Client data that's already tax-ready

Stop chasing receipts and re-keying spreadsheets. Your clients capture income, expenses, receipts and mileage on WhatsApp throughout the year, and you get clean, categorized, tax-ready data you can export to CSV or Excel in one click.

Bulk-scan a client's entire pile of invoices in minutes with AI extraction and an archived audit trail. Expenses arrive already mapped to the right tax lines — Schedule C, Self Assessment, T2125 and VAT — so month-end and year-end take a fraction of the time.