Working hard in the background...
Business books
· Included with ThriveYour side business, tax-ready
Keep business and personal money apart, file costs under the T2125 lines the CRA uses, and keep track of GST/HST. When tax season comes, download a tax pack and every receipt in one go.
Build better money habits
See plans and pricing14 days free, then from $8 a month. Cancel any time.
Your 2026 tax pack is ready
Spreadsheet by T2125 line
plus 48 receipts in a zip
Business and personal, apart
Mark an account or a single purchase as business, or set a rule for the card you use for both. Your personal budget leaves business money out.
Filed the CRA's way
Costs fall under the T2125 lines, with meals at 50% and the business share of your home office and vehicle worked out.
Tax season in a click
Download a tax pack spreadsheet and a zip of your receipts for the year or for a quarter, ready for you or your accountant.
Built in Canada, for Canadians
Most money apps here are American. FinlyWealth only operates in Canada: Canadian banks and credit unions, Canadian brokerages like Wealthsimple, Questrade, the cards you carry and the taxes you file, all in Canadian dollars.
What's included
Plans start from $8 a month, and you choose what you pay above each minimum. Every plan starts with 14 days free. Your card is only charged when the trial ends.
Finly Money organises your records; it isn't tax advice. Check anything you're unsure of with an accountant or the CRA.
Grow
Thrive
Family
Personal and business money apart
Mark business accounts and switch between personal, business and everything
Business books and tax season
Expenses on CRA T2125 lines, GST/HST, a business budget and a tax pack for your accountant
There's more in Finly Money
Never be surprised by a bill again
Bills, subscriptions and what's due. In every plan.
A budget that keeps up with you
A plan for your income, bills and spending. In every plan.
Watch your net worth grow
Everything you own and owe, over time. In every plan.
And everything in between
Rules, tags, exports, privacy mode, dashboards you build and more, side by side.
Try business books on your own money
Every plan starts with 14 days free. Your card is only charged when the trial ends. Connect a bank or upload a statement and see it work in minutes.
Build better money habits
14 days free, then from $8 a month. Cancel any time.