apexledger.
Less time keying, more time advising. Bank and card statements import straight from PDF, receipts read themselves, and categories learn from you, so the hours go into your clients, not data entry.
Client books, Canadian payroll and practice tools, together in your browser. No limit on the number of companies. Your data stays in Canada.
Every seat is one person with their own sign-in. Pick the seat that matches what each person does. First month free, no card.
A company keeping its own books, without an accountant on staff.
Canadian payroll for any number of employees, for a business or a payroll clerk.
The daily books for clients, without the accountant’s year-end tools. Payroll is a $20 a month add-on.
Everything in the application, for an accountant running client files.
A firm mixes seats as it likes: one Full accountant, one Bookkeeper and one Payroll Unlimited seat is $183 a month. Companies and employees are never counted. Prices are in Canadian dollars per seat per month, exclude HST, and can be cancelled at the end of any month.
Set the pay schedule once. Each pay run is prepared and posted on its pay date, every employee gets their pay stub by email, and the PD7A remittance summary goes to the employer each month with the amount and the due date.
Before each GST/HST return is due, the client receives the period's HST figures by email, automatically: what to file and what to pay. No exporting, no forwarding, no chasing.
Your own reminders for every client: filing deadlines, remittances, documents to collect and follow-ups, each on the date you choose. You are reminded before it is due, so nothing slips.
Hours back every month. Payroll, HST reports and reminders go out on their own, so your time goes to advising clients, not keying and chasing.
Drop in the PDF statements from the bank or credit card, a whole year at once. ApexLedger reads the transaction table, checks the opening and closing balance on the statement, and takes you straight to categorise and reconcile. No CSV, no retyping.
Bring a client over from QuickBooks Online, QuickBooks Desktop or Xero: the chart of accounts and the transactions come straight from the Excel export, no conversion first. Bank CSV files from Excel import the same way.
Every seat keeps as many client companies as you have. A seat is one person; companies are never counted, never charged and never capped.
A CPA-style final report with a light on every check: reconciliations, HST, payroll, GIFI, unmapped accounts and open exceptions, with a decision line to sign before the file goes to the accountant.
Bring client accounting, relationships and follow-ups together. Keep the details organised so your team can focus on the work that needs its attention.
Import OFX, QFX, QBO and CSV bank downloads, apply categorisation rules, match payments and reconcile every bank and card to the cent. Type a sentence in Quick Entry and it comes back as a posting to confirm.
Connect client information and financial activity with the built-in CRM. Open a client's books from their record and keep the context you need for the next conversation.
The Action Centre warns before HST filings, PD7A remittances, T4 season and client deadlines are due, so nothing is found late and the work is already in view.
Real screens from a client file in the browser, in the current design: the Dashboard with every bank and card at a glance, and the Profit and Loss with CRA line numbers beside every account.
More than a contact list. Bring client details, outstanding documents, deadlines and follow-ups into one place.
Link a company file to a client and open their bookkeeping from the Client Hub.
Keep contact information, personal and family details, T1/T2 return type, fiscal year-end and GST/HST filing frequency together.
See colour-coded due dates and overdue work. Filter the next 7 or 15 days, and mark clients as informed after a follow-up.
Track outstanding documents with client checklists. Record whether a return is completed or filed so the next step stays clear.
Schedule client appointments and create dated reminders with notes. Track completed follow-ups alongside upcoming work.
Open WhatsApp, email or a phone link from client details. Keep notes and dated comments for context before your next conversation.
Generate engagement letters, search client records, open linked companies and export the client list to a spreadsheet.
Also support your insurance clients. Track product types and policy expiry dates, with renewal, thank-you and birthday message templates.
Follow the work from source transactions through reconciliation, reporting and year-end preparation.
Chart of accounts, journal entries, general ledger, trial balance, period locks, approvals and month-end close. Posted entries are voided, never deleted.
HST, GST-only, exempt and meals codes on every line; the return built from them; filed periods locked. PST, RST and QST by province, quick method, GIFI mapping and T2 schedules 100, 101 and 125.
Auditor Centre, audit exceptions, Activity Log, reclassify, workpapers, CPA review package, continuity schedules and a Year-End Sign-off with a light on every check.
Estimates, sales orders, invoices, sales receipts, credit notes, statements, vendor bills, purchase orders with receiving and invoice matching, inventory at moving-average cost.
Trial balance, P&L on accrual or cash basis, balance sheet, cash flow, aging, sales by customer, expenses by vendor. Every name on every report opens the record behind it.
CPP and CPP2, EI, federal and provincial tax from the CRA tables, WSIB, Ontario EHT. Pay stubs, PD7A, ROE, T4, T4A, T5018, T5 and direct deposit files.
A web application bringing client accounting, CRM and payroll into one browser-based workspace. Nothing to install, nothing to patch: updates arrive on the server and every seat sees them the same morning.
Choose a module to see what it includes, how it supports your practice and which seats include it.
