Accountant-Ready Receipt Handoff for Freelancers

A focused workspace for freelancers, contractors, and small teams to capture receipts, log mileage, review tax-year readiness, and export clean accountant handoff files. Not tax advice or government filing.

What it is

A single workspace to file receipt images or PDFs, review extraction, organize by category and tax year, fix objective readiness issues, log vehicles and business trips, and export CSV, PDF, or a tax-year ZIP handoff pack for your accountant. Shared workspaces, invites, and two-step sign-in are available on team plans.

System capabilities

Receipt archival — Upload images and PDFs. Extract totals, dates, and vendors. Categorize, search, and keep original attachments with the receipt record.
Tax-year readiness — See missing fields, duplicate candidates, needs-review receipts, and original-file availability before accountant handoff.
Accountant handoff — Export a ZIP with readiness files, spreadsheet summaries, a PDF report, originals, mileage, duplicate status, and team metadata.
Vehicle log — Business trips and odometer readings with exports consistent with receipt workflows.
Workspace — Invites, roles, and two-step sign-in for you or your accountant.

Plans & pricing

Personal — $6/month ($60/year): Unlimited receipts, 75 AI scans/month, mileage log, tax-year readiness, accountant handoff exports, 2 GB storage.
Personal Pro — $12/month ($120/year): 250 AI scans/month, 10 GB storage, everything in Personal.
Team — $8/seat/month ($80/seat/year): Shared accountant-ready workspace, invites & roles, 150 AI scans/seat, 5 GB/seat.

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