The 94 Forge Tech modules
Everything an SMB needs, under one software.
From general ledger to industry modules (CCQ construction, rental real estate, body shop), Forge Tech bundles under one software what you buy today from 5 or 6 different vendors.
Accounting — 11 modules
General ledger
Journal entries, general journal, ledger by account. The heart of your bookkeeping.
Chart of accounts
28 pre-filled Quebec accounts (assets/liabilities/revenue/expenses). Customizable, CSV export.
Bank reconciliation
Import RBC/BMO/TD/Desjardins statements as CSV. Automatic match suggestions.
Cash flow
Cash projection 7-365 days ahead. See in advance which days you risk running short.
Accounts receivable
Track who owes you what and how long. Aging report, automated reminders.
Accounts payable
Track what you owe. Payment prioritization by due date, aging payable report.
Fixed assets
Register of your long-lived assets (vehicles, equipment, buildings, computers): cost, acquisition date, amount depreciated and book value for each asset, with the total at the top of the list.
Depreciation
One click computes the month's depreciation for all your active assets: straight-line, 20% declining balance or 50% declining balance. Example: a $36,000 truck over 5 years, straight-line = $600 a month (36,000 ÷ 60).
Bank feeds
Plaid/Flinks/MX connection. Your transactions arrive automatically every night.
Audit trail
Every creation, change or deletion is logged on its own: who, when, what, and for a change, the old and the new value. Useful for your accountant and if you're ever audited.
Connected banking (Flinks)
Automatic bank connection via Flinks: your transactions sync every night.
Sales — 9 modules
Customers
Full customer record: invoices, payments, credit notes, 360° view.
Invoicing
Multi-line invoices, automatic GST/QST, branded PDF, email send. Late fees on overdue.
Quotes
Professional quotes with expiration date. Convert to invoice in one click.
Recurring invoices
Automated templates: weekly, monthly, quarterly, yearly. On-demand or auto generation.
Subscriptions
Track MRR (Monthly Recurring Revenue), churn, renewal rate.
Point of sale
Full cash register: cart, barcode scan, payment, change, printed receipt.
E-commerce
Shopify, WooCommerce, Helcim, Square sync. Your online sales flow into accounting.
Shipping
Canada Post, UPS, FedEx, Purolator labels straight from your invoices.
E-invoicing
XML UBL 2.1 export for government and enterprise procurement.
Purchases — 8 modules
Vendors
Vendor 360° view: received bills, payments, credits. PDF/CSV bill import.
Purchase orders
Branded PDF purchase orders. Auto-convert to vendor bill on receipt.
Inventory
Real-time stock tracking. Low-stock alerts, turnover, stuck-product detection.
Manufacturing
Bills of materials with components + labor. Automated COGS calculation.
AI invoice OCR
AI reads your supplier invoices (PDF or photo) and fills in the entry automatically.
Manufacturing / MRP
Material requirements planning (MRP), work orders and shop-floor tracking.
Deep manufacturing + QC
Advanced production management: routings, workstations and ISO quality control.
Equipment maintenance
Preventive and corrective equipment maintenance: schedule, work orders, history.
Tax — 5 modules
Sales tax
Automatic GST/QST/HST/PST per province. Tax codes per jurisdiction.
Tax reports
GST/QST collected vs paid, net amount to remit. Print-ready PDF.
Multi-currency
Invoice in CAD, USD, EUR, MXN, GBP. Historical rates preserved for compliance.
Multi-company
Manage multiple companies from one account. Separate books, consolidated view.
GST/QST filings
Generates and prepares your GST/QST remittances for Revenu Québec straight from your books.
Payroll & HR — 9 modules
Payroll
Employee list and estimated pay stub: QPP, EI and QPIP at 2026 rates, estimated income tax. Exact calculation not on screen yet.
Time tracking
Project/client time entries. Automatic billing of worked hours.
HR
Employee list (name, email, hourly rate, pay frequency), the same one as in Payroll. No full HR file yet.
Vacation tracking
Time-off requests (vacation, sick, personal, unpaid) with approval. The accrued vacation balance is not on screen yet.
Performance reviews
Annual reviews with 5 performance levels. History preserved.
CCQ — Quebec Construction
CCQ employer dues by trade, sub-sector. Monthly remittance.
Full payroll 2026
Employee records. The 2026 calculation engine (tax brackets, QPP, EI, QPIP, annual maximums) exists, but creating and calculating a pay period is not on screen yet.
T4 year-end
T4 slips entered by hand and grouped by year. RL-1 and CRA filing: not yet.
Recruitment / ATS
Applicant tracking: postings, résumés, interviews and hiring, from open role to employee.
Projects — 3 modules
Project accounting
Budget vs actual costs by project. Revenue, expenses, profitability.
Job costing
Labor + materials + expenses charged to job. Profitability report.
Expense management
12 pre-filled categories, receipt photos, reimbursable flag, project link.
