What Todah does today.
Everything on this page works in a workspace right now. Most of it is on the free plan; where something needs a paid plan, it says which.
Getting paid
From the first quote to the last payment, with the paperwork a client expects and the record your accountant will ask for.
Quotes clients accept online
Send a quote with a link. The client accepts or declines it from their browser, and an accepted quote becomes an invoice in one click.
Invoices in fifteen designs
Pick a layout, preview it with your own logo and colours, and save it. Line discounts, payment terms and purchase order numbers are all there.
Part payments
Record money as it arrives. Each invoice shows what has been paid, what is left and whether it is overdue.
Credit notes
Take money off an invoice properly, with its own numbered document, rather than editing history.
Client statements
One page per client with every invoice, payment and credit, and the balance they owe.
Recurring invoices Business
Set the schedule once and a draft invoice is raised for you each time, ready to check and send.
Products and services
Save what you sell often, with its price and tax, and pick it when you add an invoice line.
Bills and receipts
What you spend, sorted the way a profit and loss needs it: the cost of the work itself kept apart from the cost of running the business.
Snap a receipt, get a bill
Photograph a receipt or upload a supplier PDF. Todah reads the vendor, date, lines and tax and gives you a draft to check. Free includes 10 scans a month; Business has no limit.
Cost of sales or overhead
Every expense category is marked as one or the other, so gross profit means something.
Bill it back to the client
Mark a bill line as billable to a client, add a markup if you charge one, and pull it onto their next invoice. The markup applies before tax, never on the tax.
What you owe, and when
Bills track their due dates and payments the same way invoices do. On Business, the ageing report shows what is coming up.
The bank
Import a statement, or on Business and Enterprise connect your bank and have transactions arrive by themselves. Then tie each line to the invoice or bill it settled. A bank connection can only read transactions; it can never move money.
Import a CSV, or a PDF or photo of the statement. Lines read from a PDF or photo go straight into Banking, so check them against the statement as you match. Match the obvious ones in one go, then work through the rest. A withdrawal with no bill behind it can become one on the spot, and a line that is not business can be set aside.
One deposit covering several invoices can be split across them on Business. Free includes 5 statement imports a month; bank feeds are included on Business (up to 5 banks) and Enterprise (up to 30).
Canadian tax and the reports
Sales tax worked out per line as you go, so the numbers are ready when the filing is due rather than rebuilt from a year of paper.
GST, HST, PST and QST
Set up for your province, charged per line. Tax you can claim back is kept apart from PST that is simply a cost.
The GST/HST return Business
Laid out by the line numbers on the CRA form: sales, tax collected, input tax credits and the net.
Profit and loss
Revenue, cost of sales, gross profit, overheads and net profit, for any period you choose. Every plan also has the balance sheet, the trial balance and a sales-tax summary: tax collected, tax paid and what is owing.
The full pack Business
Who owes you and whom you owe by age, income by client, spending by vendor, cost of sales, overheads, cash flow and the bank ledger, with an Excel export of the lot.
Team and control
Bring in the people who help run the business, and keep sight of what they do.
Roles
An owner, admins who manage the workspace, and members who do the day-to-day. Free includes three people; Business has no limit.
Audit log and notifications
Who did what, and when. Owners and admins are told in the app when money moves or a teammate deletes an invoice, removes a payment or exports the data.
Export everything
Every record the workspace holds, as CSV files in one download, whenever you want it.
Your brand on everything
Your logo and colours on every document, on every plan. On Business, invoices can also leave from your own email address.
Made to fit
Capabilities in Todah are switched on per business, so a workspace can carry something specific to its trade without everyone else paying for it. Partner profit-sharing is one already built this way, on Enterprise. If your business needs something particular, tell us what it is.
Start free and see if it fits
Set up your workspace in a couple of minutes. No card needed to find out.