You didn’t start your business to spend hours sorting receipts or chasing down documents.
But as your business grows, financial workflows that once felt “good enough” start costing you time and clarity. Maybe your reports are always a little late. Or payroll takes longer than it should. Or you’re not totally sure where the cash is going.
Sound familiar?
The problem isn’t your effort - it’s your systems. Or more specifically, the lack of automation behind them.
We specialize in helping businesses clean up and modernize their finance functions using cloud-based tools. We’ve seen first-hand how the right tech stack can turn hours of manual work into minutes, and give business owners their time back.
Here are the five types of tools we implement for clients across industries.
1. Cloud Accounting Software
What we recommend: Xero or QuickBooks Online (QBO)
Most of you already know this but, this is where it all begins. Your cloud ledger is the hub that powers your financial operations, and if you’re still working off Excel, desktop accounting software or emailing files back and forth, that’s a problem waiting to happen.
With Xero or QBO, you can track income, expenses, bank transactions, and invoices - all in real time, from anywhere. Everything’s backed up, synced, and fully integrated with the rest of your finance tools.
You shouldn’t have to wait until month-end to know how your business is doing. With live data, your team (and your accountant) can make decisions based on what’s actually happening, not what happened weeks ago.
2. Expense and Spend Management
What we recommend: Dext and Float
Manually sorting receipts and chasing employee reimbursements? That’s a huge time suck and a recipe for errors. Dext automates the boring stuff by extracting data from receipts and invoices, categorizing them, and pushing them to your ledger with almost no effort. Think of it as a seamless online filing system at your fingertips.
Float takes spend management to the next level with smart corporate cards that sync with your accounting software. You can issue physical or virtual cards to team members, set spending limits, automate receipt collection, and track every dollar in real time. No more waiting for month-end to understand what was spent or why. If you're still using manual reimbursements or shared corporate cards, Float gives you control, visibility, and automation all in one place.
3. Payroll
What we recommend: Wagepoint or Payworks
You know what’s not fun? Running payroll manually or rechecking calculations on payday. Between deductions, vacation tracking, T4s, and remittances, it adds up fast - and mistakes can get expensive.
With tools like Wagepoint and Payworks, you can automate most of the process. Your employees get paid on time, tax filings are handled, and you don’t need to play catch-up with CRA.
Payroll should be a set-it-and-run-it process, not a fire drill every two weeks. These tools help you build a system that runs smoothly - even when you’re not staring at it.
4. Payments
What we recommend: Plooto, bill.com (US), and Wise
Accounts payable and receivable often get messy fast - especially when you're juggling manual approvals, cheque runs, and email threads with vendors.
Plooto (for Canada) and bill.com (for US clients) automate the entire process: bill uploads, approval workflows, scheduled payments, and tracking - all in one place. Need to pay overseas contractors? Wise helps you send money globally at better FX rates and lower fees than most banks.
You shouldn’t have to scroll through your inbox to figure out what got paid and what didn’t. These tools bring structure, visibility, and control to your payments.
5. Reporting
What we recommend: Fathom and G-Accon
You’ve got numbers, but do you know what they’re telling you? Most owners only see reports at month-end, and even then, they’re stuck interpreting raw figures without context.
Fathom turns your accounting data into beautiful, insightful dashboards and reports, helping you spot trends and track performance over time. G-Accon connects your accounting software to Google Sheets so you can build custom, real-time dashboards your team actually uses.
Financial reporting shouldn’t just tick a box - it should drive decisions. The right reporting tools make it easy to understand what’s working, what’s not, and where you should focus next.
Bonus (for E-Commerce Companies): A2X
Selling on Shopify or Amazon? Your sales reports don’t always line up with your deposits - and manually sorting that out is a time drain.
A2X connects directly with your eComm platforms, summarizes the data into clean journal entries, and posts it into Xero or QBO. Every sale, fee, refund, and tax gets accounted for, automatically.
It brings clarity to what used to be a reconciliation nightmare. If you’ve ever wasted hours trying to match payouts to your sales reports, A2X is a game-changer.
Final Thoughts
These tools aren’t about making your life “easier someday.” They solve problems you already have - right now. Manual work, messy data, uncertainty about cash flow, clunky payroll, late payments - gone.
This is the finance stack we use, we trust, and we implement for clients every day.
Whether you’re looking to level up your systems one tool at a time, or want to rethink your finance function from the ground up, these platforms are a strong foundation for running a modern, efficient, and confident business.
