Documents Pending
3
Awaiting review
Books Status
Current
Through Feb 2026
Last Updated
Mar 5, 2026
By your bookkeeper
Next Deadline
Mar 31
GST/HST Filing
Recent Activity
February bank reconciliation completed
Mar 5
3 documents uploaded for review
Mar 4
Payroll processed — 6 employees
Mar 1
CRA Notice of Assessment received
Feb 28
T4s filed for 2025 tax year
Feb 24
Quick Actions
Drop files here or click to upload
Bank statements, receipts, invoices, bills, payroll records, or tax documents
PDF, JPG, PNG, CSV, XLSX — up to 25MB per file
All
Bank Statements
Credit Card
Receipts
Invoices (AR)
Bills (AP)
Payroll
Tax Documents
| Document | Category | Date Uploaded | Status |
|---|---|---|---|
| CIBC_Statement_Feb2026.pdf | Bank Statement | Mar 4, 2026 | Processing |
| Visa_4433_Feb2026.pdf | Credit Card | Mar 4, 2026 | Pending Review |
| Receipts_Feb_Batch.zip | Receipts | Mar 4, 2026 | Pending Review |
| T4_Summary_2025.pdf | Tax Document | Feb 24, 2026 | Completed |
| CIBC_Statement_Jan2026.pdf | Bank Statement | Feb 3, 2026 | Completed |
| Payroll_Jan2026.csv | Payroll | Feb 1, 2026 | Completed |
Business Details
Contact Information
Banking
Current Software
Employees & Payroll
Tax Information
Connect your existing tools so we can sync data automatically. Less manual work, more accuracy.
QuickBooks Online
Sync transactions, invoices, and bank feeds
Xero
Cloud accounting integration
Sage
Sage 50 and Sage Business Cloud
Jobber
Field service jobs & invoicing
Workiz
Field service management
ServiceTitan
Enterprise field service platform
Dext (Receipt Bank)
Automated receipt capture
Bank Feed
Direct bank transaction import
Your Bookkeeper — Sarah M.
Hi! Welcome to Craft Accounting. I'm Sarah, your dedicated bookkeeper. I'll be handling your books going forward. Feel free to message me anytime with questions or if you need to share anything.
I've started on your February bank reconciliation. Could you upload your February credit card statement when you get a chance? That's the last piece I need.
Hey Sarah! Just uploaded the Visa statement — it's in the Documents tab. Let me know if you need anything else.
Perfect, got it! I also noticed a few expense transactions I need to clarify — I'll tag them in your next review. Also a heads up: your GST filing is due March 31. I'll have it ready by the 25th for your review.
March 2026 — Monthly Checklist
2 of 8 completed
✓
Bank statements uploaded
Banking
✓
Credit card statements uploaded
Banking
✓
Receipts for cash/debit purchases
Expenses
✓
New employee paperwork (if any)
Payroll
✓
Invoices sent this month
Revenue
✓
Bills received this month
Expenses
✓
Payroll records / timesheets
Payroll
✓
Any CRA correspondence
Tax