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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. No waiting. No building reports from scratch.

Trusted by 3,000+ entrepreneursCRA-certified
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Profit & Loss · 2025 YTD
Up to date
Jan 1 – Jun 30 · Current
Revenue$412,680.00
Operating 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, 2025
Up to date
Revenue12.4%
Revenue$412,680
Cost of goods sold−$98,200
Operating expenses−$170,740
Net income$143,740
Synced from your books · export-ready (CSV / PDF)
Q2_books_FINAL_v3(2).xlsx3 errors
fx=B2-B3-SUM(B4:B5)
A
B
C
D
1
Revenue
412680
="Q2"
#REF!
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 Dana before
filing 😬
How it works

From categorized transactions to a report, in three steps

Categorize your transactions.

Manually, with AI Bookkeeper, or through Automation Formulas — the method doesn't matter. Every categorized transaction feeds your reports automatically.

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.

Export or share.

Download reports as CSV and send them to your accountant, lender, or business partner — or invite your accountant directly into your ReInvestWealth account with their own login.

Why it works

Know your numbers every single month

Income statement

Real-time income statement showing revenue, expenses, and net income

Balance sheet

Balance sheet showing assets, liabilities, and equity — updated automatically

General ledger

General ledger for accountant-ready double-entry reporting

GIFI category mapping

GIFI category mapping for corporate tax filing (T2)

CSV export

CSV export for accountants, lenders, investors, or your own analysis

Know your numbers every month — not just at tax time.

Open ReInvestWealth and your financial reports are already done.

Start your free 30-day trial
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-day trial
Reliable, growing finances illustration
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

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.

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.

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.