01 / CAPTURE▤
Receipt received
Office supplies$186.50
Receipt inbox · supplier invoiceCANADIAN BOOKKEEPING SOFTWARE / AI-ASSISTED WORKFLOWSCanadian Bookkeeping Software.
Canadian Bookkeeping Software.
A clearer picture.
One connected workspace for Canadian businesses and accounting firms. Manage daily bookkeeping, banking, sales tax and accountant-ready year-end work—with AI suggestions that stay under your control.
SUMLORAAISUGGEST. REVIEW. APPROVE.
02 / SUGGEST✦
Ready for your review
CategoryOffice expenses
PayeeSupplier from receipt
✓ You approve before posting
WORKFLOW PREVIEWCapture → suggest → review → approve → report
AI assistance is optional. Suggestions remain reviewable before anything is posted.
One place for a clearer picture.GST/HST & QSTPayroll · coming soonCaseWareQuickBooks Online + Xero
01 / THE SUMLORA WORKSPACEMore than bookkeeping.
More than bookkeeping.
Built around the accountant.
Sumlora now connects the everyday books to the work that happens around them—from bank reconciliation and sales tax to review notes, client requests and year-end files.
≡
Invoices, bills & payments
Create invoices, credits and sales receipts, manage bills and expenses, record partial or full payments, recurring transactions and batch email or PDF actions.
EVERYDAY BOOKKEEPINGExplore invoicing⇄
Banking & reconciliation
Import CSV, OFX, QFX and QBO statements, review suggested matches and categories, use bank rules, transfer funds and reconcile accounts with a running balance.
IMPORT · REVIEW · RECONCILEExplore bank reconciliation%
Canadian sales tax
Prepare GST/HST, QST and applicable PST/RST worksheets with transaction-level detail, tax codes, filing history and payment or refund tracking.
GST/HST · QST · PST/RSTExplore sales tax worksheets$
Canadian payroll
Coming soon. We are finishing Canadian and Quebec payroll: statutory deductions, employer amounts, pay stubs, remittances, ROEs and year-end T4 and RL-1 information.
COMING SOON · PAYROLL▥
Accountant-ready reports
Financial statements, trial balances, working trial balances, GIFI information, fixed asset and CCA schedules, cash-flow reporting and Excel exports.
REPORTS · GIFI · CASEWARE✦
AI-assisted review
Analyze variances, unusual balances, classifications, missing documents and possible duplicates. AI can suggest review points and note drafts—you decide what stays.
SUGGESTIONS · NOT AUTOMATIC POSTING02 / YEAR-END FILESA working file that
A working file that
moves with the books.
Sumlora now brings a complete accountant workflow into the bookkeeping system. Year-end files connect the trial balance to leadsheets, working papers, review notes, adjusting entries and final reporting.
01
Start from the books
Bring the trial balance into a year-end file automatically, with prior-year comparatives. Changes in the books can flow into an unfinished file without taking the snapshot again.
TRIAL BALANCE · LEADSHEETS02
Review & sign off
Work through working papers, tickmarks, notes, cross-references, missing documents, review notes, completion checklists and preparer or reviewer sign-offs.
REVIEW · APPROVAL · AUDIT TRAIL03
Finish the file
Create adjusting entries, financial statements, notes, compilation reporting, cash-flow statements and a complete engagement package PDF with supporting workpapers.
FINAL PACKAGE · PDF · EXCELEARLY ACCESS / YEAR-END WORKFLOW
Year-end work is becoming part of the same system.
Features include CaseWare prior-year import, QuickBooks Online and Xero connections, suggested adjusting entries, client requests and approvals, Canadian review checks, firm-wide year-end management, time and billing, and supporting reports. Availability can depend on the Sumlora release or firm settings.
Ask about year-end accessYear-end fileConnected workflow
Trial balanceCurrent year · prior year · mapped accounts
UpdatedReview notesAssigned · priority · resolution
ReviewAdjusting entriesDraft · reviewed · recurring
ReadyThe file follows the books until it is finalized.
