Keefa

One ERP for how you actually run the business.

Keefa is cloud ERP for Quebec wholesale: orders, inventory, purchasing, shipping, GL, and TPS/TVQ in one login. Most teams we talk to still run accounting in one place, stock in Excel, and orders in email. Keefa is meant to replace that whole pile over time.

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Who this is for

Growing distributors where operations outgrew the bookkeeping tool, whatever that tool is today.

  • Inventory lives in spreadsheets while invoices live elsewhere
  • Warehouse and sales re-key data every week
  • French and English workflows are stitched together manually
  • Month-end means reconciling three systems that never agree

Where Keefa is going

Keefa is not a reporting add-on on top of your books. The goal is one system for your company: ops documents post to GL, bank files reconcile in-app, one login for the team.

Today we ship solid O2C, P2P, inventory, and GL, including OFX bank import. Live bank feeds via institution APIs (e.g. BMO Business Portal) are available on request, scoped and priced case by case. Payment and shipping connectors are enabled the same way.

  • Quote → pick → ship → invoice → cash in one flow
  • Purchasing tied to receipts and vendor bills
  • Quebec tax defaults on operational documents
  • Accountant read-only access and export paths
  • Kai included, monthly usage allowance; extra usage billed when depleted
  • 24/7 product support from Montreal, remote and on-site

What we say plainly

Replacing a mature system is a project: opening balances, a parallel month, CPA sign-off. We include guided setup, CSV import paths, and a phased cutover plan.

We do not sell government filing APIs or in-house payroll in v1. We do aim for a credible path to running the business on Keefa end to end.

Dimension / Typical fragmented stack

DimensionTypical fragmented stackKeefa
System of record Split: books vs warehouse Designed as one ERP
Inventory / warehouse Spreadsheets or add-ons Native multi-warehouse
Order to cash Re-keyed across tools Integrated flow
Purchase to pay Email + partial ERP PO → receive → bill → pay
Document history / audit Scattered notes & email Timeline on every order, invoice, PO & bill
Quebec TPS/TVQ on ops Configured per tool Product default
Bilingual operations Inconsistent FR/EN product
Bank reconciliation Often in accounting tool only OFX included; live feed on request (case by case)
AI on your data Generic chatbots Kai included, usage allowance; rated overage
Product support Tiered tickets or outsourced 24/7 included, remote and local on-site

How teams adopt Keefa

Phased cutover

Start with operations or a new fiscal period; import opening balances and masters via guided wizards; parallel-run key reports until your CPA signs off.

Greenfield

New entity or subsidiary on Keefa from day one, fastest path to a single system.

Bridge period

Short-term exports to a prior accounting tool if needed during transition, not the long-term architecture.

Common objections

We already have accounting software.
Most prospects do. Keefa replaces the operational chaos around it. Cutover timing is your choice; we provide exports, accountant seats, and migration packs.
Our accountant is conservative.
Invite them read-only early. Year-end export packs, trial balance, and GL detail are built for CPA review, not just owner dashboards.
What about bank feeds?
OFX file import is included, export from your bank and upload under Accounting → Bank. Live automatic sync via bank APIs is available on request; we scope and price it case by case during onboarding.
Card processing and shipping?
Connect your existing merchant and carrier accounts. Processing and label charges stay on your existing vendor relationships.

See how integrations work →