Built for Canadian small business

AI bookkeeping that
actually understands
your business

Import bank statements. Snap receipts. Generate invoices. File your HST. Get real tax advice. All from your phone — no accountant needed.

Start free trial → See how it works

14 days free · $49/month after · Cancel anytime

AI CATEGORIZED

Statement Import — March 2026

Canadian Tire #482 Small Tools $127.34

Shell Fuel Station Fuel $89.50

Home Hardware Supplies $234.17

Tim Hortons Meals $18.64

Payment received Income +$4,520.00

Everything you need. Nothing you don't.

Built specifically for Canadian small businesses — not adapted from American software.

📥

Bank Statement Import

Upload your bank or credit card statement as PDF or CSV. AI reads every transaction, categorizes it, and extracts HST automatically. Supports all major Canadian banks.

🧾

Receipt Scanner

Snap a photo of any receipt. AI reads the vendor, amount, date, and tax — then files it in the right category. Works on your phone.

📄

Invoice Builder

Create professional invoices in seconds with live preview. Download as PDF, send to clients. Everything flows to your Google Sheet automatically.

🏛

HST Returns

Every CRA line number pre-filled from your actual books. HST collected, ITCs claimed, net owing — ready to file on My Business Account.

🧠

AI Tax Advisor

Ask questions about your specific situation. Get dollar-specific answers about deductions, CCA, family wages, and year-end strategies. Knows Canadian tax law.

🏥

Book Health Check

AI scans your books for missing categories, duplicate entries, uncategorized expenses, and overdue invoices. Gives you a score and tells you exactly what to fix.

🔒

Your Data, Your Sheet

Everything lives in a Google Sheet you own. If you ever cancel, your books stay with you forever. No hostage data. No export fees.

⚡

Duplicate Detection

Import your credit card statement and bank statement without worrying about double-counting. AI catches duplicates automatically and warns you in plain language.

🇨🇦

Canadian from the ground up

HST, GST, PST for all 10 provinces. CRA filing guides. T2 for corps, T2125 for sole props. CPP, EI, payroll. Not an American tool with a Canadian flag slapped on.

Up and running in 10 minutes

Create your account

Tell us your business name, province, and bank. Takes 2 minutes.

Copy the Sheet template

One click copies our pre-built Google Sheet to your Drive. Your data, your account.

Import your first statement

Upload a PDF or CSV from your bank. AI categorizes everything in seconds.

You're done

Your books are caught up. Do this for 5 minutes a month and never stress about tax season again.

📊 Your books belong to you. Period.

Unlike QuickBooks or FreshBooks, your financial data lives in a Google Sheet in your own Google Drive. We never store your transactions, receipts, or invoices on our servers. If you cancel TradeBooks tomorrow, every dollar you've ever tracked is still right there in your Sheet.

We provide the intelligence. You keep the data.

Simple pricing. No surprises.

One plan. Everything included. No per-user fees, no feature tiers, no upsells.

14-day free trial

$49/month

Cancel anytime · No contracts · HST included

✓Unlimited bank statement imports

✓Unlimited receipt scanning

✓Unlimited invoices

✓AI transaction categorization

✓AI tax advisor — ask anything

✓HST return calculator (all provinces)

✓T2 corporate tax + T2125 sole prop

✓Payroll calculator (CPP, EI, PD7A)

✓Monthly health check + duplicate detection

✓Your data stays in your Google Sheet

Start your free trial →

No credit card required to start

How this compares: QuickBooks charges $25-55/month and doesn't include AI categorization or Canadian tax advice. A bookkeeper costs $200-500/month. An accountant for basic bookkeeping runs $3,000-5,000/year. TradeBooks does 90% of what they do for $49/month.

Frequently asked questions

Do I need accounting experience?

No. TradeBooks is built for business owners, not accountants. The AI handles categorization, HST extraction, and tax calculations. You just review what it did and confirm. If something looks wrong, change it with a dropdown — the AI learns your patterns over time.

Which banks are supported?

All major Canadian banks — BMO, TD, RBC, Scotiabank, CIBC, Desjardins — plus credit cards from AMEX, Visa, Mastercard, and Capital One. Upload any PDF or CSV statement.

Is my financial data secure?

Your data lives in your own Google Sheet, in your own Google account. We don't store your transactions, receipts, or financial records. The AI processes your data in real-time and never retains it. Your Google Sheet is as secure as your Google account.

Can I use this for my corporation AND sole proprietorship?

Yes. During setup, you choose your business type — sole proprietor or incorporated. TradeBooks shows the right tax forms for each: T2125 for sole props, T2 for corporations. Both get full HST, payroll, and AI tax advice.

What happens if I cancel?

You keep everything. Your Google Sheet with all your books stays in your Google Drive forever. You just lose access to the AI features (statement import, receipt scanning, tax advisor). Your data is never deleted or locked behind a paywall.

Does this replace my accountant?

For day-to-day bookkeeping, yes. TradeBooks handles statement imports, categorization, HST tracking, invoicing, and tax estimation. You may still want an accountant for year-end filing, complex tax planning, or audit situations — but you'll save thousands on routine bookkeeping.

Does it work on my phone?

Yes. TradeBooks is a web app that works on any device — phone, tablet, laptop. No app to install. The receipt scanner opens your phone camera directly. Most users do their monthly bookkeeping on their phone in under 20 minutes.