Gather financial evidence
Bring bank statements, receipts, invoices, property reports, and supporting files into one controlled workspace.
Professionally controlled AI bookkeeping
Move from source documents to review-ready books.
Simple Tax AI helps owner-managed businesses organize financial evidence, code recurring activity, surface exceptions, and approve bookkeeping before it reaches the ledger.
AI assistance where it saves time. Professional review where judgment matters.
Chase operating statement42 lines detected · source retained
ReadyVendor invoice batch14 matches · 2 need review
ReviewDraft journal entriesNot posted · approval required
ControlledSource linkedEvery line
Exceptions firstReview queue
Approval gateBefore posting
Document-backedEvidence remains attached
Human-reviewedJudgment stays accountable
Exception-ledAttention goes to uncertainty
Close-orientedBuilt around monthly work
The operating model
Automation does the repeatable work. Review protects the books.
The goal is not to remove financial judgment. It is to make the evidence, proposed coding, and unresolved questions easier to see and act on.
Generate suggestions
Use business context and prior decisions to propose coding, matching, and draft entries.
Review exceptions
Route low-confidence items, missing support, duplicates, and unusual activity to a person.
Approve and book
Post only confirmed records, with the source and reviewer history retained.
See the current product
A practical bookkeeping workflow, not a generic AI chat box.
The product experience is built around the work clients and accountants already do: upload, review, resolve, approve, and book.
- Bank statement and document intake
- Business-specific context carried into review
- Proposed accounting with visible exceptions
- Controlled posting into the accounting system
Built for real operating patterns
Start with the industry details that change the books.
Restaurants
POS, delivery, tips, and merchant fees
Bring daily settlement complexity into a consistent monthly review.
Explore RestaurantsE-commerce
Platforms, payouts, refunds, and inventory
Connect the difference between a sale, a payout, and the actual accounting entry.
Explore E-commerceReal Estate
Properties, deposits, utilities, and repairs
Keep source reports and property-level decisions tied to each record.
Explore Real EstateProfessional Services
Retainers, contractors, and projects
Separate client activity, reimbursable costs, and owner transactions cleanly.
Explore Professional Services