Product Features
Comprehensive tools for modern accounting teams
OakLeads - Lead Generation
AI-Powered Lead Generation & SDR Agent
- AI SDR Agent (24/7 prospect engagement)
- Smart Lead Scoring & Qualification
- Instant Lead Enrichment (50+ data points)
- Predictive Analytics
- Multi-Channel Outreach (Email, LinkedIn, Phone)
- Natural Conversations with Prospects
AI Accounting
Intelligent accounting automation powered by AI
- Smart transaction categorization
- Automated reconciliation
- Real-time financial reporting
- Fraud detection & monitoring
- Predictive cash flow analytics
- Compliance automation
Payroll
Complete Canadian Payroll solution
- Payroll processing & tax filing
- T4/T4A preparation & filing
- ROE generation
- Benefits & deductions tracking
- CRA compliance & remittances
- Direct deposit & pay stubs
- Year-end processing
- Automated remittance calculations