CPA-managed bookkeeping

Get out of bookkeeping mode and back into owner mode.

Stop chasing receipts, waiting on reports, and wondering what is missing. Agile gives you CPA-managed bookkeeping with AI inside, and an app built for busy owners, keeping your books updated weekly, your reports current, and your questions easy to answer wherever work takes you.

Bookkeeper in your pocketWeekly updated booksCPA-managed bookkeepingBuilt for Canadian businesses

What Agile does

Bookkeeping sucks, so we made it better.

Agile plugs into the tools you already use to run your business, keeps your books updated weekly, and delivers CPA-managed books with AI inside, giving you a bookkeeper in your pocket wherever your business happens.

Apps that connect with Agile including banks, QuickBooks, Shopify, Stripe, PayPal, payroll and point of sale tools
Integrates with your toolsQuickBooks, banks, cards, payroll, POS, Shopify, Stripe, PayPal, and more.
Weekly books, less adminQuestions, documents, tasks, and reports stay in one visible workflow.
AI-assisted reportingReal-time reporting with an AI analyzer built in.
Guided weekly to-dosWeekly to-dos stay organized in the Agile App, so you always know what needs your attention.
CPA accountant reviewReal CPA accountants review exceptions, reconciliations, and report readiness every week.
Clear reports you can trustReal-time reporting backed by connected data, visible workflow, and human review.

How we solve it

Real accountants behind every client’s books.

Agile combines the app, automation, and a bookkeeping team that includes CPA accountants, so every month gets the attention to detail small businesses rarely get from software alone.

CPA-reviewed detail

Accountants review reconciliations, context, exceptions, and report readiness before your books are finalized.

Visible workflow

The Agile App keeps documents, questions, tasks, and reports organized so you always know what is happening.

Unmatched care

Our team brings the judgment, accuracy, and attention to detail that make your numbers easier to trust.

How It Works

How Agile Bookkeeping works

A simple weekly rhythm that keeps the books moving while taking less than five minutes from you each week.

Upload receipts and invoices on the go

Snap a photo of your receipts on your phone or forward your invoices via email.

We do the work

You see progress in the Agile App. If we need anything, we send simple questions there. Usually less than five minutes from you each week.

Get reports and clean books

Reports, clean books, and deeper insights are presented in real time in the Agile App with an AI analyzer built in to help you understand and create charts and graphs.

Services

Bookkeeping services

Choose the support that fits where your business is today.

Software

The Agile App keeps the workflow visible

The Agile App is not a QuickBooks replacement. It is the companion layer that keeps transactions, documents, questions, dashboards, and reports organized around the tools your business already uses.

Client Proof

Bookkeeping that gives owners time and clarity back.

"Agile has made my life so much easier. I can upload my transactions and keep on top of everything weekly instead of letting everything pile up."
Anna PolovickOwner, Kel-Lake Greenhouses
"Consistent bookkeeping services with useful online dashboards and portals to track missing documents and support."
Ryan MaarschalkCFO, Ryan Maarschalk CFO Services

Trusted across Canada

Join hundreds of Canadian organizations who are regaining control over their time, money, and decisions with better bookkeeping.

Agile helps owners keep books moving weekly with a visible workflow and real accountant review.

Accelerate Okanagan
Community Futures North Okanagan
Olympia Cycle and Ski
3D Maritime Inc.
Alpine Water Hauling
Anvil Coffee Collective
At the Crossroads Church
Bona Fide Clothing
Cevello Management Corp
Concepts 3D
Daniels Store
Umbrella Property Services
Summerhill Pyramid Winery
Vernon Museum
Victoria Alliance Church
Evolve Marketing
Rusty Spur
HS Masonry Inc.
Inspire Lifelong Human Movement
Glohaven Community Hub
Joey Nordic Kitchen Corp.
Kel Lake Garden Centre
Nicholas Alexander Home & Garden/Landscaping
Living Hope Church
Load Warrior Logistics Ltd
Solstice Electrical Services
Mission Creek Alliance Church
Navigator Multimedia
Tweedsmuir Air Services Ltd.
Thick Data Company
Okanagan Science Centre
PB Kinesiology
Living Phoenix Entertainment
Living Hope Alliance Church
Slattery Services
Therabyte
Sproutli
Digital Race Media
The Prosperity Project
Armilla Tech

FAQ

Common questions

What does Agile Bookkeeping do?

Agile Bookkeeping keeps small business books organized through the Agile App, bookkeeping automation, reconciliations, CPA review, cleanup, catch-up work, and monthly reports.

Is Agile a software or a bookkeeping service?

Both. Agile provides a full bookkeeping service for your business with our CPA-managed team of human accountants and bookkeepers. But we have also built the Agile App, a companion app that plugs into the online tools you already use to run your business. Our Agile App gives you one easy place to manage questions from your bookkeeping team, see your reports, and stay on top of everything related to bookkeeping.

How often are books updated?

Agile keeps books updated weekly so business owners have clearer financial information throughout the month.

How do I get pricing?

Use Get a Quote to share your business type, transaction volume, tools, and bookkeeping needs. Agile will provide a custom weekly bookkeeping quote.

Next Step

Spend less time on bookkeeping

Agile is your bookkeeper in your pocket, keeping books current while you are busy running the business.

Get a Quote