How can we help?

Guides, walkthroughs, and complete reference documentation for every screen in Kuberan AI.

Start here

Getting started

New to Kuberan AI? Set up your workspace, add your first client, and invite your team in minutes.

Practice management

Manage client engagements, track time, and invoice from one place with the Practice module.

Client bookkeeping

Full double-entry accounting with AI document processing, bank feeds, and GST/HST filing.

Canadian payroll

Run payroll with automatic CPP/EI/tax calculations, T4 filing, and CRA remittances.

📋 Engagements Track client work from intake to invoice

📚 Playbooks Standardise your workflows with task templates

⏱ Time Entries Log billable hours and manage the timer

🧾 Practice Invoices Generate and send invoices to clients

🏦 Books — Bank Transactions Categorise and reconcile imported transactions

📊 Financial Reports P&L, Balance Sheet, GST/HST and more

👥 Payroll Employees, pay runs, T4s, and CRA remittances

🔁 Reconciliation Match statements to books and close months

🗂 Documents Upload, organise, and share client documents

📅 Scheduler Appointments, walk-in kiosk, and signage

⚙️ Settings Workspace, users, permissions, and billing

🤖 Kuberan AI AI assistant and document automation

Month-end close checklist Reconcile, review, and lock the books every month

Run your first pay run From employee setup to direct deposit

Prepare a GST/HST return Review, file, and record the CRA payment

Reconcile a bank account Step-by-step matching walkthrough