Clear answers, including our scope.

Software that helps Canadian small businesses keep organized, tax-ready books — capture receipts, invoices and bills (snap, upload or forward them by email) and have the details read automatically, track transactions and GST/HST/PST, and export tax-time summaries like the T2125.

Canadian individuals, freelancers, the self-employed, and small-business owners who want to track expenses and keep their receipts, invoices, and bills organized and tax-ready. If you have a team, the Pro and Business plans add seats and higher limits.

No — it’s built to help you keep organized records yourself. An accountant can still help with filing positions, unusual transactions, and professional advice, and NextiaTax gives you a cleaner package to hand over.

Yes. The Free plan costs nothing, needs no card and has no time limit: 20 pages of receipts, invoices and bills read for you each month (snapped, uploaded, forwarded by email or sent on WhatsApp), 10 questions a month to the built-in assistant, your own ChatGPT or Claude connected, up to 500 transactions a month, bank-statement CSV import and one T2125 export a month. Every new business also gets a 14-day free trial of Pro. Paid plans start at $7.99/month (CAD).

No. It organizes and reports your data; it does not give tax, accounting, legal, or financial advice. Always confirm with a qualified professional before filing.

No. It produces exports — like the T2125 — that you or your accountant use to file. It does not file with the CRA and does not guarantee acceptance or any refund outcome.

Your Nextia account — the same account works across Nextia products. You can sign in with email and password, Google, Microsoft or Apple. Sign-in is handled by Microsoft Entra, so NextiaTax never sees or stores your password.

NextiaTax extracts fields such as vendor, amount, date, GST/HST and PST and shows confidence information where available. Automatic reading can make mistakes, so you review the extracted fields before approving the resulting bookkeeping record.

Yes — transactions and documents track GST/HST and PST as separate fields, so your summaries and exports are accurate.

Yes. Projects are a separate dimension from categories — tag receipts and transactions to a project (a client engagement, a conference, a trip) and see that project’s own income, expenses, GST/HST and category totals. You can also export a package scoped to just that project. It’s optional, so it changes nothing if you don’t use it.

“Apple”, “Apple Inc.”, and “Apple Incorporation” can all belong to one supplier. NextiaTax flags look-alike vendor names and lets an authorized user merge them into a single canonical vendor, and you can also map any raw name to a vendor by hand. Once mapped, spend-by-vendor totals and exports roll up under the one vendor instead of being split across near-duplicates.

Yes. The Analysis view compares periods (this month vs last, this year vs last), breaks spending down by category, vendor, project, payment method, month, or day of the week, and can pivot two dimensions against each other. Switch any view between a chart and a table and export it. Analysis is available to owners, admins, and accountants.

By default, no — dashboards, analysis, and exports show only reviewed transactions, so your headline numbers reflect books you’ve confirmed rather than a half-checked import. A toggle lets you include everything still in the pipeline, and after a bulk import you can select rows, see the totals for exactly what you picked, and approve the whole batch at once.

Yes. Each business gets a forwarding address: forward a receipt, invoice or bill (or a whole email thread) from an approved sender and it lands in your documents, ready for review.

NextiaTax works in your phone’s browser — snap a receipt with your camera, check your numbers and approve records on the go, in English or French. Native iOS and Android apps are coming soon.

Yes. The product is fully bilingual (English and French).

Bank connections are coming soon. For now you can import transactions from a CSV or add them manually — both flow through the same review queue.

Yes, on every plan, Free included. Connect your assistant once under Account settings → AI assistants and choose the business it works in. From then on you can ask it about your income, expenses and sales taxes, have it add transactions, share a receipt photo and have it record the expense (ChatGPT also attaches the receipt to it), or ask for a custom report. You can disconnect it at any time.

If you already pay for ChatGPT or Claude, you can put it to work on your books at no extra cost. Your assistant reads the receipt itself, so it doesn’t use your plan’s receipt-reading pages or assistant questions; only the plan’s transaction limit applies (500 a month on Free, 1,000 on Starter). NextiaTax does the rest: it keeps every record, with the receipt attached wherever one was added, tracks GST/HST and PST/QST, and builds your dashboard and T2125 from the same records, whoever entered them. Each entry shows who added it and through which connection, and business owners can see every connected assistant.

Every plan includes NextiaTax’s own assistant in the app: 10 questions a month on Free, 50 on Starter, 300 on Pro and 500 on Business. Use it if you don’t have an AI subscription of your own, or alongside one.

Yes, on every plan. Link your phone number under Business settings → Receiving, then send a photo or PDF of a receipt, invoice or bill to NextiaTax on WhatsApp. It is read like any upload, counts toward your plan’s receipt-reading pages, and waits in Documents for your review; you get a short summary back in your language. You can unlink your number at any time.

NextiaTax uses encryption in transit and at rest, server-enforced permissions, and Canadian Azure regions for its core database and files. Identity, payments, push delivery, and some provider processing may occur outside Canada; the Privacy Policy and Sub-processors page explain the details.

No. Payments run through Stripe and your card details never touch our servers.

Your core NextiaTax database and uploaded files are hosted in Canadian Microsoft Azure regions. Some providers — including identity, payment, email, push, edge security, and certain AI deployment types — may process limited information outside Canada.

We do not use your financial records to train our own general-purpose model. Microsoft’s current Azure documentation says prompts, outputs, and customer data for models sold by Azure are not used to train foundation models without the customer’s permission or instruction.

We design around PIPEDA, Canada’s privacy law. See our Privacy Policy and Security page for details.

Four plans, priced per business in CAD: Free ($0), Starter $7.99/month ($79/year), Pro $14.99/month ($149/year) and Business $24.99/month ($249/year). Annual billing gives you about two months free. Using the other Nextia apps too? The NextiaBusiness Suite covers Tax, Invoices and Booking from $21.99/month.

When you snap, upload or forward a receipt, invoice or bill, NextiaTax reads it for you (OCR, optical character recognition) and fills in the vendor, date, amounts and sales taxes for you to review. Each page read counts toward your plan’s monthly pages: 200 on Starter, 700 on Pro and 1,500 on Business. The Free plan doesn’t read documents: you type the details yourself and attach the photo or PDF to the record.

Nothing is charged, and nothing is locked or lost. When the 14-day Pro trial ends, your business moves to the Free plan with every record it has, and receipts already read stay read. From then on the Free limits apply, including 20 read pages a month. Choose a paid plan any time, paying securely with Stripe, for more.

One subscription for all three Nextia apps — NextiaTax, NextiaInvoices and NextiaBooking — on one Nextia account. Suite Pro puts all three on Pro for $21.99/month ($219/year), instead of $34.97/month bought separately. Suite Business puts all three on Business for $29.99/month ($299/year), instead of $54.97/month.

Yes. Cancel from NextiaTax billing or the Stripe portal before your renewal date to stop the next charge. Access continues until the end of the period you already paid for; after that your business stays on the Free plan with all its records.

Yes. A paid plan renews at the monthly or annual interval you choose until you cancel. The billing interval and renewal timing are shown during checkout and in your billing account.

Refund terms are set out in the Billing & Refund Policy. If something looks wrong on a charge, contact support and we’ll look into it.

Displayed plan prices are in Canadian dollars before applicable GST/HST, QST, PST, or other taxes. Checkout shows the amount and taxes before you confirm payment.