CANADIAN BOOKKEEPING / AI-ASSISTED WORKFLOWS

Your numbers.
A new intelligence.

Receipts become drafts. Bank lines become suggestions.
You stay in control of what reaches your books.

Explore SumloraSee the workflow
BUILT FOR CANADAENGLISH / FRANÇAISDESKTOP + SHARED SERVER
SUMLORAAISUGGEST. REVIEW. APPROVE.
01 / CAPTURE▤

Receipt received

Office supplies$186.50
Photo or supplier invoice
02 / SUGGEST✦

Ready for your review

CategoryOffice expenses
PayeeSupplier from receipt
✓ You approve before posting
WORKFLOW PREVIEWCapture a receipt
Illustrative workflow · Optional AI in Plus requires configuration and provider usage charges.
One place for a clearer picture.GST/HST & QSTEnglish & FrenchCaseWare export
01 / A CONNECTED WORKSPACE

Keep your books in focus.
Keep your business moving.

From the first invoice to your year-end trial balance, keep the details connected with double-entry bookkeeping.

Invoices, bills & expenses

Create quotes and turn them into invoices. Manage credit notes, vendor credits, partial payments, and recurring invoices or bills. Send branded PDFs and payment reminders by email.

EVERYDAY BOOKKEEPING

Banking that stays organized

Import CSV, OFX, QFX, or QBO statements, or use configured Plaid bank feeds on an online server. Review matches, apply rules, and reconcile bank and credit card accounts.

IMPORT · REVIEW · RECONCILE

Canadian sales tax

Prepare GST/HST, QST, and provincial PST/RST worksheets for BC, Saskatchewan, and Manitoba. Trace the transactions behind each figure and keep a record of filed periods.

GST/HST · QST · PST/RST

Reports your accountant can use

Profit and loss, balance sheet, trial balance, and CaseWare exports with account numbers, mapping, and GIFI codes.

BOOKS TO YEAR-END

Payroll & year-end preparation

With Plus, prepare pay runs, pay stubs, and remittance summaries, including Quebec payroll. Track vacation pay, bonuses, allowances, and taxable benefits, with T4, RL-1, and ROE worksheets.

PLUS

Receipts, with a human review

Send receipt photos from a phone. Optional AI in Plus reads receipts and suggests bank categories for you to approve.

YOU APPROVE WHAT POSTS
02 / INSIDE SUMLORA

Different tasks.
One connected workflow.

Take a closer look at the tools behind your day-to-day books.

FROM STATEMENT TO RECONCILIATION

Give every bank line
a clear next step.

Import statement files or connect supported banks through configured Plaid feeds on your online server. New posted transactions go to review before you approve them into the books.

Try the software demo
For reviewChequing · CAD
ROGERS COMMUNICATIONSSep 24 · −$107.35
Bank rule
HARBOUR STUDIOSep 23 · +$2,400.00
Possible match
OFFICE SUPPLIESSep 22 · −$186.50
Review category
You review each suggestion before it posts.
Illustrative interface previews · Open the demo to see the actual software.
A simpler rhythm

From daily details
to the bigger picture.

01 / ORGANIZE

Bring your records together.

Import bank statements, capture receipts, or bring over exported records from QuickBooks Online or Sage.

02 / UNDERSTAND

Review, then reconcile.

Check suggested matches and categories, record payments, and reconcile each bank or credit card account.

03 / MOVE FORWARD

Close with confidence.

Prepare reports and CaseWare exports. Use adjusting entries, client questions, and closing dates to support your review.

YOUR BUSINESS. YOUR WAY.

One business.
Or a whole client list.

Switch between companies, keep each set of books separate, and collaborate with owners, staff, and clients through role-based access.

Use Sumlora on your computer as a desktop app, or connect your team to a shared server through a browser. Work in English or Canadian French.

BUILT FOR THE BOOKKEEPER

More than data entry.

  • Separate books and backups for each company
  • Questions and answers on transactions
  • Bulk reclassification and adjusting entries
  • Closing dates and activity history
  • QuickBooks and Sage export migration wizard
03 / THE DETAILS, CONSIDERED

Built around the way
your business works.

Explore the tools for getting paid, reviewing client books, and keeping records organized.

Quotes, recurring billing & credits

Turn accepted estimates into invoices. Schedule recurring invoices and bills, or choose reminders so you can review first. Apply customer and vendor credits, download branded PDFs, and email statements and overdue reminders.

Scheduled documents are generated when the books are opened on or after the due date. Email requires mailbox setup.

Online invoice payments

Add Interac e-Transfer instructions to invoices. Connect your company’s Stripe account to create payment links for outstanding invoice balances and record completed card payments when the books are opened.

Requires Stripe configuration. Card payment links currently apply to Canadian-dollar invoices.

PLUS

Multiple currencies, Canadian books

Keep foreign-currency invoices, bills, payments, and bank accounts while your ledger stays in CAD. Use Bank of Canada rates where available, review exchange gains and losses, and revalue foreign balances at period-end.

Accounts for your industry

Start with accounts for restaurants and cafés, retail and online stores, contractors, trucking, salons, consulting, or rental property. Existing companies can add missing industry accounts without replacing their books.

