Welcome to Kuberan AI

Kuberan AI is an all-in-one accounting platform built specifically for Canadian CPA firms and bookkeeping practices. Instead of juggling separate tools for time tracking, invoicing, client bookkeeping, payroll, and document management, Kuberan AI brings everything under one roof — with a single login, a shared client list, and data that flows naturally between modules.

This guide gives you a high-level picture of what Kuberan AI can do and points you to the right starting place.

The Kuberan AI dashboard showing your practice at a glance.

Who Kuberan AI is built for

Kuberan AI is designed for:

• Accounting firms and CPA practices managing multiple client engagements simultaneously
• Bookkeepers who need a clean, efficient way to maintain client books and stay on top of deadlines
• Solo practitioners who want practice-grade tools without enterprise complexity
• Firm administrators responsible for team billing, time tracking, and client communication

The platform assumes you work with Canadian clients — currency defaults to CAD, tax codes are built around GST/HST/PST, and compliance workflows follow CRA requirements.

Key modules

Kuberan AI is organised into four major areas:

Practice Management

The operational core of your firm. Practice Management covers:

• Engagements — the unit of work connecting a client to a service (e.g. “ABC Corp — Monthly Bookkeeping Q1 2025”)
• Playbooks — reusable task templates that auto-populate an engagement’s checklist
• Time tracking — log hours against engagements, with billable/non-billable distinction
• Invoicing — create and send invoices directly from time entries, record payments
• Tasks — view and manage all work items across every engagement
• Reconciliation — reconcile your firm’s own bank accounts
• Reports — time, billing, and revenue reports for partner reviews

Books (Client Accounting)

A full double-entry accounting ledger for each client, including:

• Bank feeds and transaction categorisation
• Invoicing and accounts receivable
• Bills, vendor payments, and accounts payable
• Journal entries, fixed assets, and period closing
• GST/HST tax centre and financial reports (P&L, Balance Sheet, Cash Flow)

Payroll

Canadian payroll for your clients’ employees:

• Pay runs with automatic CPP, EI, and income tax calculations
• CRA remittance tracking
• T4/T4A generation and Records of Employment (ROEs)

Client Portal & Communication

• A branded portal where clients upload documents and view their files
• Document request workflows so you can ask for specific items and track responses
• SMS and email communication tools

How this help centre is organised

This help centre has two sections:

Guides — Task-oriented walkthroughs for common workflows. Start here if you want step-by-step instructions for a specific job, like creating your first engagement or running a payroll.

Reference — Comprehensive screen-by-screen documentation covering every field, button, and option. Use the Reference section when you need to understand exactly what a particular setting does.

Use the sidebar on the left to navigate. The search bar at the top of the page finds content across both sections.

Where to go next

If you are brand new to Kuberan AI, work through the Getting Started guides in order:

1. Create your workspace — Register, set up your firm details, and configure your workspace.
2. Invite your team — Add staff members and assign the right roles.
3. Add your first client — Set up a client record and connect it to the modules you need.
4. Quick-start checklist — Ten things to complete in your first week to get fully operational.

Already set up?

Jump straight to the Practice Management Overview to understand how engagements, playbooks, time tracking, and invoicing work together.

Getting help

If you cannot find what you need in this help centre, use the in-app chat widget (bottom-right corner of any screen) to reach the Kuberan AI support team. You can also email support@kuberan.ai.