AI-powered Schedule C scan
Tax deduction finder for freelancers
Upload a business bank or card statement. AI flags every likely Schedule C deduction — software, home office, meals, travel — with a business-use percentage and reason.
How it works
Upload once, get a clean deduction list
Designed for freelancers and self-employed people who file Schedule C.
Upload a business statement
Any bank or card statement — PDF, JPG, or PNG. Optionally tell us what you do so the AI can weight for your business type.
AI classifies every charge
Each transaction gets labeled deductible, mixed, personal, income, or transfer. Mixed charges get a business-use percentage.
See deductions by category
Total estimated deductions, broken down by Schedule C category, with a searchable list showing the AI's reasoning per charge.
Deductions the AI catches
Every freelancer write-off, surfaced automatically
Tuned to reflect IRS Schedule C categories, with conservative defaults on anything personal-adjacent.
SaaS and software subscriptions
Figma, Notion, GitHub, Adobe, AWS, Zoom, Canva — the stack most freelancers use. Flagged as Software & subscriptions.
Home office costs
Rent and utilities get a mixed-use label with a reasonable business-use % if your home office qualifies under IRS rules.
Internet and phone
Your internet bill and phone bill are typical mixed-use charges. Flagged with a default business-use % you can adjust mentally.
Business meals (50% rule)
Client lunches, coffee meetings, conference catering — flagged at the IRS 50% limit in the reason field.
Contractor and professional payments
Payments to subcontractors, accountants, lawyers, and designers. You'll want to 1099 contractors over $600 — the tool flags these so you have a list.
Health insurance and retirement
Self-employed health insurance premiums and Solo 401(k) / SEP IRA contributions — both above-the-line deductions the AI catches.
Advertising and marketing
Facebook Ads, Google Ads, Instagram Ads, podcast sponsorships. Fully deductible as advertising.
Travel and transit
Flights, hotels, rideshare labeled with clear work context, tolls, parking at client sites. Pure commuting is explicitly personal.
What gets marked personal
The AI is conservative by default
Better to miss a small deduction than to recommend a personal expense as a write-off. You can always flag more items with your accountant.
Use this as a starting list, not a filing
AI classifications are a fast way to see what's probably deductible on your Schedule C, but they're not a substitute for a CPA or enrolled agent. The IRS expects you to be able to justify each deduction — especially mixed-use percentages, home-office claims, and vehicle expenses.
Print the results, discuss them with a tax pro, and use them as the checklist for your books. That workflow is the whole point of the tool.
More than just categories
Real financial clarity from your bank statement.
Subscription tracker
Find the charges you forgot about
AI scans every transaction and flags recurring payments. Most people discover at least one subscription they'd forgotten.
- Detects monthly, annual, and weekly charges
- Shows your true monthly subscription cost
- Spots free trial conversions before they auto-renew
Subscription tracker
Find the charges you forgot about
AI scans every transaction and flags recurring payments. Most people discover at least one subscription they'd forgotten.
- Detects monthly, annual, and weekly charges
- Shows your true monthly subscription cost
- Spots free trial conversions before they auto-renew
AI Insights
Your finances, explained by AI
Get a personalized breakdown of spending habits and anomalies. AI reads every transaction and tells you what actually matters.
- Highlights unusual spending spikes
- Tracks month-over-month trends
- Summarizes financial health in plain English
AI Insights
Your finances, explained by AI
Get a personalized breakdown of spending habits and anomalies. AI reads every transaction and tells you what actually matters.
- Highlights unusual spending spikes
- Tracks month-over-month trends
- Summarizes financial health in plain English
Smart recommendations
Not generic tips — your tips
Every recommendation is based on your actual transactions. Specific dollar amounts, not vague advice.
- Based on your real spending patterns
- Specific dollar amounts you can save
- Actionable in under 5 minutes
Potential monthly savings
$227/mo
Potential monthly savings
$227/mo
Smart recommendations
Not generic tips — your tips
Every recommendation is based on your actual transactions. Specific dollar amounts, not vague advice.
- Based on your real spending patterns
- Specific dollar amounts you can save
- Actionable in under 5 minutes
Analyze your own statement
Upload a PDF, get your full report in 30 seconds.
Pricing
See where your money goes
Upload a statement and get answers in seconds. No card required.
- 1 analysis per month
- Up to 50 transactions
- Auto-categorized spending
- Visual spending charts
- Export to CSV & Excel
- 500 pages per month
- Up to 100 transactions
- Everything in Free
- Find forgotten subscriptions
- AI spending insights
- 12-month history
- Everything in Basic
- Unlimited pages
- Unlimited transactions
- Smart receipt scanning (5/mo)
- Priority support
FAQ
Tax deduction finder —
questions & answers
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