Features
What Veridbooks does for a bookkeeping firm
Six areas of the platform, each built around the same rule: software drafts, your staff decide, and the file records how a number was reached.
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.
Want to see it against your own files?
The useful test is a real month for a messy client, not a demo file. Get in touch and we will talk through what that would look like.