Stop Dreading Your
Quarterly Tax Prep

Upload your bank statement. Get a CRA-ready expense report in minutes. Built specifically for real estate agents who don't have time for bookkeeping.

Start Your Free 14-Day Trial

No credit card required · Cancel anytime

Three Steps to Done

Upload Your Statement

Drop your PDF bank or credit card statement. Works with TD, RBC, BMO, Scotiabank, Amex, and more.

We Auto-Categorize

Our system reads every transaction, cleans the descriptions, and assigns CRA categories. It learns your preferences over time.

Download CRA-Ready File

Get a clean Excel file your accountant will actually thank you for. Categories, HST splits, deductible amounts — all done.

Built for CRA Rules,
Not General Bookkeeping

✓
Meals auto-flagged at 50%
CRA's 50% rule applied automatically — no guessing
✓
HST Input Tax Credits calculated
Every transaction shows HST paid and net amount — ready for your GST/HST return
✓
T2200 summary built in
Employment expense summary your brokerage signs off on
✓
Per-agent memory
The more you use it, the smarter it gets. Your coding preferences, learned automatically.

Sample Output

Date	Vendor	CRA Category	Amount	HST	Deductible
Jan 15	Shell Canada	Vehicle & Travel	$85.00	$9.80	$85.00
Jan 18	Cnest Restaurant	Meals & Entertainment	$124.50	$14.36	$62.25*
Jan 20	Shopify	Software & Technology	$49.00	$5.65	$49.00
Jan 22	Facebook Ads	Advertising & Marketing	$250.00	$28.85	$250.00

*50% CRA rule applied automatically

Simple, Honest Pricing

Start free. Upgrade when you're ready. No surprises.

Solo

$19/month

billed monthly

✓ Upload & categorize statements
✓ CRA categories (no GL codes)
✓ Vendor memory learning
✓ Excel export
✓ Dashboard & HST position
✓ 1 user

Start Solo

Pro

$49/month

billed monthly · save $49/yr vs monthly

✓ Everything in Solo
✓ Accountant portal (read-only)
✓ QuickBooks export
✓ T2200 summary
✓ HST summary report
✓ Priority support
✓ 1 user

Start Pro Trial

Team

$99/month

billed monthly · for brokerages

✓ Everything in Pro
✓ Up to 10 agents
✓ Brokerage admin dashboard
✓ Standardized coding across team
✓ Consolidated reporting
✓ API access

Start Team Trial

Add-On Modules

Receipt Scanner +$10/mo

Photo Capture +$10/mo

Mileage Tracker +$15/mo

CRM Link +$20/mo

Calendar Integration +$15/mo

For Accountants & Bookkeepers

Your Clients Upload.
You Review & Approve.

Instead of chasing clients for receipts and deciphering bank statements, you get a clean portal where every transaction is pre-categorized, flagged, and ready to export.

✓ T2200 Summary auto-generated per client
✓ HST Input Tax Credit breakdown by category
✓ Correct categorizations — changes teach the agent's memory
✓ Approve uploads — lock statements as reviewed
✓ Download QuickBooks-ready export

Accountant access is included free with your client's Pro or Team plan.

Your Portal View

Shell Canada — Vehicle & Travel $85.00

Cnest — Meals 50% $62.25*

Facebook Ads — Advertising $250.00

RECO — Education & Licensing $290.00

Stop Dreading YourQuarterly Tax Prep