Your details appear on all invoices. Set up your province for correct HST/GST rates.
📧 Email Setup
Configure how invoices are sent to clients.
Currently, Save & Send opens your default mail app (Mail, Gmail, etc.) pre-filled with invoice details. Your client's email and invoice number are auto-populated.
To send from within the app (without opening mail), enter your email and a Gmail App Password below:
Your Airbnb % of monthly home costs is tax-deductible.
CRA Audit Package
Complete package with all receipts — exactly what CRA asks for.
Backup & Restore
Export all your data. Restore on any device.
Add to Home Screen
Install on your iPhone for a native app feel.
1. Open in Safari
2. Tap the Share button
3. Tap Add to Home Screen
Add Receipts
You will pick the business next
Which business?
Applies to your whole batch
Edit Receipt
Correct anything the AI got wrong
Manual Entry
For Jeep payments, mortgage, recurring bills.
Add Document
File anything — CRA letters, invoices, contracts
File Document
Add details so you can find it later
Edit Document
Update document details
New Folder
Organize your documents into folders
Move to Folder
Choose a destination folder
Set Expiry Date
Get alerted when insurance, permits, or licenses are expiring
Leave blank to remove the expiry date.
Move Selected to Folder
Choose a destination folder for all selected documents
Claire's Books
Step 1 of 4
🍁
Welcome to Claire's Books
Let's get you set up in 2 minutes. We'll collect your business details so invoices and tax summaries are always pre-filled correctly.
🇨🇦 Built for Canadian small business. We support all provinces — HST, GST, PST, and QST — plus CRA deductions, the small supplier threshold, and more.
Your Info
This appears in the "From" section of every invoice you create.
Tax Setup 🍁
Canada's sales tax varies by province. We'll auto-apply the right rate on your invoices.
13%
HST — Ontario
Applied automatically on invoices
🇨🇦 Small Supplier Rule: If your total revenue across all businesses is under $30,000/year, you're not required to register for HST/GST. Leave the number blank if unregistered — you won't charge tax on invoices.
Invoice Defaults
These become your starting point for every new invoice — easy to change per invoice anytime.
✓
You're all set!
Your profile is saved. Invoices will be pre-filled with your details and the correct tax rate automatically.
✓ Profile Summary
You can update this anytime in Settings → Business Profile