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Know your numbers. Right now, not at year-end.

Income statement, balance sheet, and general ledger, generated automatically from your categorized transactions.

Trusted by 3,000+ entrepreneursCRA-certified
Cancel anytime · Built by CPAs
Profit & Loss · 2026 YTD
Up to date
Jan 1 – Jul 31 · Current
Revenue$412,680.00
Expenses−$268,940.00
Net income$143,740.00
Open reports →
Updated in real time
Synced from your books
Export-ready (CSV)
The year-end lag

Don't wait until year-end to see how the business is doing

Waiting for year-end

You find out how the business did months after it happened.

  • One real snapshot a year.
  • Reports built from scratch.
  • Decisions made on guesswork.
  • Numbers arrive too late.
With ReInvestWealth

Reports stay current as your books update, ready whenever you need them.

  • Statements always current.
  • Reports build themselves.
  • Any period, any range.
  • Export or share with your accountant.
See the difference

From spreadsheet chaos to reports you trust

Slide to compare the month-end spreadsheet scramble with the same numbers in ReInvestWealth.

Profit & Loss
Jan 1 – Jul 31, 2026
Up to date
Revenue12.4%
Revenue$412,680
Expenses−$268,940
Income taxes−$37,340
Net income$106,400
Synced from your books · export-ready (CSV / PDF)
Q2_books_FINAL_v3(2).xlsx3 errors
fx=B2-B3-B4
A
B
C
D
1
Revenue
412680
#REF!
="Q2"
2
COGS
-98,200.00
98200
3
opex
170740
=B4*1.05
$1.7k
4
payroll
88,000
Apr–Jun v3 final
TBD
5
Net
=B2-B3-B4
#DIV/0!
143740?
reconcile??
ask John the bookkeeper
before filing 😬
How it works

From categorized transactions to a report, in three steps

Client payment
✦ Sales revenue
+$2,180.00
Office rent
✦ Rent expense
−$1,850.00
Feeds your reports automatically

Categorize your transactions.

Manually, with AI Bookkeeper, or through Automation Formulas. Every categorized transaction feeds your reports automatically.

Income statementLive
Revenue$52,300
Expenses−$34,120
Net profit$18,180

Reports are always current.

Income statement, balance sheet, and general ledger update in real time. View the current month, any prior period, or a custom date range.

income-statement.csv
Exported
CSV
Your accountant
Own login · direct access
Invited

Export or share.

Download reports as CSV, or invite your accountant directly into your account with their own login.

Easy migration

Switch to ReInvestWealth in minutes, not weeks

Already keeping your books somewhere else? We handle the switch, so your reports are complete from day one.

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
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
Trusted by Canadian businesses

Loved by founders, backed by CPAs

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

Questions, answered

What financial reports does ReInvestWealth generate?

ReInvestWealth generates an income statement (profit and loss), balance sheet, and general ledger, all from your categorized transactions. Reports are available in real time and filterable by any date range.

Why doesn't my profit match my bank balance?

Because profit and cash measure different things. Loan payments, owner draws, and transfers between accounts all move cash without touching profit. Your income statement and balance sheet update in real time in ReInvestWealth, so you can trace exactly where the difference comes from instead of guessing.

Can my accountant access my financial reports directly?

Yes. Invite your accountant as a collaborator with their own login. They can view reports, transaction history, and export data directly, without you needing to prepare or send anything. You can also download any report as a CSV to send to a lender or business partner.

What is GIFI mapping and why does it matter?

GIFI (General Index of Financial Information) is the standardized coding system the CRA uses for corporate tax filing (T2). ReInvestWealth maps your transaction categories to GIFI codes automatically, which makes year-end corporate tax prep faster and more accurate for your accountant.

Know your numbers. Right now, not at year-end.

Start free and let ReInvestWealth keep your income statement, balance sheet, and general ledger current, so a report is always one click away.