Finance operations · 2027 launch waitlist
Bookkeeping & Tax-Prep Agent
End the year-end tax scramble. An AI bookkeeping agent that finds invoices and receipts in your inbox, organises the evidence and keeps an accountant-ready master workbook up to date every month.
Open globally. Serving Europe and the Caribbean primarily.
Join the 2027 WaitlistThe problem
Your accountant needs records. You need your time back.
Invoices buried in email, scattered receipts and unmatched bank statements turn year end into a scramble. Monthly preparation keeps missing evidence and review questions visible before the accountant asks.
- Built for
- Small business owners, freelancers and small finance teams
- Inputs
- Approved email access and uploaded bank statements
- Outputs
- Organised source documents, matched transactions and an accountant-ready master workbook
- Your accountant's role
- Review the evidence, make tax decisions and file
How it works
From inbox to monthly close.
01
Read the inbox
Find invoices, bills, subscription receipts and payment confirmations — both money coming in and money going out — within the email access you approve.
02
Categorise and file
Identify and consistently name documents, then organise them by year, month, business category and supplier or client.
03
Match to the bank
Compare uploaded bank statements with supporting documents, line by line. Flag missing receipts, unmatched credits and unclear transactions for review.
04
Build the master workbook
Bring together a bank transaction ledger, income and expense invoice registers, and monthly and annual accountant summaries, with links back to the evidence.
05
Hand it to the accountant
Share organised records and outstanding review questions so your accountant can review and file rather than chase and sort.
06
Repeat every month
Keep statement coverage, missing documentation and reconciliation exceptions visible throughout the year, not just at tax time.
Inside the workflow
Organised evidence, not another pile of files.
Your supplied screenshots show the folder structure and document manifest. The years and months pictured are sample records, not launch commitments.
Year folders
Business categories
Monthly filing
Document manifest
What you receive
A workbook your accountant can review.
Transaction dates, descriptions, debits and credits, currency, business category and purpose, invoice numbers, document links, matching status and review notes — alongside monthly and annual summaries.
01
Evidence linked to transactions
A document manifest and audit trail make it possible to trace records back to their supporting invoices and receipts.
02
Questions kept visible
Missing-documentation lists, reconciliation exceptions and statement-control checks show what still needs attention.
03
Movements not mistaken for revenue
Inter-account transfers and owner reimbursements remain separate review questions rather than automatically becoming income or deductible expenses.
You stay in control
Preparation, not tax advice.
- The agent reads and organises records. It does not move money or access bank accounts; bank statements are uploaded.
- Unclear or unmatched items are flagged for owner confirmation, not guessed.
- Tax shown on source invoices is recorded for accountant review. Tax decisions and filing remain with your accountant.
- Access to email and documents is limited to what you approve and can be revoked.
2027 launch waitlist
Join the Bookkeeping & Tax-Prep Agent waitlist
Tell us what would make the biggest difference to your business. Your interest helps decide which products launch first in 2027. Launch details will be shared when this product opens.