CRA-compliant categories
Encrypted at rest
Accountant portal included
No credit card for trial
Canadian product · Canadian rules

Your CRA Year-End —
Done Before You Book the Appointment

Upload your bank statement. AgentCRA reads every transaction, applies Canadian CRA categories, calculates your HST input tax credits, and hands your accountant a file they'll actually thank you for.
No spreadsheets. No guessing. No last-minute scramble.

Start Your Free 14-Day Trial See a Demo

No credit card required · Your data exports with you if you leave · Cancel any time

From Statement to Accountant in Three Steps

The entire year-end workflow, without the manual labour.

1
Upload Your Statement

Drop your PDF bank or credit card statement. Works with TD, RBC, BMO, Scotiabank, CIBC, Amex, and every major Canadian bank. AgentCRA reads the lines — you don't type a thing.

2
Review in Minutes

Every transaction is auto-categorized to a T2125 CRA line. Meals flagged at 50%. HST calculated. You confirm or adjust — the system remembers for next time. Most agents finish a month in under 10 minutes.

3
Hand Off to Your Accountant

Download a CRA-ready Excel file or share a read-only accountant portal link. Your accountant gets categories, HST input tax credits, T2200 summary, and receipts — organized and ready to file.

CRA Rules Built In

Every Rule Applied Automatically.
Nothing Left to Guess.

  • Meals & Entertainment flagged at 50%
    CRA's ITA s.67.1 rule applied to every restaurant and client dinner — automatically.
  • HST Input Tax Credits tracked per transaction
    See exactly how much HST you can claim back on your return. Ready for your quarterly or annual filing.
  • T2200 summary built in
    Employment expense declaration your brokerage signs off on — auto-populated from your data.
  • Capital items flagged for your accountant
    Purchases over $500 are automatically surfaced as potential CCA items — no more missing write-offs.
  • Vendor memory that gets smarter every month
    Your categorization preferences are learned and applied automatically. The longer you use it, the less you touch.

What your accountant receives

DateVendorCRA CategoryAmountHSTDeductible
Jan 15Shell CanadaVehicle & Travel$85.00$9.80$85.00
Jan 18Cnest BistroMeals & Ent.$124.50$14.36$62.25 50%
Jan 20ShopifySoftware & Tech$49.00$5.65$49.00
Jan 22Facebook AdsAdvertising$250.00$28.85$250.00
Jan 28RECOEducation & Licensing$290.00—$290.00
$698.25
Deductible
$58.66
HST (ITC)
CRA-ready
Excel export

Simple Pricing. No Hidden Fees.

Every plan includes a 14-day free trial — no credit card required.

Monthly
Annual 2 months free
Solo

One agent, complete workflow

$24
/month
billed $290/year — 2 months free
  • Upload & categorize statements
  • CRA categories — no GL codes
  • Vendor memory that learns
  • CRA Excel export (T2125)
  • HST dashboard & ITC position
  • Kilometre Tracker included
  • 1 user
Start Free Trial
MOST POPULAR
Pro

Full workflow + accountant portal

$49
/month
billed $590/year — 2 months free
  • Everything in Solo
  • Accountant portal — share a read-only link
  • Email receipt scanner — Gmail & Outlook
  • Photo capture — snap paper receipts
  • T2200 summary auto-generated
  • QuickBooks & Xero export
  • Priority support
  • 1 user
Start Free Trial
Team

Up to 10 agents at one brokerage

$166
/month
billed $1,990/year — 2 months free
  • Everything in Pro
  • Up to 10 agents
  • Brokerage admin dashboard
  • Standardized coding across team
  • Consolidated reporting
  • API access
  • Priority support
Start Free Trial

Annual plans are billed as a single upfront payment. Monthly plans renew each month. Cancel any time — your data exports with you.

For Accountants & Bookkeepers

Your Clients Arrive Prepared.
You Do the Work You're Paid For.

Instead of chasing clients for receipts and spending the first hour decoding a shoebox, you get a clean portal with every transaction pre-categorized, flagged, and ready to export.

  • Correct categorizations from the portal — changes teach the agent's memory for next time
  • T2200 summary — employment expenses declaration auto-filled from transactions
  • HST Input Tax Credit breakdown by category — ready for the GST/HST return
  • Free for accountants — included with your client's Pro or Team plan. No separate login required.

Accountant portal view

Shell Canada — Vehicle & Travel $85.00
Cnest Bistro — Meals 50% $62.25
Facebook Ads — Advertising $250.00
RECO Dues — Education & Licensing $290.00
$1,003.65
HST You Can Claim
35 txns
Ready to File
Security & Privacy

Your Financial Data.
Handled the Way You'd Expect.

AgentCRA handles bank statements and inbox receipts — we take that seriously. Here's exactly how your data is protected.

Encrypted at rest

OAuth tokens (Gmail/Outlook) are encrypted with AES-256 before being stored. Not readable even from a database backup.

Read-only inbox access

We only read emails that look like receipts. Marketing, personal, and other emails are never accessed, stored, or transmitted.

No bank credentials

We work with PDF statements you upload — we never ask for or store your online banking passwords.

Your data, exportable

Export everything as Excel or CSV any time — before, during, or after your subscription. PIPEDA-compliant deletion on request.

Ready to Hand Off a File Your Accountant Will Actually Use?

14-day free trial. No credit card. No spreadsheets. The entire CRA year-end workflow, done before tax season starts.

Start Free — No Card Required Watch Demo

Questions? support@agentcra.ca · We respond within one business day.