Private beta · Canadian CCPCs

The financial OS
built for Canada.

Cash flow forecasting. CCPC tax optimisation. 529 government grants. Multi-company SBD planning. All connected, all Canadian.

▶ See it live
AWS Canada hosting PIPEDA compliant CRA OAuth certified BC CCPC
demo.elevarefinanceos.ca
$64K
Verified savings this year
$412K
Funding in progress
91%
Forecast accuracy
78/100
Data completeness
Urgent: CanExport closes May 29 — 16 days remaining

$28,100
Avg annual savings per client
tax + grants + cash
529
Grant programs matched to profile
federal + provincial
71%
Grant approval rate on platform
vs 30–40% avg
6
Live CRA data streams
installments · GST · T4

Seven integrated modules

Not another accounting app.
A financial operating system.

Every module shares data with every other. Cash forecast knows about tax installments. Grant matches know about R&D spend.

Intelligence OS · New
The financial memory that gets harder to leave every month
Every tax decision, grant application, and cash crisis avoided is logged with context, advisor notes, and verified outcome. After 24 months this is your CCPC's complete financial audit trail — CRA defence, banker briefings, grant history.
Decision LogOutcomes DashboardRegulatory CalendarCRA FileNetwork Intel
CashFlow Pilot
30/60/90-day forecast
Real-time Plaid feeds. Prophet engine. Crisis alerts before payroll is at risk.
Plaid CanadaScenarios
TaxReady
Protect the SBD
SBD monitor. Salary/dividend optimizer at 2026 BC rates. Passive income clawback detection.
SBD monitorCRA OAuth
🏛️
GrantsReady
$15B in funding
529 programs matched to your live profile. Real approval rates from platform data.
IRAPSR&EDCSBFP
InvoiceVault
GST/HST on autopilot
All 13 provinces. AI receipt OCR. ITC tracker. QBO/Xero sync.
13 provincesAI OCR
🏢
MultiCo
Multi-entity SBD
T2SCH23A allocation. The only Canadian platform for associated corporation complexity.
T2SCH23AHoldCo
DataGaps
Cost of missing data
Completeness score. ROI calculator. Action plan to the fixing integration.
ScoreROI calc

How it works

From onboarding to verified outcomes in 30 days

01
Connect your data sources
Bank accounts via Plaid. QuickBooks or Xero. CRA My Business Account. Payroll. Each connection improves recommendation accuracy.
15 min per source
02
The platform learns your CCPC
Elevare builds your Living Profile — versioned, auto-updating, preserved for CRA audit. Accountant, bank, and you always see the same picture.
Automatic · no manual entry
03
Act on intelligent recommendations
Logged in the Decision Log with context and action required. Verified savings recorded when implemented. Irreplaceable after 24 months.
Avg $28,100 verified / year
04
Get smarter every month
Cross-client network intelligence benchmarks against similar CCPCs. Grant approval rates. Salary patterns. A data asset no competitor can replicate.
Proprietary · compounds with scale

Why competitors can't catch up

Five structural advantages that compound over time

01 · REGULATORY DEPTH
The only platform that knows what the SBD is
Every competitor is US, UK, NZ, or AU. None understand SBD, T2SCH23A, CDBA, or passive income clawback. Elevare was built from 3 years of CCPC advisory practice.
2–3 years to replicate
02 · CRA CERTIFICATION
A certified barrier no US company will cross
CRA My Business Account OAuth requires formal developer registration and annual recertification. Anthropic, QuickBooks US, and Xero NZ have no incentive to pursue it.
Regulatory barrier
03 · DECISION LOG
24 months of memory no export can transfer
CRA audit trail, banker briefing, grant history, advisor notes — all in one place. After 24 months, switching platforms means starting from zero.
Accumulated proprietary data
04 · NETWORK INTELLIGENCE
Benchmarks that need 500 clients to matter
Real grant approval rates and salary patterns from actual client outcomes. At 2,500 clients this becomes the most comprehensive view of Canadian CCPC financial health in existence.
Network effects · requires scale

Live interactive prototype
See it working right now

Not a mockup.
A fully functional demo.

6,749 lines · all 7 modules · 2026 Canadian tax rates · Pinnacle Construction BC scenario

🔒 demo.elevarefinanceos.ca
CashFlow Pilot
90-day forecast
TaxReady
SBD + optimizer
🏛️
GrantsReady
$412K matched
Intelligence OS
Decision Log
🏢
MultiCo
2-entity SBD
ProfitPilot
Margin analysis
Fully interactive · live calculations · 2026 Canadian rates Open demo →

🇨🇦 Private beta · 6 months free
Join the waitlist

Shape what we build next.

Small cohort of BC-based CCPCs. Free access for 6 months. Your feedback drives the roadmap.

No credit card. No commitment. Canadian data only.

Platform features

Everything a Canadian CCPC actually needs.

Screenshots from the live prototype — every screen is fully functional today.


Intelligence OS

The financial memory no competitor has

After 24 months your Decision Log is an irreplaceable CRA audit trail, banker briefing, and advisory history. Moving platforms means starting from zero.

