Meet the way you prefer
Most calls happen by video. Prefer to meet in person? Ask us on the call.
Workflow automation for accounting firms in Vancouver.
For accounting and bookkeeping firms across Vancouver, from Downtown to East Van, we automate the work your team repeats every week: document chasing, transaction follow-ups, and tax-season intake. Everything runs on the QuickBooks Online or Xero setup you already use, and your team still reviews anything that touches the books.
A Vancouver firm's weekExample automationsAll caught up- Document requests sentWith an upload link
- Transaction questions answeredReady for review
- Slips filed to client foldersTax season intake
- Outstanding list updatedFor your team
Self-hosted on AWS in CanadaQuickBooks Online or Xero
Why a local team
Built in BC, for BC firms.
Self-hosting in Canada
Want more control over your data? We can self-host your automations on AWS servers in Canada.
Made for Canadian tax season
Checklists and reminders built around the slips and deadlines your clients actually deal with.
What we automate for Vancouver firms
All services →Document collection
Requests, reminders, and filing for the slips, statements, and receipts your team waits on.Uncategorized transaction follow-up
Unclear items pulled from your books and sent to clients as plain-language questions.Receipt and bank statement data entry
Receipts and statements moved from inboxes and folders into your books, ready to review.Client onboarding
Welcome emails, paperwork, and setup steps that run the same way for every new client.Billing and collections
Invoice reminders and payment follow-ups for your firm's own fees.Month-end close
Close checklists, statement requests, and report pulls that run on schedule.Tax season intake
Organizers, questionnaires, and checklists that go out on time and come back complete.
Questions from Vancouver firms
Can we meet in person?
Most time audits happen by video, which keeps them to 30 minutes and fits around client work. If your team would rather sit down together, say so when you book and we'll talk about it on the call. Either way, you speak with Ekamjot, the person who builds your automations.
Can intake be ready before the February rush?
Yes, if you start a few months ahead. A first workflow takes one to a few weeks, depending on scope, and testing with a few friendly clients takes extra time. Starting in the fall leaves room to build, test, and adjust before organizers go out.
Can our automations run on servers in Canada?
Yes: we can self-host your automations on AWS servers in Canada for firms that want more control over their data. QuickBooks Online, Xero, and some automation platforms keep their own hosting. We list where each tool stores data before we build, so you can decide with the full picture.
Do you only work with local firms?
No. This is where we started, but we work with accounting and bookkeeping firms across BC, and most of the work happens over video and inside your firm's own accounts. Wherever your office is, you get the same written plan, the same testing, and the same handover.
Free · 30 minutes · No obligation
Find out where the hours go.
Book a free 30-minute time audit. Ekamjot will walk through your week with you and point out what could run on its own.