Online bookkeeping & sales tax · Ontario & BC

Bookkeeping that keeps itself current.

TallyNeo is an online bookkeeping service for small businesses and contractors in Ontario and British Columbia. We use AI to categorize, reconcile and flag your transactions every week, and an experienced finance professional checks every month before your reports go out. You get clean, CRA-ready books by the 15th, for one flat monthly fee.

From CAD $249/monthHST, GST & PST filed on timeCancel with 30 days' notice
This week's transactionsAuto-sorting
  • Home Depot Pro #4021−$226.00Materials · job 112HST $26.00
  • Ortiz Drywall Ltd.−$3,400.00SubcontractorT5018 tracked
  • Client deposit · Kitchen reno+$8,475.00Revenue · job 114HST collected
  • Petro-Canada 0388−$96.40Vehicle fuelReceipt matched
  • Unknown e-transfer−$650.00Flagged for review
Auto-categorized94%
HST to remit$1,184
Reports due15th

Example data for illustration

Built for

Contractors & tradesSmall businessesOntarioBritish ColumbiaQuickBooks OnlineXero

How it works

You send receipts. We send back finished books.

No drop-offs, no office visits. Everything runs online, so it works the same whether you're in Toronto, Surrey or on a job site.

You

Connect once

Give us accountant access to QuickBooks Online or Xero and link your bank feeds. Receipts go in from your phone.

TallyNeo AI

Sort every week

Transactions are categorized, receipts matched, and anything unusual flagged before it becomes a problem.

Our team

Review & file

A person checks the books every month, reconciles every account and files your HST or GST/PST on time.

You get

Reports by the 15th

Profit & loss, balance sheet and, on Pro, profit by job, with a short note on what changed.

AI where it's fast, people where it counts

Automation does the sorting. A professional signs off.

What the AI does

  • Categorizes transactions as they arrive, learning your vendors and jobs.
  • Matches receipts to bank and card lines, so nothing goes missing at year-end.
  • Flags the odd ones: duplicates, unknown transfers and missing tax.
  • Tracks subcontractor payments through the year for T5018 slips.

What a person does

  • Reviews every month and signs off before reports go out.
  • Files your sales tax (HST in Ontario, GST and PST in BC) on schedule.
  • Answers your questions by email, phone or WhatsApp, usually the same business day.
  • Hands clean books to your accountant at year-end, which usually lowers their bill.

Services

Everything between the receipt and the tax return.

Monthly

Bookkeeping

Bank and card reconciliation, categorization and month-end close in QuickBooks Online or Xero.

HST · GST · PST

Sales tax filing

Returns prepared and filed monthly, quarterly or annually, with input tax credits claimed.

T4 · ROE

Payroll

Pay runs, source deductions, remittances, T4 slips and records of employment.

T5018

Subcontractor reporting

Payments tracked as they happen, so construction slips take minutes, not weekends.

By project

Job costing

See which jobs make money and price the next one with real numbers.

One-time

Catch-up & clean-up

Months behind? We bring the books current and set them up so they stay that way.

Pricing · CAD

One flat monthly fee. No hourly bills.

120 → Growth fits

Starter

$249 / month

Up to 75 transactions

  • Bank & card reconciliation
  • Monthly P&L and balance sheet
  • HST or GST/PST return filed
  • AI categorization, human review
Start with Starter

Growth

$449 / month

Up to 200 transactions

  • Everything in Starter
  • Bills & invoicing (AP / AR)
  • Subcontractor tracking for T5018
  • Payroll for up to 5 staff
Start with Growth

Pro

$799 / month

Up to 400 transactions

  • Everything in Growth
  • Job costing by project
  • Payroll for up to 15 staff
  • WSIB / WorkSafeBC prep, T5018 filing
  • Monthly review call
Start with Pro

Prices in Canadian dollars, plus applicable sales tax. Catch-up work for books that are behind is quoted after a free 30-minute books health-check. Corporate and personal income tax returns are prepared by your accountant; we hand them clean, year-end-ready books.

Your options

Firm-level discipline at a small-business price.

Do it yourselfPart-time bookkeeperLocal CPA firmTallyNeo
Monthly costYour eveningsHourly wage + deductionsFrom about $700From $249 flat
Reports by the 15thRarelyDepends on the personUsuallyEvery month
Sales tax & T5018 handledYouSometimesYesYes
Cover when someone's awayNoNoYesYes
CommitmentNoneEmploymentOften annual30 days' notice

Local firm pricing: SAL Accounting, Toronto bookkeeping from about $700–$900/month (salaccounting.ca, 2026).

Rizwan Malik

Founder, TallyNeo

MBA FinanceCBC (US)CFC (US)AIFAP (PK)

About

A finance professional behind every set of books.

TallyNeo was founded by Rizwan Malik, a finance professional with an MBA in Finance and certifications in bookkeeping and finance. He started TallyNeo because small business owners, contractors above all, lose evenings and money to books that fall behind.

We're a remote team. AI handles the repetitive sorting, so our time goes where it matters: reviewing your numbers, filing on time and answering your questions. You'll always deal with a named person who knows your business.

Where we work

Online bookkeeping across Ontario and BC.

Each province has its own sales-tax and payroll rules. We know both, and we work fully online, so location never slows you down.

Questions

Things owners usually ask.

Is my financial data safe?

You keep ownership of your QuickBooks Online or Xero file. We work through our own accountant login, which you can remove at any time, and bank feeds are read-only. We never ask for your online banking password.

Where is your team located?

TallyNeo is a fully remote team. All work is done in your cloud accounting software and follows Canadian rules for HST, GST/PST, payroll and T5018 reporting.

Do you replace my accountant?

No. We do the monthly bookkeeping and sales-tax filing; your accountant prepares your income tax return. Clean monthly books usually make their year-end work faster and cheaper.

What if my books are months behind?

Book a free health-check. We'll look at your file, tell you exactly what's behind, and quote a one-time catch-up before your monthly plan starts.

Am I locked into a contract?

No. Plans are month to month, and you can cancel with 30 days' written notice.

How do I get started?

Book a free 30-minute call. We'll ask how your books run today, recommend a plan, and send a one-page proposal the same day.

Get your evenings back.

A free 30-minute call: we'll look at how your books run today and tell you honestly whether TallyNeo is a fit.