Work from source documents to the ledger, with the controls you need to review and close client books.
Organise the accounts used to classify transactions and prepare financial reports, with account types, sub-accounts and GIFI codes.
Record accounting entries and adjustments, recurring or one-off, then review their effect in the general ledger.
Inspect account activity and balances as part of your regular bookkeeping and review process.
Estimates, sales orders, invoices, sales receipts, credit notes, statements and late interest. Receive Payment then Make Deposit, the way the bank sees it.
Vendor bills, approvals, part payments, vendor credits, recurring bills and mileage claims, with accounts payable aging.
Period locks, approval workflows and month-end close tools support a controlled accounting process.
A connected route from everyday entry to review-ready client books.
Start a one-month trialKeep relationships, filing information, outstanding work and communication close to the books.
Contact details, personal and family information, T1/T2 return types, fiscal year-end and GST/HST filing frequency.
Connect a client record to its company file and open the bookkeeping directly from the Client Hub.
Colour-coded deadlines, due-soon and overdue work, 7- or 15-day views. Mark clients as informed after contacting them.
Outstanding-document checklists and whether a return has been completed or filed.
Schedule appointments, create dated follow-ups and keep notes and dated comments for your next conversation.
Phone, email and WhatsApp shortcuts. Engagement letters. Search client records and export client lists to a spreadsheet or PDF.
Record insurance product types and policy expiry dates. Use renewal, thank-you and birthday message templates.
Less time searching for context when a client calls or a deadline approaches.
Start a one-month trialFollow payroll from employee setup to pay runs, accounting entries, remittance reports and year-end slips.
Hourly and salaried, TD1 claims, vacation paid or accrued, benefits, RRSP match, union dues, direct deposit details.
Weekly, biweekly, semi-monthly and monthly. CPP and CPP2, EI, federal and provincial tax from the CRA tables, WSIB, Ontario EHT.
Pay stubs with year-to-date figures, overtime, bonuses, taxable benefits and reimbursements.
Every run posts to the ledger, so payroll activity is reviewed alongside the general ledger.
PD7A by month for regular, quarterly and accelerated remitters, with the Action Centre warning before the due date.
T4, T4A, T5018, T5 and ROE straight from the posted runs, with a checklist of every deadline.
A clear sequence from payroll preparation to the reports needed for follow-up.
Start a one-month trialBring transactions into the accounting workflow, classify them and reconcile them against the books.
Chequing, savings, credit cards and lines of credit, each with its own register and reconciliation history.
OFX, QFX, QBO and CSV downloads from any Canadian bank, imported for matching and review.
Rules classify repeat transactions, with the HST code applied, so the same vendor is never typed twice.
Match bank lines against invoices, bills, payments and deposits already in the books.
Reconcile to the cent and produce the reconciliation report your accountant wants, with history kept.
Receipts and card charges in five fields, or typed as a sentence and posted after one confirmation.
A repeatable import, classify, match and reconcile process.
Start a one-month trialBring products, supplier documents and inventory movement into the same accounting workflow.
The item catalogue used in sales and purchasing, with prices, reorder points and tax codes.
Prepare purchase orders and keep purchasing commitments organised.
Record received goods and match supplier invoices within the purchasing workflow.
Review inventory movements and record adjustments when needed.
Stock at moving-average cost, with valuation and movement reports.
Projects, tags by department or location, and budgets against actuals.
Better visibility from a purchase order through stock movement and valuation.
Start a one-month trialKeep tax detail and working papers alongside the client accounting records they depend on.
HST, GST-only, exempt, zero-rated and meals codes on every transaction line, with the return built from them.
Monthly, quarterly or annual filing periods, prepared, recorded and locked once filed.
Compare tax activity and balances as part of your review process.
PST, RST and QST by province, sales tax by province and the GST/HST Quick Method report.
Map accounting balances to GIFI codes, review validation results and export for the T2.
Corporate tax working papers with Schedule 100, 101 and 125 support and T2 reconciliation.
Supporting information for your tax preparation and review workflow.
Start a one-month trialMove from financial summaries to supporting entries, exceptions and year-end review tools.
Balance sheet, P&L on accrual or cash basis, cash flow, trial balance and general ledger, with comparatives.
Every name and amount on every report opens the customer, vendor, account or entry behind it.
Aging reports, statements and late-interest calculations for outstanding balances.
Flagged exceptions in the Auditor Centre, the Activity Log with the name behind every change, and reclassify tools.
A CPA-style final report: every check with a green, amber or red light, the findings, and a decision line to sign.
Every report and list downloads as a formatted Excel workbook or PDF, ready for the client or the auditor.
More context behind the balances you discuss with clients.
Start a one-month trialManage companies, seats and access, and learn every screen inside the application itself.
Every seat keeps as many client companies as your practice needs. Each one is a separate file in your organisation's own folder.
Each person signs in with their Microsoft or Google account, or an email and password. Owners add people, reset passwords and free seats without calling us.
