Keefa

Run everything.Ask anything.

Inventory, orders, purchasing, and the books in one cloud ERP. Supercharged with Kai, your context aware ERP that uses live data to answer your needs more efficiently.

Now accepting pilot partners in Quebec.

Sales

OrderCustomerStatusTotalDate

For years we ran our Quebec wholesale floor on Acomba, spreadsheets, and email threads that never matched.

  1. 1998Acomba for the books
  2. 2005Spreadsheets for inventory
  3. 2012Email for orders
  4. 2018A shipping app on the side
  5. 2026Still copying data by hand

Keefa puts it in one place.

Warehouse to office, same numbers.

If you buy, stock, sell, and ship, start here.

Wholesale and distribution are the home vertical. The same product fits building supply, MRO, apparel, and import with different module setups.

  • Wholesale & Distribution

    Manage high SKU counts, volume pricing, and fast order turnaround.

  • Import / Export

    Landed cost and long lead times, we map import workflows during onboarding.

  • Light Manufacturing

    Finished goods and materials inventory for light assembly and kitting workflows.

  • Food & Beverage Distribution

    High-turnover distribution with lot and expiry tracking for recall readiness.

  • Building Materials & Hardware

    Quote jobs, stage deliveries, and manage contractor accounts.

Your industry not listed? Tell us how you work. We configure around it.

Built for wholesale and distribution first.

Core operations. Solved.

Inventory

Stock updates when you receive, transfer, or ship.

Item / SKUWarehouse StockStatus
SKU-205 (Latex gloves)840 units
SKU-310 (N95 masks)15 units (Low)
Orders

One order from quote to shipment.

1
Quote generatedSO-2026-0042 · Approved
2
Allocated & packedZone B · Rack 4 · Confirmed
3
Shipment confirmedTracking added · SO-0045
Invoicing

Invoice on ship with TPS and TVQ on the document.

Posted
INVOICEINV-2026-1042
Subtotal$1,000.00
TPS / GST (5.0%)$50.00
TVQ / QST (9.975%)$99.75
Total (CAD)$1,149.75
Purchasing

Low-stock flags while you still have time to order.

Inventory level alertSKU-310 matches min order quantityCreate purchase order?
Goods receiptReceived
GR-2026-0142PO-2026-080 · Acme Supplies · 240 unitsStock updated · Warehouse A
Accounting

GL, bank rec, and period close in the same ledger as operations.

AccountDebitCredit
1100 AR1,149.75
4100 Revenue1,000.00
2200 TPS50.00
2300 TVQ99.75

Balanced entry

Customers

Accounts, contacts, pricing, and order history on one timeline.

Distribution MontrealContact: Marie Tremblay
Open orders2
AR balance$4,820

Last order · SO-0045 · Mar 12

Reports

P&L, AR aging, and inventory valuation from live data.

P&L (MTD)$42,180
AR aging78% current
Inventory value$182,450

Built into Keefa

Kai

When Kai lives inside the ERP, a question about overdue AR, ready-to-ship orders, or a quote conversion pulls from the same records your warehouse and accounting already trust. Less tab-hopping. Less re-keying. One place to ask, check, and act.

Example exchanges

Sample company and answers for demonstration purposes only.

Operations

Show me orders ready to ship
4 orders ready to ship today, including SO-0045 (Tremblay) and SO-0046 (Boucherie & Co).

Payables

How much do we owe Acme Supplies?
Open AP to Acme Supplies: $14,850.20 CAD across 3 bills. Next due Jul 28, 2026.

Receivables

Which customers haven't paid this month?
Past-due this month: Distribution Montreal, Marché de l'Est, and Garage Tremblay.

Quebec tax

Explain TPS/TVQ on invoice INV-1042
INV-1042: $1,149.75 CAD incl. GST $50.00 and QST $99.75.

Actions

Remind me to call Tremblay about SO-0045 on Friday
I can add a task to your list. Review it below, nothing is saved until you confirm.

Actions

Convert quote SQ-2026-0042 to a sales order
Found the approved quote. Review the conversion, the order is not created until you confirm.

The modules wholesale teams use every day.

Sales, purchasing, inventory, GL, collaboration, and Kai, in one product. Carriers and storefront sync when you need them.

01

Order to cash

Quotes turn into orders, pick lists, invoices, and AR, with a timeline on every document.

  • Quotes & sales orders
  • Pick / pack / ship
  • Invoices, AR & document timelines

02

Purchase to pay

Vendors, POs, receiving, and AP tied to what is on the shelf, plus vendor history.

  • Purchase orders
  • Goods receipt
  • AP bills, payments & timelines

03

Warehouse & inventory

Multi-location stock, adjustments, transfers, low-stock alerts.

  • Multi-warehouse
  • Receiving & counts
  • Committed vs on-hand

04

Books & Quebec tax

GL, period close, TPS/TVQ summaries for filing prep.

