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 small business owners.

Trusted by 3,000+ entrepreneursCRA-certified
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AI Bookkeeper
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Today · 6 transactions categorized
AIShopifySoftware · $89.00
AIUberTravel · $24.60
AIStaplesOffice · $142.18
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Categorized by AI
Reconciled today
Reviewed in one click
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 confirm in one click and stay fully in control
How it works

From raw transactions to clean books, in three steps

Connect your bank or upload a statement

AI Bookkeeper pulls in your transactions automatically through Plaid, or from a PDF bank statement upload. No CSV exports, no copy-pasting.

AI reviews and categorizes every transaction

Each transaction is reviewed against CPA-trained logic and assigned the right expense or income category — automatically. Vendor patterns, transaction descriptions, and historical corrections all inform the result.

Review flagged items and move on

Transactions AI isn't certain about get flagged for your review. Approve the suggestion, correct it, or set an Automation Formula so that vendor categorizes itself every time going forward.

Why it works

Bookkeeping that actually keeps up

Saves hours every month

Saves hours of monthly bookkeeping cleanup — no more sorting at year-end.

Fewer errors

Reduces categorization errors from manual entry.

CPA-trained logic

CPA-trained logic ensures categories match tax standards (CA: CRA; US: IRS).

Supports sales tax decisions

Supports sales tax decisions on applicable transactions.

Books current month by month

Keeps books current month by month — not just before your accountant calls.

Cleaner records at year-end

Produces cleaner records for your accountant at year-end.

Less data entry. More running your business.

Let the AI keep the books while you get back to the work that matters.

Start your free 30-day trial
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
You askedHow much did I spend on software last quarter?
LUCAAnswer$4,210 across 14 transactions
Top vendorShopify · $1,068
Sources readYour 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-day trial
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Trusted by Canadian businesses

Loved by founders, backed by CPAs

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

One Price. One Plan.

All-in-one plan

Simple pricing for everything ReInvestWealth does

  • AI bookkeeping
  • Unlimited bank connections
  • Receipts & invoicing
  • GST/HST e-filing
$39CAD/mo
Get Started For Free30-day free trial · Cancel anytime
FAQ

Questions, answered

How accurate is AI Bookkeeper?

AI Bookkeeper is trained on CPA-level categorization logic, not just pattern matching. Accuracy improves over time as it learns from your corrections. For vendors you see repeatedly, set an Automation Formula to lock in the category permanently — 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. When you fix a categorization, AI Bookkeeper learns from the correction. 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.

Let the AI keep your books.

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