Skills
Deterministic workpaper skills for Canadian CPAs
AIFormula pairs cited research with 10 deterministic skills that turn client files into reviewer-ready workpapers. No model does the math: the same inputs always produce the same outputs, and every figure traces back to source rows.
AI file profiling
1 CSV or XLSXUnderstand any client CSV or XLSX in seconds — sheets, columns, and data-quality warnings before you rely on it.
Learn moreAI data cleanup
1 CSV or XLSXTurn a messy export into a clean, review-ready workbook with every change logged.
Learn moreAI GST/HST review
1 transaction export (CSV/XLSX)Estimate net GST/HST and flag exceptions from a transaction export.
Learn moreAI duplicate scan
1 CSV or XLSXCatch duplicate invoices, payments, and transactions before they reach the file.
Learn moreAI bank-to-GL reconciliation
Bank + GL exports (2 files)Match bank activity to the GL and isolate unmatched items automatically.
Learn moreAI investment bookkeeping
1 broker export (CSV/XLSX)Build ACB continuity, T1135 support, and journal entries from a broker export.
Learn moreAI corporate tax balance review
1 balances schedule (CSV/XLSX)Roll forward GRIP, RDTOH, and CDA balances with review flags on every input.
Learn moreAI salary vs dividend planning
1 scenario-inputs file (CSV/XLSX)Compare owner-manager salary and dividend scenarios on after-tax cash.
Learn moreAI safe income support
1 tax-history export (CSV/XLSX)Reconcile safe income on hand to returns, retained earnings, and shareholders.
Learn moreAI formula and error explainer
1 CSV or XLSXExplain any formula or spreadsheet error and get a safer alternative.
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