We do one thing. We take your bank export, categorize every transaction, and send you finished financial statements. Every month. No calls. No software to learn. No surprises.
Download your bank statement as an OFX or CSV file from your online banking. Takes 30 seconds. We'll show you how.
Email it to your dedicated GridBK address by the 5th of each month. Chequing, savings, credit card. Up to 3 accounts.
Your monthly financials land in your inbox by the 10th. Balance sheet, income statement, 13-column comparative. Ready to forward to your accountant.
Balance sheet and income statement delivered as a clean PDF. Every month, like clockwork. Current month plus year-to-date.
At year-end, every month side by side in one report. Your tax preparer will thank you. Actually, they'll ask how you did it.
Current year vs. prior year. Dollar change. Percent change. See where your business is heading without asking anyone.
When your accountant asks for your books at year-end, forward the email. Done. No shoebox. No scramble. No catch-up fees.
If you need someone to answer questions about your finances, explain your tax situation, run your payroll, or give you business advice, you need an accountant. We're not accountants. We're data processors.
We take your raw bank data, sort it into the right buckets based on years of CPA experience, and hand you back clean financial statements. That's the whole service.
Think of it like this: you can pay for a QuickBooks license and learn to do your own books. Or you can pay us the same amount and we'll do them for you. Same price. Zero learning curve. One less thing on your plate.
GridBK was built by a cross-border tax practitioner with years of experience serving small businesses across Canada and the United States. We built our own accounting engine because the existing tools weren't good enough.
Our categorization templates are based on real-world patterns from thousands of transactions across dozens of industries. We standardized them so every client gets the same proven structure. Not a guess, not an experiment.
The engine that processes your books is open-source and enforces double-entry accounting at the database level. The books always balance. Not because we hope they do. Because the system won't allow them not to.
$49/month. Cancel anytime.