One platform · Three solutions
Every feature for businesses, firms & municipalities
Awditify runs the books for small businesses, the practice for CPA & bookkeeping firms, and the finances for municipalities — explore the full feature set for each below.
Awditify Bookkeeping
Daily accounting that runs itself - bank feeds, AI categorization, invoicing, Canadian payroll, sales tax, and 70+ reports.
See features For CPA & bookkeeping practicesAwditify for Firms
A full operating layer for your practice - engagements, recurring work, billing, profitability, and a firm AI copilot across every client.
See features For local governmentsAwditify Municipal
Run the whole municipality - assess, bill, collect, enforce, and report with PSAB-ready finance, all connected.
See featuresFor small & growing business
Awditify Bookkeeping
Daily accounting that runs itself - bank feeds, AI categorization, invoicing, Canadian payroll, sales tax, and 70+ reports.
Core Cloud Accounting & Bookkeeping
A solid double-entry foundation with full Canadian chart of accounts, journal entries, multi-currency, and AI-powered bank reconciliation.
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Chart of Accounts
Fully customizable chart of accounts with pre-built Canadian templates for every industry.
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Journal Entries
Manual and automated journal entries with recurring entry scheduling and approval workflows.
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General Ledger
Complete general ledger with drill-down from any summary to the underlying transactions.
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Classes & Locations
Unlimited class and location tracking for multi-department and multi-branch reporting.
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Multi-Currency
Support for transactions in multiple currencies with automatic exchange rate updates.
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Bank Reconciliation
Automatic bank feeds with AI matching. Reconcile in minutes instead of hours.
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Month-End Workspace
Guided month-end close with period status, lock controls, and a task checklist to close books consistently every period.
Canadian Invoicing & Online Payments
Get paid faster with professional GST/HST-compliant invoices, online payments via Interac e-Transfer, and built-in e-signatures.
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Professional Invoices
Customizable templates with your logo, colours, and terms. Send in seconds.
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Online Payments
Accept credit cards, bank transfers, and Interac e-Transfer directly from invoices.
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E-Signature
Built-in legally-binding electronic signatures for contracts and estimates.
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Recurring Invoices
Set up automatic recurring invoices for retainers and subscriptions.
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Estimates & Quotes
Create estimates and convert them to invoices with a single click.
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Payment Reminders
Automatic polite reminders for overdue invoices to improve collection rates.
Bank Feeds & AI Reconciliation
Connect to 150+ Canadian banks and credit unions. AI auto-categorizes transactions with 95%+ accuracy.
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Bank Connections
Direct feeds from major Canadian banks and credit unions. Secure, encrypted, real-time.
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AI Auto-Categorization
Machine learning automatically categorizes transactions based on your patterns and rules.
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Receipt OCR
Snap a photo of any receipt. AI extracts vendor, amount, date, and tax automatically.
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Rule-Based Matching
Create custom rules to auto-match recurring transactions exactly the way you want.
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Cheque Workflows
Issue cheques, manage registers, and print single or batch PDF cheque runs directly from the billing workspace.
Full Canadian Payroll - CPP, EI, T4, ROE
Complete payroll processing for all provinces and territories - included in Bookkeeping Professional, not a paid add-on.
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CPP/QPP Calculations
Automatic CPP and QPP contribution calculations with annual limit tracking.
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Employment Insurance
EI premium calculations including reduced rates for registered employers.
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Income Tax Deductions
Federal and provincial/territorial tax deductions calculated automatically every pay.
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T4 & T4A Generation
Year-end T4 and T4A slips generated automatically with CRA-ready XML filing.
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Record of Employment
ROE generation and electronic filing directly to Service Canada.
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Remittance Management
Track remittance obligations and generate PD7A forms for CRA payments.
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Contractor Invoices
Manage contractor payments alongside employee payroll in one unified system.
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Direct Deposit
Pay employees via direct deposit. Integrates with major Canadian payroll banks.
GST/HST Tax Filing & CRA Compliance
Stay CRA-compliant with automated GST/HST/PST multi-province tracking, ITC calculations, and tax return generation.
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GST/HST Tracking
Multi-agency tax support with automatic calculation for all Canadian provinces.
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Tax Filing Support
Generate GST/HST returns and working papers ready for your accountant.
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Tax Planning
Year-round tax planning tools with estimated liability forecasting.
