PDF
T2125-oriented expense summary
Approved expenses, grouped to match the CRA self-employment form your accountant prepares.
For self-employed Canadians & small business owners
The shoebox, spreadsheet and mileage app. Organized into one handoff your accountant can review.
One workspace for every business you run.
See recorded income, expenses and review items for one business or across All Ventures.
Keep together
- Expenses
- Income
- Receipts & proof
- GST/HST
- Mileage
- Workspace
- Capital assets
Prepare for review
- Expense summaries
- Supporting schedules
- Expense spreadsheet
- Receipt evidence
Illustration with example data
Private beta. Public sign-up is closed while we open accounts a few at a time. Approved users can still sign in, and a request does not reserve a place or a date.
Built in Canada, for Canadians building Canada.
- Financial records stored in Canada
- Your records stay yours
- Not tax advice, by design
One workspace
Ten record jobs
- Expenses
- Income
- Receipts & proof
- GST/HST
- Vehicle log
- Workspace records
- Capital assets
- Ventures
- Month close
- Accountant handoff
The handoff
What your accountant receives
At year-end — or any time you choose — ExpenIQ turns the records you kept into files your accountant can actually review. Each one is prepared from your records, plainly labelled, and clear about anything that still needs attention.
- CSV
Annual expense spreadsheet
Every active expense for the year, line by line, with the receipt file names behind it.
- PDF
GST/HST summary
The Line 105, 108 and 109 totals a GST/HST return asks about, with notes for review.
- PDF
Supporting schedules
Vehicle, workspace and capital-asset records, each on its own schedule for separate review.
- ZIP
Receipt evidence package
Your receipt files, with manifests showing which expense each linked receipt belongs to.
- CSV
Proof-status report
What has proof attached, what still needs it, and what is flagged — so you can close gaps before handoff.
Prepared for your accountant's review — not a filed return; your accountant confirms final treatment. Each report downloads separately, for the current tax year or the two before it. Income is recorded in your workspace and feeds the GST/HST summary; a dedicated income export is not part of the package yet.
Why ExpenIQ exists
Canada's builders are not always standing on a stage. The work happens at kitchen tables, between clients, after hours — and every evening lost to receipt-chasing is an evening not spent building. ExpenIQ exists to give that time back.
The workspace
A records system, not another expense tracker
The shoebox of receipts. The spreadsheet. The camera roll. “I'll sort it out later.” ExpenIQ replaces the pile with one calm journey, organized in Canadian business-record language: capture the record, keep the proof, maintain the schedules, and hand off something your accountant can actually work with.
Capture
Every record starts the moment it happens
Income, expenses, and the paper behind them — recorded as you go, not reconstructed in April.
Expenses — Recorded with category, proof, and context attached.
Income — Invoices and payments, with GST/HST collected per entry.
Receipt inbox & vault — Receipts land in a private vault, ready to link.
Canadian categories — Expenses categorized with T2125-oriented context — the language your accountant expects.
Illustration with example data
Prove
Proof and context, kept together
The context your future self — and your accountant — will thank you for.
Linked receipts — Each linked receipt stays attached to its related record.
Business-purpose notes — Capture why it was business — while you still remember.
Review flags — Gaps get flagged — nothing slips through quietly.
Audit trail — Changes to your core financial records are logged automatically, so your history stays intact.
Illustration with example data
Comply
The supporting records Canada asks about
The schedules self-employed Canadians are asked for most — kept current, not scrambled together.
GST/HST snapshots — Filing-period summaries of GST/HST collected and paid.
Vehicle log — A trip-by-trip mileage record, kept the way motor-vehicle records are reviewed.
Workspace records — The places you work from and the bills behind them.
Capital assets — A capital-asset schedule with CCA context, kept for your accountant’s review.
Illustration with example data
Hand off
A handoff your accountant respects
Not just captured. Categorized, documented, and prepared in Canadian accountant-review language, so day-to-day records become clean T2125-oriented summaries and supporting schedules.
Month close — A month-end checklist that keeps records reconciled.
Ventures — One account, every business activity — organized by venture.
Export & reports — T2125-oriented summaries, GST/HST context, and schedules — prepared for your accountant’s review.
Illustration with example data
Ventures
One builder, many ventures
A studio by day, a consultancy on weekends — plenty of builders run more than one thing. ExpenIQ organizes income, expenses, receipts, and reports by venture, so you and your accountant always know which business activity each record belongs to — the same way a T2125 business activity is reviewed.
Keep each business activity cleanly separated, in one account.
Illustration with example data
How it works
Cleaner records all year, not a scramble in April
Six calm steps, repeated monthly. By the time tax season arrives, the organizing work is already done.
Capture
Record income, expenses, and receipts as they happen.
Classify
Assign the category and venture each record belongs to.
Document
Attach proof and note the business purpose while it’s fresh.
Review
Clear flagged items — nothing slips through quietly.
Close
Reconcile each month with a step-by-step checklist.
Export
Hand your accountant one clean, organized package.
Trust & privacy
Private by design, honest about the rest
Business records deserve more care than a spreadsheet in a shared drive. Here is ExpenIQ's stance, stated plainly.
What stays out of your workspace
You decide what enters your workspace
Nothing arrives on its own. You add records, upload receipts, or import a CSV you exported yourself — and you stay in control of what enters your workspace.
Your bank stays yours
There is no bank connection to grant. You add transactions yourself, or import a CSV from your own online banking.
Your inbox stays yours
ExpenIQ doesn’t ask to read your email. Receipts are in your workspace because you put them there.
Your location stays yours
The vehicle log is a trip-by-trip record you keep. There is no GPS tracking to switch off.
What guards what's inside
Financial records stored in Canada
Your financial records, receipt files, and account data live in the Canada Central region.
Your records stay yours
Access is separated account by account, enforced at the database layer.
Receipts in private storage
Receipt files stay in private storage, with controlled access when you view them.
Signed in, verified
We verify your session on the server before protected records are shown — not just once at sign-in.
A history that holds together
Changes to your core financial records are logged automatically, in a history that can’t be edited from inside ExpenIQ.
No resale. No AI training.
We don’t sell your data, and we don’t use your records to train AI models.
What ExpenIQ is not
ExpenIQ is a record-organization tool. It is not a tax advisor, not an accounting firm, and it does not guarantee the acceptance of any claim, deduction, or filing. Final tax treatment always depends on your facts and your own qualified professional — ExpenIQ's job is to make their review calmer and better documented.
Read the full privacy policyResources & guides
Guides for better record discipline
Plain-English guides on the habits behind well-kept records — organized across eight disciplines, from receipts and proof to accountant handoff. Educational only, never tax advice.
Records foundations
What records should a Canadian self-employed person keep organized?
A plain-English tour of the record types self-employed Canadians are commonly asked for — and a calm way to keep each one current.
Read the guideReceipts & proof discipline
Receipts that survive review
What makes a receipt genuinely useful to your accountant — and what to capture before the details fade.
Read the guideReceipts & proof discipline
Business-purpose notes that hold up
A two-minute habit that answers the question every reviewer asks: what was this expense for?
Read the guide
Start keeping records worthy of the work
A private workspace for Canadian business records, organized for years. ExpenIQ is in private beta — we are opening accounts a few at a time.