For Canadian & US businesses moving off QuickBooks Desktop

The books, the store, the bank. One ledger.

SeroBooks is accounting software that runs the whole business: invoicing, inventory, payroll, banking and year-end in one place — built for Canada and the United States, in native apps for every device, with an AI employee who asks permission.

14-day free trial · Cancel any time · Also in your browser

serobooks / dashboard
SeroBooks dashboard: today's sales, receivables, 30-day trend, payments taken, receivables aging, top products and top customers
0
modules, one double-entry ledger
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Canadian jurisdictions for payroll and tax
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US states with economic nexus watched
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permission nodes, enforced on the server
$0.00
variance vs a live seller's QuickBooks Desktop
How it flows

One sale. Six things happen. Correctly.

Follow a single transaction through the product — every screen is a real capture from a live demo business, not a mock-up.

01 · SELL

The invoice is already a ledger entry.

Scan or type, and the document does everything at once: provincial tax per line, inventory relieved, receivable opened, ledger posted. Print it, email it, WhatsApp it. Nothing to sync afterwards, because nothing was ever separate.

02 · STOCK

Stock moves itself — serials, batches, bins.

Every serialized unit answers 'did we sell this one, and when.' Every batch knows its expiry. Every write-off carries a reason and an author. Live levels per location, and a warehouse map that knows which shelf.

03 · TAX

Tax decides itself, by destination.

HST in Ontario, GST + PST in BC, QST in Québec — per line, split into components, with PST resale exemptions on purchases where a province grants them. Sell into the United States and it applies state and local tax the same way, watching each state's nexus threshold.

04 · BANK

The bank reconciles the way bookkeepers learned it.

Your ledger's number beside the bank's number. Tick what cleared, finish at exactly zero. CSV import with reusable rules covers any bank on earth; live feeds are rolling out and land in the same flow.

05 · REPORT

The books were posted the whole time.

P&L, balance sheet and cash flow read straight from the ledger, by location, by class, by job, against budget. Period locks enforced at the ledger, an audit trail on every line, and a year-end close your accountant can sign.

06 · FILE

T2, GST/HST, T4 — from the same numbers.

GIFI codes suggested for the T2, a sales-tax return you file rather than copy, and payroll slips that reconcile to the pay you actually ran. Fixed assets carry CCA with the half-year rule. Nothing retyped.

serobooks / sales / new invoiceREAL CAPTURE
Everything in the box

Thirteen modules. One subscription. No connector tax.

The depth that other accounting software sends you to a third app for — payroll, inventory, Amazon, forecasting — is just screens here, posting to the same ledger.

Payroll for every province and territory — and the United States.

CPP, EI, QPP and QPIP; vacation pay, statutory holidays and overtime by each jurisdiction's own rules. T4, T4A, T5018 and W-2 returns built from the pay you ran.

13 CA jurisdictionsUS federal + stateROE .BLKPIER review
PAY RUN · BCILLUSTRATIVE
Gross pay$4,230.77
CPP · CPP2−$233.11
EI−$69.39
Federal + BC tax−$612.40
Net pay$3,315.87

Canada is four tax systems. The US is fifty.

PLACE OF SUPPLY · PER LINERATE
ON13%
BC5% + 7%
QC5% + 9.975%
AB5%
GSTPST / QSTHST
Sales tax, both countries →

Inventory with a memory

Serials, batches and expiry, bins with rack-and-shelf addresses, transfers in transit, assemblies from a recipe, landed cost carried on the goods.

SERIAL LOOKUPILLUSTRATIVE
SN-88232Bin A-12-S2SOLD
SN-88233Bin A-12-S2IN STOCK
LOT-0417Expires in 21 daysEXPIRY

The complete general ledger, the way accountants expect it

Registers, classes on every line, jobs and sub-jobs, billable time and costs, recurring everything, a custom report builder — and a migration wizard with a dry run.

160+ reportsClasses · JobsDry-run import
YEAR-END CLOSEILLUSTRATIVE
Trial balance in balancePASS
Bank accounts reconciledPASS
Documents tie to journalsPASS
GIFI codes mappedPASS
Period lockREADY

Forecasting that says why

Stock-out dates, reorder levels and seasonal peaks from your own history, with honest confidence bands.

Enterprise control, day one

A View / Allow permission tree over every screen and action, enforced on the server.

NODEVIEWALLOW
Sales · Invoices✓✓
Accounting · Journal✓—
Payroll · Pay runs——

Native apps on every device

Signed apps, plus the web. One login and one ledger, with the same numbers on every screen.

DesktopTabletWeb
See all features →
SeroBooks for Amazon

Settlements, ads, returns, storage — on one P&L, to the penny.

Amazon nets orders, refunds, FBA and referral fees into one deposit and bills advertising somewhere else. SeroBooks pulls settlements and Ads spend itself, posts every component to the right account, and tells you who files the tax. Verified against a live seller's QuickBooks Desktop.

  • Settlements posted fee by fee
  • Advertising, TACOS, profit after ads
  • Returns, reimbursements, claims
  • Storage, Buy Box and traffic
Switching

Leaving QuickBooks? Calmly.

SeroBooks connects to QuickBooks Desktop and reads your company straight across, or imports an IIF file or QuickBooks Online exports. It runs a dry run before it commits, with a trial balance that has to balance first.

01Connect or importQuickBooks Desktop, an IIF file, or QuickBooks Online exports.
02Dry runCustomers, suppliers, items, open invoices and bills, and an opening journal — checked before anything is written.
03CommitThe penny-verified QuickBooks Desktop export keeps your accountant's workflow intact during the switch.
Early access

Other software gives you an AI copilot. SeroBooks gives you an employee.

