your draft pack
Pick a period and create a draft P&L, cash-flow summary, expense breakdown, or a full pack, in seconds.
Step 06
Hand it to a reviewer
Export a clean PDF and CSV for your accountant, bookkeeper, lender or internal team. Clearly labelled as a draft.
This report is an AI-assisted draft based on documents and information uploaded by the user. It is intended for internal business planning and professional review only. It is not audited, independently reviewed, certified, tax advice, legal advice, financial advice, or a substitute for a qualified accountant, tax practitioner, auditor, independent reviewer, financial advisor, or legal professional. The user remains responsible for checking all figures, classifications, and assumptions before relying on or sharing this report.