Click any step to explore it. Or hit Play to watch the full flow.
Take a photo with the mobile app, or upload a PDF/image via web. Crumpled receipts, handwritten totals, foreign-language invoices — all work.
Connect your inbox via IMAP. TaxItEasy detects and imports invoice attachments automatically. Set up once, runs forever.
Every document is processed automatically: file validation → encrypted storage → OCR → field recognition. Extracts vendor, invoice number, dates, line items, VAT, IBAN and more.
Confidence below threshold: open the invoice, check the highlighted fields against the original, correct if needed. Done in under 30 seconds.
All fields pass the confidence threshold — the invoice is fully processed without any action from you. Lands directly in your invoice list.
The invoice record contains all extracted data: parties, line items, totals, VAT breakdown, and payment info. Tracked, searchable, overdue detection active, and already visible to your tax advisor.
Upload your monthly bank statement as CSV or PDF. The system parses it, extracts all transactions, and deduplicates automatically.
Individual transactions from your imported statement — date, amount, counterparty, reference. Each starts as Unmatched. Matching runs immediately after import.
5-level algorithm: IBAN exact match → partner name → partner alias → invoice number in reference → amount + date proximity. Matched invoices are instantly marked Paid.
For unmatched transactions, search and link the correct invoice manually. Confirming a match teaches the system the partner alias for better future auto-matching.
Invoice status changes from Pending to Paid. Payment date is recorded. Dashboard updates in real time. Overdue invoices that get matched are immediately cleared.
Share your entire document archive in one click. Your advisor gets a read-only view of all documents, invoices, and statements — always up to date. All access is logged. Revoke at any time.
Free to start. No credit card required.
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