Import bank and credit card statements, let AI categorize transactions, review exceptions, and hand off a clean accountant package — all without a spreadsheet.
No credit card required · Free plan forever · CPAs always free
Built for security and reliability
99.9%
Uptime SLA
< 2s
Avg. categorization time
Bank-grade
AES-256 encryption
SOC 2
Compliant infrastructure
Features
The full bookkeeping workflow in one place — no integrations, no spreadsheets, no back-and-forth.
Upload CSV exports from any bank or credit card. Taxee parses, deduplicates, and organizes everything automatically.
Deterministic rules run first — common merchants are instant. AI handles the edge cases. The more you review, the smarter it gets.
Snap or upload a receipt or vendor invoice. AI extracts merchant, amount, date, and line items — then suggests a category before you post it to the ledger.
Uncertain transactions surface in a queue. Approve or reject with one click. Your decisions become permanent rules.
P&L reports, anomaly detection, account reconciliation, and a guided month-end close — all built in.
Draft and send invoices, track vendor bills, and let AI generate follow-up emails for overdue payments — all in one place.
Invite your accountant via a link. They get read-only access to review transactions and download reports. No seat charge.
Anomaly detection, duplicate scanning, financial narratives, AI-drafted budgets — a full layer of AI intelligence built on top of your real data.
Every AI feature runs on your actual data. Nothing is simulated or estimated. The insights are only as good as your books — so keeping them clean pays off in every report.
Upload a photo or PDF. AI extracts every field instantly and suggests the right category before you post anything.
Z-score analysis flags transactions that are statistically unusual for that merchant — high, medium, or low severity.
AI cross-checks recent transactions and bills for likely duplicates, showing confidence scores so you decide what to dismiss.
One-click AI summary of your cash flow, expenses, or trends in plain English — with key bullet points pulled from your real numbers.
Describe what the invoice is for and AI pre-fills every line item. Overdue invoice? Generate a follow-up email in one click.
AI analyzes your last 3, 6, or 12 months of spending and drafts a full budget with per-category suggestions and reasoning.
All AI features are opt-in
Nothing runs automatically without your prompt. You stay in control — AI assists, you decide.
Why Taxee Books?
We designed Taxee Books around the way small businesses and their accountants actually work — not around per-seat revenue.
QuickBooks and Xero charge per seat. Every accountant you invite costs extra. With Taxee Books, viewer accounts are always free — your CPA, your bookkeeper, your business partner. No seat math.
Most tools categorize once and forget. Every time you correct a transaction in Taxee Books, it becomes a permanent rule that applies to all future imports. The longer you use it, the less you review.
At tax time, export a ZIP with categorized transactions, P&L statements, anomaly flags, and your notes — everything your CPA needs, nothing they don't. No more spreadsheet assembly in February.
You pay based on how many organizations you manage — not how many people touch them. Invite unlimited team members and CPAs at no extra cost. Pricing that scales with your business, not your headcount.
“Finally, a bookkeeping tool that doesn't charge me extra to let my accountant look at my books.”
Pricing
Your CPA's viewer account is always free. Upgrade when you need more organizations.
1 set of books
3 sets of books
10 sets of books
Unlimited sets of books
All paid plans include a 14-day free trial. Annual billing saves ~20%. No setup fees. No per-seat charges.
Start for free — no credit card, no commitment. Upgrade when you need more.
Free forever plan · No credit card · CPAs always free