VeridbooksAI bookkeeping software for Canadian accounting firms
Multi-client workspace for invited firm staff - drafts assist; your firm still reviews.
What Veridbooks provides
Built for firm staff working across many client books. Host, firm, and customer books are separate layers.
Receipt and invoice data extraction for bookkeeping firms
Veridbooks reads a client's receipts, invoices, and statements and drafts coded ledger lines your staff review, so month-end starts from a populated ledger instead of an empty one.
GST/HST and provincial tax coding across your client base
Per-client GST, HST, PST, and Quebec QST defaults, printed-tax capture on receipts, business-use allocation on each line, and workpapers built for firm review - not a substitute for filing.
QuickBooks Online sync for approved lines
Connect each client's QuickBooks Online company separately and push only the ledger lines your staff approved, with Canadian tax codes and category mapping.
A multi-client workspace built for firm staff
Every client separated, staff scoped to the clients they are assigned, and per-client run caps so automation cannot quietly run up a bill.
Bank feeds and a client portal that chases documents for you
Bank transactions import as drafts and a magic-link portal lets clients upload documents and answer questions without an account to manage.
Review controls and audit trail
Draft, approved, and excluded states, field-level version history, a month-end checklist, and period close, so a reviewer can prove how a number was reached.
How Veridbooks works
Invite staff, attach sources, review drafts, then file in your own process.
Invite your firm
Start as Client admin via firm signup, or ask the platform to create your tenant. Firm leads then invite bookkeepers and assign which customers each person can see.
Attach customer sources
Link a Drive folder or upload a month of documents. Caps and suspend controls keep how many runs you can start under control.
Review, then file
Staff check every figure. Drafts are assistive only. Your firm stays accountable before anything is filed or sent out.
Questions about Veridbooks
- What is Veridbooks?
- Veridbooks is multi-firm bookkeeping software for accounting firms. The platform host operates Veridbooks; each firm is a separate tenant with its own staff and customer files.
- Who is Veridbooks for?
- Accounting firms that need multi-client workspaces, staff invites, customer folders, run limits, expense ledgers, and month-end drafts that a person still reviews. Firms can start a Client admin workspace at signup; additional staff stay invite-only.
- Why does Veridbooks use Google Sign-In?
- Firm staff authenticate with Google so Veridbooks can establish a secure session (name, email, and profile). Client admins may start via firm signup; other staff join by invitation.
- Does Veridbooks file taxes automatically?
- No. Drafts are assistive only. Firm staff must check every figure before filing or sending anything to a customer.
- How do I contact Veridbooks?
- Use the Contact page form, or email the address shown there.
Writing for Canadian bookkeeping firms
A month-end close checklist for Canadian bookkeeping firms
A practical close sequence for firms running books for many clients at once, covering document intake, GST/HST review, reconciliation, and the sign-off that protects the file.
What AI bookkeeping can and cannot do in a Canadian firm
An honest split between the bookkeeping work automation genuinely removes and the work that still requires a professional, written for firms evaluating tools.
GST/HST input tax credits: what your records have to show
The CRA's documentary requirements for claiming input tax credits, including the thresholds at $30 and $150 and the time limits for claiming.