CanCat Bookkeeper Platform
CanCat offers bookkeepers (and professionals in accounting-adjacent roles,) a way to help new or existing clients with large-volume categorization.
Many of our bookkeeping clients share a specific challenge: prior year clean ups that are cost prohibitive.
In addition, perhaps you have clients who want to handle aspects of their books more independently, but need your help from time to time.
Here are some ways we may be relevant to you:
- Bookkeeper Advisory Services for DIY freelancers
Small business owners who have mixed personal and business transactions can use this software to independently organize approximately 80% of their financial data. Instead of facing thousands of dollars in professional cleanup fees, they can use this tool to sort their transactions and then have an accountant help with the final 20%, resulting in significant cost and time savings. - Bookkeeper Entry Tier Service
Bookkeeping professionals can offer a lower-tier service focused solely on tax preparation without full bookkeeping onboarding. This eliminates the need to set up complete accounting software (like QuickBooks) for one-time clients, allowing professionals to efficiently collect and organize financial data across multiple accounts with reduced potential for manual errors.
- Specialized Deduction Tracking
The software helps users identify and track specific tax deductions that are often difficult to isolate or buried in personal accounts.
- Medical expense deductions from personal accounts
- Home office-related expenses and repairs
- Teacher classroom expenses
- Business startup costs that span multiple years and accounts
Sign up for a Finance Pro account and get one free Client Invite Credit .
If CanCat meets your needs, you can purchase more Client Credits or direct your client to sign up, pay, and invite you into their CanCat account.
Would you like to meet with someone at CanCat to discuss your specific needs?
