CRA-Compliant Expense Tracking for Canadian Insurance Agents
You Didn’t Get Licensed to do Bookkeeping
Spend less time tracking down carrier invoices, E&O insurance bills, and CE courses. Spend more time servicing policies and expanding your book of business.
Capture Client Meeting & Travel Expenses Instantly
Driving across town for commercial risk assessments or policyholder consultations? Snap parking receipts and gas station tabs right from your car.
Organize E&O, Licensing & CE Course Costs
Forward receipts for your Errors & Omissions insurance, provincial broker council dues, and continuing education seminars directly to your bot.
Track Software & Broker Management Systems
Keep track of subscriptions for rating tools, CRM software, comparative rater platforms, and office overhead without opening spreadsheets.
Protect Your Commissions & Free Up Your Schedule:
Weekend data entry
Tax-season readiness
How It Works: Built for Busy Insurance Professionals on the Go
Step 1: Snap a photo of your receipt or forward a software invoice via email
Step 2: Type a quick note (e.g., “Client lunch with commercial auto prospect”)
Step 3: Mr. Bizzy categorizes it according to CRA guidelines
Step 4: Export clean expense records for your corporate or personal tax filing
No Portal Logins | No Mobile Apps to Download | Works right inside WhatsApp & Email
What Our Users Say
“Mr.Bizzy made tracking my expenses effortless all year. I just snap photos of receipts and forward my email invoices. When tax time came, everything was already organized”
– MK, Broker, Century 21
Simple, Transparent Pricing
Standard Plan
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- WhatsApp & Email expense submission
- 2-Year Secure Document Backup
- 50 Expenses / month
- Custom Expense Classification
- Company-level expense tracking
- Project Expense Tracking
- On-demand reports and CSV files
- Source docs attached to reports
Premium Plan
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- 7-Year CRA-Compliant Storage
- Mileage Tracker
- Enhanced Expense Reporting
- Everything else in Standard
Frequently Asked Questions
Do I need to install an app?
No. Mr. Bizzy Expense Bot works through WhatsApp and email.
Can I send pictures of receipts?
Yes. You can take pictures of receipts and send them through WhatsApp.
Can I send invoices and statements?
Yes.
Can I tell Mr. Bizzy how to classify or organize an expense?
Yes. You can provide instructions in plain English, such as classification or project information.
Can I combine multiple agents’ expenses into a single team report?
Yes. If your brokerage has multiple agents, Mr. Bizzy can combine everyone’s individual expenses into a single, unified expense report for your accountant.
What do I get at the end of the process?
Mr. Bizzy Expense Bot prepares expense reports and CSV files that you can review and provide to your accountant or use for import into your existing accounting system. Your supporting receipts and documents are also organized for reference.