Stop Leaving Money on the Table at Tax Time.

Yes. Most people connect their bank through Plaid, the same service used by Venmo, Coinbase, and thousands of other apps. We never see your bank login. Plaid sends us just the transaction details (store names, dates, amounts) and nothing else. You can also upload a CSV manually if you prefer. Everything is encrypted, sent over HTTPS, and automatically deleted when your session ends.

Most of your recent transactions appear within seconds of connecting your bank. Your full year of history usually follows within a couple of minutes. In rare cases, some banks can take up to 24 hours to send everything. You can start reviewing right away with whatever data is available, and we'll automatically pull in the rest as your bank delivers it.

That's actually most of our users. Upload the statement from whatever card or checking account you use for work, even if it's 80% personal spending. The AI separates business from personal, and you confirm each one. No need to open a separate account.

Sign up, tell us about your business, and pay $39 to unlock everything. Upload your bank statement, and the AI categorizes your expenses in minutes. If the results aren't useful, we'll refund you, no questions asked.

Most people only need to adjust a handful of categories out of hundreds. The AI is tuned to your specific line of work. A hairstylist's Home Depot trip gets categorized differently than a contractor's. You review every transaction before anything goes into your reports.

If you have 50 transactions, a spreadsheet works fine. But if you have 300+ transactions across multiple accounts, that's a weekend project. Most people spend 4-6 hours sorting expenses manually, and miss deductions along the way. We do it in a fraction of the time for $39.

Exactly what it sounds like. If you find something that's our fault (a file that won't parse, transactions that go missing, a report that comes out wrong), email us. We'll fix the issue, and your account becomes free for life. Future tax years, everything. We'd rather give you the product for free than have you walk away thinking it doesn't work.