Find Your Deductions
Automatically
Stop the annual tax-time scramble for receipts and documents. Our Smart Analyzer continuously tracks your personal and business deductions year-round, so when tax season arrives, everything is organized and ready to maximize your savings.
No credit card required.
The problem is real
Tax season shouldn't mean digging through shoeboxes of receipts and scrambling to remember which expenses were deductible. Most people keep poor records all year, then panic trying to piece everything together at the last minute.
Average deductions missed per taxpayer annually
Of people take the standard deduction when itemizing would save more
Possible deductions in the current tax code
We find what others miss
Connect your accounts once and never worry about missing deductions again. Our intelligent system continuously monitors your transactions, automatically organizes potential deductions by category, and keeps everything ready for tax time.
- Automatically categorizes charitable donations, business expenses, and medical costs
- Identifies home office, education, and investment-related deductions
- Provides confidence ratings to help you decide what to claim
Send to Smart Analyzer
Intelligent receipt processing
Send receipts to our Smart Analyzer
Forward receipts to our intelligent processing system that automatically extracts data, matches them to transactions, and categorizes deductions.
- Intelligent OCR and data extraction automatically matches receipts to transactions
- Automatically organizes receipts by deduction category
- All receipts included in your downloadable tax reports
Create smart rules
Set up automatic approval or rejection rules for specific merchants. Never manually review the same types of transactions again—let our system handle the routine decisions while you focus on the edge cases.
- Auto-approve trusted merchants like GoFundMe for charitable deductions
- Set business expense rules for office supplies, software subscriptions, and home office costs
- Save time by automating routine deduction decisions
Built for individuals and sole proprietors
Perfect for tracking both personal and business deductions in one place. Whether you're managing charitable donations, home office expenses, or business purchases, we organize everything for tax time.
Bank-level security
Your financial data is encrypted and protected. We never store your bank credentials or sell your information.
Stay organized year-round
Never lose track of deductible expenses again. We automatically categorize and store every potential deduction as it happens, so your tax documents are always organized and ready.
Pays for itself
Most users find enough additional deductions in their first year to cover multiple years of our service.
How it works
Three simple steps to finding your missing deductions
Connect Securely
Use Plaid's bank-grade security to connect your accounts in under 2 minutes. Your data is encrypted and never stored permanently. Upload CSV files as an alternative.
Smart Analysis
Our Smart Analyzer analyzes each transaction as it comes in, identifying potential deductions for charitable donations, business expenses, medical costs, and more. Get instant notifications when deductions are found.
Review & Export
Approve or reject each deduction with one click. Get weekly summaries and detailed reports. Come tax time, download organized reports for TurboTax, your accountant, or any tax software.
Ready to stop overpaying?
Start finding your missing deductions today.
Find Your Missing Deductions
Stop leaving money on the table. Our Smart Analyzer finds what you miss.
No credit card required