面向加拿大华人商户与会计师For Canadian Chinese businesses and accountants

拍张照,
记账就好了
Snap a photo.
Bookkeeping done.

老板负责拍,系统负责认字和分类,会计师负责把关和报税。票据、销售、银行流水,一个平台全管好。You take the photo. The system reads and categorizes it. Your accountant reviews and files. Receipts, sales, and bank statements—all managed in one place.

手机浏览器直接使用,无需下载 App · 想装? 下载安卓版 →Works in your mobile browser—no app download required · prefer the app? Get Android →

OB票据箱OB Receipt Box 界面示意UI illustration
OBAO MARKET
2026-06-18 14:32#4821
食材采购Groceries$186.40
GST 5%$9.32
TOTAL$195.72
Obao Market待复核Review
建议:进货成本Suggested: Purchases91%
6 月对账单June statement已核对Matched
票据原件云端留存 6 年以上Original receipts retained in the cloud for 6+ years
数据托管于 AWS 加拿大区Data hosted in the AWS Canada Region
每一笔账都有会计师把关Every set of books is reviewed by an accountant
中英双语界面Bilingual Chinese-English interface
商户版For merchants

日常只有三件事,
剩下的交给系统。
Three simple habits.
The system does the rest.

不用学会计,不用填表格。开餐馆、开超市、做贸易——账就在拍照之间记好了。No accounting knowledge and no forms. Run your restaurant, store, or trading business—the books come together between photos.

拿到票就拍Snap every receipt

连拍、合并都支持。AI 自动认出商家、金额、税额并归类,你什么都不用填。确认过的分类会在该商户账套内沿用。Burst capture and multi-page merging are supported. AI reads the vendor, amount, and tax, then categorizes the receipt. Confirmed categories are reused only within that merchant's books.

每月传一次对账单Upload statements monthly

银行对账单 PDF 上传即自动成表,月初月末余额自动核对,不平的地方标红提醒,原件留底。Upload a bank statement PDF and it becomes a ledger. Opening and closing balances are checked automatically, mismatches are clearly flagged, and the original is retained.

偶尔看看「待复核」Glance at “Needs review”

疑似重复、日期可疑、税额不符的票会集中置顶,一键确认或修正。到了报税季,会计师直接看账,不用再翻鞋盒。Possible duplicates, unusual dates, and tax mismatches rise to the top for confirmation or correction. At tax time, your accountant reviews the books—no shoebox search.

今天的票据Today's receipts界面示意UI illustration

✓ 上传成功 · 正在识别商家、金额与税额✓ Uploaded · Reading vendor, amount, and tax

#4821 · Obao待复核Review
6 月对账单June statement已核对Matched
如何运作How it works

同一张票,从上传到入账One receipt, from upload to the books

不是三张独立卡片,而是一张票据在商户、系统与会计师之间的完整旅程。Not three separate cards—one receipt moving through a continuous workflow shared by the merchant, system, and accountant.

票据 #4821Receipt #4821Obao · 2026-06-18 · $195.72
  1. 商户上传Merchant uploads

    #4821 · $195.72
    谁操作Who acts

    商户用手机浏览器拍摄澳宝超市小票并确认照片清晰。The merchant photographs the Obao Market receipt in a mobile browser and confirms that it is readable.

    系统输出System output
    商户VendorObao
    日期Date2026-06-18
    总额Total$195.72
    上传成功 → AI 已整理Upload complete → AI organized
  2. AI 整理AI organizes

    #4821 · $195.72
    谁操作Who acts

    系统提取字段、给出 GIFI 科目建议,并把不确定项送入待复核。The system extracts fields, suggests a GIFI category, and sends uncertainty to review.

    系统输出System output
    商户 / 日期Vendor / dateObao · 06-18
    GST / 总额total$9.32 / $195.72
    GIFI 建议 / 置信度GIFI / confidence进货成本 · 91%Purchases · 91%
    低置信度 → 会计师已确认Low confidence → Accountant confirmed
  3. 会计师确认入账Accountant confirms and posts

    #4821 · $195.72
    谁操作Who acts

    会计师只检查异常,确认 GST 与分类后完成入账。The accountant reviews the exception, confirms GST and the category, then posts it.

    系统输出System output
    票据Receipt#4821 · Obao
    确认金额Confirmed total$195.72
    状态Status已入账Posted
AI · 有边界With guardrails

不确定,就交给人。When unsure, ask a person.