Communications — 10 modules
Built-in IMAP/SMTP mailbox: WHC, Gmail, Microsoft 365. DPAPI encryption.
Calendar
Interactive monthly view. Customer meetings, invoice due dates, project milestones.
Tasks
Tasks prioritized by due date. Assignment to a team member.
Contacts
Unified view of customers + vendors + leads. Global search by name, email, phone.
VoIP
Twilio + TextNow calls. Recording, French Whisper transcription, AI call summary.
SMS
Twilio SMS send/receive from customer card. History kept.
Helpdesk
Centralizes customer requests into tracked, assigned and resolved tickets with full history.
Website live chat
Live chat widget on your website, connected to your support team.
Microsoft Teams meetings
Schedule and launch your Teams meetings from Forge Tech, linked to your contacts and projects.
Built-in help & support
Direct access to Forge Tech help and support from within your software.
CRM & Marketing — 5 modules
CRM
Lead pipeline with stages (New → Contacted → Qualified → Won/Lost). Convert to customer.
Email marketing
Email campaigns with budget vs actual. Segmented mailing lists.
E-signatures
Pending → Sent → Signed workflow. Final PDF with timestamp proof.
Social media
Plan and publish to Facebook, Instagram and LinkedIn from Forge Tech.
Marketing automation
Automated email sequences, behavioral triggers and lead nurturing.
Intelligence & BI — 15 modules
Budgets
Budgets by account or by month. Real-time budget vs actual comparison.
Forecasting
Financial projections based on history. Multiple scenarios (optimistic/realistic/pessimistic).
Financial reports
P&L, Balance sheet, Cash flow, YoY comparison, 12-36 month trend.
BI dashboard
8 key KPIs, top customers, aging, 12-month charts, business health score.
API & Webhooks
Connect Forge Tech to your other tools. Secure API keys, event webhooks.
AI Smith
AI accounting assistant: creates invoices, explains your numbers and automates data entry by voice or text.
Anomaly detection
Automatically flags unusual entries, duplicates and potential errors.
90-day cash flow forecast
Projected balance, day by day, for 90 days, from your receivables and payables by due date. You see the low point and its date before you get there.
Data migration
Import your accounting history from Acomba, QuickBooks or Sage without starting over.
Backups & restore
Daily encrypted backups and one-click restore of your data.
Two-factor auth
Two-factor authentication to protect access to your company accounts.
Security & access logs
Traceability of logins and sensitive actions: who accessed what and when.
Public developer API
Public, documented REST API to connect Forge Tech to your own tools.
App marketplace
Catalog of third-party extensions and integrations to enable in one click.
Add-on modules
Enable extra modules à la carte based on your company's needs.
Field services — 3 modules
Service management
Office or remote service tickets. Status, priority, technician assignment.
Field service
On-site work orders. Hours, materials, customer signature, invoice conversion.
Document management
Upload files by customer/project. Categorization, search, secure sharing.
Industry modules — 16 modules
Rental real estate
Properties, leases, rent payments, T776 report (rental income). Monthly cash flow.
Receipt OCR
Photograph your receipt, AI extracts amount, taxes, vendor. Convert to expense.
Custom fields
Add your own fields (text, number, date, choice) to 8 entities of the software.
Helcim webhook
Your Helcim payments auto-create receipts, mark invoices as paid.
Customer segmentation
Portfolio view sorted by risk, dependency, value. Identify your critical customers.
Vendor segmentation
Vendor portfolio view: dependency, concentration, possible alternatives.
Inventory turnover
5 categories: Hot/Warm/Cold/Stuck/OutOfStock. Identify products to liquidate.
Business health
0-100 score from AR, AP, margin, cash, concentration. Automatic weekly email.
Sales by product
Top products/services by revenue, margin, quantity sold over chosen period.
CCQ — advanced filings
Monthly CCQ filings drawn from the payroll engine, with approximate rates. That engine is not wired to the screen yet: for your remittance, use the CCQ module (hours by trade).
Advanced rental — trust accounts
For owners and property managers: your buildings (address, number of units), the month's rents generated in one click for every active lease, with no duplicates, and the status of each rent: paid, due or late. Trust account register (deposits, withdrawals, interest, monthly reconciliation): in preparation, not yet in the interface.
Body shop — AI estimating
Photograph the damaged vehicle: AI identifies affected panels, suggests the operation and hours, computes the cost and generates the quote. Every line stays reviewed by the estimator.
Restaurant
Floor plan, table orders, kitchen tickets, bill with tip, and sales report by server and by hour.
Salon / Spa
Services and durations, appointment booking, per-client technical notes (color formulas, allergies) and staff commission calculation.
Daycare
Child records with allergies, daily attendance, subsidized rate and annual statement used as the basis for the RL-24 slip.
Medical clinic
Patients with RAMQ number, act codes and rates, visits, and revenue split by payer (RAMQ, private insurance, patient, CNESST, SAAQ).
