Bank and card accounts
Set up each operating, payroll, USD and credit card account you use, so every transaction has a home.
Banking
Reconcile the bank without the late nights
Import your bank and credit card statements, let matching rules do the routine work, and finish each month with a reconciliation report.
Included from the Plus plan
| Transaction | Amount |
|---|---|
| Deposit, Prairie Grain Co-op | 3,150.00 |
| Cheque 2207, Northgate Repair | −3,480.25 |
| Fuel card settlement | −6,104.80 |
| Transfer from USD account | 5,000.00 |
| Difference | 0.00 |
Matched by rules: 41 of 44
Every account, every currency, one reconciliation
Statement import
Import statements as CSV, OFX, QFX or QBO files downloaded from your bank’s online banking.
Matching rules
Write rules once for the transactions you see every month, like fuel settlements and insurance, and imported lines match themselves.
Reconciliation reports
Close each statement with a reconciliation report that shows what cleared and what is still outstanding.
CAD and USD
Keep Canadian and US dollar accounts, invoices and bills side by side, converted at Bank of Canada exchange rates.
FX gain and loss
When a USD invoice is paid at a different rate than it was billed, the exchange gain or loss is recorded.
Statements in, not a live connection
TruckerPro does not log in to your bank. You download a statement file from online banking and import it, which works with any Canadian or US bank that offers CSV, OFX, QFX or QBO downloads. Your banking passwords stay with you.
Matching rules handle the repeat transactions. What is left is a short list of items to match by hand, such as a customer payment that covered several invoices or a deposit that needs a closer look.
Built for cross-border fleets
Carriers hauling into the United States often bill in US dollars and pay many costs in Canadian dollars. TruckerPro records each invoice and bill in its own currency, uses Bank of Canada rates to convert, and records the exchange gain or loss when the money arrives.
That keeps your USD account reconciling in USD and your reports in your home currency, without a side spreadsheet of exchange rates.
How it works
Month-end reconciliation in four steps
- 1
Download the statement
Export CSV, OFX, QFX or QBO from your bank’s online banking.
- 2
Import it
Import the file into the matching account in TruckerPro.
- 3
Match
Rules match the routine lines. Match the rest by hand.
- 4
Reconcile
Finish the statement and keep the reconciliation report.
Banking is included from Plus
Starter
Invoice loads, collect payments and settle with drivers.
$30$24/mo
Billed monthly, CAD
$30$18/mo
$216 billed yearly, CAD
US$27US$21.60/mo
Billed monthly, USD
US$27US$16.20/mo
US$194.40 billed yearly, USD
Includes:
- Load invoices with PDF and email
- Custom and recurring invoices
- Customer statements and credit notes
- Payment recording and bulk payments
- A/R aging, refreshed daily
- Customer portal with online card payment
- Driver settlements and pay statements
- AI tools
Essentials
Add bills, IFTA, factoring and owner-operator pay.
$65$52/mo
Billed monthly, CAD
$65$39/mo
$468 billed yearly, CAD
US$58.50US$46.80/mo
Billed monthly, USD
US$58.50US$35.10/mo
US$421.20 billed yearly, USD
Everything in Starter, plus:
- Bills, recurring bills and vendor credits
- Batch payments to vendors
- AI scan of vendor invoices into draft bills
- IFTA quarterly reports with official tax rates
- Fuel card feeds and file imports
- Factoring submissions and fee tracking
- Owner-operator statements with deductions
- Truck units, load margin and per-truck P&L
Plus
Connect your books, your bank and both currencies.
$110$88/mo
Billed monthly, CAD
$110$66/mo
$792 billed yearly, CAD
US$99US$79.20/mo
Billed monthly, USD
US$99US$59.40/mo
US$712.80 billed yearly, USD
Includes this feature
Everything in Essentials, plus:
- Sync with QuickBooks Online, Xero, Sage Business Cloud Accounting or Wave
- Bank and credit card accounts with statement import
- Cheque printing with MICR line
- Matching rules and reconciliation reports
- CPA-005 EFT files for your Canadian bank
- CAD and USD with Bank of Canada rates
- GST/HST return worksheet
- Driver expenses with receipt scanning
Advanced
Run Canadian payroll and keep a full general ledger.
$220$176/mo
Billed monthly, CAD
$220$132/mo
$1,584 billed yearly, CAD
US$198US$158.40/mo
Billed monthly, USD
US$198US$118.80/mo
US$1,425.60 billed yearly, USD
Includes this feature
Everything in Plus, plus:
- Canadian payroll source deductions
- Office staff payroll and PD7A remittances
- T4, T4A, ROE and T619 XML for CRA upload
- US W-2 and 1099-NEC forms
- General ledger, journals and period close
- Trial balance, balance sheet and income statement
- Multi-company consolidation
Prices are per company, per month, before tax. Taxes are extra. The struck-through figure is the list price. Yearly plans are billed once for twelve months. US dollar prices are for companies based in the United States; checkout shows the currency and amount you will be charged.
Questions, answered
Which plan includes banking?
Plus and Advanced. That includes bank and credit card accounts, statement import, matching rules, reconciliation reports and CAD/USD with Bank of Canada rates.
Does TruckerPro connect to my bank automatically?
No. You import statement files downloaded from your bank. TruckerPro never asks for your online banking login.
Which file formats can I import?
CSV, OFX, QFX and QBO.
Which exchange rates are used?
Bank of Canada exchange rates.
Close next month with a clean reconciliation.
Pick a plan, connect what you already use, and invoice your next load from TruckerPro.