Features

Everything you get.
None of the fluff.

Each feature here is shipped and running. None of it is roadmap fluff. We won't promise what we don't have.

Dashboard with document and invoice counts, plan usage and a reconciliation rate — The first screen after you sign in. Counts, quota, reconciliation rate, recent documents.

Capture

Get documents in.

The reason receipts pile up is that filing them is a separate chore. So there is no filing step here: four ways in, none of which asks you to name a file or pick a folder. Whichever you use, the document lands in the same place and goes through the same pipeline.

Snap on mobile

iOS + Android apps: take a photo and it's uploaded on the spot. Web upload works too, on any device with a camera.

Drag & drop

Web upload accepts PDF, JPG, PNG, HEIC up to 20 MB.

Forward emails

Forward any invoice email to your private TaxItEasy® address and we extract the attachment.

Connect Outlook or any IMAP inbox

Read-only access. We can never send, change or delete anything, we only pull invoice emails, and email bodies are never stored. Your inbox is checked every 15 minutes and attachments go through the AI pipeline. Gmail connect is completing Google's verification.

Read

AI does the boring part.

A model reads the document and writes the fields. What makes that usable rather than impressive is the second half: every value stays next to the page it came from, and every value carries a confidence score, so checking a document is a glance instead of a comparison.

Invoice page beside the extracted vendor, number, dates, net, VAT and total

The original stays on the left, what we read out of it on the right. Nothing is hidden behind a save button:

25+ fields per document: vendor, invoice number, date, due date, net, VAT rate, VAT amount, gross, line items, currency, with an overall confidence score.
The type is recognised first: invoice, receipt or bank statement, and the country. Then the matching extractor runs, which is why a Cyprus VAT invoice and a German one both come out right.
Foreign currency keeps both numbers: the original amount and the conversion at the official ECB rate for the invoice date. Both are stored, both are exported.
The same invoice twice is caught immediately, with a clean path to keep one and drop the other.
Full-text search reaches inside the documents, even though their contents are stored encrypted.

Match

Bank reconciliation, automated.

Matching a payment to an invoice is four small judgements, and a computer is better at three of them. It scores each one separately, shows you the arithmetic, and only keeps quiet when all four agree. Everything it decided on its own stays visible and reversible.

Match explanation with score bars for reference, amount, date and counterparty

That screen is the whole idea. Reference 40 of 40, amount 25 of 25, date 3 of 20, counterparty 15 of 15, and a note that the payment arrived 24 days late, so look twice. A score of 83 out of 100 is a suggestion, not a decision.

Four signals, weighted: reference, amount, date and counterparty. A strong total matches silently, a middling one waits in review, a weak one stays a suggestion.
It learns your vendors. Every match you confirm teaches the system that vendor for this company, so the next payment from them arrives with higher confidence.
One transfer paying three invoices can be split across them, or the detected bundle approved as a group.
Rules for the regulars: a recurring vendor keeps its category automatically, on every new transaction.
Nothing happens behind your back. Silent matches are listed, explained and undone in one click.
The dashboard reads as a number: match rate, open items and per-account balances, without a spreadsheet.

Start with the free plan

Hand off

Your accountant, on the same page.

Most of the friction at year end is not the bookkeeping, it is the back and forth: which receipt is missing, which category is wrong, which invoice nobody has looked at. Your accountant gets a bounded, fully logged view of exactly that, on every plan including the free one, and asks for what is missing inside the tool instead of by email.

Multi-client cockpit

Every client in one work queue, sorted by urgency. Open items land in buckets (needs receipt, needs category, review), so finished work drops out of sight.

Approve, flag, comment

A VAT workbench built for speed: bulk-approve 50 invoices in one action, request a missing receipt in one click, flag issues with 17 ready-made templates.

Client exports

Accounting reports as one multi-sheet Excel file, CSV exports and a ZIP of every original receipt. Per client, straight from the Reports tab.

Advisor work queue with open items, buckets by problem and a request receipt action — What your accountant sees: open items bucketed by what is wrong with them, and one button that asks you for the missing receipt.

Invoice

Invoice your customers.

Outgoing invoices live in the same account as the incoming ones, which is the point: the invoice you sent and the payment that settles it end up matched without you moving anything between two tools.

What you see is what they get

Write invoices next to a live preview. The draft looks exactly like the PDF your customer gets, down to the invoice number.

Audit-proof numbering

Gapless number sequences, never reused. Cancellations keep the trail intact: a cancellation invoice references the original instead of deleting it.

Send & track

Branded PDF by email, straight from TaxItEasy®. Every send carries a delivered, bounced or spam status.

Wrong-VAT protection

EU VAT schemes with the required notices generated for you, customer VAT-IDs checked against the EU register (VIES), and a hard stop before an invoice goes out with the wrong VAT.

Invoice editor with a live PDF preview beside the totals and payment form — The preview is the document. What you are looking at while you type is what lands in your customer's inbox.

See invoicing

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Everything you get.None of the fluff.