The 62 Forge Tech modules
Everything an SMB needs, under one software.
From general ledger to industry modules (CCQ, restaurant, salon, real estate, medical), Forge Tech bundles under one software what you buy today from 5 or 6 different vendors.
Accounting — 10 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
Long-lived asset management (vehicles, equipment, buildings). Quebec 50% rule compliance.
Depreciation
Automatic monthly calculation: straight-line, declining, 50% rule. Journal entries generated.
Bank feeds
Plaid/Flinks/MX connection. Your transactions arrive automatically every night.
Audit trail
Every change is tracked: who, when, what. Tax compliance and security.
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, Stripe, 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 — 4 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.
Tax — 4 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.
Payroll & HR — 6 modules
Automated payroll
QPP, EI, QPIP, HSF, QC/federal taxes computed. PDF pay stubs, annual T4 and RL-1.
Time tracking
Project/client time entries. Automatic billing of worked hours.
HR
Full employee file: contract, salary, SIN, emergency contact, documents.
Vacation tracking
Time-off requests with approval workflow. Accrued vacation balance.
Performance reviews
Annual reviews with 5 performance levels. History preserved.
CCQ — Quebec Construction
CCQ employer dues by trade, sub-sector. Monthly remittance.
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 — 6 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.
CRM & Marketing — 3 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.
Intelligence & BI — 5 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.
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 — 9 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.
Stripe webhook
Your Stripe 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.
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