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HomPilot/Maya Agent 08

MAYA AGENT #8

Book Keeper.

Bookkeeping preparation, categorization and tax readiness

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Maya — Book Keeper

An expert.
By your side, 24/7.

Maya Agent #8 keeps your books organized throughout the year. She classifies revenue and expenses, matches transactions to supporting documents, prepares sales-tax information and packages clean records for your accountant at year-end.

Clean books all year. Less work at tax time.

KEY FEATURES

01

Revenue categorization

Classifies deposits and revenue by customer, service and account.

02

Expense categorization

Sorts business expenses into the proper bookkeeping categories.

03

Receipt matching

Matches receipts, supplier invoices and supporting documents to transactions.

04

Sales tax preparation

Organizes GST/HST/QST data and prepares the information needed for remittances.

05

Monthly bookkeeping review

Flags missing documents, duplicates and uncategorized transactions before month-end.

06

Accountant handoff

Prepares a clean year-end package for your accountant to complete the annual tax return.

100%transactions categorized
12months kept organized
1year-end package for your accountant

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