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

拍张照,
账就记好了
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.

商户请向会计师索取邀请链接 · 想装? 下载 App →Merchants: ask your accountant for an invitation · prefer the app? Get the app →

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. 可读内容先入账,疑点再核对Readable entries post; exceptions get reviewed

    #4821 · $195.72
    谁操作Who acts

    识别清楚的内容先入账;疑点保留提示,由您或会计师对照原件核对 GST、金额与分类。Readable entries post first. Flagged issues stay visible for you or your accountant to check tax, amounts and categories against the original.

    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
视频Video

让会计师的
报税季更轻松
An easier tax season
for accountants.

两段视频:客户怎么交票、会计师怎么复核出稿、.GFI 怎么直通报税软件。中文讲解,点开即播。Two videos: how clients hand in receipts, how accountants review and deliver, and how .GFI goes straight into tax software. Narrated in Chinese—tap to play.

2:37
速览Quick tour

两分钟看个大概The two-minute version

最快了解 OB票据箱替事务所省掉哪几道手工活。The fastest look at which manual steps OB takes off a firm's desk.

在 YouTube 打开Open on YouTube
8:29
完整版Full

整条流程逐段演示The whole workflow, step by step

从客户交票,到银行对账、体检调账,再到 .GFI 导入报税软件。From client hand-in through bank matching and adjustments to the .GFI import.

在 YouTube 打开Open on YouTube
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?
识别清楚的内容先入账,疑点单独标记并保留在「待复核」,不会因为已入账就消失。金额、日期或账户未读清的银行流水保留为草稿,您或会计师可对照原件补齐后确认;未知值不会自动填成零。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。Readable entries post first, while flagged issues remain in “Needs review”. Bank transactions with unreadable amounts, dates or accounts stay in a draft for you or your accountant to complete against the original and confirm. Unknown values are never filled with zero. 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.
如何开通账号?How do I get an account?
我们不开放自助注册。事务所可点击「申请开通事务所账号」联系 OB;商户和所内成员请向会计师或事务所索取专属邀请链接。收到邀请后,按链接提示激活即可。We do not offer self-service sign-up. Firms can use “Apply for a firm account” to contact OB. Merchants and firm members should request a personal invitation from their accountant or firm, then activate through that link.
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

先把开户关系理清,再把账做好。Start with the right account relationship.

事务所申请开通主账号;商户请会计师发送邀请。已有账号可直接登录。Firms apply for a primary account. Merchants receive an invitation from their accountant. Existing users can log in directly.