Red Leaf Fintech

Solutions

The same platform, shaped to how you actually work

Red Leaf does not assume one login equals one company. Access is a relationship between a person, a company and a role — which is what makes all four of these work on one account.

Small business

One company, one owner, no surprises

You subscribe, you become Primary Admin, and you land straight in your own dashboard. Invoicing, expenses, bank import and a GST/HST working paper are there from the first day, with the ledger keeping itself honest behind you.

Typically on Starter or Professional

What you get

  • Provisioned with a Canadian chart of accounts
  • Sales tax handled for your province automatically
  • Bank rules learn how you categorise
  • Statements your accountant will recognise
Solution 1

Growing business

A team, with different levels of trust

Add a bookkeeper who can raise invoices but not close a period, a reviewer who can approve but not originate, and a manager who only ever reads. Permissions are checked on the server for every request, not hidden in the interface.

Typically on Professional

What you get

  • Primary and Secondary Admin roles
  • Bill approvals before anything is paid
  • Period close and locked history
  • A complete audit trail of who changed what
Solution 2

Multi-entity owner

Several corporations, one login

An operating company, a holding company and a real-estate company do not need three logins and three passwords. Sign in once, pick the entity, and each set of books stays completely separate underneath.

Typically on Business

What you get

  • A company picker after sign-in
  • Switch entities without signing out
  • Separate ledgers, numbering and tax registrations
  • One subscription covering the group
Solution 3

Accounting practice

A portfolio, not a pile of client logins

The firm workspace opens on what needs attention: which files are out of balance, whose bank queue is backing up, which return is due next. Then you step into a client file and work in their books, with your own company sitting alongside.

Typically on Firm

What you get

  • Client dashboard with status and last activity
  • Review queue and close checklist
  • Add a client, or request access to an existing company
  • Keep your own company on the same account
Solution 4

Worth knowing

An accountant can be a customer too

Nothing in Red Leaf assumes an accountant has no business of their own. A practice can carry thirty client files and its own set of books on the same login, switching between them like any other company.

Compare the Firm plan

Tell us how your books are arranged

Entities, team, who reviews what, and what you are migrating from — we will tell you how it maps.

Contact usSee pricing