Expense Management for Freelancers
Categorize expenses automatically with AI
Upload bank statements, let AI categorize transactions for Schedule C, and generate reports. No spreadsheets required.
Everything you need for expense tracking
From upload to tax-ready reports in minutes.
CSV Upload
Drag and drop your bank statements. Smart column detection maps dates, amounts, and descriptions automatically.
AI Categorization
Each transaction is analyzed and assigned a Schedule C category. No manual tagging required.
Transaction Management
Search, filter, and sort your transactions. Edit categories inline or in bulk.
Document Tracking
Keep your bank statements organized. See transaction counts and totals per document.
Category Mappings
Create rules that automatically apply to future transactions. Update once, apply everywhere.
Reports
Generate month-to-date, year-to-date, or annual reports with category breakdowns.
How it works
Three steps to organized expenses.
Upload your statements
Drop a CSV file and map the columns to get started.
AI categorizes everything
Each transaction is automatically assigned a Schedule C category.
Generate reports
View breakdowns by category and time period for tax filing.
Ready to get started?
Start categorizing your expenses in minutes. No credit card required.
Create free account