Bookkeeping for Therapists in Canada | HelloBooks Bookkeeping for Canadian therapists and wellness practitioners: invoice clients, send reminders, track expenses, P&L ready. C$0 Free Plan, no credit card.
Bookkeeping for Canadian therapists and wellness practitioners: invoice clients, send reminders, track expenses, P&L ready. C$0 Free Plan, no credit card.
Invoice each session, let unlimited email reminders follow up, and record rent and supplies as bills. Start on the Free Plan: C$0, no credit card.
Free Plan with unlimited invoices, bills & quotes — no credit card.
Some health services are exempt from GST/HST and others are not; whether yours are depends on your profession and the service. Check the CRA guidance or ask your accountant, then set each item as taxable or not in HelloBooks.
HelloBooks keeps the books; it is not a clinical records or scheduling system.
Once you are registered, add your GST/HST number and HelloBooks applies GST, HST, or GST plus the provincial tax to each line based on where the sale is made. The tax you pay on business purchases is recorded as input tax credits.
HelloBooks prepares your GST/HST return figures from posted invoices and bills; you file them with the CRA. This page is general information, not tax advice.
The Free Plan is C$0 with no credit card and no expiry. Your ledger never locks.
Bank connections: Canada is a Plaid-supported market with connections rolling out by region, and Free includes 1 live bank feed where your bank is supported. Statement upload (PDF/CSV) with AI parsing works today everywhere.
Free AI credits are included to get started. When they run out, upgrade to get more AI credits (paid plans can also top up with a credit pack), and the books keep working either way.
Pro is C$22.99/month or C$229/year and Business is C$91.99/month. All prices in Canadian dollars (CAD).
“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”
“For a practice managing dozens of client books, automated reconciliation turns a full day of matching into a background task — review the AI matches, approve, and move on.”
“Snap a receipt on your phone and the AI reads, categorizes, and files it — bookkeeping stays current even for people who would rather not think about numbers.”
Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.
Free Plan with full access to the AI accountant — no credit card, no time limit.