Upload your bank export, review auto-categorized income and expenses — associate fees, lab costs, payroll, rent — and share a clean report with your CPA at tax time. Works with all major Canadian banks.
Download a QFX or CSV export from your bank's online portal. Works with RBC, Scotiabank, TD, CIBC, BMO, and National Bank. Insurance deposits and overhead expenses are parsed automatically.
We auto-categorize transactions into fees, lab fees, CE, payroll, software, and more. You fix the few that are wrong.
Invite your accountant, filter by date, and export a clean CSV or Excel workbook. Share with your CPA at tax time.
The T2125 is the CRA tax form for self-employed Canadians and incorporated professionals. It lists your total income and every category of business expense on about 30 numbered lines — your CPA keys these totals into their tax software to complete your return.
With QuickBooks or Wave, your accountant gets a flat list of transactions and has to manually figure out which expense belongs on which line. That's extra billable hours. Booktist maps everything automatically — associate fees go to line 9060, lab fees to line 8340, rent to line 8910 — so your CPA can go straight to filing.
+ 20 more expense lines covered
Free plan covers up to 200 bank entries per year — enough for most solo dentists. Pro is $19/mo (or $14/mo annual), less than half the price of QuickBooks and built specifically for dental.