AI Financial Automation for Canadian Small Business
Nobody started a business to type receipts into a spreadsheet. TFB builds AI-assisted bookkeeping workflows for Canadian small businesses: bank transactions captured and categorized automatically, receipts snapped from your phone, and reports that update themselves. You stop doing data entry; your numbers stay current all year. Based in Richmond Hill, working with businesses across Canada.
What’s included
- Automatic transaction capture — bank and credit card feeds flow straight into QuickBooks Online
- Smart categorization rules that learn your business, so repeat transactions sort themselves
- Receipt capture from your phone — snap it, done, no more shoeboxes
- Real-time dashboards: know your profit this month, not three months from now
- Monthly human review — automation does the grunt work, a real bookkeeper checks the exceptions
- Setup and training on QuickBooks Online, sized to your business
Pricing
Free consultation. We’ll map your current workflow, show you what automation can take over, and quote a fixed monthly price — no hourly meters running.
Why TFB
- A ProAdvisor builds it, not a software salesman. We’re certified QuickBooks ProAdvisors who actually keep books — the automation is designed around real accounting, not demos.
- Human-checked, CRA-safe. AI handles the volume; a person reviews what matters. Your books stay defensible if CRA ever asks.
- English or 中文, local support. Real help from Richmond Hill, not a chatbot in another time zone.
FAQ
Will AI replace my bookkeeper?
No — it replaces the typing, not the judgment. Automation handles data entry and sorting; a human still reviews, reconciles, and answers your questions. Most clients end up paying less for better books.
Is my financial data safe?
Your data lives in your own QuickBooks Online account and your bank’s secure feeds — the same connections millions of businesses use. We set up proper access controls and you can revoke access anytime.
Do I have to change my software?
If you’re already on QuickBooks Online, we build on what you have. If you’re on spreadsheets or another tool, we’ll show you the QBO setup and migrate you cleanly.
How long does setup take?
Most small businesses are up and running in one to two weeks: connect the feeds, set the rules, train you on the daily two-minute routine.
What does it cost?
The consultation is free. After we map your workflow, you get a fixed monthly quote based on your transaction volume — no surprises, no hourly billing.
See what your finance workflow could look like without the manual work. WhatsApp FEIFEI at 437-879-6899 or email info@taxfinbiz.com for a free consultation. Prefer hands-on monthly books? See our Bookkeeping Services in Richmond Hill — and if you sell online, our E-commerce Bookkeeping for Shopify & Amazon Sellers.
