Billing
Everything you need to bill professionally
- Create and send professional invoicesLine items, quantities, discounts, due dates and notes — in one clean form.
- Quote-to-invoice conversionTurn an accepted quote into an invoice without re-entering a thing.
- GST/HST applied by provinceAll 13 provinces and territories. The right rate, on every invoice, automatically.
- Separate tax displayGST and PST/RST/QST each get their own line where the province requires it.
- Branded PDF exportYour business details and your numbers, in a document a client takes seriously.
- Client databaseAddresses, contacts, tax province and payment terms stored per client.
- Private notesNotes that stay on your side of the invoice and never reach the client.
- Public client intakeSend a link, let a new client fill in their own details, skip the back-and-forth.
Visibility
See exactly what you are owed, always
- Dashboard: outstanding, overdue, paidThe number that matters: what you are owed, who owes it, and when it was due.
- Invoice status trackingDraft, sent, viewed, part paid, paid — you always know where a job stands.
- Payments and part paymentsRecord what came in against each invoice, including partial amounts.
- Receivables by clientSee which clients carry your outstanding balance, not just the total.
- Expense tracking with ITC flagsLog costs and mark what is recoverable as an input tax credit.
- Profit and loss reportRevenue against expenses over any period you choose.
- HST remittance reportTax collected per period, in the shape your accountant asks for.
- Visit loggingCapture site visits and turn what happened on-site into a quote.
- Bank statement importUpload a CSV, Excel, or PDF statement; transactions are extracted and categorized automatically.
- Reconciliation checkOpening plus transactions is checked against closing, so a missed row is caught rather than quietly swallowed.
- Cash flow statementMoney in, money out and net for any month, quarter or year — from approved statements only.
Why switch
Built different, for Canada.
Only checkable facts here — pricing structure and features either exist or they don't. Compare it yourself before you believe us.
| Feature | [TAG]staq | FreshBooks | Wave | Spreadsheet |
|---|---|---|---|---|
| Free tier with the full tax engine | ||||
| All 13 provinces & territories | ||||
| QST on pre-GST amount | ||||
| Quote → invoice in one click | ||||
| WhatsApp assistant | ||||
| Bank statement import & review | ||||
| HST remittance report | ||||
| Card payment links | ||||
| Priced for one person |
Competitor features as published on their own sites, August 2026. Note the row we lose: card payment links are not built yet.