Consultancy Process

Apps and Automation

Our breadth of application and automation expertise is unparalleled in the
industry’s outsourcing providers.


Accounting software with all the time saving tools.


FreshBooks is accounting software operated by 2ndSite Inc. primarily for small and medium-sized businesses.


The financial management platform that lets you do more and do it better. Cut your close time by as much as 79% and get your life back.


Wave is a company that provides financial services and software for small businesses.


An integrated cloud reporting and forecasting tool that allows you to create insights for better business decisions.

Quickbooks Desktop

With QuickBooks Online, adding payroll means you can manage your business accounting and payroll in one place.


Track expenses, customise invoices, run reports and even more all from one place.


Odoo is a suite of business management software tools including, for example, CRM, e-commerce, billing, accounting


Shopify is a Canadian multinational e-commerce company headquartered in Ottawa, Ontario.


Square is an American financial services and digital payments company based in San Francisco, California.


Squarespace, Inc. is an American website building and hosting company which is based in New York City, United States.


The company primarily offers payment processing software and application programming interfaces for e-commerce websites and mobile applications.

Amazon Seller

Become an. Amazon seller. More than half the units sold in our stores are from independent sellers.


Afterpay is fully integrated with all your favourite stores.

Genoapay splits the total purchase price over 10 weeks of minutes to complete


Saasant brings you the best accounting software for small and medium sized business.


Zapier is a product that allows end users to integrate the web applications they use.


POLi allows consumers to make an online payment for goods and services or pay a bill online using the security and convenience of Internet Banking.


Buy now, pay later with humm! Purchase up to $10000 with up to 24 months to pay .


Powerful accounts payable and receivable software from Plooto helps your business automate these processes.


PayPal is the faster, safer way to send money, make an online payment, receive money or set up a merchant account.


Head to Trade Me, NZ’s biggest & most popular auction & classifieds site, with thousands of new & used items


You also need to be over 18 and be buying something in New Zealand dollars from a New Zealand retailer.


Access to CIBC digital business services: SmartBanking™ for Business; Cash Management Online® (CMO); File Transfer Service


Windcave facilitates seamless ecommerce, retail and unattended transactions for customers around the world


Bartercard is an operator of a barter trading exchange. Bartercard enables businesses to exchange goods and services

Payment Express PxPay

PCI compliant payment gateway for merchants worldwide accepting credit & debit cards in Retail, Online, OPT Vending environments.

Dext prepare

Dext makes accountants and the businesses you advise more productive, profitable and powerful with better data and insights.

Dext Precition (by Xavier)

First up, Dext Precision (formerly Xavier). It gives you trust in your data by spotting errors before they become a problem.

Hubdoc & Shared folders(Google drive)

Hubdoc has direct integrations with Xero and Quickbooks Online, for payment processing, and cloud storage platforms Google Drive

Dext (New name of Receipt Bank)

Receipt Bank, a company that makes document management software, has changed its name to Dext to reflect how much more beyond receipt management its products can do.


Smart, accurate, automated accounting.

QBO Receipts

With Receipt Capture, you can snap and store receipts digitally in QuickBooks Online to save hours inputting your small business expenses.


Hubdoc is a must-have app for anyone interested in automating their bookkeeping workflow and eliminating data entry.

Fuel Macro file, VendHq

Easily manage and scale your business with retail point of sale systems from Vend. A retail POS system including debit/credit card readers and inventory

Inventory – A2X

A2X generates a Cost of Goods Sold entry by settlement period and Inventory Valuations monthly. A2X pulls directly from Amazon/Shopify Inventory


Powerfully simple financial intelligence for businesses and advisers.


Karbon provides a truly collaborative platform for accounting firms to manage workflows.


Trello is the Fun, Flexible and Free Way to Organize Plans, Projects & More.

Workflow Max

All-in-one project management software featuring job costing, quoting, time tracking, invoicing and reporting and more.

