Stay Organized. Understand Your Business. Be Ready.

From Business Documents to Clear, Reviewed Record

Upload

Build a Clearer Record Set
Keep reviewed income and expenses organized by category, vendor, client, project, and period.

Receipts, invoices, expenses, and income records can quickly become scattered across files, folders, and inboxes. ContractorKit brings that information into a structured workflow — using AI to assist with extraction while keeping you in control of what becomes part of your reviewed records

Review

Bring Your Documents Together
Upload supported business documents into one organized workspace.

Organize

Review Before It Counts
Check extracted information, correct what needs attention, and confirm the records you trust.

See What Your Reviewed Records Are Telling You

Income & Expenses

Compare reviewed activity across periods and identify meaningful changes in your records.

ContractorKit turns reviewed records into a clearer view of your business activity. See income, expenses, net activity, categories, vendors, clients, record coverage, and changes across periods — without rebuilding the picture manually every time.

Where the Money Goes

See reviewed income and expense activity for the period you choose.

Client Visibility

Understand activity across categories and vendors using the records you have reviewed.

Period Comparison

See income activity by client or payer and understand where reviewed revenue is coming from.

Understand the Work Behind the Numbers

Organize by Project

See the vendors, categories, clients, and recent records associated with the work in one place.

Organize reviewed income and expenses by project, client, contract, or internal work. ContractorKit keeps the financial activity connected to the work it belongs to, giving you a clearer picture of each project without turning your workflow into a full accounting or project-management system.

See Project Activity

Assign reviewed records to active projects and keep historical projects available when the work is complete.

Understand the Context

View reviewed income, expenses, net activity, record coverage, and monthly activity within each project.

Understand the Vendors Behind Your Recurring Expenses

Recurring Vendors

Keep Important Vendors Visible
Add selected recurring vendors to your Watch List so they remain easy to monitor across completed reporting periods.

ContractorKit analyzes reviewed records across the period you choose to identify vendors that appear consistently over time. See recurring activity, compare completed periods, spot changes in spending, and keep important vendors visible with your Watch List.

Period Comparison

See Who Keeps Appearing
Identify vendors that consistently appear across completed periods and see how frequently they occur.

Filters & Confidence

See How Spending Changes
Compare vendor activity between completed periods, including current and previous amounts and directional trends.

Watch List

Focus on What Matters
Search, sort, and filter recurring vendors by confidence, current activity, previous activity, and Watch status.

More Than Organized Records

Canadian Business & Tax Profile
Configure your business identity, province, reporting year, CAD currency, GST/HST registration, trade or service type, and professional handoff details.

PREPARE
Summaries → CSV/PDF → professional handoff

UNDERSTAND
Financial Overview → income → expenses → net activity → categories → vendors → clients → period comparison

ORGANIZE
Documents → extraction → Review Queue → reviewed records

TRACK
Recurring Vendors → frequency → period comparison → trends → filters → Watch List

PROJECTS
Project/client/contract organization → income → expenses → net activity → coverage → vendors/categories/clients