Manage who can post, approve and close, with approval workflows for work that needs a second look.
Ask how to do anything and get the steps with a button to the screen. Forty-five lessons walk through each screen on the real page, field by field.
One page of everything due: HST, PD7A, T4s, client deadlines, unreconciled accounts and unapproved bills.
Nightly backups in Canada with a geo-redundant copy, and restore of any company file on request.
A cloud-based workspace built around ongoing client work.
Start a one-month trialA bookkeeping firm holds other people's books. That is a responsibility we designed around, not a feature we added later.
The service runs in Canadian data centres, with backups kept in Canada. No data leaves the country.
Each client's books are a separate file in your organisation's own folder on an encrypted disk. Another organisation can never open it.
Every person has their own sign-in: a Microsoft or Google account, or an email and password. Every entry and every change is stamped with their name in the Activity Log.
Runs in the browser on any computer, at the office or at home. Updates arrive on the server; there is nothing to download or keep patched.
Posted entries are voided, never deleted. Filed returns lock their period. Every report traces to the entry behind it.
The optional assistant and the optional voice recognition are off by default. Your books are never used to train anything.
See exactly how your data is protected: hosting, encryption, isolation, sign-ins, backups
A company keeping its own books: invoices, bills, bank imports, HST and the reports the accountant asks for at year end.
Payroll for any number of employees: pay runs, pay stubs, direct deposit, PD7A remittances, ROE and year-end slips, posted to the books automatically.
Daily books for many clients plus payroll: bank imports, invoices, bills, HST and the Action Centre keeping every deadline in view.
Client management, payroll and inventory in the full accounting workflow, with permissions, approvals, audit tools, GIFI, T2 working papers and the Year-End Sign-off.
Book a walkthrough, ask about moving from QuickBooks or Sage, or set up seats for your firm. We create your organisation and you receive your sign-ins the same day.
Start your one-month trial
Made in Mississauga. Hosted in Canada with backups kept in Canada.
ApexLedger is Canadian cloud-based bookkeeping, GST/HST and payroll software used by accounting firms, bookkeepers and small businesses from coast to coast. Ontario: Toronto, Mississauga, Brampton, Vaughan, Markham, Richmond Hill, Oakville, Burlington, Hamilton, Ottawa, London, Kitchener-Waterloo, Windsor, Barrie, Oshawa · Quebec: Montreal, Laval, Quebec City, Gatineau · British Columbia: Vancouver, Surrey, Burnaby, Richmond, Victoria, Kelowna · Alberta: Calgary, Edmonton, Red Deer · Prairies: Winnipeg, Saskatoon, Regina · Atlantic Canada: Halifax, Moncton, St. John’s, Charlottetown. Hosted in Canada; your data never leaves the country. Start a one-month trial.
In Canadian data centres, with backups kept in Canada. Nothing is stored or processed outside Canada.
No. Every seat keeps as many client companies as you have, and payroll runs for any number of employees. Seats are counted per person. Only the Payroll Unlimited seat adds $3 per payroll run, billed monthly.
Per person per month in Canadian dollars plus HST: Business $39, Payroll Unlimited $45, Bookkeeper $59, Full accountant $79. The first month is free, yearly billing is 20% less.
Yes. Export the chart of accounts and the transactions as Excel and import them directly; QuickBooks Desktop IIF files import too. Customers, vendors, balances and history come across.
Yes. Select one statement or a whole year of them; the transactions are read into the review table and the statement's opening and closing balances are checked. OFX, QFX, QBO and CSV downloads work as well.
Yes, for every province: CPP and CPP2, EI, federal and provincial tax from the CRA tables, WSIB, Ontario EHT, pay stubs, direct deposit, PD7A, ROE, T4, T4A, T5018 and T5.
No. Each firm's companies sit in their own folder on the server and every request is resolved from the sign-in, never from anything the browser sends. Before every update goes live, we check that a person signed in to one firm cannot reach any other firm's files.
Every connection is encrypted (HTTPS only), and the disks holding company data and backups are encrypted at rest with 256-bit AES. Only the web port is open to the internet. Every person has their own sign-in, each seat reaches only its part of the application, and every change is recorded with a name in the Activity Log. The server is monitored for threats and scanned for viruses every night.
Yes. Every company file is backed up every night and kept for 30 days, and the whole server is backed up separately every night, also in Canada. You can also download a complete copy of any company file yourself at any time.
Nobody, unless you ask us for help with a specific file. Every such access is logged, and the Subscription Agreement says so in writing.
Never. Your books belong to you. We do not sell, rent or share your information with anyone, and we handle personal information under PIPEDA. When you leave, you download your files and we delete ours.
No. It runs in the browser on any computer. Updates arrive on the server and nobody is signed out by them.
No discounts or promotions. Every new firm gets the first month free when it signs up, with no card needed; after that the seat prices apply.
At the end of any month, from your Administration page or by email. You can download every company file at any time, before or after.