Your team spends hours sorting documents before accounting even begins.
Bank statements, tax slips, invoices, client emails — Coalesc separates, classifies, and structures them into review-ready files. So your staff does accounting, not filing.
Design partners report processing 132-page statements in 89 seconds and cutting document prep from 3 hours to 10 minutes.
Trusted by Canadian accounting firms
Follow a real file from inbox to export
This is the actual pipeline. Every step is either live in production or shipping this quarter.
Coalesc reads your firm's inbox. Clients keep sending as usual.
Connect Gmail or Outlook in one click. Read-only access. Coalesc detects client emails, extracts attachments, and routes them to the right client folder. No portal needed — nothing changes for your clients.
IMG_4392.jpeg becomes T4 — ABC Inc. — 2025.
Every attachment is opened, read, and classified. Document type, tax year, issuer — identified automatically. A blurry phone photo gets the same treatment as a clean PDF.
A client sends a 47-page PDF. Coalesc splits it in seconds.
Mixed bank statements, T4s, receipts, invoices — all in one file. Coalesc detects where each document starts, classifies the type, and lets you download them individually. Try it free.
12 bank statements. One categorized Excel. 69 seconds.
TD, BMO, Desjardins, CIBC — any Canadian bank. Coalesc extracts every transaction, categorizes them against your chart of accounts, and exports a single clean file.
See what's missing. Per client. Before you open the file.
T4 missing? RL-1 from the wrong year? Flagged automatically. When something's missing, Coalesc drafts a bilingual follow-up email in your firm's name. You approve before it sends.
Your firm's chart of accounts, learned over time.
Every correction teaches the system your firm's logic. Vendor treatments, account mappings, client-specific rules. New staff see the same standards your senior accountant built over years.
One click. QuickBooks, Excel, Sage.
Once structured, export is instant. IIF for QuickBooks Desktop, CSV for QBO, categorized Excel with TPS/TVQ calculated. No reformatting, no copy-paste.
What accounting firms tell us
“A client woke up Friday morning and sent me all of his stuff. I was able to process it in 10 minutes. Would have taken me 2-3 hours.”
— Senior CPA, Mid-size firm (Quebec)
“Sometimes it's not even worth starting a file when too many documents are missing. You waste time beginning it, then come back to it two weeks later. The client thinks you're working on it, but you haven't even opened their envelope.”
— CPA, 5-person firm, Quebec
“I tried Dext. My team told me it didn't help much. It added an extra step instead of removing one.”
— Partner, CPA firm, Montérégie
“Nobody has tools. Everybody has 'do it, I'm telling you to do it.' Nobody's making your life easier.”
— Managing Partner, CPA firm, Quebec
These conversations are what we're building Coalesc around — alongside accounting firms across Canada.