低置信度Low confidence自动进入「待复核」Automatically enters “Needs review”
疑似重复Possible duplicate带文字标识并自动置顶Labelled in text and moved to the top
确认过的分类Confirmed categories只在该商户账套内沿用Reused only within that merchant's books
最终把关Final review始终由会计师完成Always completed by an accountant
事务所工作台 · 异常审核Firm workspace · Exception review界面示意UI illustration

异常队列Exception queue

导出 ExcelExport Excel批量通过Approve all
待补票据Missing receipt 4低置信度Low confidence 7疑似重复Duplicates 2
#4821 · Obao · $195.72! 低置信度Low confidence进货成本Purchases
#4816 · Petro · $84.10× 疑似重复Duplicate车辆费用Vehicle
#4809 · Bell · $129.88? 待补票据Missing通讯费Telecom
#4798 · Costco · $312.44! 低置信度Low confidence用品Supplies
事务所方案For accounting firms

让审核,
只剩下异常。
Review exceptions.
Nothing else.

不再被微信照片轰炸,不再手录银行流水。客户自助拍票,会计师集中处理系统挑出来的问题。No more floods of WeChat photos and no more re-keying bank lines. Clients upload receipts; accountants focus on the exceptions the system surfaces.

批量接入Bulk onboarding集中接入现有客户Bring existing clients into one workspace
客户完成度Client completion一眼看清本月进度See each client's monthly progress
异常审核Exception review批量通过、修改或退回Approve, edit, or return exceptions
一键导出One-click exportExcel 分表与 GIFI 汇总Excel sheets and GIFI summaries
FAQ

分角色回答真问题Straight answers for both roles

数据存在哪里,谁能访问?Where is data stored, and who can access it?
数据托管于 AWS 加拿大区,票据原件在云端留存 6 年以上。商户可访问自己的资料;事务所账号按客户与员工权限查看所负责的账套。留存说明是产品事实,不构成税务、审计或合规担保。Data is hosted in the AWS Canada Region, and original receipts are retained in the cloud for more than six years. Merchants access their own records; firm access is scoped by assigned clients and staff permissions. This retention statement describes the product and is not a tax, audit, or compliance guarantee.
AI 识别错了怎么办?What happens when AI gets something wrong?
识别不确定的字段会明确标记并进入「待复核」,疑似重复也会带文字标识后置顶。您或会计师可以修改,最终分类由会计师把关;确认过的分类只在该商户账套内沿用。Uncertain fields are clearly labelled and sent to “Needs review”; possible duplicates are also labelled in text and moved to the top. You or your accountant can correct them, and the accountant makes the final call. Confirmed categories are reused only within that merchant's books.
商户必须安装 App 吗?Do merchants have to install an app?
不用。手机浏览器打开 obtally.com 即可使用,也可以添加到主屏幕。微信内可以浏览;登录时建议使用右上角的「在浏览器打开」。No. Open obtally.com in a mobile browser, or add it to your home screen. You can view it inside WeChat; for sign-in, use “Open in browser” from the top-right menu.
免费吗?需要信用卡吗?Is it free, and is a credit card required?
可以从「免费开始试用」进入试用注册流程。试用期限、是否需要信用卡及试用后的套餐价格,以注册页当时显示为准;自己记账与会计师代管的方案可能不同。Use “Start free trial” to enter the trial registration flow. The registration page shows the current trial length, whether a credit card is required, and post-trial pricing; self-service and accountant-managed plans may differ.
会计师如何接入现有客户?How do accountants onboard existing clients?
发送邮件预约事务所演示,我们会根据现有客户规模与员工分工开通工作台,说明批量接入、客户权限、完成度与异常审核流程。联系邮箱:obcdavid@gmail.com。Email us to book a firm demo. We will set up the workspace around your client volume and staff responsibilities, then walk through bulk onboarding, client access, completion tracking, and exception review. Contact: obcdavid@gmail.com.
数据能导出吗?什么格式?Can I export data, and in what format?
可以。成本、销售与银行流水可分表导出 Excel,并按 GIFI 类别汇总;票据原件也会保留,便于复核与交接。Yes. Costs, sales, and bank transactions can be exported as separate Excel sheets with GIFI category summaries. Original receipts are also retained for review and handoff.
停止使用后,如何取回数据?How do I retrieve my data if I stop using the service?
停用前请从工作台导出成本、销售、银行流水与所需票据原件。如需协助,可通过 obcdavid@gmail.com 联系我们安排数据交接。Before closing the service, export costs, sales, bank transactions, and any required original receipts from the workspace. For help, email obcdavid@gmail.com to arrange a data handoff.
两条路径,同一本清楚的账Two paths, one clean set of books

下一张票,试试拍给我们看。Try us with your next receipt.

商户可以马上开始;事务所可以预约一次演示,看看异常审核如何融入现有流程。Merchants can start now. Accounting firms can book a demo to see how exception review fits their current workflow.