03 / INSIDE SUMLORADaily bookkeeping.
Daily bookkeeping.
Accountant-level control.
Explore the workflows that make Sumlora useful to both business owners and firms managing multiple clients.
FROM STATEMENT TO RECONCILIATIONGive every bank line
Give every bank line
a clear next step.
Import statements or use configured feeds. Sumlora suggests matches, open invoice or bill payments, bank-rule categories and prior payee categories before you approve them into the books.
For reviewChequing · CAD
ROGERS COMMUNICATIONSSep 24 · −$107.35
Bank ruleHARBOUR STUDIOSep 23 · +$2,400.00
Possible matchOFFICE SUPPLIESSep 22 · −$186.50
ReviewYou review each suggestion before it posts.
SALES WORKFLOWFrom the first invoice
From the first invoice
to the final payment.
Create invoices and sales receipts, handle credits and partial payments, run recurring transactions, email documents in batches and keep every invoice status visible.
Sales overviewExample invoices
Harbour StudioInvoice #1004 · $2,400.00
PaidMaple Design Co.Invoice #1005 · $1,850.00
PartialNorthside ConsultingInvoice #1006 · $975.00
OverdueBatch email, PDF and reminder actions keep collections moving.
CANADIAN TAX WORKFLOWSKnow where every tax
Know where every tax
number comes from.
Track tax codes and prepare filing-period worksheets for GST/HST, QST and supported provincial sales taxes. Open the transactions behind the figures and keep filed periods tied to the books.
GST/HST worksheetFiling period
Taxable salesTransactions behind the return figure
CalculatedInput tax creditsBills and expenses linked to the books
TraceableFiled periodChanges prompt for confirmation
ProtectedSumlora prepares the figures; government filing remains separate.
COMING SOON / CANADIAN PAYROLLPayroll that connects
Payroll that connects
back to the books.
Payroll is coming soon to Sumlora. It will calculate Canadian payroll deductions, employer contributions and vacation pay, post the payroll entry, and handle remittances, pay stubs, ROEs and year-end T4/RL-1 information.
Ask for payroll updatesPay runCanada · Quebec
Employee payCPP/QPP · EI · income tax · QPIP
Coming soonRemittancesCRA and Revenu Québec periods and due dates
Coming soonYear-end slipsT4 · RL-1 · summaries · XML support
Coming soonPayroll is coming soon. Ask us for updates.
ACCOUNTANT WORKFLOWTurn the books into
Turn the books into
a reviewable year-end file.
Use leadsheets, working papers, review notes, sign-offs, checklists and adjusting entries. Bring prior-year information from CaseWare and connect QBO or Xero books for year-end data.
Request a year-end demoCompletionYear-end file
Working papersPrepared · reviewed · cross-referenced
ProgressReview notesOpen notes block finalization
ControlledEngagement packageStatements · notes · AJEs · workpapers
PDFFinalization and reopening are controlled and logged.
FOR BOOKKEEPING & ACCOUNTING FIRMSManage the work,
Manage the work,
not just the books.
Manage multiple companies, see which clients need attention, organize firm-wide year-ends, send client requests, collect approvals, track time and budget, and invoice clients from the firm's own Sumlora company.
Talk to SumloraFirm year-endsClient portfolio
12 files in progressOpen notes · requests · T2 dates · team
ManageClient requestsQuestions · documents · approvals
ClientTime & billingBudget, time entries and invoices
FirmOne system for the firm's bookkeeping and year-end workflow.
COMING SOON / MOBILE RECEIPT CAPTURE
Take a picture of a receipt. Let it flow into Sumlora.
We are developing a Sumlora mobile app that will let you photograph receipts from your phone and automatically bring them into Sumlora for review and bookkeeping. The app is coming soon.
Ask for app updatesRECEIPT CAPTURE
⌾
Capture receipt
Coming soon
A SIMPLER RHYTHMFrom daily details
01 / ORGANIZE 02 / UNDERSTAND 03 / FINISH
From daily details
to the bigger picture.
