Is Delavia a licensed financial advisory service?
No. Delavia is purely an organizational software tool for tracking and categorizing expenses. It does not provide financial advice, tax opinions, or investment recommendations.
How does Delavia separate my personal and business expenses?
You connect your bank feeds or import statements, then define simple matching rules. Delavia automatically tags recurring personal bills versus business operational spending into distinct record views.
How long does initial account setup take?
Most micro-business owners configure their bank feeds and basic expense rules in about fifteen to twenty minutes. Historical transactions for the year can be imported instantly.
What happens after my 14-day free trial ends?
You can choose a paid monthly plan to continue automatic bank syncing and receipt processing. If you choose not to subscribe, your data remains available for export without further charge.
How are my banking data and records secured in Canada?
We use read-only bank connections via secure encryption protocol standards. Delavia cannot initiate payments, move funds, or alter your bank accounts.
Can I export my categorized spending to my accountant?
Yes. You can generate structured CSV, Excel, or PDF monthly summaries that line up directly with standard Canadian business tax schedule categories.
