4.8 on Capterra

Your Books, Categorized. Automatically.

AI Bookkeeper reviews every transaction, assigns the right category, and keeps your books tax-ready, without you touching a spreadsheet. Built by CPAs, for Canadian business owners.

Trusted by 3,000+ entrepreneursCRA-certified
Cancel anytime · Built by CPAs
AI Bookkeeper
Categorization on
Today · 6 transactions imported from your bank
AIShopifySoftware · $89.00
RULEStarbucksMeals · $12.40
AIStaplesOffice · $142.18
Sales tax detected by AI$31.67 HST
See it in action →
Categorized by AI
Imported daily via Plaid
Books stay current, hands-off
The catch-up tax

Bookkeeping shouldn't be a job you keep putting off

Doing it by hand
  • Categorize every transaction by hand, one by one
  • Scramble to catch up on the books at the end of the month
  • Miss duplicate charges and miscategorized expenses
  • Always a little behind, never quite sure the numbers are right
The ReInvestWealth way
  • AI categorizes every transaction as it comes in
  • Your books reconcile automatically, every day
  • Anomalies and duplicates get flagged before they pile up
  • You stay fully in control and always have real-time insight.
How it works

From raw transactions to clean books, in three steps

Connect via Plaid
Transactions import automatically
Linked
Or upload a statement
PDF bank statements supported

Connect your bank or upload a statement

Transactions pull in automatically through Plaid, or from a PDF bank statement upload.

Adobe Creative Cloud
✦ Software subscriptions
−$79.99
Uber ride
✦ Travel
−$18.40
Categorized by CPA-trained AI

AI reviews and categorizes every transaction

Each transaction is reviewed against CPA-trained logic and assigned the right expense or income category automatically.

ƒxAutomation Formula
When vendor isAdobe
Categorize asSoftware subscriptions
Applies automatically, every time

Review flagged items and move on

Anything AI isn't certain about is flagged for review. Approve it, correct it, or set an Automation Formula for next time.

Meet Luca

Say hello to Luca

Luca is your AI financial assistant. Ask a question in plain English and Luca reads your books, Canadian government tax websites, and our support docs to give you a clear answer. No digging through reports or tax rules on your own.

Luca · AI Assistant
Online
How much did I spend on software last quarter?
LUCA
You spent $4,210 across 14 transactions. Your top vendor was Shopify at $1,068.
Sources: your books · CRA · support docs
Ask Luca anything…
Easy migration

Switch to ReInvestWealth in minutes, not weeks

Already keeping books somewhere else? We do the heavy lifting. Most migrations take about 10 minutes of your time and are done within a day, with your historical data fully intact and the AI ready to take over from there.

  • Free migration with an annual plan
  • We handle the switch from your current software
  • About 10 minutes of work on your end
  • Most migrations completed in under a day
  • Historical data stays intact
Start your free 30-days
Reliable, growing finances illustration
Pricing

One Price. One Plan.

Get Started For Free

30-day free trial · Cancel anytime

$39 CAD/mo

One plan. One tier.

  • Unlimited Bank Connections
  • Multi-Currency Support
  • Unlimited Receipt Uploads
  • AI Bookkeeper (Trained by CPAs)
  • Unlimited GST, HST, QST e-Filing
  • Unlimited Invoicing (Stripe)
  • Real-Time Financial Reports
  • and much more
Trusted by Canadian businesses

Loved by founders, backed by CPAs

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

Questions, answered

How accurate is AI Bookkeeper?

AI Bookkeeper is trained on CPA-level categorization logic, not just pattern matching. Vendor patterns, transaction descriptions, and corrections reviewed by our CPAs all inform each result, so accuracy improves over time. For vendors you see repeatedly, set an Automation Formula to lock in the category permanently, so AI never has to guess on that vendor again.

What happens when AI Bookkeeper categorizes something wrong?

Every AI suggestion can be reviewed and corrected. Your fix applies right away, and our CPAs review corrections to keep training the AI. For recurring vendors, one Automation Formula overrides AI entirely. Same category, same tax treatment, every time.

Does AI Bookkeeper work for cross-border or USD transactions?

Yes. ReInvestWealth handles multi-currency transactions. If you have USD bank accounts, CAD expenses, or cross-border income, AI Bookkeeper categorizes all of it within your base currency reporting.

Do I still need an accountant or bookkeeper?

AI Bookkeeper takes over the routine work: categorizing, reconciling, and keeping the books current, so many owners run day to day without a bookkeeper. It makes your accountant's life easier too, since they spend their time on advice instead of cleanup. And when you want professional judgment, you can book a CPA consultation right inside ReInvestWealth.

Is my financial data used to train the AI?

Not automatically. Improvements come from the CPAs who train the AI by reviewing feedback and corrections. Your data itself is encrypted before it's stored and is only readable by authorized users of your business.

Does AI Bookkeeper handle GST/HST and other sales taxes?

Yes, for businesses located in Canada. Turn on AI Sales Tax Calculation and the AI detects and calculates sales taxes on transactions from your connected bank accounts or uploaded statements, using your business's tax region (like Ontario or Quebec) for the defaults. Receipts added through the Smart Shoebox make the applied taxes even more accurate.

Let the AI keep your books.

Start free, connect your accounts, and watch ReInvestWealth categorize and reconcile every transaction for you. View reports in one click.