Features
The whole accounting flow, bilingual
From capture to QuickBooks push — every step built for Canadian firms, in French and English.
Input channels
Your documents come in however you like
Drag and drop receipts, invoices and statements (PDF, images) on web or mobile. Your clients also send by portal or a dedicated, secured email address — one per client. Multi-file, live progress (antivirus, extraction).
Cloud import
Coming soonAuto-import from Dropbox and Google Drive
Link a Dropbox folder per client — files dropped in are imported automatically through the same secure pipeline (antivirus, OCR). Google Drive: import the files you select via the Picker. In preview, coming soon.
OCR & AI
Accurate extraction, reviewed
AI reads vendor (the issuer, not the "Bill to"), date, total, and classifies taxes by printed rate (GST/HST/QST). Per-field confidence, anti-invention guard, reviewed by a human.
Bank statements
Statements that balance
Import a multi-transaction statement: Dossiera extracts each line and verifies declared totals (nothing missed). Suggested categorization and per-line status.
Rules engine
Rules that learn your firm
Categorize once, apply always: the rules engine pre-fills categories and tax codes. Smart detection of transfers and movements (never pushed as expenses).
Accounting connectors
QuickBooks, in real time
Push to QuickBooks — one accounting file per client, the right Canadian tax codes (GST/HST/QST), the gross amount preserved. Receipts, invoices and statement lines, debit and credit. Reusable category → account mapping.
Sage export
Coming soonExport for Sage (CSV and OFX)
For clients on Sage, export a ready-to-import file — CSV or OFX, compatible with Sage 50, Sage Business Cloud and Intacct. The same validated data as the real-time push. In preview, coming soon.
Client portal
A portal in your brand
Every firm gets its white-label portal (logo, colours). Your clients drop their documents and track requests; you keep control and review.
Security & compliance
Built for Law 25
Strict per-firm isolation (Postgres RLS), mandatory MFA for firm roles, malware scanning of uploads, an immutable audit log, right to erasure — and documents stored in Canada.