Every question, one page.
Grouped by product. Each answer is the same one you will find on that product's page.
The suite
Can I use one product on its own?
Yes. Each product works alone and has its own price.
Where is my data stored?
In Canada, in Montréal.
How do I get access?
We are preparing for launch. Join the waitlist and choose the products you want.
Can a client upload documents without an account?
Yes. Each request has its own link with an expiry date. Share it only with the person it is meant for.
Does time tracking calculate staff pay?
No. Time supports work records and client billing. Staff pay belongs in oh my payroll.
Can I import my client list?
Yes. The client list has an import.
Do you connect to my bank?
No. You upload statements, so we never hold bank passwords.
What happens to lines the system is unsure about?
They wait in review with a reason. Nothing is guessed and posted.
Can I undo a posting?
Corrections are made with entries you can see. Nothing is quietly deleted.
Does a calculated pay run mean employees have been paid?
No. Calculating, publishing and paying are separate steps. Keep the payment confirmation.
Can a quarterly remitter review monthly totals?
Yes. Monthly totals give detail inside the quarter. The quarter still sets what is owed.
What do I do with an assessment finding?
Read the reason, fix the employer or employee fact behind it, then recalculate.
Does completing an obligation file it?
No. File through the government's own process, then keep the confirmation against the obligation.
Do record-only companies get deadline reminders?
No. Deadlines apply to managed companies. Earlier periods can be shown for reference without counting as late.
Can AI approve a legal document?
No. AI proposes. A person reviews and approves.
Will missing tax be filled in automatically?
No. Missing amounts are treated as unknown until you confirm them from the receipt.
Is approval the same as reimbursement?
No. Approval records a review decision. Payment is a separate action.
Can I export a claim?
Yes. Approved claims export to CSV or PDF, with separate totals for each currency.
Can I match statements to receipts?
Yes. Import card or bank statement lines from a CSV, review suggested matches and confirm the receipt for each line.
Does it include mileage and per diem?
Yes. Enter kilometres and an agreed rate for mileage, or dates and a daily rate for per diem. Another reviewer approves the travel entries.
When will it be ready?
It is still being built. Join the waitlist and choose insurance to hear first.
Does it give coverage advice?
No. It keeps records. Advice stays with the appropriate insurance professional.
What if a product CSV has a bad row?
The whole import is rejected. Fix the file and import it again.
How do I handle a delivery that will never be completed?
Use Close Short for the quantity that will not arrive.
Does a draft invoice deduct stock?
No. Stock is deducted when the invoice is finalized.