Sort your bank transactions in minutes, keep Schedule C-ready records for every business, and hand your tax pro a clean packet — with an AI assistant that explains everything in plain English.
No accounting degree required. Answer plain questions, and the app keeps the books.
Upload bank statements and fly through them with keyboard-friendly approve and correct actions. Your corrections become learning rules.
Every business gets its own profit & loss, IRS category mapping, and export — ready for Form 1040, Schedule SE, and Form 4562 flows.
Exact duplicates are flagged automatically; near-matches are shown side by side so you decide — nothing is deleted silently.
A built-in assistant for bookkeeping, payroll, deductions, and filing questions — with guardrails that point to official IRS sources.
Payroll runs with paystubs and liability buckets, W-2 access, contractor W-9 tracking, and 1099-NEC-ready totals when you need them.
A state compliance workspace for payroll, bookkeeping, and state income-tax tasks — with source-backed rules before anything is marked compliant.
Everyone starts at $39/month. Your business adds capabilities — not a confusing tier ladder. The in-app Usage & Complexity meter shows exactly what drives your price.
Example: a freelancer with gig income pays $39 + $19 = $58/mo. A small business running payroll with full bookkeeping pays $39 + $59 + $79 = $177/mo. Planned pricing — final pricing confirmed at launch. Tax filing (e-file) is not yet available; the app prepares records and exports for you or your tax professional.
Not yet. Today the app organizes your transactions, builds Schedule C-ready summaries, and exports a clean packet for you or your tax preparer. E-filing requires IRS Authorized e-file Provider approval, which is on our roadmap.
Completely — the demo uses only built-in sample data and runs entirely in your browser. You never enter real financial information. The full app reads your statements locally on your device today, and the production version will use encrypted storage and secure bank connections.
That's the point. Simple Mode asks one plain question at a time — "Was this for your business?" — and the assistant explains anything you tap on. If you're not sure, hit "Not sure" and it gets flagged for review instead of guessed.
Yes — the CPA packet export includes your profit & loss, Schedule C worksheet, low-confidence items, and a full audit trail of what the AI suggested and what you approved.
No. It makes their job (and your bill) smaller by handing them organized, reviewed records. Final filing decisions stay with you and your tax pro.