From bank to CPA in three surfaces.
Plaid syncs transactions to Stage. You review, edit, and commit. The ledger moves on your say-so. Your CPA gets a clean file.
Three steps. One ledger.
Bank to Stage to ledger to CPA. Nothing in the middle that you did not sign off on.
Add your corp
Business name, province, fiscal year end. Under 60 seconds. No onboarding call.
Connect a bank
Plaid syncs transactions from RBC, TD, Scotiabank, BMO, CIBC, and 300+ institutions. Ledg AI cleans the vendor name and suggests a category as each one lands. Or upload CSVs. Or type as you go.
Commit when ready
Transactions wait in Stage with vendors cleaned and categories suggested. Review, edit, split, or dedupe. Commit on your say-so. Hand off to your CPA.
Questions, answered.
The stuff people ask before signing up. If something else is on your mind, email us.
One ledger, ready for your CPA.
Free up to 100 ledger entries. No credit card. No meeting to book. Move to Solo at $9 a month when you outgrow it.