Bookkeeping & Financial Reports Built for Trades
Clean monthly reports, categorized expenses, and clear profit tracking — with an optional call & lead capture add-on so revenue doesn’t slip through the cracks.
What you get each month
Profit & Loss summary, expense breakdown, GST/PST tracking summary, and a clean vendor-categorized ledger.
What you don’t get
No dashboards to babysit. No complicated accounting software. No “AI” fluff. Just clear numbers.
Optional revenue add-on
Missed-call and lead capture so potential jobs don’t disappear when you’re on-site or after-hours.
Simple process. Clean reporting.
Send a monthly CSV export (or statement). We categorize, map vendors, and deliver a clean monthly report — fast.
Import transactions
You send a CSV export from your bank/credit card. We load it into your BookedRight template.
- Date, description, amount
- No bank logins required
Auto-categorize + review
Vendor patterns auto-categorize your transactions. Anything unknown is flagged for review.
- Vendor mapping improves over time
- Consistency month-to-month
Monthly report delivered
You receive a clean, readable monthly report with totals, category breakdown, and tax summaries.
- P&L snapshot
- GST/PST summary
- Expense breakdown
Bookkeeping first, automation optional
Built for trades and service businesses, but general enough to support most small businesses without rework.
Monthly Financial Reporting
Clean numbers that make sense: categorized expenses, revenue tracking, profit visibility, and tax summaries.
- Bookkeeping (transaction logging)
- Expense categorization
- Monthly P&L summary
- GST/PST tracking summary
- Cashflow overview
- Financial cleanup (as needed)
Missed-Call & Lead Capture
When you’re on a job, leads still come in. Capture missed calls, log inquiries, and stop losing opportunities.
- Missed-call capture & follow-up
- Lead logging
- Basic revenue attribution reporting
- “Review Required” workflow for unknown leads
Client-ready monthly report
At-a-glance totals + an expense breakdown by category. Clear enough for owners, clean enough for accountants.
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Simple tiers, clear add-ons
Pick a reporting tier now. Add call capture later once you want tighter revenue recovery.
Bookkeeping Essentials
- Monthly transaction categorization
- Vendor mapping (improves monthly)
- Monthly P&L summary
- GST/PST tracking summary
- Report emailed monthly
Financial Clarity
- Everything in Tier 1
- Cashflow overview
- Expense breakdown + trend notes
- Quarterly cleanup adjustments
- Priority support
Revenue Recovery Suite
- Everything in Tier 2
- Missed-call & lead capture (optional)
- Lead logging + follow-up
- Revenue attribution summary
- Monthly recovery insights
Setup Fees
- Bookkeeping setup: CA$499 (template setup, category alignment, vendor preload)
- Call capture setup (if added): CA$1,499 (routing, automation, testing)
Setup can be reduced or waived for the right fit during pilot periods.
Start small if you want
Not ready to commit? Start with one month of reporting and a vendor mapping baseline. Upgrade once you see clarity.
- Month-to-month options available
- Upgrade anytime
Optional extras (only if you need them)
Add-ons keep the core offer simple while letting you expand for larger or more complex businesses.
| Add-on | Price | What it includes |
|---|---|---|
| Historical Cleanup | CA$75 / month | Cleanup/categorization for older months (limited scope per month) |
| Multi-Account Support | CA$50 / account | Additional bank/credit accounts added to the monthly workflow |
| Payroll Categorization Support | CA$50 / month | Consistent handling of payroll-related transactions (not payroll processing) |
| Custom Reporting | CA$99 one-time | Custom category views, job-type breakdowns, or management summary formats |
| CPA-ready Annual Export | CA$149 | Year-end category totals + organized export for your accountant |
| Call Capture Add-on | Included in Tier 3 or quoted | Missed-call capture, SMS follow-up, lead log, and recovery reporting |
Common questions
Short answers, no fluff. If you have a specific workflow, we’ll adapt without adding complexity.
Do you need bank logins?
No. You can send a monthly CSV export from your bank/credit card. We don’t require direct bank access.
Is this full accounting or tax filing?
No. This is bookkeeping and reporting: categorized transactions, monthly summaries, and tax tracking summaries (GST/PST). For filing, you can use your accountant — we make their job easier.
What if a transaction doesn’t match a vendor pattern?
It is flagged as “Review Required.” Over time, vendor mapping improves and your workload decreases each month.
Is this only for trades?
Trades are the primary focus, but the template works for most small service businesses. We keep categories general enough to expand without rework.
How does the optional call capture work?
If you add it, missed calls and inquiries are captured and logged. You can follow up quickly and reduce lost opportunities when you’re on-site or after-hours.
Get a free setup call
Tell us your trade, how many transactions you do monthly, and whether you want call capture now or later.
Fastest way to start
Click email, send 2 quick details (trade + approx transactions/month), and we’ll reply with a simple next step.
- Your trade (plumbing, HVAC, electrical, contracting, etc.)
- Approx transactions per month
- City / service area
- Whether you want call capture now or later
We’ll respond with the quickest path to your first monthly report.