Bring in the evidence
Upload statements, invoices, receipts, platform reports, and the files that explain the period.
AI Bookkeeping · Professionally controlled
Stop reviewing every transaction. Review what actually needs judgment.
Simple Tax AI organizes evidence, prepares routine coding, and surfaces uncertain activity - so your team stays in control of the close.
Source-linkedDraft before postingHuman approval
The old review
Search through everything.
Move line by line between bank activity, documents, spreadsheets, and the accounting system—hoping the unusual items stand out.
The controlled AI review
Start with what is uncertain.
See missing documents, new patterns, unusual amounts, unresolved matches, and proposed entries in one accountable queue.
How it works
Five clear stages. No invisible leap from upload to ledger.
Each stage produces something a client or reviewer can see, understand, and approve.
Source workspace
Add business context
Capture recurring vendors, properties, channels, owner activity, and company-specific bookkeeping rules.
Prepare the accounting
Generate suggested accounts, matches, splits, and balanced draft entries without silently posting them.
Resolve the exceptions
Review low-confidence items, missing support, unusual activity, and decisions that require professional judgment.
Approve and book
Confirm the final treatment and move approved records to accounting with their evidence and decision history retained.
The product in practice
Built around a monthly close, not a generic AI prompt.
Clients upload evidence. The system prepares and prioritizes. A reviewer resolves judgment calls. Only approved work reaches the books.
- Documents remain connected to proposed accounting
- Business context carries into future processing
- Uncertainty appears before posting
- Reviewer actions remain visible
What your team receives
A cleaner review package before anything is final.
Evidence-ready transactions
Source documents and transaction details are kept together, so reviewers spend less time searching for support.
Proposed accounting
Routine classifications, matches, splits, and draft entries arrive prepared—but remain clearly marked as proposals.
A focused decision list
Open questions are organized by reason, materiality, and next action rather than buried inside the ledger.
Your business is part of the model
Bookkeeping rules should reflect how your company actually operates.
Tell Simple Tax AI about your revenue channels, properties, payment processors, recurring vendors, owner transactions, and review preferences. That context becomes part of the workflow instead of living in someone’s inbox.
See industry-specific workflows