Books
Where did the money come from, and what supports it?
Review transactions, classifications, and the records behind material numbers.
The AI-powered Financial Center for your company
An AI CFO that works from your financial reality
OPTAX connects the records behind your business, spots changes that deserve attention, and turns them into clear next actions.
Real product capture
See the recommendation where the financial work happens.
The workspace, recommendation, evidence boundary, and Copilot action stay together.
- The owner recommendation stays inside the operating work.
- Copilot explains evidence, limits, and the next safe action.
- Actions lead back to records, reports, or the relevant review workflow.
1.The owner recommendation stays inside the operating work.
2.Copilot explains evidence, limits, and the next safe action.
3.Actions lead back to records, reports, or the relevant review workflow.
What the capture proves
OPTAX is a working Financial Center with visible human review boundaries, not a generic finance-content website.
- Current app capture, not a reconstructed marketing mockup
- Seeded company and H1 2026 management review context
- No direct filing or automatic mutation claim
The whole operating picture
Six business questions. One Financial Center.
Each room owns a job. The records and readable sources underneath them stay connected.
Periods
What changed, and are these numbers ready for internal use?
See period movement, open questions, and review status before treating a month or quarter as settled.
Reports
What can I review, present, or export?
Turn reviewed financial work into analytical statements and downloadable readbacks.
Operations
What needs attention in cash, collections, margin, or working capital?
Bring operating pressure into one owner-readable review instead of another disconnected dashboard.
Tax
What local tax work is ready, blocked, or prepared for handoff?
Use jurisdiction-specific preparation only where OPTAX supports the required workflow and boundary.
CFO Lens
What changed, why does it matter, and what should I review next?
Read across reviewed financial work and propose a cited next action without changing the books or deciding for you.
Framework-aware reporting
Keep the reporting framework explicit
OPTAX distinguishes ASPE, IFRS, US GAAP, and Chinese Accounting Standards (CAS) at the reporting boundary. For private single companies, framework-specific statement generation remains closed until the required accounting rules are fully supported.
ASPE
Tracked framework
IFRS
Tracked framework
US GAAP
Tracked framework
CAS
Tracked framework
Current output · source-backed financial facts and review boundaries
Framework-specific private-company statements are not live yet. OPTAX keeps them unavailable rather than presenting incomplete output as finished.
Canada · Current jurisdiction output
The same financial work can prepare a review-ready T2 package
For a supported Canadian company, OPTAX organizes T2 preparation materials, source summaries, and open review questions from the same company-year context.
OPTAX prepares the package. The owner, CPA, or authorized representative reviews and files through their own compliant CRA channel.
T2 packageReady for owner review
- Your T2 return + schedules
- Notes for your review
BoundaryOPTAX prepares the package; you or your representative submits through CRA channels.
Give your business an AI CFO view
Start with a Free Business Checkup for one company and see which financial question deserves attention first.