Features built for reviewed contractor records.

Features for Canadian contractors

ContractorKit helps Canadian contractors upload receipts, invoices, statements, and supporting documents, extract useful details, review and correct records, organize income and expenses, and export cleaner files for accountant/bookkeeper handoff.

More than OCR. Lighter than heavy accounting software.

Built for reviewed visibility

See cleaner record context after review, including categories, vendors, projects, readiness, and Financial Overview where your plan allows.

Built around documents

Upload receipts, invoices, statements, and supporting files into a private contractor records workspace.

Reviewed before trusted

Super Extractor OCR proposes useful details, but records become reliable only after you review and confirm them.

Ready for cleaner handoff

Organize reviewed records and export cleaner files when it is time for your own review or accountant/bookkeeper handoff.

From scattered documents to organized records.

A complete reviewed-record workflow
AI helps with extraction.
You stay in control of what becomes a reviewed record.
ContractorKit connects the pieces that usually live apart: files, extracted details, human review, organized records, visibility, exports, and handoff.
Step 05

Export and hand off
Use deterministic exports and handoff-ready summaries to make your records easier to review, share, and organize.

Step 01

Upload documents
Add receipts, invoices and supporting documents from your phone, email, or desktop.

Step 02

Extract useful details
Super Extractor OCR reads supported files and proposes structured details such as vendor, date, amount, tax, reference, category, and payment information.

Step 03

Review and correct
Check extracted draft details, correct what is uncertain, and confirm important fields before saving a reviewed record.

Step 04

Organize records
Keep reviewed income and expense records connected to categories, vendors, projects, dates, payment status, and supporting files.

Everything needed to keep contractor records cleaner.

Records table

Manage reviewed income and expense records with categories, vendors, projects, dates, totals, status, and supporting files.

Core features
Cleaner exports and handoff

Export reviewed records and handoff-ready summaries for your own tracking or accountant/bookkeeper review.

Review Queue

Work through extracted drafts, fix uncertain fields, and confirm details before records become trusted.

Private document workspace

Keep business documents and supporting files organized in one workspace, with protected access to original files and exports.

Super Extractor OCR

Read supported documents and turn them into structured draft details for review, correction, and record creation.

Financial Overview

Plus users can inspect reviewed-record visibility across income, expenses, categories, vendors, projects, readiness, and attention areas.

Upload the files contractors already have.

Document intake
Contractor paperwork rarely arrives in one perfect format. ContractorKit supports document analysis for PDF, JPG/JPEG, PNG, and DOCX files, so receipts, invoices, statements, and supporting documents can enter the same review workflow.
PNG
Bring in image-based documents when PNG is the format you have.
PDF
Upload digital or scanned PDFs for extraction and review.
DOCX
Extract useful text from supported Word documents without turning ContractorKit into an office-conversion tool.
JPG/JPEG
Use phone photos of receipts, invoices, and supporting files.

Review extracted details before they become records.

Review Queue
  • Correct vendor, payer, date, amount, tax, category, project, reference, and notes.
  • Confirm Payment Status before saving a new reviewed record.

  • Keep the source document connected to the record it supports.

  • Work from reviewed records instead of raw AI drafts.

The result is not saved as final automatically. It goes into review so you can correct what matters before creating a reviewed record.
ContractorKit uses Super Extractor OCR behind the scenes to read supported contractor documents and propose structured draft details. The Review Queue is where you stay in control: inspect the extracted information, correct anything uncertain, and confirm important fields before saving a reviewed record.

Keep income and expense records organized after review.

Records workspace
Once a document is reviewed, ContractorKit helps you manage the resulting business record in a searchable workspace. Keep income and expense records connected to the details that matter: category, vendor or payer, project, date, amount, payment status, notes, and supporting files.
Projects
Use project context where available so records stay connected to the work they support.
Income and expenses
Keep reviewed income and expense records in one practical workspace.
Vendors and payers
See who records are connected to, instead of hunting across documents.
Supporting files
Keep the original document connected to the record.
Categories
Organize records with controlled categories for cleaner review and export.
Payment Status
Confirm payment status as part of the reviewed-record workflow.

Know what is reviewed, what needs attention, and what to do next.

Attention and readiness
Recurring & Watch where available
Keep an eye on recurring vendors and watched items based on reviewed history.
ContractorKit helps you see where your record set is clean and where follow-up may still be needed. Attention and readiness signals help you focus on practical cleanup work: incomplete records, items that need review, missing context, recurring items where available, and records that may need another look before handoff.
Reviewed-record coverage
See whether important fields are filled in enough to support useful summaries and handoff.
Attention areas
Find records or workflow areas that may still need cleanup.

Settings built around Canadian contractor recordkeeping.

Workspace settings
Keep your ContractorKit workspace aligned with your business, subscription, billing, export, and support details — without turning recordkeeping into heavier admin.
Export and download access

Access protected downloads and export-related settings so reviewed records and handoff files stay easier to manage.

Account profile

Manage the basic account details connected to your ContractorKit workspace.

Billing and subscription

Review plan access, subscription status, billing routes, and account-level subscription details from the workspace.

Support and account help

Use support surfaces for account questions, billing help, workspace issues, or product guidance.

Business details

Keep your contractor business name and working profile aligned with records, summaries, and exports.

Canadian recordkeeping context

Keep relevant Canadian contractor context organized for record review and handoff, without treating ContractorKit as tax filing or advice software.

See what your reviewed records are telling you.

Financial Overview
Review the analyzed income and expenses, income categorized by payer, vendor visibility, project context when applicable, comparisons over periods when sufficient reviewed history is available, and indicators that highlight areas that may still require cleanup.
Period comparison

Compare reviewed activity across periods when enough reviewed history exists.

PDF reporting for Plus

Export a polished Financial Overview PDF for your own files or accountant/bookkeeper handoff..

Reviewed income and expenses

Understand totals from records you have already reviewed, not raw AI drafts.

Reviewed-record coverage

Spot whether important record details are complete enough to support useful summaries and handoff.

Category, vendor, and project visibility

See where money is coming from, where it is going, and how reviewed records connect to your work.

Attention areas

Find records or workflow areas that may still need cleanup before export or professional review.

The Financial Overview transforms reviewed records into improved business clarity — enabling you to comprehend income, expenses, vendors, categories, projects, coverage, and key focus areas prior to handoff.

Hand off more than a spreadsheet.

Accountant / bookkeeper handoff
ContractorKit helps turn reviewed records into a structured handoff package with summaries, transaction data, source-file traceability, quality signals, and supporting documents.
Attachment package

Include supporting files where available, so records and documents travel together.

Reviewed transaction data

Export structured income and expense records based on reviewed records, not raw AI drafts.

Quality and completeness signals

Surface warnings, unresolved items, missing details, and package completeness before handoff.

Export metadata

Preserve export period, currency, record basis, selected fields, package status, and handoff reliability context.

Monthly and year-to-date summaries

Give your accountant or bookkeeper a faster read on reviewed totals, record counts, categories, and period activity.

Source-file traceability

Keep records connected to the documents that support them, with document index and attachment coverage context.

ContractorKit

Focused contractor recordkeeping for Canadian contractors — from scattered documents to reviewed records and cleaner handoff.

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support@contractorkit.ca

A NorthStar product for Canadian contractors and small operators

Built for Canadian Contractors

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