Resolve provides Canadian accounting firms with a tailored software platform that automates receipt capture, transaction categorization, and tax‑ready exports, reducing manual data entry and boosting accuracy.
Funding
Funding not disclosed
Founders
Product
Problem
Canadian accounting firms spend extensive time on manual receipt capture, transaction categorization, and preparing tax‑ready data, which creates bottlenecks, reduces capacity, and increases the risk of errors during tax season.
Solution
Resolve offers a cloud‑based software platform that automates receipt ingestion, extracts key data, and categorizes transactions against a customized chart of accounts. The system generates tax‑ready export files, including GIFI codes and T1 slip mappings, ready for filing. Implementation begins with a discovery call to map the firm’s existing workflow, followed by configuration of rules, accounts, and integrations tailored to that process. Resolve’s team launches the solution alongside the firm’s first client batch, providing real‑time support and adjustments. Ongoing partnership includes a dedicated success contact who can add new automations or tweaks throughout the tax season, ensuring sustained efficiency gains.
Target Audience
Resolve is designed for Canadian accounting firms that handle bookkeeping and tax preparation for multiple clients, particularly those seeking to reduce manual entry and improve capacity during tax season.
Features
- Automated receipt capture with optical character recognition and data extraction
- Customizable transaction categorization rules linked to the firm’s chart of accounts
- Generation of tax‑ready export files (GIFI, T1 slips, ITC calculations) with high accuracy
- Hands‑on onboarding: workflow discovery, configuration, and live launch support
- Real‑time assistance and continuous optimization via a dedicated success partner
- Dashboard showing client queue status, pending uploads, and time‑savings metrics