Integrated Tools That Power Our Services

At Rocky Mountain Bookkeeping, we harness the power of leading third-party software tools to streamline your financial operations and ensure seamless integration with platforms like QuickBooks, Sage, and other popular accounting systems. These specialized applications not only enhance our efficiency but also provide you with accurate, real-time financial data and improved operational visibility.

By combining smart technology with our deep bookkeeping expertise, we help businesses automate tedious tasks, maintain compliance, and gain greater insight into their finances. Here's a closer look at some of the tools we utilize in our processes:

By incorporating these tools into our workflow, we are able to automate repetitive tasks, reduce manual data entry, minimize errors, and provide faster turnaround times—all while maintaining the highest standards of accuracy and compliance. This allows us to deliver more comprehensive financial insights and real-time reporting tailored to your specific needs.

We use key tools like:

📸 Dext (formerly Receipt Bank)

Dext simplifies document collection by allowing clients to snap photos of receipts or forward invoices via email. It uses powerful OCR (optical character recognition) technology to extract data and categorize expenses, which we then review and publish directly into your accounting platform.
Benefits: Reduces manual data entry, speeds up expense reporting, ensures accuracy in categorization and tax coding.

🗂️ Microsoft SharePoint

We use SharePoint as a secure, cloud-based hub for document management and collaboration. It enables us to share financial reports, bookkeeping files, and compliance documents with our clients while ensuring proper version control and access permissions.
Benefits: Centralized file access, increased data security, improved collaboration across teams.

🩺 Jane (for healthcare practices)

Jane is an all-in-one practice management tool commonly used in clinics offering health, wellness, and therapy services. We integrate Jane’s billing, scheduling, and payment data with your accounting system, ensuring all financial information is tracked and reconciled accurately.
Benefits: Streamlined invoicing and payment tracking, easier reconciliation, better insight into practice revenue and expenses.

💼 Payworks

As a Canadian payroll and workforce management system, Payworks is used by many of our clients to manage employee payroll, HR, and time tracking. We work directly with Payworks data to reconcile payroll journals, ensure correct tax filings, and maintain compliance with labor laws.
Benefits: Efficient payroll processing, CRA compliance, accurate journal entries and reporting.

🧰 Jobber (for field service businesses)

Jobber is a client management and scheduling platform designed for service-based businesses (e.g., landscapers, cleaners, technicians). We use Jobber to access invoicing, payments, and time logs, ensuring that all client billing and revenue information flows accurately into your books.
Benefits: Simplified job tracking and invoicing, improved revenue reporting, seamless integration with bookkeeping systems.

📃 Less Paper Co.

Less Paper is a custom-built field service management software that helps businesses manage forms, customer data, scheduling, and billing. We integrate its outputs with your financial records to ensure that invoices, time entries, and materials used are properly documented and reflected in your accounting system.
Benefits: Tailored workflows, reduced paperwork, real-time job costing and billing accuracy.

We continuously evaluate and adopt new technologies to ensure we are using the most efficient and secure tools available. Our use of these applications enables us to offer a modern, high-performance bookkeeping solution that adapts to the unique demands of your business.