Features Built for Freelancers
The only platform that combines real-time tax-aware bookkeeping with proactive tax strategy and an AI CFO assistant.
AI-Powered Bookkeeping
Automatic expense categorization for 1099 contractors
Transaction Import
Auto-import from 10,000+ banks and cards via Plaid. Real-time sync.
Smart Categorization
AI assigns IRS-compliant categories and learns your patterns over time.
Mileage Tracker
GPS-based mileage tracking for business driving. IRS-rate calculations.
Invoicing
Create and send professional invoices. Auto-record payments.
Bank Reconciliation
Automatic matching of transactions to bank statements.
Multi-Entity Support
Separate books per entity: 2 on Pro, 3 on Premium, unlimited on Enterprise. Built for production and rental companies holding one entity per asset.
Tax Intelligence Engine
Proactive tax strategy for self-employed individuals
Real-Time Tax Liability
Live dashboard shows exactly what you owe, updated every transaction.
S-Corp Election Analysis
Models whether S-Corp election saves you money based on your income.
Augusta Rule
Identifies if you qualify to rent your home to your business tax-free.
Hiring Children Strategy
Calculates tax savings from employing your children in the business.
Quarterly Estimates
Exact quarterly payment amounts with due-date reminders.
Weekly Law Monitoring
Automated alerts when tax law changes affect your situation.
Pocket CFO AI Assistant
AI tax assistant for small business owners
Chat & SMS Interface
Ask tax questions in plain English via chat or text message.
Report Generation
Request P&L, balance sheet, or cash flow reports in Excel, Word, or PDF.
Bookkeeping Actions
Execute multi-step tasks: 'Categorize all Uber charges as transportation.'
Audit Defense Logging
Every AI recommendation is permanently logged for IRS audit defense.
Tax Strategy Alerts
Proactive nudges: 'You should contribute to your SEP-IRA before Dec 31.'
Compliance & Year-End
1099 management and year-end tax preparation
1099/W-9 Management
Collect W-9s from contractors and generate 1099-NECs at year-end.
PII Detection Pipeline
Automatically flags and protects sensitive personal information.
Year-End Checklist
Step-by-step guide covering both business and personal deductions.
Export to CPA
One-click export of clean books to your accountant or tax software.
Married Filing Jointly
Spouse seat add-on for joint income tracking and Child Tax Credit.
Try Every Feature Free for 30 Days
No credit card required. Full access to all features.
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