Screen 1 — Sign in
Mobile · light
etracer
Interac reconciliation, on autopilot
Sign In
Sign in to eTracer with your Google account, or with email and password.
or
🔒 eTracer secures your data
Privacy · Terms · Contact
Mobile · dark
etracer
Interac reconciliation, on autopilot
Sign In
Sign in to eTracer with your Google account, or with email and password.
or
🔒 eTracer secures your data
Privacy · Terms · Contact
Screen 2 — Onboarding · Step 2
Mobile · 390
etracer
Accounting · Live
MKNorthside Flooring
Today · Matched
$0.00
matched
0
Step 2 of 3
Set up e-transfer forwarding
Gmail auto-forwards your Interac notifications to your private eTracer address. We never connect to your inbox.
1In Gmail: Settings → Filters → Create a filter
2From: payments.interac.ca
3Choose “Forward to” and paste your eTracer address
4Click the confirmation link Gmail emails you — one time only
⚠
Set up the filter — don’t forward emails yourself. A manual forward strips Interac’s signature, and eTracer will reject it.
Gmail sent its confirmation — it lands with us, not you
Forwarding confirmed — now create the filter (step 2 above)
The wizard detects each step by itself — these states appear in place
Full guide with pictures → etracer.ca/connect-your-inbox
Works from Gmail & Google Workspace · Outlook rules work the same way
Review
Matched
Settings
Screen 3 — Review queue
Mobile · 390
etracer
Accounting · Live
MKNorthside Flooring
Today · Matched
$4,890.00
matched
24
Review queue
3 need your confirmation · 2 unmatched
Incoming e-transfers
PS
Paula Sutton
→ INV-2201 · Ray Sherman · exact
$2,147.50
12m ago
DK
Dave Kowalski
→ INV-1043 · $2.50 over
$2,150.00
18m ago
CE
Cedar Electric
No invoice # — pick one
$890.00
41m ago
JT
J. Tremblay
No match — choose invoice
$1,300.00
1h ago
Today’s history
Northside Plumbing
$980.00
Kate Sawyer
$1,020.00
Green Valley Co.
$3,200.00
S. Okafor
$512.75
Review
Matched
Settings
Screen 4 — Confirm match
Mobile · 390 · bottom sheet
etracer
Accounting · Live
MKNorthside Flooring
Today · Matched
$4,890.00
matched
24
Review queue
3 need your confirmation · 2 unmatched
Incoming e-transfers
PS
Paula Sutton
→ INV-2201 · Ray Sherman · exact
$2,147.50
12m ago
DK
Dave Kowalski
→ INV-1043 · $2.50 over
$2,150.00
18m ago
CE
Cedar Electric
No invoice # — pick one
$890.00
41m ago
JT
J. Tremblay
No match — choose invoice
$1,300.00
1h ago
Today’s history
Northside Plumbing
$980.00
Kate Sawyer
$1,020.00
Green Valley Co.
$3,200.00
S. Okafor
$512.75
Review
Matched
Settings
Confirm this match
E-transfer receivedGmail
PSPaula Sutton
$2,147.50
Received today · 3:12 PM
Matched invoiceAccounting
INV-2201
$2,147.50
Ray Sherman · 3 days ago
Exact match — last name matches, no other candidate
See other candidates
You only do this once. eTracer remembers Paula Sutton pays for this customer — her next e-transfer books itself automatically. (In Manual mode it arrives pre-matched for one-tap confirm.)
Screen 5 — Matched ledger
Mobile · 390
etracer
Accounting · Live
MKNorthside Flooring
Today · Matched
$4,588.00
matched
3
Matched
Search client or invoice…
Today$4,588.00
CE
Cedar Electric
INV-1043 · you
$2,148.00
NP
Northside Plumbing
INV-1039 · auto
$980.00
TB
Tyler Brooks
INV-1052 · auto
$1,460.00
Receipt sent
Yesterday$5,020.00
RC
Riverside Café
INV-1037 · auto
$1,420.00
Receipt sent
OD
Oakwood Dental
INV-1035 · you
$3,600.00
Receipt sent
Review
Matched
Settings
Screen 6 — Settings
Mobile · 390
etracer
Accounting · Live
MKNorthside Flooring
Today · Matched
$3,128.00
matched
47
Settings
Account
MK
Business name overrides the accounting company name on receipts · sign-in email can’t be changed
Accounting
Connected
Matching
How matches applyHigh-confidence matches book themselves. Anything unclear always waits in your queue.
AutomaticManualAuto-apply timingHold each auto-match before it books — cancel with one tap from the queue.
Instantly15 min1 hourEnd of dayClient receiptsSend the client a receipt the instant a match books — or hold every receipt and send it yourself from the Matched ledger.
Send automaticallyI’ll send manuallyMatching and receipts are independent — holding a receipt never delays the booking. Automatic timing applies in Automatic mode · switching to Manual pauses all auto-booking
E-transfer forwarding3 forwarding
Interac notifications reach eTracer by auto-forward — we never connect to your inbox. Every payment is verified against Interac’s own signature before it counts.
Forwarding
Forwarding
Forwarding
Plan & billing
Email notifications
Sign out
Delete account
Review
Matched
Settings
Bottom sheets
Screen 4 · Confirm match — bottom sheet over the queue
Screen 3b · Invoice picker with search — every open invoice, not just suggestions
Screen 4b · Other candidates — searchable
Screen 5d · Undo match — destructive action, cancel is first
Screen 6b · Account menu — opens from the header chip
Screen 5b · Export format sheet
In-app states
Screen 3b · Auto-apply hold · “Not this one” dismissed · learned payer books itself
Screen 5b · Manual receipts — pending vs sent, with Send-all
Screen 5c · Transaction detail — full audit trail with undo
Screen 2 · Forwarding verification states
Toasts · matched (with Undo) · undone · receipt sent
Failure states · disconnected · sync retry · manual-forward rejected · quarantined