Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Bookeeping.ai leverages artificial intelligence to handle your financial responsibilities efficiently. TaxChat analyzes tax-related resources such as those provided by the IRS and HMRC, delivering quick responses to your tax inquiries. This innovative platform can reduce your bookkeeping expenses and time by an impressive 87.5%. It reveals potential tax savings while offering real-time AI-driven financial and business insights. Bookeeping.ai is at the forefront of developing text-to-action AI agents that streamline sales, marketing, and finance activities specifically for small businesses. Established by a Canadian entrepreneur and backed by an international team, the company has received numerous awards for its innovative solutions. Instantly generate new spreadsheets using AI and begin editing them right away. Engage in chat conversations to fulfill your financial tasks, while automatically importing transactions from your CSV files or bank accounts. Effortlessly complete tax forms with a single click, scan your emails automatically, and utilize a mobile app for added convenience. Furthermore, you can create and communicate with your documents seamlessly, enhancing your overall financial management experience.

Description

NorthBooks is an online bookkeeping tool designed specifically for freelancers, consultants, side businesses, sole proprietors, and incorporated small enterprises in Canada. This software integrates various functions such as invoicing, maintaining client and product databases, tracking expenses and receipts, importing bank statements, and managing mileage, time, and project logs along with GST/HST/QST documentation. Users can easily check the status of their invoices, monitor tax amounts and remittances, and keep track of CRA filing deadlines. Additionally, it offers payroll features that include support for T4 and T4A forms, as well as summaries for T1 and T2 filings, read-only access for accountants, and export options in formats like CSV, PDF, GIFI, and T2 XML. A complimentary plan is available for fundamental bookkeeping needs, while premium plans provide enhanced features for invoicing, reporting, tax processes, and other functionalities. NorthBooks is designed to help users streamline their records for easy self-filing or to facilitate a handoff to an accountant, though it does not handle tax return submissions or substitute for professional tax advice. The various plans cater to the needs of small teams and owner-operated businesses throughout Canada, making it a versatile choice for many.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Sheets Yes 
Microsoft Excel Yes 

Integrations

Google Sheets No 
Microsoft Excel No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$9/month
The Free plan costs $0 indefinitely and requires no credit card. Pro costs $9/month, with a 20% discount for annual billing and a 7-day free trial.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Bookeeping.ai

Country

Canada

Website

bookeeping.ai/

Vendor Details

Company Name

NorthBooks

Founded

2026

Country

Canada

Website

northbooks.ca

Product Features

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

Product Features

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

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