Now in beta · Accepting new firms
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The intelligent practice platform for Canadian accounting firms.
Sorobas reads and reconciles every statement, categorizes from your firm's own precedent, and carries each file from bookkeeping to a signed compilation. Your team and partners review every step.
Canadian made. Canadian hosted.
Your clients' data stays in Canada. Always.
Sorobas is built in British Columbia and runs entirely on Canadian servers. Client files, the ledger, backups and every AI model are hosted in Canada, and no client file is ever sent to an outside AI service.
Built by Canadian accountants
Designed and developed in Surrey, BC, around Canadian standards: GIFI, GST/HST and PST, CSRS 4200 and CRA deadlines.
Data that never leaves
All client data, documents and backups are stored on Canadian infrastructure, encrypted in transit and at rest.
Private, self-hosted AI
Our models run on Canadian servers on a private network with no internet access. Your clients' files never train someone else's AI.
One platform
The portal, the ledger and the working papers, in one system.
Most firms run three programs and move each client between them by downloading and re-keying. In Sorobas, the document a client uploads is the same one that is reconciled, linked into the working paper and signed off.
Practice management
Every client, job and deadline in one place.
- Client profiles, requests and an installable client app
- Pipelines for T1, T2, T3 and T5013 work
- Deadlines for returns, GST/HST, PST and instalments
- Time, WIP, invoicing and payment collection
Bookkeeping & sales tax
Statements in, a reliable preliminary trial balance out.
- Reads PDFs, scans, phone photos, Excel and CSV
- Every statement reconciled to the cent
- GST/HST and BC PST returns prepared for approval
- Bookkeeping that follows each client's GST filing frequency
Compilation workspace
From prelim TB to signed financial statements.
- Linked working papers and lead sheets
- Year-end adjustments proposed from precedent
- Financial statements from the final TB
- CSRS 4200 index, partner sign-off and file lock
How a file moves
Seven stages, two human reviews, no re-keying.
A stage closes only when its conditions are met. Nothing skips ahead, and nothing posts that a person can't trace.
- 1
Upload
Clients upload statements and invoices, or email them to their accountant.
- 2
Reconcile
Every statement ties to the cent. A missing month blocks the period.
- 3
Categorize
Firm rules first, then the client's own history, then the wider model.
- 4
Team review
Every flagged line, every client answer and a sample of auto-posts.
- 5
Sales tax
The partner approves the period and return, then the client does.
- 6
Prelim TB
Bank and card activity reconciled; cash and retained earnings tied.
- 7
Sign-off
Partner review, signatures and payment. Then the file locks.
Review & control
AI that proposes. Accountants who decide.
Sorobas never makes a judgment call. Every categorization traces to one of your firm's rules or to a precedent a person already confirmed. When there's neither, it goes to a person.
Inside the AI review engineTraceable
Ask why any line was coded. Each decision records the rule or precedent behind it and who confirmed it.
Two levels of review
A team member reviews every period. The partner reviews it with the sales tax return and signs off at year end.
Zero tolerance
No suspense or clearing accounts, no unreconciled statements, no missing months.
Nothing overwritten
Every change is kept. Corrections are new entries, and signed-off files stay locked.
- SourceA firm rule or this client's own precedent
- Track recordSame vendor, coded the same way, no conflicts
- ConfidenceAbove the firm's threshold
- AccountNot on the firm's high-risk list
- AmountIn line with this vendor's prior lines
- StatementThe statement it came from ties exactly
- FlagsNo shareholder, related-party or TOSI flag
- SampledAuto-posts are spot-checked every period
For your clients
Simple enough for any client. No account numbers, ever.
Clients supply the facts and your firm makes the decisions. The client side is a web app they can install on their phone and use with the camera.
Upload boxes
One box per account per period, checked off when the statement is accepted.
Plain-English questions
Grouped questions with simple choices, sent only after a partner approves them.
Sign and pay
Letters, statements and returns signed in one package, and invoices paid by card or debit.
Period snapshot
Revenue, top expenses and sales tax owing, compared with the same period last year.
Pricing
Priced for your firm, not from a price list.
Every firm is quoted individually, based on team size, client count and the parts of the platform you use. Request a demo and we'll prepare a quote for your practice.
- Quoted firm by firm
- All client data and AI hosted in Canada
- White-label client portal available
- Guided onboarding for your team
Why Sorobas
Named for the soroban, the abacus that shows its work.
Sorobas takes its name from the soroban, the Japanese abacus. On a soroban, every bead is accounted for and anyone can see how the total was reached. We built the same idea into modern accounting software.
Beta program
Now in beta. Accepting new firms.
Sorobas is in beta testing with Canadian accounting firms. Fill out the form below to apply for a beta spot, or to be informed of product updates as we approach general release. Want a walkthrough instead? Request a demo.
- Early accessRun Sorobas on real client files before general release.
- A direct line to our teamYour feedback shapes what we build next.
- Updates firstHear about new features and release dates before anyone else.