Money

BooksLedger, journals, trial balance and reports, posted automatically.SalesQuotes, invoices, payments and a list of who to chase.PurchasingVendors, bills, expenses, approvals and payments.BankingConnect your bank, or import statements, and keep every line.Bank ReconciliationMatch bank lines to your records and close the month with confidence.

Compliance and people

Tax and CRA FilingsSales tax, payroll deductions and income tax, drafted from your own books and tracked until paid.People and PayrollHire, onboard, pay and look after your team, with payroll worked out for you.ApprovalsOne approval flow for every module, with a clear record of every decision.GRCStandards, audits and compliance, with evidence in one place.

Operations

InventoryItems, warehouses and stock that follows every sale.ProjectsPlan jobs, track cost and time, and bill progress with holdback.CRMLeads, deals and customers, linked to what they buy.Help DeskTickets, service levels and a knowledge base that keep requests moving.

Work together

Dashboard and ReportsThe numbers owners check, on one screen, and the reports behind them.Sign and DocumentsRequest signatures and keep every document where it belongs.CollaborationConversations, tasks and meetings on the record they are about.
Modules / ANWA Banking

ANWA Banking

Bank lines matched to your books in minutes.

Connect your bank, or import statements, and keep every line.

Get early accessSee the process
Match suggestions
De-duplication
Posting
Where it gets painful today

What goes wrong without it.

Bank data is copied by hand from the portal.
Duplicate lines creep in when statements overlap.
Accounts, balances and opening figures drift out of step.
Nobody knows whether a deposit was a customer payment.
How ANWA fixes it

ANWA Banking, done properly.

Connect or import

Connect through a bank provider where available, or import a statement as CSV, OFX or QFX with column mapping.

No duplicates

Every imported line gets a fingerprint, so overlapping statements do not double up.

Accounts that tie to the ledger

Each bank account carries its opening balance and posts to the right ledger account.

Ready to reconcile

Every line lands in one queue, ready to match against what you recorded.

Follow the process

From start to finish, step by step.

Select any step to see what ANWA does for you there.

  1. 1
    Connect
  2. 2
    Import
  3. 3
    Match
  4. 4
    Categorize
  5. 5
    Reconcile
Step 1 of 5 · ConnectConnect a bank through a provider, or import a statement (CSV, OFX or QFX).
Who it helps

Built for owners, and for the firms behind them.

For business owners

Run it without the paperwork

  • See your accounts in one place.
  • Stop copying lines from the bank portal.
  • Trust that nothing is counted twice.
For CPAs, bookkeepers and firms

Review it, don't rebuild it

  • Import clients' statements in the format they send.
  • Work from one queue per bank account.
  • Avoid duplicate lines when periods overlap.

What it covers

  • Canadian and common US banks
  • Statement import with column mapping
  • Match suggestions for one to three items
  • Categorize, split and rounding rules
  • Duplicate protection
  • Bank accounts with opening balances

Runs for you

Match suggestionsDe-duplicationPosting

Works with

Bank ReconciliationMatch bank lines to your records and close the month with confidence.BooksLedger, journals, trial balance and reports, posted automatically.SalesQuotes, invoices, payments and a list of who to chase.PurchasingVendors, bills, expenses, approvals and payments.
Questions

Good to know.

Which banks are supported?

ANWA lists Canadian and common US institutions. Live connections depend on the provider and your credentials, and statement import works for any bank.

Which statement formats can I import?

CSV, OFX and QFX. PDF statements are kept as a record, but amounts are not posted from them automatically.

What if I import the same period twice?

Duplicate lines are detected and skipped.

Ready for ANWA Banking?

Join the early-access list and we will write to you once, when ANWA opens.

Get early access