White-Glove Compliance Service

We Handle Your FINTRAC Reporting. End to End.

Your compliance tool is ready. Let our team run it for you. Send us your CSV — we set up your account, file every report, and hand it off when you're ready.

Scoped to your reporting volume
Built around your workflow
Clear proposal after consultation

Where Does Managed Reporting Assistance Fit?

Comply+ is built to be simple. But if your team doesn't have the bandwidth to run it — we'll run it for you.

No Solution

High risk

Manual processes, missed deadlines, and compliance gaps. FINTRAC penalties can reach millions — and enforcement is intensifying.

  • Manual report preparation
  • Risk of missed deadlines
  • No audit trail
  • Penalty exposure
Recommended

Managed Reporting Assistance

Hands-off compliance

Send us your CSV. We set up your account, process transactions, prepare reports, and deliver monthly summaries. Hands-off until you're ready.

  • Full account setup & onboarding
  • End-to-end report filing
  • Monthly compliance summaries
  • Handoff when you're ready

Self-Serve Platform

Full control

You upload CSVs, review reports, and submit to FINTRAC yourself. Simple, fast, and affordable. Explore at your own pace in our free sandbox — no time limit.

  • Free sandbox — no time limit
  • AI-powered report generation
  • Direct FINTRAC submission
  • One-minute setup
Try the Sandbox
How It Works

From CSV to FINTRAC — We Handle Every Step

A fully managed compliance workflow designed for reporting entities who need expert filing without the overhead.

Step 1

We Set Everything Up

Account configuration, report templates, CSV field mapping, and customer/location data import. Our team handles the entire onboarding process.

Step 2

You Send Your CSV

Email or upload your transaction data on your schedule — weekly, bi-weekly, or monthly. No format changes needed; we map your fields.

Step 3

Our Team Processes & Files

Transaction classification, report generation, quality review, and direct FINTRAC submission. Every report is reviewed before filing.

Step 4

You Get a Summary

Monthly compliance summary with filing confirmations, report counts, and any flagged items for your review. Full transparency, zero guesswork.

Step 5

Handoff When You're Ready

Move into self-serve with full training and ongoing support, or continue with reporting assistance for as long as your team needs the help.

Who Is This For?

Built for Teams That Need Relief Now

Whether you're just starting out or struggling to keep up, Managed Reporting Assistance takes compliance operations off your plate.

Small & Solo MSBs

No dedicated compliance staff? No problem. We handle the operational work of preparing and filing your FINTRAC reports, tracking deadlines, and helping you stay on top of your reporting obligations.

Newly Registered Entities

Just registered with FINTRAC and not sure where to start? We handle the setup, establish your reporting workflows, and file your first reports — then train your team when you're ready to take over.

Overwhelmed Teams

Transaction volumes growing faster than your compliance capacity? Let us handle the filing backlog while you focus on operations. We'll keep you compliant while your team catches up.

Scoped Around Your Reporting Needs

Reporting volume, backlog size, data quality, and review requirements vary. We will walk through your workflow and provide a clear proposal before any work begins.

Managed Reporting Assistance

Speak with an expert so we can understand your reporting mix, operational burden, and historical backlog before recommending the right support model.

What We Scope

  • Monthly report volume and report types
  • CSV, API, or source-system data readiness
  • Backlog or historical filing requirements
  • Review, approval, and escalation cadence

Support Can Include

  • Account setup and source-file mapping
  • Report preparation and quality review
  • Monthly reporting summaries
  • Self-serve transition training when ready

Pricing is determined after a scoping conversation. We will confirm the level of assistance, reporting cadence, and any backlog work before providing a clear proposal.

Frequently Asked Questions

30-Minute Consultation

Let's take compliance off your plate.

Book a free consultation to discuss your reporting needs, transaction volumes, and how Managed Reporting Assistance can work for your business.

No commitment required. We'll walk through your options.