Bookkeeping data arrives messy
Bank lines, receipts, invoices, payroll, and bills arrive with inconsistent names, categories, and evidence.
AI bookkeeping, tax preparation, and ERP
Finance operations that move from raw transactions to tax-ready records.
Simple Tax AI helps companies, individuals, and tax advisors classify transactions, prepare tax-ready records, and route exceptions for CPA review.
AI bookkeepingAI tax prepCPA reviewed
Problem
Finance teams do not lack software. They lack one reviewable path through the close.
Tax review starts too late
Sales tax, payroll tax, income tax estimates, and filing support are often checked after the close.
Accounting records drift
Teams still reconcile account balances against invoices, banking activity, approvals, and operational systems by hand.
Cost
5 days
Many firms spend a full workweek reviewing client books before tax work can begin.
The delay is not only accounting time. It slows advisory work, filing readiness, management reporting, and cash decisions.
Workflow
Simple Tax AI compresses the monthly close into four controlled steps.
Collect evidence
Pull bank feeds, receipts, invoices, payroll exports, and vendor files into one workspace.
Suggest coding
Recommend accounts, departments, customers, tax treatment, and matching rules for review.
Check tax risk
Flag nexus, deductible expense issues, payroll gaps, missing W-9s, and unusual tax movement.
Post clean records
Send approved entries into QuickBooks, Xero, NetSuite, or your ERP with an audit trail.
Operating view
Show the team where attention is needed first.
Instead of opening ten spreadsheets, managers see open items, tax-sensitive transactions, ERP sync status, and reviewer decisions in one place.
Sorted by missing evidence, tax exceptions, ERP mismatch, and close deadline.
Workload and open decisions by staff member.
Receipts, invoices, notes, and accounting logs remain tied to each record.
For each role
Bookkeeping, tax, and financial and operational teams see the version of the close they can act on.
Standardize client review
Track open items, missing documents, classifications, and reviewer decisions across a portfolio.
Start from clean evidence
Review tax-sensitive transactions, entity-specific rules, filing checklists, and supporting records earlier.
Keep operations aligned
Validate entries, cost centers, inventory movements, and revenue records before system posting.
Result
2.8d
A CPA firm cut client close review from 5 days to 2.8 days.
fewer manual coding corrections
missed filing checklists in 90 days
clients managed across QuickBooks and NetSuite