Simple, transparent pricing
14-day free trial on all plans. No credit card required.
Starter
AI expense categorization for sole proprietors
- 1 corporation
- 500 transactions/month
- 100 receipt OCR/month
- 1 live bank connection (Flinks)
- CRA-compliant categories (T2125/T2)
- CSV bank statement import
- Google Sheets integration
Professional
Live bank feeds + full financial management
- 2 corporations
- 5,000 transactions/month
- 300 receipt OCR/month
- 3 live bank connections (Flinks)
- Financial dashboard
- Salary/dividend optimizer
- Tax installment calculator
- Priority OCR processing
- Priority support
- 2 team seats
Complete
Multi-entity with year-end packages
- 5 corporations
- 15,000 transactions/month
- 750 receipt OCR/month
- 8 live bank connections (Flinks)
- Year-end report packages
- RDTOH/CDA/GRIP tracking
- ML-powered categorization
- Accountant export portal
- Priority OCR processing
- 5 team seats
Practice
Full practice management for growing firms
- 25 corporations
- 50,000 transactions/month
- 2,000 receipt OCR/month
- 15 bank connections (Flinks)
- Everything in Complete
- Consolidated multi-entity reporting
- Custom CRA category mappings
- Dedicated account manager
- 15 team seats
Detailed comparison
| Feature | Starter | Professional | Complete | Practice |
|---|---|---|---|---|
| Corporations | 1 | 2 | 5 | 25 |
| Transactions/month | 500 | 5,000 | 15,000 | 50,000 |
| Receipt OCR/month | 100 | 300 | 750 | 2,000 |
| Live bank connections | 1 | 3 | 8 | 15 |
| Team seats | 1 | 2 | 5 | 15 |
| CRA categories | T2125/T2 | T2125/T2 | T2125/T2 | Custom |
| AI categorization | Basic | Advanced | Advanced + ML | Advanced + ML |
| Salary/dividend optimizer | — | |||
| Tax installment tracker | — | |||
| RDTOH/CDA/GRIP tracking | — | — | ||
| Year-end reports | — | — | ||
| Accountant portal | — | — | ||
| Consolidated reporting | — | — | — |
Common questions
What are 'bank connections'?
A bank connection is one bank login (e.g., your TD online banking). A single connection gives access to all accounts under that login — chequing, savings, credit cards, lines of credit. So 2 connections could cover 20+ accounts across 2 banks.
Is my data stored in Canada?
Yes. All data is stored in Google Cloud's northamerica-northeast1 region (Montreal). We are PIPEDA compliant and never store SIN or bank credentials.
Can I switch plans later?
Yes. Upgrade or downgrade anytime. When upgrading, you get immediate access to new features. When downgrading, changes take effect at the next billing cycle.
Is this tax advice?
No. CorpBooks is a financial management tool, not a tax advisor. All calculations are based on published CRA rates and rules. Always consult your CPA before making tax decisions.
Do I need to replace my accountant?
No — CorpBooks complements your accountant by doing the heavy lifting of categorization and reporting. Many users cut their CPA costs by 50% because they hand over clean, organized data.
What Canadian banks are supported?
We use Flinks for bank connectivity, which supports all major Canadian banks including TD, RBC, BMO, Scotiabank, CIBC, Desjardins, Tangerine, National Bank, and most credit unions.