What is Find Your Deductions?

Overview

Find Your Deductions is a SaaS fintech application that uses AI to automatically identify missed tax deductions from your financial transactions. The app analyzes bank data via Plaid and uploaded CSV files to find charitable donations, business expenses, medical costs, and other deductible items.

How It Works

1. Connect Your Accounts – Securely link your bank accounts using Plaid, or upload CSV transaction files
2. AI Analysis – Our AI analyzes each transaction to identify potential tax deductions
3. Review & Categorize – Review AI-suggested deductions across six categories: charitable, business, health, education, home, and other
4. Generate Reports – Create detailed deduction reports for your tax preparer or personal records

Key Features

• Smart Transaction Analysis – AI-powered detection of deductible expenses
• Multi-Source Data Import – Connect banks via Plaid or upload CSV files
• Confidence Scoring – Each deduction includes a confidence score to help you prioritize review
• Deduction Categories – Automatic categorization into IRS-recognized deduction types
• Annual Reports – Generate comprehensive reports organized by tax year

Who It's For

Find Your Deductions is designed for:

• Freelancers & Self-Employed – Track business expenses and Schedule C deductions
• Individuals – Find charitable donations, medical expenses, and other personal deductions
• Small Business Owners – Identify deductible business expenses across multiple accounts
• Tax Preparers – Help clients organize deductions before filing

Getting Started

Ready to find your missed deductions? Sign up for free to connect your first account and start discovering potential tax savings.