How BookZero Works: Full Feature Walkthrough

Watch the Full Demo

See every feature in action — from scanning your first receipt to exporting a tax-ready report:

Step 1: Import Your Receipts

BookZero connects to Google Drive, Dropbox, and Amazon S3 so you can import receipts directly from where you already store them. You can also drag-and-drop files from your computer.

Supported formats include JPG, PNG, PDF (single and multi-page), and HEIC. Once imported, files are queued for AI processing — most receipts are fully extracted in under 5 seconds.

Step 2: AI Categorization

The AI reads each receipt and extracts:

• Vendor name (e.g., Shell, Costco, Amazon)
• Date and total amount
• Tax breakdown — GST, HST, PST detected by province
• Category — mapped to CRA T2125 line numbers (fuel, office supplies, meals, etc.)
• Payment method — Visa, Mastercard, cash, etc.

You can review and correct any field. BookZero learns from your corrections and applies them to future receipts from the same vendor.

Step 3: Bank Statement Matching

Import your bank statement (CSV or PDF) and BookZero parses every transaction automatically. Then the auto-match engine compares each transaction against your receipts by date, amount, and vendor.

Matches are scored and presented for one-click confirmation. For transactions without a clear match, you can drag-and-drop to manually pair them.

Step 4: Export Tax-Ready Reports

Once your receipts and transactions are matched, export everything as a CRA-ready report. Reports include:

• Expense summary by category
• Tax collected (GST/HST/PST) by period
• Matched vs. unmatched transaction breakdown
• CSV and PDF export options

Whether you file yourself or hand it to your accountant, BookZero gives you organized, audit-ready data that meets CRA record-keeping requirements.

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Get Started Free

BookZero gives you 50 free credits — no credit card required. That's enough to scan 50 receipts and see the full workflow in action.