Services by your trusted bookkeeping partner.
Ready to unlock your business's potential?
With more than 15 years of experience, booksi delivers efficient, reliable, and tailored solutions for your business.
“Marko gave me the strategic support I needed to launch smoothly — the kind of guidance you’d expect from a Remote CFO. The structure and clarity helped me move forward with confidence.”
Services
Where automation meets expertise.
AI-powered bookkeeping built-to-scale.
Get started today!
Get your custom quote in <5 minutes.
Packages start at just $550/month, before discounts.
The change towards better business process starts with you.
FAQ
Your service questions, answered.
Booksi uses AI to enhance efficiency and accuracy across all bookkeeping tasks:
- Posting entries;
- Classifying transactions;
- Performing reconciliations; and
- Building traceable audit support for Enterprise-tier clients.
AI helps identify anomalies faster and streamline workflows, but every result is still reviewed and approved by our bookkeeping team.
Human oversight ensures compliance, accountability, and the professional judgment required in every engagement.
Don‘t worry — we’ve got you covered.
Our onboarding service sets up, adjusts, or reviews your overall system health — from platforms to integrations, from modules to rules, and more! For example, we can onboard your company on QuickBooks, Xero, or the platform best suited to your needs.
Onboarding services are required:
- For any newly incorporated companies;
- When implementing or changing software; or
- When setup or adjustment is deemed necessary to begin routine bookkeeping services.
Onboarding is billed as:
(number of onboarding services selected) x (your monthly bookkeeping fee, after discounts), subject to your terms of engagement.
Rest assured, most onboarding can be done over time and the full cost doesn’t have to be payable on enrolment.
See Terms & Conditions for details.
The published onboarding chart below is a sample of how you may assign the onboarding work involved:
Select any one (1) of: | Select any two (2) of: | Select any three (3) of: | |
Bookkeeping platform set-up* | ❌ | ❌ | ❌ |
Chart of accounts,* reclassifications and/or rules | ❌ | ❌ | ✅ |
Connections and syncing accounts* | ✅ | ✅ | ✅ |
Integrations and automation settings | ❌ | ✅ | ✅ |
Customer or vendor modules | ❌ | ❌ | ❌ |
HST settings and automations | ❌ | ❌ | ❌ |
Inventory module | ❌ | ❌ | ❌ |
Revenue process automations | ❌ | ❌ | ❌ |
*Deemed operationally necessary to begin routine Bookkeeping Services.
Booksi.ai offers back-work services to catch you up on your bookkeeping.
Back-work is billed as:
(months of backlog) × (your monthly bookkeeping fee, after discounts), subject to your terms of engagement.
Timing depends on receipt of complete prior-period documentation.
See Terms & Conditions for details.
No — Booksi provides full-service payroll support:
- Preparing payroll reconciliations, recording payroll journal entries, drafting each pay run, and reviewing it against timesheets and personnel changes.
- We then send the draft pay run to you for final approval and submission — culminating in you hitting “Pay Now.”
- We also handle administrative tasks such as new employee setup, processing ROEs, and maintaining payroll records.
Timesheets must be accurate and provided at least four (4) business days before pay date to ensure timely processing.
Final payment and remittance to employees and tax authorities remain your responsibility.
See Terms & Conditions for details.
Didn’t find your answers?
Visit the full FAQ for more information or Contact Us.
Reviews
What have our clients said?
Greg, Co-founder
"We gained the financial clarity we needed during our early growth. Booksi’s support across bookkeeping, payroll, and business analysis helped us stay focused and make better decisions."
Jesse, Founder
"Marko gave me the strategic support I needed to launch smoothly — the kind of guidance you’d expect from a Remote CFO. The structure and clarity helped me move forward with confidence."
Chris, Founder
"Booksi brought the level of precision and audit-readiness we needed when it mattered most. The attention to detail and technical care towards our books gave us full confidence in our filings."
Shawna, Founder
"Booksi handled our books with care and consistency. Everything was organized and easy to follow."
Ivana, Director
"We had our books cleaned up and major misclassifications uncovered that saved us thousands. Booksi’s work minimized taxes and set us up with confidence for the future."
Trusted by Canadian small businesses
