Features

Everything you get.
None of the fluff.

Each feature here is shipped and running. We won't promise what we don't have.

Capture

Get documents in.

Snap on mobile

iOS + Android apps — in private beta, launching in the coming weeks. Web upload works today on any device with a camera.

Drag & drop

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

Forward emails

Your private TaxItEasy® address — forward any invoice email and we extract the attachment.

Connect Gmail, Outlook or any IMAP inbox

Read-only OAuth (we never see your other emails). We poll every 5–15 minutes for invoice emails and pull attachments through the AI pipeline.

Read

AI does the boring part.

Field extraction

Vendor, invoice number, date, net, VAT, gross, line items, currency. With confidence scores per field.

Auto-classification

Identifies invoice / receipt / bank statement and country — picks the right extractor automatically.

Multi-currency

Original amount + auto-conversion at live ECB rates. Both stored, both exportable.

Match

Bank reconciliation, automated.

Auto-matching, four signals

Reference, amount, date, counterparty — each scored, weighted, then promoted to silent-match, review-match, or suggestion. Strong matches go through without you ever seeing them.

Custom rules

Rules like "AWS over €100 → Infrastructure" run on every new transaction. Priority-based.

Recurring patterns

We spot subscriptions automatically — the third Adobe invoice in a row gets flagged as recurring.

Reconciliation dashboard

One view: total balance, month-to-date cashflow, percentage matched, unmatched amount. No spreadsheet required.

Hand off

Your accountant, on the same page.

Multi-client cockpit

Every client they're invited to, in one queue.

Approve, flag, comment

Bulk-approve up to 50. Flag with templates. Clients fix it themselves.

Bulk export

Up to 25 clients in one ZIP. CSV + PDF. Period-filtered.

See every feature for yourself.

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