Hesa AI provides an AI‑powered financial assistant that automates bookkeeping, tax compliance, and expense tracking for small businesses. It securely connects to major Canadian banks, auto‑imports transactions and receipts, and delivers real‑time insights and CPA‑ready reports, helping owners reduce manual work and cut bookkeeping costs.
Funding
Funding not disclosed
Founders
Product
Problem
Small businesses in Canada often struggle with manual bookkeeping, receipt management, and tax compliance, leading to high labor costs, errors, and limited financial visibility.
Solution
Hesa AI provides an AI-powered platform that automatically imports and reconciles transactions from major Canadian banks, tags expenses by project or client, and generates double‑entry, audit‑ready financial statements. The system matches receipts—including those received via email—and organizes invoices and reports in a secure regional cloud with bank‑level encryption and ISO 27001 compliance. An integrated AI assistant handles reminders, receipt follow‑ups, and summary generation, delivering real‑time insights and tax‑deduction tracking without manual data entry. By automating these processes, Hesa AI reduces bookkeeping expenses, improves accuracy, and gives owners clear visibility into their business finances.
Target Audience
Primary customers are Canadian small business owners and freelancers who need automated bookkeeping and tax compliance without hiring dedicated accountants.
Features
- Secure connections to RBC, TD, BMO, Scotiabank, and CIBC for automatic transaction import
- AI-driven receipt matching from email and manual uploads, with project/client expense tagging
- Double‑entry bookkeeping that produces CPA‑ready, audit‑ready financial statements and tax‑deduction tracking
- Real‑time financial dashboards and insights powered by organized books
- AI business assistant that automates reminders, summary reports, and receipt follow‑ups
- Regional cloud storage with bank‑level encryption and ISO 27001 healthcare‑grade privacy
- Live onboarding, demos, and real‑time support throughout implementation