Client data that's already tax-ready
Stop chasing receipts and re-keying spreadsheets. Your clients capture everything on WhatsApp, you bulk-scan invoices and export clean, categorized CSV & Excel in one click.
Why firms choose MoneyFeed
Clients capture as they go
Your clients text expenses and snap receipts on WhatsApp all year — no more shoebox of receipts in April.
One-click CSV & Excel
Pull a clean, categorized transaction export for any client and date range — ready to drop into your workpapers.
Tax-ready by jurisdiction
Schedule C, Self Assessment, T2125 and VAT summaries, with expenses already mapped to the right tax lines.
Bulk receipt scanning
Digitize a client's entire pile of invoices in minutes with AI extraction and an archived audit trail.
Close books faster
Because the data lands categorized and receipts are attached, month-end and year-end take a fraction of the time.
Questions from firms
How does MoneyFeed help accountants and bookkeepers?
Your clients capture income, expenses, receipts and mileage on WhatsApp throughout the year. You get clean, categorized, tax-ready data you can export to CSV or Excel — dramatically cutting data-entry and chasing receipts.
Can I export a client's data for my own software?
Yes. The export center produces standard CSV and Excel files filtered by date range, type and category, so you can import into your existing workflow or hand them to a colleague.
Is there an audit trail?
Every scanned receipt is stored and linked to its transaction, giving you defensible proof for the tax authority.