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.

1

Upload your statements

Drop a CSV file and map the columns to get started.

2

AI categorizes everything

Each transaction is automatically assigned a Schedule C category.

3

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