Daily tax clarity for professionals
Uploading bank statements is one of the fastest ways for professionals to create a working tax picture from real activity instead of trying to reconstruct the quarter manually.
Professionals often have the data they need already sitting in statements. The challenge is turning those documents into a usable estimate without double-counting overlap or treating every row the same.
The app reads transactions, checks duplicates, groups activity by date, flags uncertain rows, and rolls the results into latest-day, deduction, and quarter planning views.
Statement uploads let professionals stay aware while the year is still in motion. That gives them a chance to save, review, or adjust spending before filing time compresses everything.
Yes. CSV is often cleaner, but PDF parsing is supported for many formats.
Duplicate detection helps prevent the same transactions from being counted again.
Yes. Uploaded expense activity feeds the deduction-planning layer.