How it works
PDFs, CSVs, receipts. Multiple files supported in one report.
Categorized by Schedule C lines with flags for items needing review.
Pay per report, then export a clean PDF or CSV ready for filing.
Features
Designed for small businesses, freelancers, and tax offices.
Drop in PDFs and CSVs from any bank or card.
Attach receipt images alongside statements.
Lines like Advertising, Supplies, Travel, Wages.
Processing, Ready, Needs Review, Verified, Awaiting Payment.
Spot personal charges, transfers, and duplicates fast.
Polished, accountant-ready report layout.
Drop transactions directly into your tax workbook.
Totals, line-mapped categories, and notes.
Before vs After
Messy statements, unclear expenses, hours of manual sorting.
Clean categorized reports, Schedule C line mapping, faster tax preparation.
Pricing
No subscription. Pay only when your report is ready.
Pay per report
Create account
Free to create an account. You only pay when you generate a report.
FAQ