PROFESSIONAL MODULE
Full‑featured accounting inside your CRM.
Track transactions, reconcile banks, and generate GST/PST‑ready reports without switching tools.
Dashboard Visual Placeholder
What it does
Run day‑to‑day bookkeeping and financial reporting directly in WealSmart. Maintain a full chart of accounts, track budgets, record bills and expenses, and reconcile bank feeds without exporting data to another system.
Key features
- General Ledger & Chart of Accounts: Custom categories, multi‑currency support, and GST/PST/HST tax handling.
- Financial Statements: Profit & loss, balance sheet, cash flow, and aging reports.
- Budget Management: Annual, quarterly, or monthly budgets with actual vs. plan tracking.
- Bills & Expenses: Track vendor bills, link expenses to projects, and manage payables.
- Bank Integration (Plaid): Import transactions automatically to speed reconciliation.
- Audit Trails: Full activity history for compliance and CRA record‑keeping.
Why teams love it
- Real‑time visibility: See cash flow and profitability without manual data entry.
- Tax‑ready reporting: Canadian tax calculations built in for easier filings.
- Fewer systems: Reduce spreadsheet exports and duplicate tools.
Ready to clear the chaos?
Join small teams operating like big businesses.