Helpful Tools
Learn more about some of the tools we find helpful. We feel strongly about helping our clients run successful and efficient businesses. These tools could help you achieve your goals.
01
Float
What it does: Float is a Money Services Business that pairs cash flow management and savings. Float offers corporate cards powered by intelligent spend management software, and combines this with one of the best savings account available for Canadian small business.
Why we like it: We appreciate how it cuts out guesswork over charges, gives us greater control over who can make purchases. We love how Float empowers teams to spend without any headaches—assigning digital or physical cards, setting specific budgets, and ensuring spending and budgeting stay crystal clear.
02
Helcim
What it does - Helcim is a payment processing platform with transparent pricing, easy invoicing, and support for various payment methods. It makes it straightforward for businesses to accept credit cards and other forms of payment online or in person.
Why we like it - We can store a client’s credit card details and process payments with their approval, making it hassle-free for them to settle their bills. The simplified payment process cuts down on manual reconciliation, keeps financial information organized, and encourages timely payments for a healthier cash flow.
A fraction of the costs of Square and the likes, but with the same simple interface.
03
Xero
What it does: Xero is a cloud-based accounting platform that simplifies bookkeeping, bank reconciliations, invoicing, and financial reporting. It offers an extensive ecosystem of apps, allowing businesses to create a tailored tech stack.
Why we like it? Xero offers real-time insights, streamlined bookkeeping, and easy collaboration—perfect for project-based businesses. Integrations with tools like WorkflowMax let you track budgets, timesheets, and expenses all in one place, removing the usual back-and-forth headaches. With quick invoicing, simplified reconciliations, and a clear view of profitability, our clients can focus on what they do best—designing, engineering, and building.
04
Wagepoint
What it does: Wagepoint is a cloud-based payroll solution built for small businesses. It manages direct deposits, tax remittances, and year-end forms, reducing the hassles of payroll.
Why we like it? Automated payroll saves time, reduces errors, and helps us provide accurate, up-to-date financial guidance to clients. The ease and simplicity of use improves workflows.
05
Hubdoc
What it does: Hubdoc automates document collection and data capture by pulling in bills, statements, and receipts. It extracts key details and organizes them neatly, reducing or eliminating manual data entry.
Why we like it – By seamlessly linking with Xero, this tool streamlines bank reconciliation, saves time, and ensures a clear audit trail so we can focus on the big picture for our clients.
06
Workflow Max
What it does: WorkflowMax is a project management and job costing platform that integrates with various cloud tools. It tracks time, budgets, and expenses in one place to help businesses stay on track.
Why we like it? Centralized data and seamless integration make billing and reporting much easier, giving real-time visibility into project costs.
07
Loom
What it does: Loom is a video messaging tool that lets users record and share screen or camera videos instantly. It simplifies communication by allowing teams to demonstrate tasks and give feedback without lengthy email exchanges.
Why we like it? Quick video explanations save time, clarify complex topics, and keep everyone on the same page. We love how easily we can share “how-to” videos with clients, guiding them visually instead of writing lengthy explanations. This approach eliminates confusion and streamlines communication.
08
MileIQ
What it does: MileIQ is an app that automatically tracks mileage, helping users separate business and personal driving. It logs trips, calculates costs, and offers organized mileage reports for tax deductions or reimbursement.
Why we like it? We rely on accurate mileage data for clearer expense reporting, streamlined tax returns, and better client insights. Having this tool helps save time which ultimately saves our clients money. The peace of mind gained from knowing if CRA were to audit this, all the data is already collated in one place.
09
Rotessa
What it does: Rotessa is a recurring payment tool that automates invoicing and bank-to-bank transfers. It helps businesses collect payments on time by withdrawing funds directly from customers’ accounts on a set schedule.
Why we it? Predictable collections mean simpler reconciliation and more reliable cash flow, letting accounting teams focus on bigger goals. We find it intuitive and easy to use. Affordable collection tool.
10
Fresh Projects
What it does: Fresh Projects is a project management and financial solution designed for architects, engineers, and consultants. It tracks project budgets, monitors profitability, and keeps teams organized from concept to completion.
Why we like it? We appreciate how it ensures accurate project costing, integrates with accounting platforms, and simplifies billing for professional services.
11
ProjectWorks
What it does: ProjectWorks is a resource management and project planning platform. It centralizes schedules, budgets, and timelines so teams know exactly who is doing what, keeping projects on target.
Why we like it? It prevents budget overruns, supports precise cost tracking, and simplifies reporting on job performance.