What files can I upload?
CSV exports from banks or bookkeeping tools, PDF statements, and plain-text receipt exports. The parser reads date, merchant/description, and amount fields.
Fintech for Freelancers
Freelancer Expense Categorizer
AI categorizes freelancer expenses for taxes
Stop losing deductions to manual bookkeeping.
Upload your statements and receipts, let AI classify each expense into tax-ready business categories, and export a clean report your CPA can use immediately.
Hosted checkout by Stripe. Cancel anytime.
What you get in minutes
- Parse statement lines from CSV/PDF/TXT and normalize messy merchant data.
- Tax-focused categories with deductible vs non-deductible flags and confidence scores.
- Export formatted CSV reports for Schedule C prep and CPA handoff.
The Problem
Freelancers spend hours manually tagging transactions and still miss write-offs because statements are inconsistent across banks and payment processors.
The Solution
AI maps each transaction into practical tax categories, adds confidence and rationale, and produces a review-ready export.
FAQ
How accurate is categorization?
The app uses AI plus conservative tax heuristics aimed at freelancer Schedule C categories. Every row includes confidence and reasoning so you can review before filing.
How does payment unlock the app?
Checkout runs on Stripe-hosted Payment Links. After purchase, your webhook marks the account active and unlocks access using a secure cookie.
Can I export for my CPA?
Yes. Export the categorized report as CSV with category, deductible flag, and reasoning notes.