The SilaTrail toolkit

Every record has a place.

From the purchase you just made to the review at the end of the month.

01 / Receipt capture

Turn receipts into records you can review.

Take a photo or forward a receipt by email. Let automatic reading do the first pass, then check the details before saving.

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02 / Mileage and fuel

Give every business trip a clear record.

Keep business trips, vehicles and fuel records together, so you have something more useful than a guess at month-end.

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03 / Multiple businesses

One account. A clear view of each business.

Move between business workspaces while keeping the records for each business organized in their own place.

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04 / Owner repayments

Paid personally? Keep track of what is owed.

Keep a record of business purchases funded personally and the repayments connected to them.

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05 / Monthly review and exports

Close the month with fewer loose ends.

Review records, find missing information and export organized data for your accountant or your own bookkeeping.

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06 / Statement matching

Connect the statement to the story behind it.

Import a bank-statement CSV and review transactions against your business records.

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07 / Freelancer invoices

Know which contractor invoices need attention.

Keep contractor details, invoices and recorded payments together instead of reconstructing them from messages.

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08 / Recurring expenses

Keep regular spending on your radar.

Use recurring expenses and missing-receipt reminders to follow up on records that need attention.

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09 / Customer invoicing

Create a clear invoice and keep its status close.

Create customer invoices, generate PDFs, share secure public links and record payments without separating the invoice from the rest of your business records.

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10 / Recurring customer invoices

Keep repeat billing from becoming repeat administration.

Eligible plans can schedule customer invoices and send replay-safe initial, due-soon and overdue messages.

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11 / Income tracking

Keep income records beside the spending they support.

Record business income in the same Business workspace as expenses, invoices, bank review and month-end preparation.

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12 / Accountant access

Share the right Business without sharing everything.

Invite an accountant or bookkeeper to selected Business workspaces with read-only or reviewer access that can be revoked.

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13 / Accountant requests

Resolve missing records where the work already lives.

Accountants can request a missing receipt or clarification, and owners can respond against the original Business record.

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14 / Tax Preparation Centre

See what is ready—and what still needs attention.

Organize reporting periods, GST/HST preparation states and supporting records without pretending the software files a tax return.

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15 / Year-end readiness

Find the loose ends before year-end review.

Check missing receipts, incomplete trips, repayments, uncategorized expenses and unreviewed months before preparing an accountant-ready package.

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16 / Installable PWA and offline trips

Keep trip capture available when connectivity is unreliable.

Install SilaTrail on supported devices and continue supported owner-scoped trip capture while offline, with safe synchronization after reconnecting.

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17 / Saved places and trip templates

Reuse the route details you enter often.

Save private places and route templates, then recalculate the route for each trip instead of copying an old distance.

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18 / Secure accountant collaboration

Give reviewers useful access without exposing raw storage.

Authorized accountants receive short-lived receipt access, audited exports and narrow reviewer actions protected by Business scope and additional verification.

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19 / Support and feature voting

Get help and help shape what comes next.

Open a private support ticket from the relevant Business and vote once on product ideas you want the team to review.

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A clearer trail starts here

Start with your next receipt.

Eligible new accounts begin with 14 days of Solo access. No credit card is required and no automatic charge occurs.