Fix transactions, migrate information, and create reports, all within Claude, ChatGPT, or Codex. Work on one or many businesses at once.
We're partnered with the best in the business
Works with your preferred AI assistant.
One connection, from your own Claude or ChatGPT account's connector settings.
It answers from your ReInvestWealth data, or makes the change you asked for.
It prepares a summary, and asks before it changes anything.
Ask, and your assistant does the work instead of handing you a to-do list.
Posts adjustments, ties the balance sheet, and locks the period. Flags what needs your judgment.
Creates, edits, and recategorizes transactions, and backfills whole years from any file.
Creates and sends invoices. Matches uploaded receipts to the transactions they belong to.
Reviews GST, HST, PST & QST numbers and balances. Starts the filing process and you e-file from the ReInvestWealth app.
Builds the report or projection, then drafts the client email. Connect your Gmail or Outlook to auto-send emails.
Reads transactions, receipts, the general ledger, and the trial balance, so answers come from your real numbers.
30 days free · Cancel anytime
$39 CAD/mo
One plan. One tier.
Free, open source skills written by CPAs. Edit them for your own workflow, or use them as is.
MIT licensed, yours to read and edit. Free to download today.
/riw-migrate-history/riw-catch-and-correct/riw-monday-brief/riw-monthly-health-check/riw-cash-flow-forecast/riw-financing-package/riw-ar-ap-recon/riw-monthly-review-email/riw-prepare-financials-ca/riw-prepare-financials-usAdd ReInvestWealth from your Claude or ChatGPT connector settings and sign in with your account. Step-by-step instructions are waiting in the app.
Run a firm? The free AI Capacity Diagnostic measures the hours it saves on your own files.
It's clear that the software was created by a team passionate about helping businesses succeed. They go above and beyond to provide support, which adds tremendous value to an already excellent product.
It has been great so far. The service and support have been responsive and helpful, and the pricing feels fair and well-suited for small businesses and freelancers.
I looked at various accounting software before settling on RIW. It's best for my service-based solo S corp business.
I had a great experience using ReInvestWealth. The software helped us get our bookkeeping in order and made tax filing an easy and hassle-less task.
It's been really good. It works a lot like QuickBooks but at a fraction of the price. Definitely give this system a go.
My experience with them has been great. They're very responsive and helpful. The platform is continuously evolving and improving.
I had a good experience with using the application. It saved me a lot of time especially with paper receipts. I liked the merging of receipts and my banking.
I've tried a few accounting tools over the years, and ReInvestWealth is by far one of the easiest to use.
Been great! Has really helped with organization. The flow and feel of the website is really intuitive and easy to use.
Amazing experience so far. Customer support has been on point with their time to answer, as well as how seamless it was to transfer all of our past statements.
No learning curve, the built-in AI assistant answers all questions clearly. Easy to upload receipts, reports are clear and easy to read.
As an early-stage founder, time is critical and ReInvestWealth definitely saves me time.
Seamless experience, so I can now focus on my business rather than thinking about the compliance and other things that I am not skilled in.
It's a new software and it can be scary to trust it for all bookkeeping, but so far as a solo entrepreneur, this is way more straightforward than any other software.
Easy to use and AI features save a lot of time. Love the easy integration! The team are super responsive as well.
My overall experience with ReInvestWealth has been excellent. The platform stands out for its strong customer support, ease of use, and reliable financial tools.
I've had a great experience using this accounting software for my business. It's very easy to use, with a minimal learning curve.
My experience has been really good so far — I've genuinely enjoyed doing my taxes during the free trial month.
It's clear that the software was created by a team passionate about helping businesses succeed. They go above and beyond to provide support, which adds tremendous value to an already excellent product.
No learning curve, the built-in AI assistant answers all questions clearly. Easy to upload receipts, reports are clear and easy to read.
My experience with them has been great. They're very responsive and helpful. The platform is continuously evolving and improving.
It's been really good. It works a lot like QuickBooks but at a fraction of the price. Definitely give this system a go.
Easy to use and AI features save a lot of time. Love the easy integration! The team are super responsive as well.
An MCP server is a connector that lets an AI assistant (like Claude or ChatGPT) work securely in your accounting software.
It allows the assistant to make adjustments, fix transactions, send invoices, run reports, and perform other actions directly within your books. Across one business or multiple at the same time.
Yes. It is an open standard, and the ReInvestWealth MCP server is tested and supported in both Claude (Anthropic) and ChatGPT (OpenAI). Any other MCP-capable assistant, including Codex, can connect to it as well.
From your assistant's connector or MCP settings: point it at the ReInvestWealth MCP server and sign in with the account you already have. No install, no API keys.
Yes, and it is the part we are most excited about. One instruction, every client file, at the same time. A cleanup that takes a junior a week runs in parallel across the whole book instead of one file after another.
It only reaches what you reach, it asks before it changes anything, and every change is an ordinary entry you can see and edit in the app. Nothing is hidden.
Yes, it is live. Add it from your Claude or ChatGPT connector settings, sign in with your ReInvestWealth account, and it works in your books today.
QuickBooks and Xero now offer official connectors for Claude, and QuickBooks has one for ChatGPT. Each connects one company file at a time, QuickBooks is US-only, and Xero's is read-only. Ours offers full read and write capabilities, uses your existing permissions, and answers questions across all your ReInvestWealth profiles at the same time.
None in particular. It is an MCP server, so it attaches to the account you already use rather than one specific app. Claude and ChatGPT are the two we test against.
You need a Claude or ChatGPT account, and connecting a custom MCP server depends on your plan there (Anthropic's and OpenAI's call, not ours). Check connector support on your plan with them.
The MCP server is only as good as the books behind it. Start free, let the AI keep them current, and connect your assistant the same day.
Cancel anytime. Firms: ask about the MCP server on the call.