Features

Everything you need to run your books.
Built for Canadian small businesses.

NorthBooks brings invoicing, expense tracking, GST/HST bookkeeping, tax preparation workflows, and reporting together in one practical workspace. It is built for freelancers, consultants, sole proprietors, incorporated businesses, and side businesses that need clear books without enterprise complexity.

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NorthBooks dashboard showing revenue, HST balance, net income, and invoices

What you can do in NorthBooks

Invoicing & getting paid

Get paid without the paperwork.

Create branded invoices, apply GST/HST on line items, and send invoices directly from the app. NorthBooks helps you keep receivables organized with clear statuses like draft, sent, paid, overdue, and void, so you always know what needs follow-up.

You can also build recurring invoice templates and export PDF invoices when clients or accountants need records. For small business owners who want invoice software without bloated accounting suites, this keeps billing simple and consistent.

  • Invoice creation, editing, and PDF generation
  • Email delivery from NorthBooks and status tracking
  • Recurring templates for ongoing client work
  • 5 invoices per month on Free, unlimited on Pro
NorthBooks invoicing page showing invoice list and statuses
NorthBooks expenses page showing categorized transactions and receipts

Expenses, receipts & transactions

Know where your money is going.

Track business expenses, recurring costs, and business-use percentages in one place. Upload receipt images for manual expense records, and import PDF bank statements to extract transaction activity into clean, reviewable data.

NorthBooks can assist with extracting transaction and document data, but you still stay in control of review and final categorization. The result is practical bookkeeping software for small business workflows, not black-box automation.

  • Expense tracking with categories, notes, and recurring schedules
  • Bank statement import (PDF) with transaction extraction
  • Transaction review, edits, matching, and add-as-expense flow
  • Receipt image handling plus optional AI-assisted parsing paths

GST/HST & Canadian tax tracking

Canadian tax tracking, without the spreadsheet.

NorthBooks is Canadian bookkeeping software designed around GST/HST realities. It tracks tax collected, input tax credits (ITCs), and net remittance, then helps you record what was actually paid to CRA for each period.

For Pro users, Quick Method comparison is available to help estimate whether that approach could reduce remittance. NorthBooks also includes threshold and deadline context so GST/HST bookkeeping is visible throughout the year.

  • Province-aware GST/HST rate handling with ITC tracking
  • Remittance history, confirmation numbers, and balance view
  • Quick Method comparison support (Pro)
  • Built-in support for Canadian tax workflows, including Quebec scenarios
NorthBooks HST tracking page showing collected tax, ITCs, and net remittance

Tax preparation

Make tax time a lot less painful.

NorthBooks maintains running tax summaries as you keep your books current. Pro includes T2 corporate and T1 personal tax summaries, plus workflows for slips and year-end reporting so you can prepare clean data before filing.

It does not replace your accountant or claim to file everything automatically. Instead, it helps organize and export the information your tax software or accountant actually needs.

  • T2/T1 summary workflows and supporting calculations
  • T4, T4A, and T5-related export/report support
  • GIFI, T2 XML, CSV/PDF, and accounting-software-ready exports

Payroll, mileage & deadlines

Keep the operational details under control.

Beyond invoicing and expenses, NorthBooks covers day-to-day bookkeeping needs like payroll runs, mileage tracking, and CRA deadline visibility. That gives growing businesses one system for the work that usually gets split across spreadsheets.

  • Payroll run tracking with CPP, EI, and income tax deductions
  • T4 and T4A document generation and export workflows
  • Mileage log with CRA rate calculations and expense conversion
  • Deadline calendar for GST/HST, T2, T4/T4A/T5, and instalments

Accountant collaboration

Work with your accountant, not around them.

NorthBooks includes accountant access workflows so you can share read-only visibility and stop sending fragmented files back and forth. Your accountant can review records and exports faster, while you keep ownership of day-to-day bookkeeping.

Read the NorthBooks story →Explore bookkeeping guides →

Plans

Start simple, then upgrade when your business needs more.

Free

$0

For getting started with invoicing, GST/HST tracking, bank statement import, and CRA deadlines.

Pro

$9/month

For running your business with unlimited invoices, tax prep workflows, payroll, mileage, and advanced exports.

Pro Plus

$15/month

For businesses ready to connect. Planned integrations include Shopify, eBay, Stripe, Helcim, and Clover.

Coming soon

Quick plan comparison

FeatureFreeProPro Plus
Invoices per month5UnlimitedUnlimited (planned)
GST/HST tracking + remittance historyYesYesYes
Bank statement importYesYesYes
T2/T1 summaries + advanced exportsNoYesYes
Payroll, T4/T4A workflows, mileage logNoYesYes
Platform integrationsNoNoPlanned for Pro Plus
See full pricing and feature breakdown →

Not generic bookkeeping software. Built for Canada.

NorthBooks is built around the way Canadian small businesses actually work: GST/HST bookkeeping, CRA deadline awareness, T-slips, tax-prep exports, and practical year-end workflows. It is designed to be affordable and understandable, whether you are a freelancer, sole proprietor, incorporated professional, or growing small business.

Data is hosted in Canadian infrastructure and the platform is designed to help you stay organized, collaborate with your accountant, and spend less time on admin.

Your books are not the business. Get back to the business.

Start free with NorthBooks and see how much easier bookkeeping can feel when the software is built for Canadian small businesses.

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