My Virtual Accounting Firm

AI Finance & Accounting Guide

Learn how to get the most out of every AI-powered feature in your workspace — from uploading bank statements to chatting with your AI Finance Agent about your own numbers.

AI Finance ManagerReceipt ScannerLoan ReadinessFinance AgentT1 Organizer

Recommended Starting Order

New to the platform? Start here: 1) Upload a bank statement in the AI Finance Manager → 2) Scan your first receipt → 3) Check your Financial Health Score → 4) Ask the AI Finance Agent a question about your data. Each step builds on the last.

AI Finance Manager
Core Feature

Upload your bank statement and let AI automatically categorize every transaction, generate a P&L, and give you instant financial insights.

AI Receipt Scanner
Time Saver

Snap a photo of any receipt and AI instantly extracts the merchant name, date, amount, and expense category — no manual data entry.

Financial Health Score
Insights

Get a score out of 100 that measures your financial wellbeing across income stability, savings rate, debt load, and spending habits — with personalized AI recommendations.

Loan Readiness Tool
Growth

Find out if your business is ready for financing. AI evaluates your financials and gives you a readiness score plus a clear action plan to improve your chances.

T1 Personal Tax Organizer
Tax Season

Complete your entire T1 personal tax organizer online — attach supporting documents, answer all tax-authority-required sections, and submit securely to your accountant in one click.

AI Finance Agent (Chat)
Agentic AI

Ask your AI Finance Agent anything about your finances in plain English. It has full context of your books, transactions, goals, and reports — and answers instantly.

Bank Connect (via Plaid)
Integration

Securely connect your Canadian bank account and automatically pull the last 90 days of transactions directly into your finance dashboard — no CSV export needed.

Shopify Integration
Integration

Connect your Shopify store and automatically import your sales, refunds, and fees directly into your financial dashboard for real-time bookkeeping.

Cloud Storage Import (Google Drive & OneDrive)
Integration

Connect your Google Drive or OneDrive to import bank statements, receipts, and financial documents directly into your workspace — no downloading and re-uploading.

Migrate from QBO, FreshBooks, Wave or Zoho Books
Switch to MVAF

Already using another accounting platform? Import your full transaction history into MVAF in minutes using a single CSV export — no data loss, no manual re-entry.

AI-Generated Reports (P&L, Balance Sheet, Trial Balance)
Reporting

Generate professional financial reports instantly from your transaction data — P&L, Balance Sheet, Trial Balance, Cash Flow, and more — exportable to PDF or Excel.

Ready to Put AI to Work?

All these features are available right now in your workspace. Upload your first bank statement and experience AI bookkeeping in minutes.