YouCan book me is like having a personal secretary for organising meetings… I use it to schedule interviews with customers


Zoom Cloud Meetings is a proprietary video teleconferencing software program developed by Zoom Video Communications.


LastPass is a freemium password manager that stores encrypted passwords online.


We create software modules integrated into your infrastructure, mobile and web applications, websites.


Record quick videos of your screen and cam. An essential tool for hybrid workplaces.


Vidyard is a software company headquartered in Kitchener, Ontario, that creates software to host and analyze video performance.


Asana is a web and mobile application designed to help teams organize, track, and manage their work.


An all-in-one suite to manage people, projects, and everything in between. Free Forever! 200,000+ teams use ClickUp to stay on track.


Microsoft Teams is a proprietary business communication platform developed by Microsoft, as part of the Microsoft 365 family of products.

Client Hub

ClientHub provides lead verification as a service (VaaS) to bridge inbound marketing with sales using its advanced technology and highly-trained network of verification professionals.

Active campain

ActiveCampaign is a cloud software platform for small-to-mid-sized businesses and is based in Chicago, Illinois.


Slack offers many IRC-style features, including persistent chat rooms organized by topic, private groups, and direct messaging.

Zoho Projects

Zoho Projects is a cloud-based project management software that helps teams to efficiently plan, track, collaborate, and achieve project goals.

Box, Inc. is a public company based in Redwood City, California. It develops and markets cloud-based content management, collaboration, and file sharing

Payment Evolution

PaymentEvolution provides simple, fast and free payroll calculator.


Online payroll software for small businesses.


Automatic Data Processing, Inc. is an American provider of human resources management software and services.


Payroll services with HRMS and integrated employee time & attendance tracking systems from Payworks Canada.


Ceridian HCM is an American provider of human resources software and services with employees in the USA, Canada, Europe, Australia and Mauritius.


Gusto is a company that provides a cloud-based payroll, benefits, and human resource management software for businesses.

QBO Payroll

With QuickBooks Online, adding payroll means you can manage your business accounting and payroll in one place.

Quickbooks Desktop Payroll

Try Payroll for QuickBooks Desktop. Two powerful Tools. One integrated solution.


Insperity provides human resources and administrative services to small and medium-sized businesses

Google drive

Google Drive is a file storage and synchronization service developed by Google. Launched on April 24, 2012, Google Drive allows users to store files in the cloud, synchronize files across devices, and share files


Stop spending time entering data from one app to another. It is also the name of its proprietary e-commerce platform for online stores and retail point-of-sale systems.

A2X for Amazon

A2X makes it easy for businesses to account accurately for their Amazon marketplace & Shopify store sales.


WooCommerce is an open-source e-commerce plugin for WordPress. It is designed for small to large-sized online merchants using WordPress.

CCH Ifirm

“CCH iFirm is cloud-based software that helps CA firms integrate, monitor and streamline all the key facets of the business. CCH iFirm delivers the power of integration, automation and collaboration.

T2 Express

Best Canadian personal and corporate tax software certified by Canada Revenue Agency (CRA) to file tax returns fast and securely.


Integrated tax return and accounts production – fast, efficient and affordable software for practices, businesses and self-assessment.


Xero is a cloud-based accounting software platform for small- and medium-sized businesses.

Google Sheets

Google Sheets is a spreadsheet program included as part of the free, web-based Google Docs Editors suite offered by Google.


CaseWare International Inc. is a company that sells software solutions for accounting, auditing, financial, risk and governance professionals.

Caseware Cloud

With CaseWare Cloud, you’ll gain unprecedented visibility into your engagements.


It features calculation, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications.


CaseWare Working Papers is flexible project management software that integrates everything you need to conduct assurance and reporting engagements.


Bambora and Ingenico have merged with Worldline to become one payments champion. Secure and innovative payment solutions for instore and online businesses.


Knowify is a web platform available 24×7 via your web browser.

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