Caipibara Caipibara
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AI-powered accounting platform

The smart, AI-powered accounting platform tailored for Canada

Caipibara prepares bookkeeping and reporting for your firm. Your team reviews what matters and delivers statements and GST/HST summaries clients can trust.

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Platform

AI that works like a firm associate, not a black box

Agents prepare the work across an engagement, then pause for CPA judgment where it counts.

Less manual rebuild

Less time rebuilding ledgers and reports period after period. AI handles the prep so your team starts from a working draft.

Review stays human

Your team reviews, approves, and signs off. AI prepares. CPAs decide. That split is built into the workflow.

One place for the engagement

Source data, review, and deliverable reporting in one engagement workspace. No more bouncing between tools.

How it works

Human judgment stays in the loop

Three stages. AI handles the prep. Your team controls the outcome.

1 AI

AI prepares

Syncs books from Xero, processes documents, categorizes transactions, and drafts period reports.

2 CPA

Your team reviews

Clear checkpoints for staff and partners before work moves forward. Approve, correct, or send back.

3 Deliver

The firm delivers

Financial statements, GST/HST summaries, and supporting packages ready to download and share.

Bookkeeping

AI-assisted bookkeeping for firm engagements

Engagements organized by client and period, with a guided workflow. Built for recurring bookkeeping across a firm’s book of business.

  • Source sync from Xero so chart of accounts and transactions stay aligned with the client’s books.
  • Document intake for the evidence your team needs to complete the period.
  • Transaction prep by the platform; your team confirms exceptions at review checkpoints.
  • Reconciliation-ready ledger so reporting starts from numbers the firm already trusts.
Workflow · Bookkeeping engagement
Verify Required Documents
Complete
Reconcile Bank Accounts
Needs Review
GST / HST Reconciliation
Pending
Periodic Reporting
Pending

Reporting

Reporting the AI drafts; the firm stands behind

Built for Canadian GST/HST reality, not a generic global tax template.

  • Financial statements from the live ledger (P&L, balance sheet, and related views).
  • GST/HST summary mapped to the tax GL accounts your firm reconciles.
  • Customize presentation, including account codes, to match firm review packs.
  • Downloadable deliverables for review packages and client delivery.
GST/HST Summary · Q1 2026
AccountAmount
2100 GST/HST collected $3,250.00
1090 Input tax credits ($1,430.00)
Net remittance due $1,820.00

GL codes visible with Customize → Show account codes

Who it’s for

Built for accounting firms adopting AI the right way

Not a DIY bookkeeping tool. Designed for how firms actually run client work.

Partners

Consistent quality across clients without losing control. Review and sign off from one dashboard.

Staff accountants

AI does the prep. You get a clear review queue and a reconciliation-ready ledger to work from.

Canadian practices

Running bookkeeping and periodic reporting engagements at scale, with GST/HST built in.

Security

AI-powered, firm-grade

Built for the trust requirements of professional accounting. AI is a tool in the workflow, not a replacement for judgment.

Human review built in

AI prepares. CPAs decide. Review checkpoints are part of the platform.

Deterministic math

Tax and statement calculations stay tool-driven, not free-form model guesses.

Multi-tenant workspace

Firm workspace with client and engagement scoping. Each firm’s data is isolated.

Canadian hosting

Hosted in ca-central-1 with PIPEDA in mind. Client data stays in Canada.

See the AI-powered platform on a real engagement

We’ll show how Caipibara prepares bookkeeping work and reporting output, and where your team stays in control.

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Prefer email? Reach us at hello@caipibara.com