OPTAX Financial Center

Financial work you can see and control.

Connect your records, books, period review, reports, and owner-approved next actions in one Financial Center.

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Evidence before action

One controlled path from records to action

Trace every number back to its source, ensuring your period review and reports are grounded in evidence.

Bank statementsFrom your bankAdded
Receipts & invoicesPhotos or files you uploadAdded
Last year's returnOne detail to confirmNeeds answer

Your records, gathered in one place.

Connect the records

Bank activity, receipts, statements, and prior-year context support the books instead of sitting in separate folders.

Resolve the open questions

Period changes and missing answers stay visible before the financial picture is ready.

Use the reviewed figures

Download reports, act on an operating signal, or bring in an advisor without rebuilding the year.

OPTAX can prepare and explain the next step. You review every decision and any change to the books.

See how OPTAX protects your data

CFO Lens

Then see what deserves attention now

CFO Lens turns your reviewed figures into clear priorities: what changed, why it matters, and what to consider next.

Prepared case · Northstar Labs Demo Inc.

H1 2026 management review

Northstar can grow, but should not commit to the full fixed-cost expansion yet.

CA$1,240,000 of H1 revenue and a 75% gross margin support growth. But CA$340,000 of CA$595,000 in customer balances is past due.

H1 revenue

Monthly recorded revenue moved from CA$185,000 in January to CA$239,000 in June. H1 revenue was CA$1,240,000; these are accounting figures, not cash receipts.

Customer balances

CA$340,000 is past due, DSO is 87 days, and CA$290,000 of customer prepayments still represents work to deliver.

Do this next

Stage capacity, reset deposits and milestone billing, then recheck collections and a 13-week cash view before each fixed-cost step.

Checked against: H1 accounting activity, June 2026 AR aging, and the Bright Retail contract

Canada · Live

OPTAX is live in Canada

Explore current service availability, local pricing, guides, and market-specific terms for Canadian companies.

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