Stop Guessing at Tax Time.
AI Sorts Your Expenses.
Connect your bank and credit cards. Our AI auto-categorizes every business expense and generates tax-ready reports — so you never overpay the IRS again.
Start Free Trial — $19/moNo credit card required for 7-day trial. Cancel anytime.
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Bank Sync
Plaid connects 12,000+ institutions automatically
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AI Categories
OpenAI maps every transaction to IRS expense types
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Tax Reports
Export PDF/CSV summaries ready for your CPA
Simple Pricing
Pro Plan
$19/mo
Everything you need for clean tax records
- ✓Unlimited bank & card connections
- ✓AI expense categorization
- ✓Quarterly & annual tax reports
- ✓PDF & CSV export
- ✓Priority email support
Frequently Asked Questions
How does AI categorization work?
We use OpenAI to analyze each transaction description and automatically assign it to IRS-recognized business expense categories like advertising, travel, or home office.
Which banks and cards are supported?
We connect via Plaid, which supports 12,000+ financial institutions including Chase, Bank of America, Wells Fargo, American Express, and most major credit unions.
Can I export reports for my accountant?
Yes. Generate a clean PDF or CSV summary of all categorized expenses, sorted by tax category, ready to hand off to your CPA or import into TurboTax.