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Revenue Recognition
ASC 606 / IFRS 15 compliant revenue recognition with deferred revenue tracking.
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Audit Trail
Complete, unalterable audit trail of every transaction and change for compliance.
Financial Reporting & Business Analytics
70+ reports including balance sheet, income statement, cash flow, custom dashboards, and budget vs. actual tracking.
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Financial Statements
Balance sheet, income statement, cash flow, and trial balance - always up to date.
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Custom Dashboards
Build personalized dashboards with the KPIs that matter most to your business.
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Budget vs Actual
Track budget performance with variance analysis and trend visualization.
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Aged Receivables/Payables
Monitor outstanding invoices and bills with aging analysis and follow-up tools.
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Export & Sharing
Export any report to PDF, Excel, or CSV. Share live read-only links with stakeholders.
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Custom Reports
Build reports with configurable data sources, columns, filters, and sorting tailored to your business.
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Management Report Packs
Group reports into packs for client or partner review and share as a single organized output.
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Scheduled Report Delivery
Auto-generate any custom report and email it to recipients on a daily, weekly, or monthly schedule.
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Favorite Reports
Pin your most-used reports for quick access without navigating the full report library.
Inventory Management & COGS Tracking
Real-time stock tracking, purchase orders, FIFO/LIFO/weighted average costing, and low stock alerts.
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Stock Tracking
Real-time inventory levels with multiple warehouse and location support.
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Purchase Orders
Create and manage purchase orders with automatic stock level updates on receipt.
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COGS Calculation
Automatic cost of goods sold calculations using FIFO, LIFO, or weighted average.
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Low Stock Alerts
Set reorder points and get notified before you run out of critical inventory.
AI-Powered Bookkeeping Automation
Machine learning auto-categorization, AI chat assistant, anomaly detection, and automated workflows that save 10+ hours/week.
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AI Chat Assistant
Ask questions about your finances in plain English. Get instant answers and insights.
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Smart Categorization
AI learns from your history and automatically categorizes 90%+ of transactions.
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Anomaly Detection
AI monitors transactions for unusual patterns and alerts you to potential issues.
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Automated Workflows
Set up approval chains, notifications, and recurring tasks to run on autopilot.
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AI to GL (Journal Entry)
Turn an AI chat answer into a structured journal-entry draft with confidence scoring, line-by-line review, and a guided post workflow.
For CPA & bookkeeping practices
Awditify for Firms
A full operating layer for your practice - engagements, recurring work, billing, profitability, and a firm AI copilot across every client.
Practice & Engagement Management
Run your whole practice from one place - visual engagement boards, recurring work templates, approvals, and client management at scale.
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Engagement Boards
Visual control across stages, owners, blockers, and next actions with task dependencies and SLA alerts.
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Recurring Work
Engagement and task templates for tax, audit, review, and compliance - scheduled and rolled forward automatically.
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Approvals & Review
Multi-level review and approval workflows with sign-off tracking on every engagement.
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Unlimited Clients
Add as many client entities as your practice needs - no per-client fees.
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Client Health Scoring
Explainable client health scores surface risks and opportunities across your book.
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Document Requests
Request, collect, and track client documents with automated reminders.
WIP, Billing & Profitability
Turn recorded effort into revenue with WIP aging, realization, retainers, and engagement-level profitability reporting.
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WIP & Realization
WIP aging, write-up/down, and realization reporting so nothing slips through the cracks.
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Time & Billing
Track time against engagements and convert it into invoices with flexible billing rules.
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Retainers & Fixed Fees
Manage retainers, fixed-fee arrangements, and recurring billing schedules.
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Engagement Profitability
See profitability by engagement, client, and team member at a glance.
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Firm AI Copilot
Conversation history, controlled context, and save-as-proposal workflows across every client.
Client Communications & Campaigns
Send targeted outbound email campaigns, generate engagement letters, capture post-engagement NPS and CSAT, and log every client interaction.
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Client Campaigns
Send targeted outbound email campaigns to client segments with suppression controls and send-metric tracking.
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Engagement Letters
Generate engagement letters from templates and engagement data, connected directly to signing workflows.
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Post-Engagement Surveys
Automated NPS and CSAT surveys after engagement close with response tracking and custom report integration.
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Relationship Notes
Log context, concerns, and service intelligence against each client for the whole team to act on.
