The fast, affordable way to get ready for tax season
We provide an organized financial report — not software, and not tax preparation. Just clarity, delivered.
Save days of work
No more evenings spent matching transactions by hand. Send the statements; we handle the organizing.
Simple, flat pricing
$5 per account-month of transactions, whatever the file format. No subscriptions, no hourly billing, no surprise invoices. Estimate your total in seconds.
One consolidated report
Every statement you upload rolls up into a single clean financial report — ready to hand to your accountant.
Clear and private
Your documents stay yours. Directory professionals never receive your financial documents just for being listed.
$5 per account-month. One report.
Pay only for the account-months you cover — PDF, CSV, Excel, or an image, it's all the same price. When the organizing is done, you receive one consolidated report that covers all of them.
12
Checking statements
24
Credit card statements
$180
Total
Three steps. No spreadsheets required.
Upload your statements
Gather a year's worth of bank and credit card statements and send them our way.
Pay $5 per account-month
A flat $5 for each month of transactions for each account you upload. No subscriptions or hourly charges.
Get one organized report
We organize your transactions and return a single consolidated financial report.
Transparent pricing
$5 per account-month and one consolidated report covering everything you upload. Every report includes a complimentary one-year membership.
View pricingFor CPAs, accountants & bookkeepers
Reach clients nationwide with a directory listing. $99 for your first year, optional renewal at $99 annually. Listings never auto-renew.
List your practiceGet organized before tax season
Practical, plain-English guides for organizing your financial records — whether you sort them yourself or let us do it.
Organize bank statements for tax prep
Gather every account, match months, separate income and expenses, and hand off a clean set of records.
Read the guidePrepare records for your accountant
What your tax preparer actually needs from you — and how to deliver it without the back-and-forth.
Read the guideOrganize a year of transactions
Twelve months, multiple accounts, one reconciled summary — and where double-counting usually hides.
Read the guideStop sorting statements.
Get organized for tax season.
Bring us a year's worth of bank and credit card statements. We'll organize every transaction and return one consolidated financial report — for $5 per account-month.
Checking your account…