Tax season without the panic.
Organizes your deductions, generates expense summaries by category, and prepares checklists for your accountant. Saves hours and ensures you never miss a deduction.
Link your Google Sheets or upload financial data. The agent organizes everything automatically.
Choose what you want to track — cash flow, expenses, deductions, or forecasts.
Get weekly reports, alerts for overdue invoices, and tax prep checklists delivered to your inbox.
Use the insights to make smarter decisions. The agent flags issues before they become problems.
Connect your Gmail and Google Sheets to unlock real actions — no API keys needed, just sign in with Google.
Real examples of what this agent produces every day.
**2025 Tax Preparation Checklist** **Documents to Gather:** - [ ] Profit & Loss statement (Jan-Dec 2025) - [ ] All 1099-NEC forms - [ ] Bank statements (all business accounts) - [ ] Receipt records for deductions over $75 - [ ] Vehicle mileage log **Commonly Missed Deductions:** - Software subscriptions: ~$3,200 - Professional development: ~$1,800 - Business meals (50%): ~$2,400 - Home office deduction: ~$1,500 **Estimated Tax Savings:** $2,025
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Organizes your deductions, generates expense summaries by category, and prepares checklists for your accountant. Saves hours and ensures you never miss a deduction.
Yes! Connect Gmail and Google Sheets for real automation — or use it standalone for AI-generated content.
Absolutely. No contracts, cancel from your dashboard whenever you want.
No contracts. Pause or cancel from your dashboard.
Connects to your email and spreadsheets for real actions.
Your agent runs automatically every day.
Start free with 2 runs or subscribe for unlimited daily automation at $29/month.