Bookkeeping

Your clients' books, next to their payroll.

BooksAuto Bookkeeping reads any Canadian bank or card statement to the cent, sorts the transactions for you and brings invoices, reconciliation, sales tax and working papers into the same place as payroll and scheduling — $5 per company per month in your first year.

Build your package — 50% off year one Start free 30-day trial

Any statement, proved to the cent

Bank, credit card, line of credit and loan statements — PDF, scanned paper, a phone photo, CSV or OFX. Opening + every line = closing, or nothing is added.

Sorted for you

Transfers, cheques, your rules, past choices and a list of Canadian vendors sort most lines by themselves. The rest: one key each.

Ask the owner in one click

Unclear transactions go to the business owner by secure link — they explain, you categorize.

Customers & vendors

Invoices with GST/HST and PST, recurring invoices, bills, payments online or offline, statements and reconciliation with theirs.

GST/HST & payroll built in

The sales tax return from the ledger, and every pay run posts itself.

Working papers A–N

Built from the books as you work — sign-offs, review notes, GIFI for the T2. Documents and client requests included.

Add Bookkeeping to any company — on its own or with Payroll and Scheduling. Accounting firms pay $3 per client per month for Bookkeeping — apply for the accounting-firm price.

See it in action

The real screens — not a mock-up.

Click through what you'll use every day. Tap a picture to see it full size.

Build the week — BooksAuto screen — **Build the week**Labour cost, sales and overtime warnings while you schedule. Staff ask for shifts and time off in their app.

The time clock fills the time sheets — BooksAuto screen — **The time clock fills the time sheets**Punches from the tablet become hours. Late starts are flagged — approve the week in one click.

A pay run in minutes — BooksAuto screen — **A pay run in minutes**CPP, CPP2, EI and tax with CRA's own formulas — cheques, direct deposit and emailed stubs.

Every employee in one place — BooksAuto screen — **Every employee in one place**Pay stubs, year-to-date totals and records — grouped by department or pay group.

Books that follow the work — BooksAuto screen — **Books that follow the work**Banking, customers, vendors and payroll in one flow — with what needs you on the right.

Proved to the cent — BooksAuto screen — **Proved to the cent**Every bank and card account against its statement.

Reports in one click — BooksAuto screen — **Reports in one click**Profit & loss, balance sheet, aging — print, Excel or email.

Every client at a glance — BooksAuto screen — **Every client at a glance**Sales, labour and the client portal — what's overdue and what came in.

Document requests that chase for you — BooksAuto screen — **Document requests that chase for you**Ask once; BooksAuto tracks what's received, reminds and lets clients upload from their phone.

Keep exploring

Where to next?

PayrollCRA-accurate pay runs, remittances, T4s and ROEs.Open →Scheduling & time clockShifts, a tablet time clock and a staff app.Open →Pricing50% off Payroll and Bookkeeping in year one.Open →Accounting firms$3 Payroll + $3 Bookkeeping per client per month.Open →

Ready to schedule and pay your team with BooksAuto?

Buy a plan for your first company in two minutes — 50% off Payroll and Bookkeeping for your first year — or try everything free for 30 days, no credit card.

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