How it works

Three steps. Zero typing.

From the moment a document enters TaxItEasy® to the moment it's matched against your bank — under a minute, in most cases.

Get started — free

Person scanning a receipt with a smartphone

Step 1

Get the document in

You have four ways. Pick whichever fits the moment:

Snap — open the mobile app, take a photo, done. Photos are uploaded immediately.
Forward — your private TaxItEasy address ([email protected]) accepts forwarded invoice emails. They arrive instantly and attachments are extracted automatically.
Connect Outlook / IMAP — your inbox is checked for invoice emails (read-only) every 15 minutes. Gmail connect is completing Google's verification.
Drag & drop — PDF, JPG, PNG, HEIC, up to 20 MB.

Person reviewing extracted invoice data on a laptop

Step 2

AI does the boring part

Every document goes through a two-stage AI pipeline. First we identify what it is (invoice / receipt / bank statement) and which country it's from. Then a specialized model extracts the right fields for that document type:

Vendor name and address
Invoice number, invoice date, due date
Net total, VAT rate, VAT amount, gross total
Currency (auto-converted to your base currency at the official ECB rate)
Line items with quantity, unit, price
Suggested category

Each document comes with an overall confidence score. Anything above 70% is auto-applied. Lower-confidence documents ask for your confirmation.

Person leaving the desk after work is done

Step 3

Bank matches itself

Upload your bank statement as PDF — we read the transactions straight out of it (automated bank connections are on the 2026 roadmap) — and every payment finds its invoice automatically. We score each potential match on four signals:

Reference — does the bank reference contain the invoice number?
Amount — exact match, with a graded tolerance for near-misses
Date — a smart window around the invoice and due date
Counterparty — matches the vendor name?

Strong matches (≥90 confidence) get auto-confirmed silently. Weaker matches show up in a review inbox you can clear in seconds.

Nothing happens behind your back: every strong match comes with a "why this matched" breakdown — a score per signal — and can be undone in one click. Every match you confirm teaches the system that vendor. And one payment can settle several invoices: split it yourself, or approve the detected bundle in one go.

What you get

Then the boring stuff handles itself.

Year-end exports

One click. CSV or PDF for every invoice in the period — and your tax advisor pulls accounting reports as one multi-sheet Excel file: profit & loss, general ledger, trial balance. Ready for your accountant.

Multi-currency

Invoices in dollars, pounds, francs are converted at the official ECB reference rate for the invoice date. We track the original amount and the rate we used.

VAT summaries

Your VAT return prep, pre-summarized: input VAT (what you can reclaim), output VAT (what you owe), and the net payable. No calculator required.

See it for yourself.
It takes 60 seconds.