Bring records together.
Manage invoices, bills, expenses, bank statements and receipts. Move records from QuickBooks Online, Sage or other supported sources into an organized workflow.
Review, reconcile and analyze.
Check suggested matches, categorize transactions, reconcile accounts, prepare sales tax, and use AI-assisted review points to spot unusual items.
Close with confidence.
Build year-end files, adjust the books, prepare statements and GIFI information, collect client approvals and create a complete engagement package.
04 / FIND YOUR FITChoose the tools
SEED GROW THRIVE
Choose the tools
your business needs.
Explore the feature levels and contact us for pricing tailored to your business or bookkeeping firm.
Everyday bookkeeping
For keeping everyday books organized and ready for reporting.
- Invoices, estimates, bills and recurring transactions
- Bank statement imports, rules and reconciliation
- GST/HST and QST worksheets
- Receipt uploads and transaction review
- Standard reports and exports
Connected automation
More automation and analysis for growing businesses and firms.
- Configured automatic bank feeds
- AI-assisted receipt and bank-line categorization
- Advanced reports, cash flow and budgets
- Projects, time, fixed assets and CCA
- Expanded Canadian workflows
- Payroll (coming soon)
Firm-level control
Expanded tools for businesses and accounting teams managing more complexity.
- Inventory and multi-currency
- Classes and profit and loss by class
- Custom roles and bill approvals
- Receipts by email and cash-flow forecast
- Year-end, client requests and firm workflows
Pricing is available by contacting Sumlora. Feature availability can depend on the plan, release stage and firm settings.
GOOD QUESTIONSA little more
A little more
about Sumlora.
Who is Sumlora for?
Sumlora is built for Canadian small businesses and bookkeeping or accounting firms managing multiple client companies.
What is new in the latest Sumlora release?
The latest development adds a deeper year-end workflow, including working papers, review notes, sign-offs, checklists, adjusting entries, financial statements, engagement packages, CaseWare prior-year import, QuickBooks Online and Xero connections, client requests and approvals, firm year-end management, time and billing, Canadian review checks and additional reports.
Does Sumlora support payroll?
Not yet. Payroll is coming soon. It is being built to handle Canadian and Quebec calculations, pay runs, employer contributions, vacation pay, remittances, pay stubs, ROEs and year-end T4/RL-1 preparation. Email info@sumlora.ca to hear when it is available.
Is the receipt-scanning phone app available now?
Not yet. The Sumlora receipt-capture mobile app is in development and is coming soon. It is designed to let you photograph receipts and automatically bring them into Sumlora for review.
Does Sumlora connect to QuickBooks Online and Xero?
Yes. Sumlora now includes a connection workflow where an administrator configures the app keys and a firm can connect a client's books using read-only OAuth. Year-end files can bring in year-end and prior-year-end trial-balance information, with roll-forward support.
Does Sumlora file tax returns directly?
Sumlora prepares the bookkeeping and sales-tax information and tracks filing-related figures. Government returns are still submitted through the applicable government portal unless a specific filing integration is enabled in a future release.
Can I see the software before choosing it?
Yes. Email info@sumlora.ca and we will walk you through Sumlora with example companies.
How much does Sumlora cost?
Contact info@sumlora.ca for current pricing and plan information.
READY WHEN YOU AREYour books deserve
Your books deserve
a clearer view.
See how Sumlora can fit your business or accounting firm's workflow.
LET’S TALKYour next step
Your next step
starts with a conversation.
Want a guided look at Sumlora, pricing for your business or a bookkeeping-firm discussion? Get in touch at info@sumlora.ca.
Request a demo
Tell us about your workflow and what you would like to see. We can demonstrate the features most relevant to your business or firm.
Request a demoDiscuss a firm setup
Ask about multi-client workflows, year-end access, integrations, firm controls, time and billing, and how Sumlora can fit your team's process.
Talk to usSUMLORA RESOURCESExplore the tools.