PROFESSIONAL MODULE
Full‑featured accounting inside your CRM.
Track transactions, reconcile banks, and generate GST/PST‑ready reports without switching tools.
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Module overview
Full‑stack finance visibility without switching tools.
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.
Module highlights
Key features and why teams rely on this module.
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.