Built for independent consultants

Accounting Software for Consultants

AI accounting software for independent consultants based in Canada. Client invoicing, expense tracking, and GST/HST e-filing, handled for you.

4.8 on Capterra CRA-certified Trusted by 3,000+ entrepreneurs
30 days free · Cancel anytime · Built by CPAs

Consulting income, without the admin week

Project income needs project-grade books

Transactions import daily and the AI Bookkeeper categorizes each one, while invoices, retainers, and Stripe payments are reconciled and marked paid automatically.

Invoice #041
Sent to client
$1,850
Payment received
Reconciled · marked paid
$1,850

The deductions hiding in your stack

Automation Formulas keep recurring subscriptions in the right category, and receipts forwarded to your Smart Shoebox are matched to transactions so every write-off is documented.

Receipt · Smart Shoebox
Forwarded by email
Software subscription
Matched · documented
-$29

GST/HST, from registration to e-file

ReInvestWealth generates your sales tax returns automatically and e-files GST, HST, and QST directly from the app. We're CRA-certified for quick e-filing.

GST/HST Return
Q2 2026 · Ready to file
Accepted by CRA

Running an agency rather than a solo practice? See accounting for marketing agencies. Freelancing between engagements? Accounting software for freelancers covers that shape of work.

Six Simple Steps

Get set up in minutes and never worry about accounting again.

Pricing

One Price. One Plan.

Get Started For Free

30 days free · Cancel anytime

$39 CAD/mo

One plan. One tier.

  • Unlimited Bank Connections
  • Unlimited Currencies
  • Unlimited Receipt Uploads
  • Automatic Receipt Matching
  • AI Bookkeeper (Trained by CPAs)
  • Unlimited GST, HST, QST e-Filing
  • Unlimited Invoicing (Stripe)
  • Real-Time Financial Reports
  • Email Receipt Forwarding
  • Custom Automation Rules
  • Project & Client Tags
  • Bank Statement Uploads
  • Invite Your Accountant
  • Full Audit Trail
  • Accountant-Ready Exports
  • Free Done-for-You Migration
  • Mobile App
Powerful accounting software

Master your business finances

Unlimited bank connections and automations that get smarter.

Unlimited connections

Connect every business bank account and credit card. Transactions import automatically so your books are always current.

Automation formulas

Never categorize the same expense twice. Teach the software your preferences once and matching transactions handle themselves from then on, even retroactively.

Real-time analytics

Catch write-offs and tax credits you'd otherwise miss, with advice grounded in your actual cash flow and performance.

Tax estimate & tracking

Plan for tax season with an income tax estimator, and track GST/HST on your transactions automatically. No surprises.

Easy migration

Switch to ReInvestWealth in minutes, not weeks

Already keeping your books somewhere else? We handle the switch from your current software.

10 minof your time required
1 dayfor most migrations
100%of your data carried over
Start Accounting For Free

Free migration with an annual plan

Reliable, growing finances illustration
Trusted by Canadian businesses

Loved by founders, backed by CPAs

ReInvestWealth 5-star reviews on Capterra, Software Advice and GetApp
FAQ

Questions, answered

How does ReInvestWealth handle project-based consulting income?

Consulting revenue moves in engagements: a retainer here, a milestone invoice there, an expense claim waiting on a client. The books slip because billable work always wins the week. ReInvestWealth takes the losing side of that trade off your plate: transactions import daily from your bank accounts through Plaid and the AI Bookkeeper categorizes each one automatically, so the ledger keeps itself while you deliver. Invoicing lives in the same place. Send professional invoices directly from the app, or connect Stripe to collect credit card and direct debit payments online, put retainers on recurring payments, and have every payment reconciled and marked paid automatically.

How are a consultant's deductions captured and documented?

A consultant's costs are quiet: software subscriptions, a home office, client travel, professional fees. Automation Formulas lock your recurring tools to the right category every month, and receipts forwarded to your Smart Shoebox inbox are read by the AI and matched to the right transaction, so write-offs are documented instead of remembered.

How does GST/HST work for consultants in ReInvestWealth?

Once consulting revenue passes the $30,000 small-supplier threshold, GST/HST becomes part of your practice. ReInvestWealth is the only accounting software with GST/HST e-filing: it generates your returns automatically and e-files GST, HST, and QST directly from the app, and you can book a CPA consultation inside ReInvestWealth for registration questions.

Is ReInvestWealth good for independent consultants?

Yes. Consulting finances are engagement-based income plus a stack of quiet recurring costs, and ReInvestWealth automates both sides: daily transaction imports with AI categorization, Automation Formulas for your recurring tools, Smart Shoebox receipt matching, and client invoicing with or without Stripe.

Can I bill clients on retainer or per project?

Both. Send professional invoices per project directly from ReInvestWealth, or connect Stripe to put retainers on subscriptions and recurring payments. Stripe payments are reconciled into your books and invoices are marked paid automatically.

When do consultants need to register for GST/HST?

Generally once your revenue passes the $30,000 small-supplier threshold. After you register, ReInvestWealth generates your sales tax returns automatically and e-files GST, HST, and QST directly from the app. For advice on your specific situation, book a CPA consultation right inside ReInvestWealth.

How do I capture home office and software deductions?

Recurring software is locked to the right category by Automation Formulas, so it is booked consistently every month. Other costs are documented by dropping receipts into the Smart Shoebox or forwarding them to your business's secure email inbox, where the AI matches each one to the right transaction.

Is ReInvestWealth free to try?

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.

How does the AI bookkeeping actually work?

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.

How is my financial data kept private and secure?

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.

Which bank accounts can I connect?

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.

Can I manage receipts and expenses?

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.

Can I send invoices and get paid through ReInvestWealth?

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.

Do I still need an accountant or bookkeeper?

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.

Can I switch from QuickBooks or another accounting tool?

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.

Can my team or accountant access my books?

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.

Does ReInvestWealth handle GST/HST filing?

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.

Spend your time growing, not bookkeeping.

Join 3,000+ Canadian entrepreneurs who let ReInvestWealth handle the books.

30-day free trial · Cancel anytime