The technology behind your books

We use the best cloud accounting tools available, so your data is accurate, secure, and accessible from anywhere. Here is what powers your Fluent Books experience.

Our cloud accounting stack

Accounting Platform

QuickBooks Online Advanced

The backbone of your books. QBO handles your general ledger, bank feeds, invoicing, and financial reporting. We are certified QBO ProAdvisors.

Receipt Capture

Dext (formerly Receipt Bank)

Snap a photo of your receipt, and Dext extracts the data and pushes it to QBO automatically. No more shoeboxes of receipts at year-end.

Payroll Processing

Wagepoint

Canadian-built payroll software that handles paycheques, CRA remittances, T4s, and ROEs. Fully integrated with QBO for payroll flows straight into your books.

Bill Payments

Plooto

Automate your accounts payable. Plooto handles vendor payments, approval workflows, and syncs everything back to QBO. No more manual cheques.

Financial Dashboards

Fathom / LivePlan

Real-time visual dashboards showing revenue trends, cash position, profitability by service line, and KPIs. Accessible 24/7 from any device.

Document Sharing

Secure Client Portal

A private, encrypted portal for sharing tax documents, financial statements, and sensitive files. No emailing spreadsheets back and forth.

How we keep your data safe

256-bit encryption

All data is encrypted in transit and at rest using bank-grade AES-256 encryption.

Two-factor auth

Every team member uses 2FA on all platforms. No exceptions. No shortcuts.

Read-only access

We connect through bank feeds only. We can see transactions but cannot move money.

Canadian hosting

Your data stays in Canadian data centres, subject to Canadian privacy law (PIPEDA).

See the technology in action

Book a free call and we will walk you through the dashboard and tools we use for your books.