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Communication Log
Full audit of every client communication, follow-up flag, and touchpoint across the firm.
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Client Onboarding
Repeatable onboarding workspaces with welcome sequences, onboarding flows, and role-aware ownership.
Reporting, Analytics & Automation
Partner-level reporting, management report packs, scheduled delivery, and automation rules that trigger workflow actions across the firm.
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Management Report Packs
Group reports into packs for partner or executive review instead of chasing one-off outputs.
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Scheduled Report Delivery
Auto-generate any custom report on a recurring schedule and email it directly to recipients.
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Partner & Firm Analytics
Leadership-level visibility across clients, engagements, team load, and practice performance.
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Automation Rules
Trigger-based workflow rules that fire actions automatically on deadlines, status changes, and task events.
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Deadline Centre
Every time-sensitive item across the firm - client, engagement, and task deadlines - in one place.
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Staff Utilization Tracking
Actual-versus-target utilization reporting for capacity planning and team performance management.
E-Signatures, Secure Sharing & Admin
Internal e-sign workflows, secure client file sharing with expiry controls, signature provider integrations, and firm-wide settings and security.
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E-Signatures
Internal e-sign workflow for engagement letters, proposals, and firm documents.
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Signature Provider Integration
Connect external providers such as DocuSign and Adobe Sign into your firm signing workflow.
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Secure File Sharing
Share deliverables with expiry controls, access tracking, and firm-managed distribution.
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Team Management
Role-aware access controls, team roster, and operational permissions across the firm.
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Integrations Management
Connect accounting software, banking, and external tools into the firm operating layer.
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Firm Settings & Security
Tenant-aware security controls, subscription management, and firm-wide configuration.
For local governments
Awditify Municipal
Run the whole municipality - assess, bill, collect, enforce, and report with PSAB-ready finance, all connected.
Municipal Government Finance - PSAB Modules
Property tax, permits, bylaws, PSAB-compliant fund accounting, citizen services portal, and tangible capital asset tracking.
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Property Tax
Full property tax lifecycle: assessments, levies, billing, collections, and arrears.
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Permits & Licensing
Building permits, business licenses, and applications with workflow management.
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Bylaws Management
Bylaw tracking, infraction management, and fine collection integration.
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Asset Management
Tangible capital asset tracking with depreciation per PSAB standards.
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Municipal Finance (PSAB)
Full PSAB-compliant financial reporting including segment and consolidation reports.
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Governance
Council reporting, meeting minutes integration, and resolution tracking.
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Citizen Services
Online citizen portal for tax lookups, permit applications, and payment processing.
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Utility Billing
Water, sewer, and waste utility billing with meter reading and consumption tracking.
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Fleet Management
Vehicle master records, mileage tracking, service history, and maintenance scheduling for municipal fleet.
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Local Improvements
Municipal loan bylaw support and local improvement charge (LIC) amortization handling.
Complete Feature List — All Three Solutions
Every feature across Bookkeeping, Firms, and Municipal — organized by category. No hidden modules.
| Feature | Description |
|---|---|
| Core Accounting | |
| Chart of Accounts | Customizable with pre-built Canadian templates for every industry |
| Journal Entries | Manual, automated, and recurring entry scheduling with approval workflows |
| General Ledger | Full drill-down from any summary to underlying transactions |
| Bank Reconciliation | AI-powered auto-matching with 150+ Canadian bank connections |
| Multi-Currency | Automatic exchange rate updates for foreign-currency transactions |
| Classes & Locations | Unlimited tracking for multi-department and multi-branch reporting |
| Invoicing & Payments | |
| Professional Invoices | Branded templates with logo, colours, terms - send in seconds |
| Online Payments | Accept credit cards, bank transfers, and Interac e-Transfer |
| E-Signature | Built-in legally-binding electronic signatures on contracts and estimates |
| Recurring Invoices | Automatic billing for retainers and subscriptions |
| Estimates & Quotes | Create estimates and convert to invoices with one click |
| Payment Reminders | Auto reminders for overdue invoices to improve cash flow |
| Banking & AI | |
| Bank Feeds | Real-time direct feeds from major Canadian banks and credit unions |
