Tax season prep, simplified
Upload your bank statements, let AI categorize your business expenses, and download organized reports for you or your CPA.
How It Works
Upload Bank Statements
Drag and drop your CSV bank statements. We support Chase, Bank of America, Wells Fargo, Citi, Capital One, and more.
AI Categorizes Expenses
Our AI engine analyzes each transaction and suggests business categories. You review and make final decisions.
Download Reports
Get organized PDF, Excel, and TurboTax-compatible reports ready for you or your tax professional.
What You Get
Smart Categorization
AI-powered categorization tuned for your business type - software, creative, real estate, coaching, e-commerce, or trades.
PDF Summary Report
Clean expense summary organized by business category with Schedule C reference guide included.
Detailed Excel Workbook
Full transaction detail with summary, category breakdown, and reference tabs for your CPA.
TurboTax Compatible
TXF export file for TurboTax Desktop users to import categorized data directly.
Duplicate Detection
Upload multiple bank accounts - we automatically detect and flag duplicate transactions.
Privacy First
Your data is encrypted and auto-deleted after 24 hours. CSV parsing happens in your browser.
Simple Pricing
One-time payment. No subscription.
- Unlimited transactions
- AI-powered categorization
- PDF + Excel + TXF reports
- Schedule C reference guide
- 24-hour secure access to reports
Ready to organize your tax data?
Most users finish in under 10 minutes. Your CPA will thank you.
Upload Your Statements