  • Decision Log — filter by module, tax, grants
  • Outcomes Dashboard — verified savings per module
  • Regulatory Calendar — personalised CRA deadlines
  • CRA File — accounts, filings, RDTOH, CDA
  • Living Profile — versioned, auto-updates
  • Network Intel — 847 BC CCPC benchmarks
📸 Your action

Screenshot: Intelligence OS → Decision Log from demo. CMD+SHIFT+4 on Mac. Replace this box with: <img src="ios.png" style="width:100%;border-radius:9px;border:1px solid rgba(255,255,255,.08)">


📸 Your action

Screenshot: TaxReady → Optimizer — the salary/dividend slider. Your most distinctive feature visually.

TaxReady

Stop guessing at your salary split

Optimizer calculates combined personal + corporate tax at every split — 2026 BC rates, RRSP room, CPP, RDTOH all built in. Drag the slider.

  • SBD gauge — alerts when clawback approaches
  • Passive income clawback at $50K threshold
  • Year-end checklist — 12 items before Dec 31
  • CRA installment amounts from live data

GrantsReady

$412,000 in matched funding

529 programs matched against your live profile. Approval probability from real platform outcomes — not generic eligibility descriptions.

  • IRAP — 80% of R&D salary, non-repayable
  • CSBFP — $300K at Prime+3%, 85% gov't guarantee
  • SR&ED — 35% refundable (doubled Budget 2025)
  • WorkBC — 85% wages, 24 weeks per hire
📸 Your action

Screenshot: GrantsReady → My Matches with the $412K total visible. This is your best conversion asset.

Pricing

Less than one hour of bookkeeping. Per month.

Average client identifies $28,100 in annual savings. At $199/month, that's a 12x return year one.

Starter
$99
per month · billed annually
Solo operators · $500K–$1.5M
  • CashFlow Pilot — 90-day forecast
  • TaxReady — SBD + optimizer
  • InvoiceVault — GST + receipts
  • Intelligence OS — Decision Log
  • 2 bank accounts via Plaid
Most popular
Growth
$199
per month · billed annually
Growing SMBs · $1.5M–$5M · 3–15 staff
  • Everything in Starter
  • GrantsReady — 529 matched programs
  • DataGaps + ROI calculator
  • ProfitPilot + PlanningHub
  • CRA My Business Account
Pro
$299
per month · billed annually
Multi-company · $3M+ · HoldCo
  • Everything in Growth
  • MultiCo — up to 3 entities
  • SBD allocation (T2SCH23A)
  • HoldCo restructuring
  • Annual Outcomes Report
Advisor
$499
per month · billed annually
CPAs and advisors — up to 15 clients
  • Full platform for 15 clients
  • White-label advisor portal
  • Client switching dashboard
  • Portfolio-level alerts
  • Dedicated Elevare advisor
Private beta — founding clients open

6 months free · your priorities drive the roadmap · Apply →

What you're already paying for

Elevare replaces tools costing $1,000–$2,000/month

What you pay for nowElevare Finance OSYour current cost
Part-time bookkeeperReplaced 60% of tasks$400–800/mo
Accountant year-end prepPrep time −40–50%$200–400/mo
QuickBooks OnlineIntegrates (keeps QBO)$60–80/mo
Float cash flowFully replaced$80–270/mo CAD
Grant consultantDiscovery + tracking$300–500/app
Elevare Finance OS (Growth)$199/monthAll of the above
About

Built by an advisor who got tired of the gap.

?
Add your photo here
✍️ Write in your own words

2–3 paragraphs: years advising CCPCs, the specific problem you kept seeing (SBD risk, missed grants, cash crises), why you built this. Authentic founder story converts better than polished copy.

Legal nameElevare Global Inc.
Incorporated
Add after incorporation
LocationSurrey, BC · Canada
Data hostingAWS Canada · ca-central-1
CompliancePIPEDA + BC PIPA + Law 25
Phone(778) 697-4099
Advisory services

Hands-on CCPC advisory: SR&ED documentation, year-end planning, HoldCo restructuring.

elevareglobal.ca →
Private beta

Get early access. Shape what we build.

Small cohort of BC CCPCs. 6 months free. Your priorities drive the roadmap.

No credit card. In touch within 2 business days.

🇨🇦Your financial data never leaves Canada
Founding clients receive 6 months free — rate locked at launch
Legal

Privacy Policy

✍️ Replace with generated policy

Generate at iubenda.com or termly.io (~$29/yr). Name/email/company collected via waitlist, used only for Elevare communications, stored on AWS Canada, deletion rights under PIPEDA.

Elevare Global Inc. is committed to protecting your personal information under PIPEDA and applicable provincial privacy legislation.

What we collect: Name, email, company type, revenue range from the waitlist form.

How we use it: Solely for early access communications. We do not sell or share your data.

Data hosting: All data stored on servers in Canada (AWS ca-central-1, Montreal). No cross-border transfers.

Your rights: Access, correction, or deletion: privacy@elevareglobal.ca

Contact: Elevare Global Inc. · Surrey, BC · (778) 697-4099