4.8 on Capterra

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

Income statement, balance sheet, and general ledger, generated automatically from your categorized transactions. No waiting. No building reports from scratch.

Trusted by 3,000+ entrepreneursCRA-certified
Cancel anytime · Built by CPAs
Profit & Loss · 2026 YTD
Up to date
Jan 1 – Jun 30 · 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

The year-end-only way
  • You only see your real financial picture once a year, at year-end
  • Build reports from scratch every time you need the numbers
  • Decisions get made on guesswork, not data
  • By February the numbers are in, but it's too late to act on them
The ReInvestWealth way
  • Income statement, balance sheet, and general ledger, always current
  • Reports generated automatically as you categorize transactions
  • View the current month, any prior period, or a custom date range
  • Export to CSV or share directly with your accountant
See the difference

From spreadsheet chaos to reports you trust

Slide to compare. On the left, the month-end spreadsheet scramble (stale figures, broken formulas, notes-to-self). On the right, the same numbers in ReInvestWealth: always current, reconciled, and ready to export.

Profit & Loss
Jan 1 – Jun 30, 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 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, so your reports are complete from day one.

  • 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

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.