The Complete Financial Platform
From AI-powered automation to enterprise compliance, discover every capability that makes Algebra Verse the most powerful financial platform.
AI & Automation
Intelligence that learns and acts
Algebra Verse is built AI-first. Our models understand finance deeply, automating routine tasks while providing intelligent insights.
AI Copilot
Your intelligent financial assistant available 24/7. Ask questions in natural language, get instant answers with source citations.
- Natural language queries
- Context-aware responses
- Source attribution
- Conversation memory
Smart Categorization
ML-powered transaction categorization that learns from your corrections. Achieves 95%+ accuracy after initial training.
- Machine learning models
- Learns from corrections
- Batch categorization
- Confidence scores
Auto-Reconciliation
Intelligent matching algorithms that reconcile transactions automatically with 99% accuracy.
- Multi-rule matching
- Exception handling
- Audit trail
- Bulk processing
Document Intelligence
Upload invoices, receipts, and statements. Our AI extracts data, creates entries, and links to transactions.
- Multi-engine OCR
- Data extraction
- Auto-categorization
- Document linking
Email Ingestion
Connect Gmail or Outlook. We find financial emails, extract attachments, and process them into your books.
- Gmail & Outlook
- Attachment extraction
- Classification
- Auto-processing
Anomaly Detection
AI monitors transactions 24/7, flagging unusual patterns, potential fraud, and compliance risks.
- Pattern detection
- Fraud alerts
- Compliance monitoring
- Real-time analysis
Predictive Forecasting
ML-powered cash flow forecasting with scenario planning. 13-week forecasts with stress testing.
- Cash flow forecast
- Scenario planning
- Sensitivity analysis
- Stress testing
Automation Studio
Build custom automations with a visual workflow builder. Trigger actions based on events and conditions.
- Visual builder
- Event triggers
- Conditional logic
- AI agent integration
Canadian Tax Filing
AI-powered tax preparation for individuals to enterprises
Complete Canadian tax filing with an AI CPA interview agent, CRA form generation, multi-format export for certified filing software, and 5 tiers from personal returns to enterprise-scale corporate filings.
AI CPA Interview Agent
A virtual Chartered Professional Accountant walks you through your return with guided questions, conflict detection, and smart document requests.
- Guided interview flow
- Conflict detection
- Document-aware context
- Profile building
CRA Form Generation
Generate CRA-ready T1 General, T2 Corporate, T2125, Schedules 1-11, T776, and all provincial forms with line-by-line accuracy.
- T1, T2, T2125
- Schedules 1–11
- Provincial forms
- PDF output
Multi-Format Export
Export returns in CRA Line-Number CSV, ProFile/Taxprep Cell-ID CSV, T1 XML, JSON, and PDF for seamless import into certified filing software.
- TurboTax & UFile
- ProFile & Taxprep
- Wealthsimple Tax
- StudioTax & CloudTax
Smart Document Processing
Upload T4s, T5s, receipts, bank statements, and more. GPT-4 Vision extracts data, maps it to your return, and flags missing documents.
- 20+ document types
- GPT-4 Vision extraction
- Gap analysis
- Auto-mapping
Scenario Optimization Engine
AI-powered what-if analysis compares RRSP strategies, dividend vs salary splits, income splitting, and more to maximize your refund.
- RRSP optimization
- Dividend vs salary
- FHSA strategies
- Side-by-side comparison
All 13 Provinces & Territories
Accurate federal and provincial rates, credits, and surtaxes for every Canadian jurisdiction including Ontario, BC, Alberta, and Quebec.
- Provincial forms
- Surtax calculations
- Quebec abatement
- Territory credits
5-Tier Plans
Individual ($49.99), Sole Proprietor ($129.99), Small Business ($299.99/yr), Medium Business ($699.99/yr), and Large Enterprise ($1,499.99/yr).
- Personal T1 returns
- Self-employed T2125
- Corporate T2 returns
- Unlimited enterprise
Cloud Storage Integration
Connect Google Drive, Dropbox, and OneDrive to sync tax documents automatically. Local folder watching also supported.
- Google Drive
- Dropbox
- OneDrive
- Local folder sync
Core Accounting
Enterprise-grade financial management
Double-entry accounting built on GAAP/IFRS principles. Multi-currency, multi-entity, and audit-ready from day one.
Double-Entry Ledger
Proper double-entry bookkeeping with journal entries, trial balance, and general ledger.
- GAAP/IFRS compliant
- Immutable entries
- Approval workflows
- Auto-reversal
Bank Connections
Connect all your bank accounts via Plaid. Automatic transaction import and balance sync.
- 10,000+ institutions
- Real-time sync
- Balance tracking
- Transaction import
Multi-Currency
150+ currencies with real-time exchange rates. Automatic forex gain/loss calculations.
- 150+ currencies
- Real-time rates
- Forex tracking
- Revaluation
Multi-Entity
Manage multiple companies, subsidiaries, and locations. Intercompany transactions and eliminations.
- Unlimited entities
- Intercompany
- Eliminations
- Consolidation
Invoicing & AR
Create and send professional invoices. Track payments, collections, and customer balances.
- Invoice templates
- Payment tracking
- Collections
- Credit management
Bills & AP
Enter and manage vendor bills. Payment runs, 3-way matching, and vendor credits.
- Bill management
- Payment runs
- 3-way matching
- Vendor credits
Treasury
Cash management, payment processing, and bank reconciliation in one place.
- Cash management
- Payment processing
- Reconciliation
- Cash flow
Financial Close
Streamlined month-end and year-end close with checklists, period locks, and signoffs.
