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For Accountants
Every transaction categorized and mapped to the exact Schedule C line — starting from your client’s own rules, not generic categories.
Your corrections should count. Here they do.
Most tools guess the same way for every client. This platform starts from what you and your client have already confirmed: once you correct a payee, that decision becomes a permanent rule for that client. Over time, the review work shrinks instead of repeating.
What it does
- Categorizes every transaction and maps it to the exact Schedule C line
- Applies your client’s confirmed rules first — they always win
- Applies tax logic automatically: meals at 50% deductible (IRC §274), transfers excluded from income
- Sends only low-confidence transactions to your review queue — high-confidence ones pass through
The goal isn’t to remove the CPA from the loop. It’s to make sure the loop only contains what actually needs a CPA.
How you use it
- Upload the statementCategorization runs on the normalized data automatically.
- Clear the exceptions queueConfirm or correct the handful of transactions that need your eyes. Each correction becomes a rule.
- Export or syncSchedule C mapping flows into reports and QuickBooks without re-entry.
Categorize a full statement in minutes.
Early access opens soon. Join the waitlist — no credit card, no setup.