Accounting Software for Marketing Agencies

An agency's books are a two-way street: retainers and project invoices coming in, contractors, freelancers, and ad platforms going out. ReInvestWealth handles both sides. Create and send professional invoices directly from the app, or connect Stripe to put retainers on subscriptions and recurring payments, collect credit card and direct debit payments online, and have every payment reconciled and marked paid automatically, with Stripe fees booked per transaction.

Ad platforms and the agency tool stack bill constantly, in small charges that pile up across cards. The AI Bookkeeper imports those transactions daily through Plaid and categorizes them automatically, and Automation Formulas lock recurring vendors, ad platforms, design tools, project management software, to the same category every time. Forward the platform invoices to your Smart Shoebox inbox and each one is matched to its charge automatically, so the spend behind every campaign is documented.

Generate a Profit and Loss statement for any period, watch revenue, expenses, and profit trend on the dashboard, and invite your operations lead or accountant with their own access so month-end is a shared job instead of a founder chore. Agency services billed to Canadian clients generally carry GST or HST, and ReInvestWealth generates those returns automatically and e-files GST, HST, and QST directly from the app.

Yes. Connect Stripe and set retainers up as subscriptions or recurring payments, collected by credit card or direct debit. Each payment is reconciled into your books and the invoice is marked paid automatically. Without Stripe, you can still send ReInvestWealth invoices by email and mark them paid manually.

Contractor payments import daily from your connected bank accounts and the AI Bookkeeper categorizes them automatically. For contractors you pay regularly, an Automation Formula locks in the category, and at tax time you can export transactions to CSV with receipts linked to each line item.

Yes. Card charges from ad platforms import daily through Plaid and are categorized automatically. Forward the platform invoices to your Smart Shoebox inbox and the AI matches each invoice to its charge, so campaign spend is documented without manual filing.

Services billed to Canadian clients generally carry GST or HST. ReInvestWealth generates your sales tax returns automatically from your sales tax profile and e-files GST, HST, and QST directly from the app. For questions about your specific client mix, you can book a CPA consultation right inside ReInvestWealth.

Yes. Every plan starts with a 30-day free trial and you can cancel anytime. ReInvestWealth was built by CPAs to automate your books, so you can connect your accounts and see the AI work before you pay anything.

Connect your business bank accounts through Plaid (or upload your statements) and the AI Bookkeeper categorizes every transaction automatically, keeping your books current without manual data entry. It is trained on CPA-level categorization logic, and our CPAs review feedback and corrections to keep improving it. For vendors you see repeatedly, an Automation Formula locks in the same category every time.

Security is built into every layer of ReInvestWealth. All of your data is encrypted before it is stored and decrypted only when an authorized user of your business accesses it. Everything is hosted in secure Google Cloud data centers, and Google Sign-In adds another layer of protection against unauthorized access without you having to manage yet another password.

You can securely connect your business bank accounts through Plaid, and transactions import automatically every day. If your bank is not supported by Plaid, you can upload PDF bank statements instead and backfill your history. All credentials and data are encrypted.

Yes, through the Smart Shoebox. Drag and drop your receipts, or forward them to your business's secure email inbox, and the AI reads each one and matches it to the right bank transaction automatically. Matched receipts make your categorization even more accurate.

Yes. You can create and send professional invoices directly from ReInvestWealth, with or without Stripe. Connect Stripe to collect credit card and direct-debit payments online and have paid invoices reconciled and marked paid automatically.

The AI Bookkeeper takes over the routine work of categorizing, reconciling, and keeping your books current, so many owners run day to day without a bookkeeper. When you want professional judgment, you can book a CPA consultation right inside ReInvestWealth.

Yes. Already keeping your books somewhere else? We handle the switch from your current software. You can upload past bank statements to backfill your history, and the system reconciles existing transactions so nothing is duplicated.

Yes. From your business settings you can invite team members or your accountant, manage what each person can access, and revoke access at any time. You stay in control of who can view and manage your financial data.

Yes, for businesses located in Canada. ReInvestWealth is the only accounting software with GST/HST e-filing. Add your tax account in your profile and the software automatically generates your returns going forward, e-filing GST, HST, and QST directly from the app. You are notified by email each time a return is ready to file.