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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Otto is a financial management platform powered by AI, aimed at easing the financial operations of creative entrepreneurs and small business proprietors. By automating essential activities like bookkeeping, invoicing, tax oversight, contract management, and cash flow analysis, it enhances overall efficiency. Users benefit from real-time financial insights, which facilitate better expense tracking, invoice generation, and tax management. The platform seamlessly integrates with a variety of tools, allowing users to effectively monitor their financial health. With its tax planning capabilities, Otto assists users in maximizing deductions, managing their tax obligations, and preparing effectively for tax season, backed by CPAs and intelligent features. In addition, it offers robust contract management options, enabling users to draft, monitor, and electronically sign contracts while ensuring legal compliance. Designed specifically for the unique requirements of creators and small enterprises, Otto provides customized functionalities that minimize administrative burdens, empowering users to concentrate on expanding their business ventures. This innovative platform not only simplifies financial tasks but also fosters growth by allowing entrepreneurs to focus on their creative pursuits without being bogged down by intricate financial details.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

NorthBooks

Founded

2026

Country

Canada

Website

northbooks.ca

Vendor Details

Company Name

Otto

Founded

2024

Country

United States

Website

joinotto.com

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

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

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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