Financials in minutes
Generate financial statements and a tax guiding summary instantly.
Make Zens of your Accounting
The AI accounting platform for Canadian SMBs and accounting professionals
- Books and financial statements in minutes
- Automatically matches uploaded receipts and invoices
- Trace and digital evidence storage for SMBs and firms
Platform
Faster books, zero manual tie-backs, absolute peace of mind
Eliminate tedious spreadsheet reconciliation and manual receipt hunting. Get accurate books and reports while you are in full control.
Audit traceability
Automatically match every uploaded receipt and invoice.
Human-in-the-loop
AI does the heavy lifting; you make the final decision at review checkpoints.
How it works
How human-in-the-loop AI works
AI does the heavy lifting. You retain complete oversight.
Sync data and receipts
Connect Xero (or similar). Drag and drop invoices and receipts, or photograph documents and upload.
AI prepares and matches
Categorize transactions, match receipts, and draft period reports.
Review and approve
Review exceptions, approve numbers, and download statements and GST/HST summaries.
Bookkeeping
No more searching through shoeboxes or emails for receipts
Manual audit prep can take days of cross-referencing statements against paper. Caipibara automates the paper trail.
- Line-by-line statement matching so AI ties incoming receipts to specific credit card or bank feed charges.
- Automated evidence vault for digital copies of bills, invoices, and receipts linked to your GL accounts.
- Document intake by drag and drop, or photograph documents and upload.
- Canadian CRA-ready records so you keep a clean paper trail with less extra effort.
Verify Required Documents
CompleteReconcile Bank Accounts
Needs ReviewGST / HST Reconciliation
PendingPeriodic Reporting
PendingReporting
Reporting the AI drafts; the firm stands behind
Get clear financial statements in minutes, with GST/HST and input tax credits built in. Not a generic global tax template.
- Financial statements from the live ledger (P&L, balance sheet, and related views).
- GST/HST summary mapped to the tax GL accounts your firm reconciles, including input tax credits.
- Customize presentation, including account codes, to match firm review packs.
- Downloadable packages for review, client delivery, and sharing with your CPA.
| Account | Amount |
|---|---|
| 2100 GST/HST collected | $3,250.00 |
| 1090 Input tax credits | ($1,430.00) |
| Net remittance due | $1,820.00 |
GL codes visible with Customize → Show account codes
Preflight
Know the books are right before you finalize
Preflight runs 35 rule-based checks from the CPA review checklist on every engagement. You see the health of the books at a glance and fix what is off before you call them final.
- 35 checks, one rulebook across inputs, recording, reconciliations, financial statements, and the review trail.
- Health at a glance: a High, Medium, or Low confidence level and a score, with the reason in one sentence.
- Fewer errors at sign-off: most failed checks link straight to the task that fixes them, and every exception keeps a note.
- PDF report to keep with the working papers or share with the client.
These books have medium confidence
33 of 35 checks passed. 2 Should pass items to improve.
Score95
- Inputs8/8
- Recording7/8
- Reconciliations8/8
- Financial statements7/7
- Review trail3/4
Tax return filing
Corporate T2 fill guide from books the firm already trusts
A dedicated tax return queue for corporate clients, separate from bookkeeping engagements. Built for transcription into your tax software, not CRA e-file.
- Firm-wide queue of tax returns by client, fiscal year, and type (T2 today), with books and filing status at a glance.
- Prior-year books gate so a return starts only when the fiscal year is complete (engagements or verified history).
- Guided prep steps: collect client information, prepare tax figures from books and reports, then open the fill guide.
- T2 line guide with line, description, and amount for staff to enter in tax software. Line math stays tool-driven; your firm stands behind the return.
Collect information
CompletePrepare tax figures
CompleteT2 fill guide
Needs ReviewLineAmount
200 · Net income$184,200.00
300 · Taxable income$168,450.00
890 · Balance$12,340.00
Who it’s for
Tailored for small businesses and accounting practices alike
Built for SMBs and accounting firms. Not a DIY bookkeeping tool.
SMBs
Get clear financial statements in minutes. Track expenses with receipt backing, then share organized packages with your CPA.
Accounting professionals
AI handles data entry and categorization. Staff review exception queues on a multi-tenant dashboard with CPA checkpoints.
Canadian practices
Built in Canada, with GST/HST summaries and financial statements across engagements.
Security
Built in Canada, for Canadian trust standards
We follow Canadian privacy standards, secure data handling, and industry practice for data and privacy security.
Human control
Calculations are deterministic and verifiable. AI never operates as a black box without human sign-off.
Audit-ready vault
Every expense is tied to receipt proof, so your business or firm has a cleaner trail when CRA reviews.
Multi-tenant workspace
Firm workspace with client and engagement scoping. Each firm’s data is isolated.
Canadian data residency
Stored in Canada (AWS ca-central-1) with PIPEDA in mind. AI features send the content they need to AI providers — see our Privacy Policy.
Pricing
Same price for accounting firms and business owners
One annual price per business. Accounting firms pay per client business.
Accounting firmsBusiness owners
Same price
CAD$299
per business, per year
Plus GST/HST
- 30-day free trial on your first business.
- 5,000 analyzed transactions per access period.
- Books, financial statements, and GST/HST summaries.
- Receipt and invoice matching.
- Each additional business is charged when you add it.
- Unlimited team members at no extra cost.
- Each business with its own books counts as one.
Experience AI bookkeeping built for Canada
See how Caipibara generates financial statements in minutes, ties receipts to statements, and keeps humans in control.
Prefer email? Reach us at hello@caipibara.com