Find more tax deductions without digging through receipts.
Import transactions from CSV, PDF statements, or Plaid. We find likely deductions, rank what needs review, and prepare exports for filing.
No credit card required to start. Free includes preview analysis on your latest 200 transactions.
Bring your data however you want
The app is optimized for real behavior. Some users sync banks, some upload statements at year-end, and many do both.
CSV Upload
Drop exported transactions from any bank or credit card provider.
PDF Statements
Upload monthly statements. We extract and analyze transactions automatically.
Plaid Sync
Connect once for ongoing transaction sync with read-only bank-grade security.
How this makes users money
Every step is designed to increase captured deductions while keeping review effort low.
1. Import
Get historical transactions into one place quickly.
2. Detect
AI flags likely deductions with confidence and category.
3. File
Review exceptions and export reports for your return or CPA.
Deductions automatically identified
Built for trust and tax-time confidence
Ready to recover more deductions this year?
Start with your latest statements today. Keep syncing all year for the easiest tax season you have had.