A complete accountant handoff

Download a year-end ZIP with the books, financial statements, ledger and CaseWare spreadsheets, sales tax figures, receipts, and attachments. Your accountant can open the books as a separate company in Sumlora.

Included report detail depends on your plan and available records.

Review tools beyond the trial balance

Inspect the general ledger and aging reports. Review suspense balances and possible duplicates, reclassify transactions in bulk, post adjusting or reversing entries, and track client questions. Export reconciliation reports and adjustment lists.

PLUS

Projects & billable time

Link income and expenses to customer projects, track labour costs and project profit, and turn unbilled time into customer invoices.

PLUS

Inventory & cost of goods sold

Track quantities on hand and moving-average costs. Purchases and sales update stock, sales post cost of goods sold, and inventory adjustments account for counts or damage.

PLUS

Fixed assets & CCA worksheets

Maintain an asset register, calculate book amortization, and post annual amortization entries. Prepare a CCA schedule by class for review, including additions and disposals.

CCA is a preparation worksheet; review the applicable tax rules and first-year treatment before claiming.

ACCESS & ACCOUNTABILITY

Work together with clear controls.

Owner, staff, client, and view-only roles; authenticator-based two-step sign-in; optional company codes; closing dates; inactivity locks; and an activity log of changes. Separate firms and client companies have their own access boundaries.

BACKUP & FLEXIBILITY

Keep a path back to your books.

Automatic daily backups while the app is running, manual backups, and restore tools. Configured servers can copy backups off-site. Choose desktop or shared-server use, English or French, and light, dark, or automatic appearance.

04 / FIND YOUR FIT

Everyday essentials.
Extra tools when you need them.

Explore the feature levels. Contact us to discuss pricing for your business or bookkeeping firm.

ESSENTIALS

The daily bookkeeping toolkit

For organized books and a smoother year-end.

  • Invoices, quotes, bills, credits, and recurring schedules
  • Bank imports, configured feeds, rules, and reconciliation
  • Receipts and transaction review tools
  • Regular GST/HST, QST, and PST/RST worksheets
  • Standard reports, CaseWare export, and year-end handoff
Contact us for pricingAsk about pricing
PLUS

A deeper accounting workflow

Everything in Essentials, with additional tools.

  • Payroll and year-end worksheets
  • Optional AI suggestions and receipt reading
  • Comparative reports and cash flow statement
  • Report packages and working trial balance
  • Quick Method, charity, and non-profit tax tools
  • Projects, time billing, and inventory
  • Multi-currency, fixed assets, and CCA worksheets
Contact us for pricingAsk about pricing

AI, Plaid bank feeds, Stripe invoice payments, and online subscriptions require configuration; provider charges may apply. Bank feeds require an online server. Government tax and payroll submissions are completed separately.

Good questions

A little more
about Sumlora.

Who is Sumlora for?

Sumlora supports small businesses and bookkeeping firms managing multiple clients. It includes invoicing, banking, sales tax worksheets, financial reports, and accountant review tools.

Can I see the software before choosing it?

Yes. Open the interactive demo to explore the software with example companies. The demo does not save changes and has downloads disabled.

How much will it cost?

Contact info@sumlora.ca for pricing details. Tell us which plan interests you and how many companies you want to manage.

Will it support the needs of my Canadian business?

Sumlora includes English and Canadian French screens, GST/HST and QST worksheets, and Canadian payroll preparation tools in Plus. Review the outputs for your circumstances before filing.

Does it connect directly to my bank or file my returns?

Online servers support Plaid bank feeds when production access is configured and the bank is supported. Standalone desktop use supports statement imports. Tax returns and payroll filings are still submitted separately through government services.

Can I manage multiple clients or let a client pay for their company?

Sumlora supports separate client companies and firm workspaces. Configured online subscriptions can bill a firm by active company, or let an invited client pay for their own company. Contact us for available plans, company limits, and pricing.

Can I work in currencies other than CAD?

Yes. With Plus, foreign-currency customers, vendors, and bank accounts can be used while the books are maintained in Canadian dollars. Review exchange rates and conversion amounts before posting.

Does Sumlora file tax returns or certify payroll outputs?

Sumlora prepares worksheets and figures. It does not currently submit government returns, electronic T4/RL-1 or ROE filings, or prepare T4A and T5018 slips. Payroll tables currently cover pay dates from July through December 2026; confirm supported dates and review the figures before filing.

Meet your next chapter

Your books deserve
a clearer view.

Explore invoices, banking, and reports inside the actual software. Example companies are ready for you to try.

Open the interactive demo

Example data · Changes are not saved

LET’S TALK

Your next step
starts with a conversation.

Want a guided look at Sumlora or pricing for your business? Get in touch at .

SEE HOW IT FITS

Request a demo

Tell us about your workflow and what you’d like to see. We can discuss a demonstration tailored to your needs.

Request a demo
FIND YOUR PLAN

Ask about pricing

Explore Essentials or Plus for a single business or multiple clients. Let us know how many companies you manage.

Ask about pricing

These buttons open your email app with a draft. Review it and send it to contact us.