Maya briefs you every morning, answers anything about your sales, stock and money, reads a receipt into a bill, and drafts the real work — purchase orders, journals, payment runs. Then she does the one thing that makes her safe to employ: she asks permission. Approved by you, audited forever, undoable in one click, with a kill switch.

Built to be audited

Your accountant will approve. So will your auditor.

Period locks, permissions and duplicate-payment checks are enforced at the ledger and on the server, not only in the interface.

Period locks at the ledger

A closed period refuses writes at the posting layer, not in the UI. Year-end close rolls retained earnings and freezes the year.

Audit trail on every line

Who changed what, when, from which document — including the journal line each change superseded.

The books check themselves

Nightly tie-outs between documents and journals, ledger and statements; an invoice number can never be issued twice.

Signed, native apps

Windows, macOS, iPad and Android builds signed and notarized. Encrypted tokens, and a one-time code before any bank link.

Server-enforced permissions

A View / Allow tree over 207 nodes, enforced on the API — a button you cannot see is a request the server refuses.

Penny-verified bridge

The QuickBooks Desktop export is reconciled in production against a real seller's company file, account for account.

A payment can't post twice

Every money write carries an idempotency key and a version check, so a double-tap, a retry on a bad connection or two tills at once cannot record the same payment twice.

Checked before every release

Every release runs more than a hundred automated checks against real books — tax, ledger, payroll and a till-to-ledger round trip — and does not ship until they pass.

Connected where it counts

Talks to the systems your money already runs through.

Marketplaces, card terminals, bank files and the filing formats the CRA, Service Canada and the SSA accept.

Amazon SP-APIsettlements · orders · FBAAmazon AdsSP · SB · SDQuickBooks Desktoppenny-verified export · IIF importQuickBooks OnlineimportStripesubscriptionsGlobal Paymentscard terminals
Moneriscard terminalsBank CSVany bank on earthLive bank feedsrolling outCRA · Service CanadaT4 XML · ROE .BLKSSAW-2 EFW2Amazon SP-APIsettlements · orders · FBA

Third-party names are used to describe compatibility only. All trademarks belong to their owners; no endorsement is implied.

The honest comparison

SeroBooks vs QuickBooks® Desktop

For businesses coming from QuickBooks Desktop. Competitor facts from Intuit's published materials as of August 2026 — check the details for your edition.

CapabilitySeroBooksQuickBooks Desktop
Runs on tablets, phones and the webWindows, macOS, iPad, Android, webWindows only
Works from more than one place at onceHosted, at extra cost
Payroll for all 13 Canadian jurisdictions and the USIncluded in ProPaid subscription add-on
Serial, batch & expiry tracking, warehouse binsEnterprise tier
Point of sale on the same ledgerNot included
Amazon settlement & advertising accountingBuilt inThird party, extra cost
GIFI / T2 preparation—
Custom roles & approvalsIncludedEnterprise tier
An AI employee that drafts and asks permissionMaya (early access)—
Full comparison →Leaving QuickBooks Desktop →
Beyond the software

See it, learn it, ask a person.

Real screens to look at before you sign up, plain-English guides, and a team you can book time with.

Product tour

Ten real screens from a live demo business.

Take the tour →

Watch

Eleven one-minute explainers.

Video library →

Guides

Reconciliation to year-end, in plain English.

Read the guides →

Book a demo

Walk through the product with our team, on your own questions.

Pick a time →
Free tools

Calculators that earn their bookmark

GST/HST by province, margin vs markup, break-even, CCA with the half-year rule, a free invoice generator — all running in your browser, nothing uploaded.

Industries

Built for businesses that move real things

Grocery with expiry dates, electronics with serials, wholesale with price tiers, Amazon sellers with settlements — the depth changes shape per industry.

Pricing

The plans. Every feature compared.

Prices are in US dollars. Every plan starts with a 14-day free trial: a card starts it, nothing is charged until the trial ends, and you can cancel any time before then.

SeroBooks Starter
$79.99/ month
or $799 a year
5 users · 1 location

The books for a home-based business or a small shop: invoices, bills, purchase and sales orders, stock, banking, GST/HST/PST/QST and the main financial statements, with Maya on a small allowance. 5 users.

Start 14-day free trial
SeroBooks Standard
$150/ month
or $1,500 a year
5 users · 1 location

The whole of the books for one location: a full ledger, the financial statements, sales tax and banking.

Start 14-day free trial
SeroBooks Pro
$300/ month
or $3,000 a year
6 users · 3 locations

Everything in Standard, plus payroll, orders, forecasting and year-end, for up to six people.

Start 14-day free trial
SeroBooks for Amazon
$150/ month
or $1,500 a year
3 users · 1 location

Amazon settlements, fees, taxes and returns reconciled and posted, with the stock, purchasing and forecasting an Amazon business runs on.

Start 14-day free trial
What each plan includes, line by line →
Questions

Frequently asked questions.

From the same company

Running a restaurant? That's SeroPOS.

Kitchens, tables, ticket printers and kiosks — our sister product runs the food side, on the same platform.

Meet SeroPOS →

Yes — that is the whole design. Counter sales, inventory and the double-entry ledger are one system, so a sale is simultaneously a receipt, a stock movement and a posted ledger entry. Restaurants get the same idea in our sister product, SeroPOS.

Your accountant will approve. So will your till, your shelf and your bank.

ON YOUR OWN

Start a 14-day free trial

A card starts it, nothing is charged until the trial ends, and you can cancel any time before then.

Start free →
WITH OUR TEAM

Book a demo

Walk through the product with our team, on your own questions.

Pick a time →