Sales and invoicing
Quotations, contracts, GST/HST invoices, credit and debit notes, statements and advances. Send by email or WhatsApp with a PDF.
Professional accounting software made for Canada. Send invoices in CAD, record bills and bank payments, and get your GST/HST return figures from the same books.
No card needed for the trial. Web and Windows editions.
From the first quotation to the year-end balance sheet, every step posts to the same double-entry books. Nothing to re-type, nothing to reconcile twice.
Quotations, contracts, GST/HST invoices, credit and debit notes, statements and advances. Send by email or WhatsApp with a PDF.
Purchase orders, supplier bills with line items, expenses, supplier advances and overdue-bill reminders.
Bank and cash accounts, statement import from PDF, Excel or CSV, post-dated cheques and multi-currency payments.
GST or HST by province, PST and QST where you are registered, and GST34 return figures with a provincial table.
Profit and loss, balance sheet, cash flow, trial balance, ageing and P&L by project or location. Export to Excel or PDF.
Admin, Manager and User roles, access per person, manager approvals, tasks, team chat and a full audit trail.
Pick a customer and their currency, add items from your list or create one on the spot. Tax is calculated per line, totals update live and the printed invoice carries the details the CRA expects.
| Description | Qty | Price | Amount |
|---|---|---|---|
| Office chairs โ ergonomic | 6 | 320.00 | 1,920.00 |
| Delivery and assembly | 1 | 120.00 | 120.00 |
| Annual maintenance | 1 | 480.00 | 480.00 |
| Subtotal | 2,520.00 | ||
| HST (Ontario) 13% | 327.60 | ||
| Total (CAD) | 2,847.60 | ||
Every invoice, bill, credit note and advance feeds the return for the period you choose. Open any figure to see the documents behind it, then file with confidence.
The executive dashboard shows revenue, expenses, profit, cash, receivables and payables at a glance, with charts for the year and an action centre for what needs attention.
The Canada edition comes with Canada's tax rates, return layout and chart of accounts, so you start working on day one.
GST at 5%, or HST in Ontario (13%), Nova Scotia (14%), New Brunswick, Newfoundland and Labrador and PEI (15%).
BC PST 7%, Saskatchewan 6%, Manitoba 7% and Quebec QST 9.975%, charged where you are registered and kept in their own account.
Lines 101, 105, 108 and 109 from your books, with a provincial table for PST and QST.
Tax rates are stored with the date they start, so every document keeps the rate of its own date. New official rates arrive as a file digitally signed by Baats LLC and apply from their start date. You can also add your own rate.
GST/HST on bills becomes an input tax credit automatically. PST paid on purchases is part of the cost.
Employee records, payroll runs posted to the books and salary slips by email. CPP, EI and income tax deductions are not calculated yet.
Same features, same books. Choose where your data lives.
Install on your own server or hosting and work from any browser, in the office or on the road.
One-click install on a Windows PC. It runs quietly in the background and opens in your browser.
Every invoice can carry a secure link. Your customer opens it, sees the invoice and pays by card through your own payment gateway account. The payment is recorded against the invoice for you.
You need your own merchant account with the provider. Gateway names are trademarks of their owners; Baats LLC is not affiliated with or certified by them. Online payments need the web edition.
Admin, Manager and User roles. Choose which screens and reports each person can see.
Invoices, bills, payments, quotes and notes can wait for a manager before they post.
Who changed what and when, visible to managers only.
Paid invoices and parties with documents cannot be deleted, and every delete asks first.
Passwords are stored as salted scrypt hashes and sign-in attempts are rate-limited.
Download or restore a full backup any time. Software updates are digitally signed by Baats LLC.
Choose by the number of people who sign in. Every package includes every feature of the Canada edition.
For owners and their accountant
For a small finance team
For growing companies
For large teams
Download the edition you want and install it. It runs with every feature for 15 days. After that your books stay readable and printable, and you enter a product key to keep working.
The web edition runs on your own server or hosting with Node.js 22.5 or newer. The Windows edition installs on a PC in a few clicks. If you need help choosing or setting up, talk to us.
Yes. Each company gets its own set of books with its own users, package and product key, all from one installation.
Yes. Use the Excel template to import customers, customer invoices, suppliers, supplier bills and expenses, and enter opening balances per account, customer and supplier.
On your own server (web edition) or your own PC (Windows edition). Baats LLC does not hold your accounting data.
Message us on WhatsApp or email [email protected]. Help & Support is also inside the program, in the Account menu.
It prepares the GST34 figures. You then file them through the CRA's online services or GST/HST NETFILE.
Not yet. The Canada edition is in English for now.
Install the Canada edition today and try every feature free for 15 days.