Run your business.
Keep it connected.

Keep tasks, checklists, time entries, notes, files, and linked financial records in one project workspace. See progress, recorded time, unbilled work, invoices, and purchases together.

Record time manually or with timers. Connect detailed work notes to a project or task, then use billable time in invoicing with safeguards against billing the same entry twice.

Create branded quotes and invoices, convert approved business into invoice drafts, record partial payments, and track outstanding balances. Recurring billing supports repeat business, with configurable branding and document terms.

Keep customer credits, deposits, credit notes, and write-offs linked to their records. Authorized clients can view issued documents and payment history through the client portal.

Issued documents retain their saved details. Corrections and reversals remain traceable.

Connect purchase requests, named approvers, purchase orders, receiving, and supplier-bill matching. Include supplier details, account coding, and project or client information from the start.

Track budgets by GL account, project, or client for a defined period. See posted actual costs, submitted requests, and commitments before approving more spending.

Authorized budget exceptions require a recorded reason. Changes to a request or its financial exposure require renewed review.

Organize supplier bills, direct purchases, and employee reimbursements with supporting records. Track unpaid balances and partial payments, and connect costs to projects.

Review incoming invoices through a supplier invoice inbox before creating and posting bills. Your team controls account coding, financial details, and tax treatment.

Canadian employee mileage claims capture trip details, distance, business purpose, and evidence, with supported-year rates, annual kilometre tiers, eligible territorial distances, and review controls.

Work with a general ledger, journals, accounts receivable and payable, profit and loss reporting, balance sheet, and trial balance information. Supporting documents stay linked, with accountant exports for review.

Bank statement CSV imports and transaction matching support reconciliation. CAD and USD transactions retain their document currency and explicitly recorded exchange rates.

Closed periods, recorded approvals, and traceable reversals help protect completed accounting work.

When a customer makes a partial or final invoice payment, the platform can suggest amounts to set aside for GST/HST, a corporate-tax reserve, and business savings. Your company chooses its reserve accounts and planning percentages.

Complete transfers through your bank, then review and confirm the actual amounts in Northsys. Adjustments require an explanation, and confirmation creates the corresponding accounting entries.

Northsys records confirmed movements; it does not move money between bank accounts. A planning reserve is separate from an actual tax liability.

Contextual review prompts flag topics to consider when recording expenses, including meals, vehicles, equipment, prepayments, professional fees, and business-use evidence.

CRA-linked guidance, tax workpapers, and supporting records help prepare information for your accountant. Eligibility depends on the transaction and the business’s circumstances; the platform does not determine eligibility or file corporate tax returns.

Manage client requests through shared queues with assignment, priority, status, and follow-up dates. Record internal notes and phone calls, and send email replies through configured support addresses.

Queue permissions keep conversations with the appropriate team. Client-linked requests give staff context alongside the company’s projects, sales, and financial records.