  • Chart of accounts
  • P&L and balance sheet
  • GST/QST summaries

05

Files, tasks & chat

Documents and reminders on the same records as orders and customers.

  • Files hub & attachments
  • Tasks & reminders
  • Dockable chat with @kai

Trust & Canada hosting

Built on Montreal wholesale floors

Keefa comes from distribution work: heavy SKU counts, bilingual teams, month-end that cannot slip. Canadian hosting, daily backups, support in English and French.

Product principle

“The warehouse and the ledger should agree.”

Sized for hundreds to thousands of SKUs

  • TPS/TVQ on operational documents
  • Canadian data residency by design
  • Montreal support in English and French
  • Hosting, updates, and backups included

Quebec Law 25

Aligned

Personal information handled under Quebec privacy law. Access, correction, and deletion on request.

Hosted in Canada

Canada

ERP designed for Canadian data residency. Backups included.

Tenant isolation

RLS

Row-level security on every query. Your tenant data stays separate.

Straightforward pricing

Setup covers onboarding and migration. Monthly is flat, platform, hosting, and support included.

Lite

Solo / micro team — thin order-to-cash + inventory

$25/mo

billed monthly

No setup fee
  • Customers & products
  • Quotes → orders → invoices
  • Basic inventory
  • Tasks
  • Kai prepaid — buy credits

Essentials

Small team, core order-to-cash

$249/mo

billed monthly

Setup fee: $3,500
  • CRM & customers
  • Quotes & orders
  • Invoicing & AR
  • Basic inventory
  • Kai credit included ($50/mo)
Popular

Operations

Growing wholesale ops with purchasing & multi-warehouse

$549/mo

billed monthly

Setup fee: $5,500
  • Everything in Essentials
  • Purchasing & AP
  • Multi-warehouse inventory
  • Operational reports
  • Kai credit included ($100/mo)

Complete

Full wholesale ERP with GL, shipping, sync, automations

$999/mo

billed monthly

Setup fee: $8,500
  • Everything in Operations
  • Full general ledger
  • Shipping connectors
  • E-commerce sync
  • Core automations
  • Kai credit included ($200/mo)

Pilot partners (Essentials / Operations / Complete only): 50% off monthly and setup — until the earlier of 6 months from start or July 1, 2027. Lite is not eligible for Pilot.

Save 12% with annual prepayment

Available Add-ons

Kai credit packsFrom $10

One-time prepaid Kai packs for Lite ($0 monthly included) and overages on main plans. Starter $10, Standard $25, Plus $50 — credit equals price; unused pack balance carries over.

Live bank feedOn request

Automatic sync via bank APIs when available for your institution (e.g. BMO Business Portal). Scoped and priced case by case, OFX file import stays included with every GL plan.

Connector setupCase by case

One-time enablement for payment, shipping, e-commerce, or accounting export connectors. Scope and pricing depend on your stack.

ERP migration packfrom $3,500

Opening balances, COA mapping, CSV imports for masters and open AR/AP, parallel-run checklist, and accountant handoff.

KaiIncluded

Included on every plan. Main plans include monthly Kai credit ($50 / $100 / $200); Lite and overages use prepaid credit packs. Not unlimited.

Payroll partner exportOn demand

Employee records and exports for your payroll partner, not a built-in pay engine. Enabled on demand, priced case by case.

Product supportIncluded

24/7 product support from Montreal, remote help and local on-site when you need someone in the room.

Advanced automationsCase by case

Vertical workflows and custom automation beyond core rules, scoped and priced case by case with your team.

  • Pilot partners (Essentials / Operations / Complete only): 50% off monthly and setup — until the earlier of 6 months from start or July 1, 2027. Lite is not eligible for Pilot.
  • No seat / user caps on any plan — invite anti-abuse controls apply at high headcount.
  • Migration and onboarding included in setup fees (main plans). Lite is self-serve with $0 setup.
  • Kai included with every plan as dollar credit (Essentials $50 / Operations $100 / Complete $200 per month; Lite is prepaid credit only). Credit packs for overages — not unlimited.
  • Named connectors (carriers, payments, storefronts) scoped during onboarding, connector setup priced case by case.
  • Bank reconciliation included with OFX file import; live bank feeds available on request.
  • 12-month initial term with a reasonable satisfaction window during onboarding (main plans).
  • Save 12% with annual prepayment.

Comparisons

It is a real investment, and the value matches: Keefa is your long-term platform for running the business digitally. Everything lives in one system built around how you operate, vertically scalable to your workflows, and ready to grow with you.

vs. Spreadsheets + email
vs. ledger-only software
vs. Odoo
vs. Custom development

Book a consultation

See it with your workflows

30 minutes. Your orders, your warehouse, your books. We walk through the product on your terms.

Prefer email? Send the form. We will confirm a time that works for floor and office.

Or email us at info@keefa.ca