Invoicing + Expenses + Reporting

Finance on
autopilot.

Create invoices in seconds. Track expenses with AI categorization. Generate financial reports without touching a spreadsheet. All in one platform.

The Difference

Without FinAuto vs. With FinAuto

Without FinAuto

Hours spent creating and chasing invoices manually
Expenses pile up uncategorized until tax season
Financial reports assembled last-minute in spreadsheets
Duplicate invoices and missed deductions slip through
Accountant gets screenshots and email chains

With FinAuto

Professional invoices created in seconds with templates
AI auto-categorizes expenses as they arrive
Real-time P&L, revenue trends, and tax summaries
Anomaly detection catches duplicates and discrepancies
Clean CSV exports ready for your accountant instantly

How It Works

Three steps. Financial clarity.

01

Invoice

Create professional invoices with customizable templates and automatic numbering. Set up recurring billing on any schedule. Track payment status in real time.

Recurring ready
02

Track

Log expenses manually or via receipt scanning. AI learns your categorization patterns and auto-categorizes new transactions. Flag anomalies before they become problems.

AI-powered
03

Report

Generate profit & loss statements, expense breakdowns, revenue trends, and accounts receivable aging reports. Export anything to CSV for your accountant.

One-click export

What you actually see

FinAuto Pro — Dashboard
Synced

Revenue This Month

$18,420

↑ 12% vs last month

Outstanding Invoices

$4,230

7 invoices pending

Expenses Tracked

$6,812

94% auto-categorized

Overdue

$890

2 reminders sent today

AI insight: Office supplies spending is 40% higher than last quarter. 3 duplicate vendor charges detected — review recommended.

AI Insight

Features

Everything your finances need. Nothing they don't.

Smart Invoicing

Create, send, and track professional invoices with customizable templates, automatic numbering, and payment status tracking.

Recurring Invoices

Set up recurring billing on any schedule — weekly, monthly, quarterly, annual — with automatic generation and delivery.

Expense Tracking

Log expenses manually or via receipt scanning with AI-powered auto-categorization that learns your patterns.

Contact Management

Centralized contact database with payment terms, billing addresses, and complete transaction history per contact.

Payment Processing

Accept online payments directly through invoices with automatic reconciliation and receipt generation.

Financial Reports

Profit & loss, expense breakdowns, revenue trends, tax summaries, and accounts receivable aging reports.

CSV Export

Export any data set — invoices, expenses, contacts, reports — to CSV for accountant handoff or external analysis.

AI Categorization

Machine learning model learns from your patterns and suggests categories for new transactions automatically.

Anomaly Detection

AI flags unusual expenses, duplicate invoices, and payment discrepancies for review before they cause problems.

Multi-User Access

Team access with role-based permissions — admin, bookkeeper, viewer — for collaborative financial management.

Who It's For

Built for teams who'd rather run their business.

Small Business Owners

Cut invoicing from hours to minutes

Templates, recurring billing, and automatic reminders turn 3-5 hours of monthly invoicing into under 30 minutes.

Professional invoices in seconds
Automatic payment reminders
Real-time financial visibility
Freelancers & Consultants

Professional invoicing without the complexity

Send polished invoices, track expenses, and generate reports without the learning curve of full accounting software.

No double-entry bookkeeping needed
Receipt scanning on the go
Tax-ready expense categories
Accounting Firms

Manage multiple clients from one platform

Handle bookkeeping for multiple small business clients with clean data exports in the format you need.

Per-client financial dashboards
Bulk CSV export for your tools
Role-based client access

Pricing

Simpler than accounting software. More powerful too.

All prices in CAD. 7-day free trial on Starter. No credit card required.

Starter

$29/mo

7-day free trial

100 items (invoices + expenses)
2 users
5 recurring invoices
Basic payment processing
Basic reports
CSV export
Get Started
Most Popular

Pro

$149/mo
1,000 items
10 users
50 recurring invoices
Full payment processing
Full reports
AI categorization
Get Started

Business

$499/mo
50,000 items
100 users
500 recurring invoices
Full + custom reports
AI categorization
Priority support
Get Started

Enterprise

Custom
Unlimited items
Unlimited users
Unlimited recurring
Custom reports
Dedicated support
SLA guarantee
Contact Sales

“Most small businesses use 20% of QuickBooks. FinAuto Pro gives you the 20% that matters at a fraction of the price.”

Start Automating

Ready to put finance on autopilot?

Start with a 7-day free trial. Send your first invoice in under 2 minutes. No credit card required.