Categorization
Rules first. AI for the rest.
Your rules run the second a Plaid transaction lands, so the vendors you see every week sort themselves. For the leftovers, the Analyze tool groups them by pattern and suggests a rule you approve or apply in bulk. Nothing gets filed behind your back.
Two layers · your rules, then AI pattern analysis.
Receipts
Snap. Drop. Email. We'll do the rest.
OCR pulls the vendor, the total and the HST line, then matches it to the right transaction in your feed. No shoebox, no folder labelled “lol.”
Vendor · total · HST line, read automatically.
HST report
The HST number, already worked out.
Kountr keeps a live Canadian HST report: tax collected, input credits, and net owing, broken out by province. Export a CRA-ready CSV and file it in My Business Account. We do the arithmetic; you stay in control of the submission.
Collected · ITCs · net owing · per-province · CSV.
CPA mode
Power-user depth, hidden by default.
Full double-entry, journal entries, trial balance, period locking. Invisible to everyday users until your bookkeeper flips the switch. Then it's a serious tool.
Optional · double-entry, journals, trial balance, locks.
Plain English
“Money in,” not “revenue recognized.”
Accounting jargon is the second language here, not the first. Everywhere it matters, the UI leads with plain words and shows the technical term underneath.
Readable for owners. Respected by accountants.
Dealer mode
Real gross on every unit.
Attach acquisition, recon and transport costs to the VIN, then read front and back gross the moment a unit sells. Inventory aging shows what's parked and for how long, on a dealer chart of accounts that ships ready — the layer generic tools leave out.
Per-unit gross · VIN cost basis · aging · start a deal.