| AI Auto-Categorization | Machine learning categorizes transactions with 95%+ accuracy |
| Receipt OCR | Snap a photo - AI extracts vendor, amount, date, and tax |
| Rule-Based Matching | Custom rules for recurring transactions |
| AI Chat Assistant | Ask bookkeeping questions in plain English - instant answers |
| Anomaly Detection | AI monitors for unusual patterns and flags potential issues |
| AI to GL (Journal Entry) | Turn AI chat into a structured journal-entry draft with confidence scoring and post workflow |
| Cheque Workflows | Issue, print, and batch-run cheques directly from the billing workspace |
| Canadian Payroll | |
| CPP / QPP Calculations | Automatic contributions with annual limit tracking |
| Employment Insurance (EI) | Premium calculations including reduced rates for registered employers |
| Federal & Provincial Tax | Automatic deductions for all 13 provinces and territories |
| T4 & T4A Generation | Year-end slips with CRA-ready XML filing |
| Record of Employment (ROE) | Electronic filing directly to Service Canada |
| Direct Deposit | Pay employees via direct deposit with major Canadian banks |
| Remittance Management | PD7A form generation and CRA payment tracking |
| Tax & Compliance | |
| GST/HST/PST Tracking | Multi-province tax with automatic calculation for all provinces |
| Tax Filing Support | Generate CRA-ready GST/HST returns and working papers |
| Tax Planning Tools | Year-round liability forecasting and estimated payments |
| Revenue Recognition | ASC 606 / IFRS 15 compliant with deferred revenue tracking |
| Complete Audit Trail | Unalterable log of every transaction, edit, and approval |
| Reports & Analytics | |
| Financial Statements | Balance sheet, income statement, cash flow, trial balance |
| Custom Dashboards | Build personalized dashboards with the KPIs that matter |
| Budget vs Actual | Variance analysis and trend visualization |
| 70+ Built-in Reports | Aged receivables, payables, P&L by class, and more |
| Custom Reports | Configurable data sources, columns, filters, and sorting for tailored reporting |
| Management Report Packs | Group reports for client or partner review as one organized output |
| Scheduled Report Delivery | Auto-generate any report on a recurring schedule and email to recipients |
| Export & Sharing | PDF, Excel, CSV export - live read-only links for stakeholders |
| Inventory & Assets | |
| Stock Tracking | Real-time levels with multiple warehouse support |
| Purchase Orders | Create POs with automatic stock updates on receipt |
| COGS Calculation | FIFO, LIFO, or weighted average costing |
| Fixed Asset Management | Depreciation schedules, disposal tracking, CCA classes |
| Low Stock Alerts | Reorder points with automatic notifications |
| Firms - Practice Management | |
| Engagement Boards | Visual stages, owners, blockers, task dependencies, and SLA alerts |
| Recurring Work Templates | Tax, audit, review, and compliance templates scheduled and rolled forward |
| WIP & Realization | WIP aging, write-up/down, and realization reporting |
| Time & Billing | Time tracking, retainers, fixed fees, and flexible billing rules |
| Engagement Profitability | Profitability by engagement, client, and team member |
| Firm AI Copilot | Controlled-context AI with save-as-proposal workflows |
| Unlimited Client Entities | Add as many clients as you need - no per-client fees |
| Firms - Communications & Admin | |
| Client Campaigns | Targeted outbound email to client segments with suppression and send-metric tracking |
| Engagement Letters | Generate from templates and engagement data, connected to signing workflows |
| Post-Engagement Surveys | Automated NPS and CSAT surveys with response tracking and custom report data source |
| Relationship Notes | Log client context and service intelligence visible to the whole team |
| Automation Rules | Trigger-based workflow actions on deadlines, status changes, and task events |
| Deadline Centre | All time-sensitive firm items - client, engagement, and task deadlines - in one view |
| Scheduled Report Delivery | Auto-generate firm reports on a recurring schedule and email to recipients |
| Management Report Packs | Group reports for partner or executive review as a single organized output |
| E-Signatures | Internal e-sign workflow for engagement letters and firm documents |
| Secure File Sharing | Share deliverables with expiry controls, access tracking, and firm-managed distribution |
| Staff Utilization Tracking | Actual-versus-target utilization for capacity planning and performance management |
| Client Onboarding | Repeatable onboarding workspaces with welcome sequences and role-aware ownership |
| Municipal (PSAB) | |
| Property Tax Management | Full lifecycle: assessments, levies, billing, collections, arrears |
| Permits & Licensing | Building permits, business licenses, inspection workflows |
| Bylaws Management | Infraction tracking, fine collection, enforcement reporting |
| Tangible Capital Assets | PS 3150 compliant with depreciation schedules |
| PSAB Financial Reporting | Segment reporting, fund accounting, government transfers |
| Utility Billing | Water, sewer, and waste utility billing with meter reading and consumption tracking |
| Fleet Management | Vehicle records, mileage tracking, service history, and maintenance scheduling |
| Local Improvements | Municipal loan bylaw support and LIC amortization handling |
| Citizen Services Portal | Tax lookups, permit applications, online payments |
| Governance Tools | Council reporting, resolution tracking, meeting integration |
Crawlable product paths
Explore Awditify by workflow, buyer, and region
These pages connect the full Awditify feature set to high-intent Canadian searches for payroll, GST/HST, bank reconciliation, CPA firm software, municipal accounting software and cloud bookkeeping by province.
