The essential accounting features. Deliberately nothing more.
Everything below ships in the app today and runs entirely on your computer. Simplicity is the point — if a feature isn't listed here, we don't claim it.
BANK ACCOUNTS
Unlimited accounts, live balances
- Chequing, savings and credit card accounts
- Opening balance and date — start your books mid-year
- Current balance always calculated live, never stale
- Archive and restore accounts without losing history
IMPORTS
Bank imports that just work
- CSV, OFX and QBO — format detected automatically
- Canadian and US date formats both handled
- Duplicate detection: re-import a statement without doubling rows
- Or enter transactions manually, no file needed
TRANSACTIONS
Fast to categorize, hard to lose
- Assign categories inline, straight from the list
- Colour-coded categories for fast visual scanning
- Split one bank line across several categories
- Deletion is reversible — archive and restore instead
RECEIPTS
Audit-ready receipts
- Attach PDF, JPG or PNG to any transaction
- Copied into your company folder, filed by year and month
- Reports flag which expenses carry a receipt
- Opens in your system's default viewer
INVOICING
Professional invoices, automatic numbering
- Unlimited line items, from your catalogue or freehand
- Sequential numbering per fiscal year (INV-FY2026-001)
- Overdue status applied automatically
- PDF export with taxes broken out the way the CRA expects
- Payment matching: bank deposits paired to invoices in one click
CANADIAN TAX
All 13 provinces and territories, pre-configured
- GST, PST, HST and QST at the correct rates, out of the box
- Per-transaction and per-line overrides for selling across provinces
- Tax broken out by component — filing figures read straight off
- Breakdowns stored, not recalculated: a stable audit trail
CLIENTS & CATALOGUE
Clients, products and services
- Full client records with invoice history and outstanding balance
- Reusable line items with default prices
- Seven unit types: hour, day, item, project, month, year, unit
- Deactivate items without disturbing past invoices
REPORTS
Four reports your accountant will accept
- Category Summary, Tax Summary, Transaction Detail, Monthly Overview
- Every report exports to PDF with a self-documenting cover sheet
- CSV export for spreadsheet work
- Configurable fiscal year — April-to-March works out of the box
COMPANIES
Multiple companies, cleanly separated
- Each company is its own independent folder
- Open a company restored from backup or copied from another machine
- Duplicate a company before a risky change or for year-end archiving
- No risk of two companies mixing in one screen
Bilingual and native, on your desktop
The whole interface — reports and month names included — works in English (Canada) and French (Canada), switchable at any time. Light and dark themes, with a system option. A native desktop application, not a browser tab.
On macOS the app is signed and notarized by Apple — it installs with a normal double-click. Windows and Linux builds are available too.
