Cleo reads your Clasifi Score, your deadlines, and your spending patterns — then tells you what to do next. No generic advice, no spreadsheet archaeology. Ask a question, get a specific answer about your receipts.
Clasifi ships with the full Canadian tax engine — provincial exemptions (books in QC, kids’ clothing in BC/SK/MB/QC, bikes in BC), zero-rated groceries, exempt health services, and the CRA filing calendar for your province and business structure.
Sole proprietor or incorporated? Clasifi adjusts deadlines, forms, and the questions it asks you.
Your Clasifi Score tracks every bookkeeping issue — mismatched tax, missing fields, duplicates, uncategorized spend. Fix things as they happen, not when it’s time to file.
The Tax Ready view tells you exactly what’s needed before your next deadline, by category and bucket.
Every Clasifi category maps to a QuickBooks account. One-click sync pushes approved receipts straight into QBO — no re-keying, no CSV gymnastics.
| Feature | Starter | Business | Accountant |
|---|---|---|---|
| OCR receipt capture | ✓ | ✓ | ✓ |
| Full Canadian tax engine | — | ✓ | ✓ |
| Smart Split + Bookkeeper | — | ✓ | ✓ |
| Cleo AI | — | ✓ | ✓ |
| Multi-client / White-label | — | — | ✓ |
| Priority support | — | — | ✓ |
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