uSAFE Money Manager

Simple, per-business pricing

Personal finance is free. Pay only when you run a business and want more receipt scans, AI categorization and the accountant package.

Free

Try business bookkeeping with the essentials.

Free
  • ✓10 receipt scans per month
  • ✓Business workspace with its own categories
  • ✓Manual categorization and keyword rules
  • ✓Bills, budgets and loans for the business
  • ✓Import transactions from CSV or Excel
  • ✓Tax Summary on screen by category and quarter
  • ✓Invite your accountant, admins and members
Start free

Starter

For a sole proprietor keeping up with receipts.

$14.99CAD / month, per business
  • ✓50 receipt scans per month
  • ✓CRA T2125 line report with claim percentages
  • ✓Print or save the tax summary as PDF
  • ✓Everything in Free
Get Starter

Professional

Everything you need to hand your accountant a complete package.

$39CAD / month, per business
  • ✓Unlimited receipt scans
  • ✓AI categorization that learns from your choices
  • ✓Import transactions from PDF bank and card statements
  • ✓Tax package: PDF accountant package, Excel and CSV exports
  • ✓Download all your data: transactions and receipt files in one ZIP
  • ✓Invoices: money owed to you and by you, with aging and a CSV download
  • ✓Upload an invoice and have it read for you to check
  • ✓Activity log: who changed what, and when
  • ✓Require two-step verification for everyone with access
  • ✓Everything in Starter
Get Professional

Accountant

Available

For accountants and bookkeepers who look after a handful of clients.

  • ✓Up to 5 client businesses
  • ✓Set a client up yourself and invite the owner, or accept their invitation
  • ✓My Clients dashboard: what needs attention across all your clients
  • ✓Portfolio report across all clients, with Excel and CSV download
  • ✓Professional features for each client you cover (AI categorization, exports, invoices, activity log)
  • ✓Your own accountant portal at app1.usafemm.com

Clients you set up are fully editable by you, and the owner can switch you to read-only at any time. Clients who invite you stay free with read-only access. The plan adds the dashboard and report and gives the clients you cover Professional features.

Open the accountant portal
$99CAD / month
up to 5 clients

Prices are in CAD. uSAFE Money Manager provides bookkeeping summaries, not tax advice. Plans are rolling out; you'll see what applies to your business on the Plan & Usage page after you sign in.

Questions

Is personal budgeting still free?
Yes. Transactions, budgets, bills, loans, reports and family sharing in your personal workspace are free with no limits.
What counts as a receipt scan?
Each receipt or invoice you upload in a business workspace. Your count resets on the first of every month.
Is the plan per person or per business?
Per business. Each business workspace has its own plan, and inviting your accountant or team doesn't cost extra.
What happens to people who joined early?
Businesses created before plans launched keep everything included, with no limits.
Is this tax advice?
No. uSAFE Money Manager prepares bookkeeping summaries and exports for you and your accountant. Your accountant decides what is claimable.