Coming Soon

AI Agents for
Modern Accounting

Intelligent AI agents that handle document processing, bookkeeping, client communication, and more — so you can focus on what matters most.

Register for Early Access

Run your practice effortlessly

Manage clients, communicate seamlessly, and stay organized — everything you need to run a professional accounting practice.

👥

Client Portal

Give each client their own branded portal with a custom subdomain.

  • Secure document sharing & uploads
  • Invoice viewing & online payments
  • AI agent chatbot for client self-service
  • Real-time messaging with your team
  • Online appointment booking
📋

Contacts & CRM

Centralized contact management with powerful relationship tracking.

  • Multi-client contact associations
  • Custom fields & tagging system
  • Sales pipeline & opportunity tracking
  • Activity logging & interaction history
  • Bulk email & SMS campaigns
📞

Communication Hub

Phone, SMS, email, and in-app messaging — all from one place.

  • Business phone with voicemail & call routing
  • Two-way SMS with templates
  • Email integration (Gmail sync & SendGrid)
  • AI agent for drafting replies & follow-ups
  • Push notifications & announcements
📅

Scheduling & Appointments

Online booking, calendar management, and automated reminders.

  • Client self-booking via portal
  • Day, week, and month calendar views
  • Automated email & SMS reminders
  • Google Calendar sync
  • Recurring appointment scheduling
📱

Walk-In & Digital Signage

iPad check-in kiosk and waiting room display for your office.

  • iPad self-check-in for walk-in clients
  • Automatic queue management & staff alerts
  • TV display with live queue status
  • Now serving notifications
  • Custom branding & announcements
📋

Tasks & Time Tracking

Keep your team organized with task boards and billable hours.

  • Kanban-style task boards
  • Task templates & assignments
  • Time tracking & billable hours
  • Work item progress tracking
  • Firm invoicing from time entries

Full-featured cloud accounting

A complete bookkeeping solution with AI-powered document processing that eliminates manual data entry.

📚

General Ledger & Chart of Accounts

Professional-grade accounting foundations.

  • 8 account types with unlimited sub-accounts
  • Journal entries with recurring templates
  • Cash & accrual accounting support
  • Multi-currency transactions
💰

Invoicing & Bills

Manage your receivables and payables with ease.

  • Invoices, estimates, sales receipts & credit memos
  • Bill management & vendor payments
  • Online payment collection (Stripe)
  • Deposit tracking & undeposited funds
🏦

Banking & Reconciliation

Connect your banks and reconcile in minutes.

  • Plaid-powered bank connections
  • 3-way reconciliation engine
  • Smart bank rules for auto-categorization
  • Transfers & inter-account movements
📊

Financial Reporting

Real-time reports with drill-down capability.

  • Profit & Loss, Balance Sheet, Trial Balance
  • Cash Flow & HST/GST reports
  • AR & AP Aging reports
  • General Ledger with drill-down to source

Payroll made simple

Run payroll for Canadian employees with automatic tax calculations, remittances, and year-end filing.

🧑

Employee Management

Complete employee profiles with tax and banking setup.

  • Federal & provincial tax form setup (TD1)
  • Direct deposit banking details
  • Custom earning & deduction types
  • Multi-province support
💲

Pay Runs & Calculations

Automated tax engine for CPP, EI, federal, and provincial taxes.

  • Multiple pay schedules (weekly, bi-weekly, monthly)
  • Automatic CPP/CPP2, EI, income tax calculation
  • Overtime, vacation pay & statutory holiday pay
  • Year-to-date tracking with live preview
📄

Compliance & Filing

Stay compliant with automated government forms and remittances.

  • T4 / T4A generation and filing
  • Record of Employment (ROE)
  • CRA remittance tracking & schedules
  • RL-1 generation for Quebec employers

Track every business mile

GPS-powered mileage logging with automatic trip detection and tax-ready reports.

🚗

Trip Logging

  • GPS-based automatic trip recording
  • Business vs personal classification
  • Vehicle registration & management
  • Manual trip entry with map view
📈

Tax Reports

  • CRA-compliant mileage logbook
  • CRA standard mileage rate reports
  • Annual tax deduction summaries
  • Export to CSV & PDF

Be the first to experience Kuberan.AI

Register now for early access and transform the way you run your practice.

Register for Early Access