Upload receipts and invoices on the go
Use Dext to snap receipts from your phone or forward invoices by email.
How It Works
Bookkeeping that stays current without taking over your week.
Agile combines easy document capture, connected tools, a CPA-managed bookkeeping team, and the Agile App so your books keep moving with less than five minutes from you each week.
Less than five minutes from you each week
CPA-managed bookkeeping
Real-time reporting
Timely team support
The simple flow
A little from you. A lot handled by Agile.
You focus on the important things in your organization or business. Agile keeps the bookkeeping moving in the background, and the app keeps you focused on the few things that actually need your attention.
Agile does the heavy lifting
We process, categorize, reconcile, review, and post questions in the Agile App when we need your input.
Use reporting to make better decisions
Log in anytime to see current reporting, cash flow, profitability, trends, and AI-assisted analysis.
Step 1
Upload receipts and invoices on the go.
Bookkeeping gets messy when receipts, invoices, and context live in too many places. Agile keeps that part simple. Use Dext to snap receipts from your phone, forward invoices by email, and get transaction support into the bookkeeping workflow while you are still running the business.
Snap receipts on your phone through Dext
Forward invoices by email
Bulk upload through your browser
Step 2
Agile does the heavy lifting and keeps questions easy to answer.
Agile connects your systems, processes the transactions you send through Dext, categorizes everything correctly, and captures the tax details needed for GST, HST, and PST filings. Your CPA-managed accounting team reviews, reconciles, and analyzes your books every week so your reporting stays close to real time and never more than a week behind when open items are answered promptly.
Transactions processed correctly
Receipts, invoices, sales activity, deposits, fees, and tax details are organized so the books reflect what actually happened.
Reviewed every week
AI-assisted checks flag duplicates, missing support, unusual coding, and reconciliation issues. Real accountants investigate, resolve, and review the work so your books stay accurate and compliant.
Questions posted in the app
If we need context from you, we post a clear open item in the Agile App so you can respond quickly and keep the books moving.
How the app helps
You do not have to remember what is outstanding.
The Agile App keeps questions, open items, tasks, and status updates in one place. As long as you respond to open items in a timely way, our team can keep your books accurate and up to date throughout the month.
Know what we need from you
If our team needs context or support, it is organized as an open item with a clear request and notification.
Send requests to your team
Add a task for your accounting team and follow the status in the app without starting another email chain.
Get timely answers
When you email or ask a question, our team responds with the information you need to keep managing the business.
Step 3
Use current reporting to make better decisions.
When transactions are processed, questions are answered, and reviews are complete, your books are up to date and accurate. You do not have to wait weeks after month end to understand what happened in the business.
Log in anytime to review cash, profitability, payables, and trends. Use the built-in AI analyzer to ask questions, create charts and graphs, compare periods, and dig into what is driving your results.
The outcome
Know where the business stands without babysitting the books.
Agile turns receipts, questions, review, and reporting into a simple weekly rhythm, so you can stop chasing bookkeeping admin and make decisions with current numbers you trust.
Less than five minutes from you each week
Quick uploads, focused questions, and clear notifications keep your involvement light.
Books you can actually trust
CPA-managed bookkeeping, connected data, AI-powered checks, reconciliations, and human review work together to keep the file accurate.
Better decisions from current information
Real-time reporting and the AI analyzer help you understand and visualize trends, details, cash, profit, open items, and upcoming needs.
FAQ
Process questions
How much time does Agile need from me?
Most owners spend less than five minutes a week. You upload receipts and invoices, answer focused questions when needed, and use the app to see what is outstanding.
Is Agile software or a bookkeeping service?
Both. Agile is a CPA-managed bookkeeping service backed by software that keeps documents, questions, reporting, and requests organized.
How often are my books updated?
Your accounting team reviews, reconciles, and analyzes your books at least once per week so reporting can stay current.
What happens when Agile needs something from me?
We create an open item in the Agile App and notify you. That way you know exactly what needs attention without having to remember it yourself.
"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 Polovick, Owner, Kel-Lake Greenhouses
Next Step
Ready to get bookkeeping out of your head?
Get a custom quote and see how Agile can keep your books current with a CPA-managed team, connected tools, and less than five minutes from you each week.