The X is everything you're unsure about — which receipt matches which charge, what category it belongs in, what's still missing. That part is ours.
A year of receipts,organized into something your accountant can use.
To be clear about scope: this is atax-prep organizing tool. It does not calculate what you owe, does not decide whether an expense is deductible, does not file anything on your behalf, and is not tax advice. It turns a pile of receipts into a clean, traceable record you can hand off.
A year of receipts lives in your photos, your email attachments, and a drawer. Just finding them all is the slowest part.
There's a $108.13 charge on the statement — which receipt is it? And the receipt in your hand: did you already record it? You're doing this from memory and Ctrl-F.
Your accountant gets a folder of IMG_4821.jpg and has to open each one and ask what it was. Several rounds of that.
Four steps. You do the first two, the system does the next two, and you only review what it flags.
Drag in 500 files at once — JPG, PNG, HEIC, PDF. On a phone you can shoot continuously without leaving the camera, and it warns you about a bad shot while you can still retake it.
CSV or a statement file. This step is optional, but it's what gives you reconciliation and a missing-receipt list — the answer to "did I forget to record anything?"
Amount, vendor, date, tax, tip, card last four, receipt number. Categorized by your rules and your past choices, renamed to your template, then matched line by line against the statement.
Low-confidence reads, amounts that don't tie out, likely duplicates, and charges with no receipt get queued for you. Everything else you never have to look at — that's where the time savings come from.
Not a "done" notification — four things you can actually use.
Laid out by official line number, with every line clickable through to the receipts behind it. Includes Part I income and the Line 31 net figure — which is arithmetic, not a tax calculation. It also lists what's still open: charges with no receipt, and decisions only you can make (meal percentage, vehicle method).
One row per bank transaction, with the matched receipt's filename right there in the row. Click a row and the original opens beside it. The exported Excel keeps the receipt links clickable. Amount mismatches are called out separately.
Originals filed by category or month, plus a summary, plus three lists: needs review, missing receipt, likely duplicate. The uncertain items go in the package too — handing over only the clean part is how things get missed.
A three-column Date / Description / Amount CSV that QuickBooks, Xero, and Wave all accept. Expenses are exported as negative numbers, per the usual bank-CSV convention.
Because every number traces back to its source, and the source is never altered.
Next to the extracted "Total $108.13" is the line on the receipt it came from. When something looks off, you don't have to re-read the whole document.
From the moment of upload, the original file is read-only. Renaming, recategorizing, and correcting fields are all metadata — they never overwrite the file.
Low confidence, amounts that don't add up, implausible dates — these go to a review queue instead of getting filled in with a number that merely looks right.
Full card numbers are never stored. Even when one is visible, only the last four are kept, and only to tell which card a charge went on.
Tiers differ only in document volume and number of companies. The features are the same — nothing is locked behind an upgrade.
Try it on your own receipts — you'll know quickly whether it's enough
One person, one company, a normal month of receipts
Multiple companies, reconciliation, and custom rules
Start with 50 documents free, no card required. Monthly plans can be cancelled anytime and run to the end of the period. Checkout page pricing governs.
Stated up front, rather than discovered after you've paid.
Self-employment tax, the standard deduction, credits — none of it. The net figure on the worksheet is income minus expenses, and nothing more.
Whether a given meal is a business meal, or whether your home office qualifies, is a call for you and your accountant. This tool's job is to make the records clear enough to make that call.
No IRS connection, no forms submitted. You take the organized output to your tax software or your accountant.
The standard mileage rate and the simplified home-office rate are republished annually. The tool collects the raw inputs — miles, square footage, full household expenses — and stops there. A hardcoded rate would produce a plausible-looking wrong number next year, with no error to warn you.
No card required. Feed it the hardest ones you have — crumpled, in another language, with a handwritten tip — and see how it does before you commit to anything.
Start free