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Your books, in your own portal
The software your bookkeeper keeps your books in, and where you see them any time. Included with every plan.
What it is
Your bookkeeper works in it every month. You open it whenever you like, from a phone or a desk, and see the same books they see: what has come in, what is owed, what needs you, and the reports a bank or a buyer would ask for.
It is included in every package. If you would rather keep QuickBooks Online or Xero, we work in your file for $100 a month and that subscription stays yours to pay.
It isn't sold on its own. It comes with a Tallyforth bookkeeping plan, and it's how you see and work with the books your bookkeeper keeps.
What's in it
Sales
Invoices with your logo and colours, sent by email as a PDF. Estimates that turn into draft invoices when the customer says yes. Recurring invoices on a schedule. Payments received, including one cheque against several invoices.
Customers, a price list of your products and services, and jobs, so profit by job is a report rather than a spreadsheet. Reminders are yours to send; Tallyforth never chases your customers.
Bills
Every bill recorded as it arrives, with the supplier and what is due when. Nothing leaves your account until you approve it, and Plooto moves the money.
Accounting
Every transaction, reconciled against your bank statements to the cent. When a line is recorded, the software proposes an account from what you have done before and says why; your bookkeeper accepts or corrects it. A receipts inbox for the photos you take. A chart of accounts already mapped to the CRA's codes.
Reports
Profit and loss, balance sheet, cash flow, liquidity snapshot, accounts receivable and payable ageing, revenue by customer, expenses by category, budget vs actual spending, profit by job, customer statements, supplier spend, trial balance, general ledger, audit trail, tax filings, and the GIFI rollup for year-end.
Each report says which period it covers and whether that period is closed.
Budget
Zero-based: every dollar in the bank is given a job, starting with the tax you will owe. Activity comes from the ledger, so the budget and the books can't disagree.
Payroll
Each pay run worked out and waiting for your approval. Employees, source deductions, WorkSafeBC, T4s and Records of Employment, all in one place.
Your data
Export the journal and the trial balance as CSV, or the whole book as Beancount, any time. Leaving is a button, never a request. If you cancel, your books stay readable for six years.
What it never does
It never posts anything on its own. It reads, matches, proposes and checks; a person accepts.
It never contacts your customers or suppliers.
It never holds your money. Payments run through Plooto once you approve them.
Questions about the software
Is the software really included?
Yes. Every Tallyforth package includes it, with no per-user or per-report charge. If you keep QuickBooks Online or Xero instead, you keep paying for that subscription yourself, and our work in your file adds $100 a month.
Can I use the software without a bookkeeping plan?
No. It comes with a Tallyforth bookkeeping plan: your bookkeeper does the monthly work in it, and you use it to send invoices, approve bills and payroll, add receipts, and read the reports.
Does it connect to my bank?
Statements are exported from your online banking and imported each month; lines are matched to the books and your bookkeeper checks the rest. A direct bank connection is planned once Canada's open banking rules are in force.
Where is my data kept?
Your books and documents are stored in Canada, in the Canada Central region. When the software reads a receipt or suggests where a transaction belongs, that reading may be processed in the United States by Amazon's AI service, which doesn't keep it or use it to train models. A person checks every suggestion before it reaches your books.
What happens to my books if I leave?
You can export them at any time, and that is never gated or delayed. If you cancel, you keep full access for six months and a readable, downloadable archive for six years after that.
Pricing is on the pricing page; the software is the same on every plan.
See your estimate in a few minutes.
Answer a few questions and see your monthly price on the spot, before you give a name or an email.
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