Bookkeeping workflows
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Canadian payroll software
CPP, EI, T4, T4A and ROE records connected to the ledger.
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GST/HST software Canada
GST, HST, QST, PST and ITC workflows for Canadian teams.
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Canadian invoicing software
Invoices, online payments, receivables and sales tax tracking.
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Bank reconciliation software
AI-assisted transaction matching and month-end review.
Bookkeeping by province
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Cloud bookkeeping in Alberta
GST-ready bookkeeping for Alberta small businesses.
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Cloud bookkeeping Ontario
HST-ready accounting software for Ontario businesses.
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Cloud bookkeeping in BC
GST/PST bookkeeping workflows for British Columbia.
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Cloud bookkeeping in Quebec
GST/QST workflows for Quebec businesses.
Firms, municipal, and comparisons
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CPA firm software Canada
Practice management, engagement management, WIP and billing.
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Municipal accounting software Canada
Property tax software, utility billing and PSAB reporting.
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QuickBooks alternative Canada
Compare payroll, GST/HST, AI bookkeeping and reporting.
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Xero alternative Canada
Compare Canadian cloud accounting workflows.
Firm operations
Deep-dive feature pages for CPA firm teams
Explore how Awditify handles firm communication, knowledge management, email triage, and integrations with Microsoft Outlook and Google Workspace.
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Email Triage
Turn firm inboxes into an accountable workspace — assign, track, prioritize, and link client email to engagements.
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Firm Communication
Internal chat, group threads, firm-wide announcements, and communication logs in one workspace.
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Firm Knowledge Base
Centralize firm procedures, client contacts, links, files, and tables with role-based access controls.
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Bookkeeping Knowledge Base
Client-specific notes, contacts, portal links, and references for each bookkeeping client.
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Microsoft Outlook Integration
Sync Outlook mailbox messages into shared email triage and manage Outlook calendar events inside Awditify.
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Google Workspace Integration
Connect Gmail and Google Calendar to Awditify for shared triage and firm workflow visibility.
Awditify is one Canadian platform with three solutions. Bookkeeping gives small and growing businesses everything they need — AI-powered transaction categorization, full Canadian payroll with CPP, EI, T4, and ROE processing, multi-province GST/HST/PST tax management, 70+ financial reports, e-signature invoicing, receipt OCR, inventory, and fixed asset tracking — starting at just $15/month CAD.
Awditify for Firms adds a full practice-management layer for CPA and bookkeeping practices: engagement boards, recurring work templates, approvals, WIP and realization reporting, time and billing, engagement profitability, and a firm AI copilot — with unlimited client entities. Awditify Municipal delivers PSAB-compliant modules for local governments, covering property tax, utility billing, permits, bylaws, tangible capital assets, citizen services, and full fund accounting. Whatever your business needs, Awditify is built from the ground up for Canadian tax law, banking infrastructure, and CRA & PSAB compliance.
Free Migration on Bookkeeping Plans
Switching from QuickBooks, Sage, FreshBooks, or Xero? On any Bookkeeping plan we'll move all your journal entries, chart of accounts, and financial data for free. Import yourself via Excel/CSV or let our team handle everything. Firm & Municipal migrations are a paid onboarding service.
Learn about free migrationTry Every Feature Free for 7 Days
Start free — no credit card required. Full access to AI bookkeeping, Canadian payroll, GST/HST tracking, and 70+ reports.