Convert PDF bank statements into structured transaction data for Excel, CSV, or QuickBooks import
Free AI tax software that reads your W-2 and 1099 forms, finds deductions you'd miss, and prepares your federal return
Stage
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Founded
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Based in
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US
Pricing model
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Free
Pricing
Free: 10 pages per UTC day for 10 consecutive days. Starter: $14.50/month or $174/year (500 pages/month). Business: $24.50/month or $294/year (1,500 pages/month). Enterprise: $44.50/month or $534/year (5,000 pages/month). Annual plans save 50%.
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Key features
Excel export with formatted transactions sheet
CSV export with UTF-8 text output
QBO Web Connect file export for QuickBooks
OCR support for readable English scanned PDFs
Available balance verification checks
Batch uploads with merged downloads
Support for multiple export formats
Private file storage in workspace
Direct downloads without confirmation step
Automatic deduction discovery from bank and card statements
Home office and business mileage deductions
Qualified business income deduction calculation
Self-employed health insurance deduction
Documents remain on your computer
IRS rule citations for every line item
E-file free with IRS Free File Fillable Forms
Line-by-line calculation transparency
What makes it different
Review transactions before import with direct downloads
Support for readable English scanned statements via OCR
Available balance verification to catch errors
Flexible team access with shared monthly allowance
Finds deductions automatically in bank and card statements, not available in traditional tax software
All documents and returns stored locally on your computer with no cloud storage
Free with no paid upgrade tiers to unlock deductions
Completely transparent calculations with IRS rule citations for every line
TallyClip
1040kit