- Close checklists
- Period locks
- Approval workflow
- Audit package
Reporting & Analytics
Real-time insights and analysis
From standard financial statements to custom reports and board packs. Always up-to-date, always accurate.
Financial Statements
P&L, Balance Sheet, and Cash Flow statements generated in real-time. Drill down to transaction level.
- Income Statement
- Balance Sheet
- Cash Flow
- Statement of Equity
Custom Reports
Build any report you need with our visual report builder. Save, schedule, and share.
- Visual builder
- Custom dimensions
- Scheduling
- Distribution
Dashboards
Real-time dashboards with KPIs, charts, and widgets. Customizable for any role.
- Real-time data
- Custom widgets
- Role-based
- Mobile-ready
Variance Analysis
Budget vs actual, period comparisons, and trend analysis with AI-generated narratives.
- Budget variance
- Period comparison
- Trend analysis
- AI narratives
Trial Balance
Real-time trial balance with period selection, dimension filtering, and export options.
- Real-time
- Period selection
- Dimensions
- Export
General Ledger
Complete GL with account drill-down, transaction detail, and running balances.
- Account detail
- Transaction drill
- Running balance
- Filtering
Board Packs
Generate professional board packages with financials, KPIs, and management commentary.
- Template builder
- Auto-generation
- PDF export
- Commentary
KPI Tracking
Track financial and operational KPIs. Set targets, monitor trends, and get alerts.
- Custom KPIs
- Targets
- Alerts
- Benchmarks
Operations
Beyond accounting
Payroll, inventory, projects, and more. Everything your finance team needs to run operations.
Payroll
Full payroll processing with tax calculations, deductions, and pay stub generation.
- Tax calculations
- Deductions
- Pay stubs
- Direct deposit
Inventory
Multi-location inventory management with stock movements, valuations, and cycle counts.
- Multi-warehouse
- Stock movements
- Valuation
- Cycle counts
Manufacturing
Bills of materials, production builds, and lot/batch traceability.
- BOM management
- Production builds
- Traceability
- WIP tracking
Projects
Project accounting with time tracking, budgets, and profitability analysis.
- Time tracking
- Project budgets
- Profitability
- WIP schedules
Fixed Assets
Asset management with depreciation, disposals, and maintenance tracking.
- Asset tracking
- Depreciation
- Disposals
- Maintenance
Procurement
Purchase orders, receiving, and vendor management. 3-way matching included.
- Purchase orders
- Receiving
- Vendor mgmt
- 3-way match
Documents
Document management with OCR, categorization, and transaction linking.
- Upload & scan
- Categorization
- Linking
- Search
Approvals
Configurable approval workflows for any document type. Mobile-ready.
- Custom policies
- Multi-level
- Mobile approvals
- Audit trail
Compliance & Security
Enterprise-grade protection
SOC 2 & ISO 27001 controls framework implemented. GDPR compliant with cryptographic audit trails.
SOC 2 Controls
Complete SOC 2 controls framework covering all 5 Trust Service Criteria. Audit-ready.
- 50+ controls
- Trust center
- Evidence ready
- Continuous monitoring
Data Encryption
AES-256 encryption at rest and TLS 1.3 in transit. Field-level encryption for sensitive data.
- AES-256
- TLS 1.3
- Field-level
- Key management
Access Control
Role-based access with fine-grained permissions. SSO and SCIM for enterprise.
- RBAC
- 80+ permissions
- SSO (SAML)
- SCIM
Audit Trail
Complete audit log of all actions. Immutable, searchable, and exportable.
- All actions logged
- Immutable
- Searchable
- Export
Compliance
Built-in support for GDPR, CCPA, SOX, and industry-specific regulations.
- GDPR
- CCPA
- SOX
- Industry regs
Data Governance
Data catalog, lineage tracking, retention policies, and DLP controls.
- Data catalog
- Lineage
- Retention
- DLP
Evidence Room
Secure evidence collection and management for audits and legal holds.
- Evidence collection
- Legal hold
- Chain of custody
- Export
SIEM Integration
Security event integration with your SIEM for centralized monitoring.
- Event streaming
- Alert integration
- Log forwarding
- Custom rules
Integrations
Connected ecosystem
Connect to your existing tools. Banking, accounting, CRM, and more with our open API.
Banking (Plaid)
Connect to 10,000+ financial institutions via Plaid. Real-time transaction sync.
- 10,000+ banks
- Real-time sync
- Balance updates
- Transaction import
Email (Gmail/Outlook)
Connect your email for automatic invoice and receipt capture.
- Gmail
- Outlook
- Auto-capture
- Classification
Accounting Software
Import from QuickBooks, Xero, NetSuite, and more. Full data migration support.
- QuickBooks
- Xero
- NetSuite
- Migration
Payments (Stripe)
Process payments, manage subscriptions, and sync transactions.
- Card payments
- ACH
- Subscriptions
- Invoicing
Cloud Storage
Connect to Google Drive, Dropbox, OneDrive, and S3 for document storage.
- Google Drive
- Dropbox
- OneDrive
- S3
Webhooks
Real-time event notifications to your systems. Subscribe to any event type.
- Real-time events
- Custom subscriptions
- Retry logic
- Logs
REST API
Full REST API access for custom integrations. Comprehensive documentation.
- Full API
- OpenAPI spec
- SDKs
- Rate limiting
Developer Portal
API documentation, webhook management, and integration guides.
- API docs
- Webhooks
- Guides
- Support
Ready to Experience the Future of Finance?
Start your free trial today and discover how Algebra Verse can transform your financial operations.
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