Features
Automatic receipt extraction from Gmail and Outlook
WhatsApp receipt forwarding and querying
Context-aware AI categorization of expenses
Retroactive inbox scanning (one-time)
Audit-ready reports (CSV, PDF, ZIP)
Export to QuickBooks, Xero, Google Drive, CSV, PDF, ZIP
Bank transaction matching
Agent queries via app, WhatsApp, or within Claude/ChatGPT
Multi-currency and multi-language support
Custom automation rules (Growth plan+)
API, MCP, and CLI access (Growth plan+)
Cloud Application Security Assessment (CASA) TIER 2 validated
Physical and economic nexus monitoring in 80+ countries
Automatic registration when nexus threshold exceeded (Autoregister)
Auto-file and remit taxes (Autofile) with on-time guarantee
Tax calculation API with accurate rates
Exemption certificate collection and verification
Virtual mailbox for state and local tax mail
Automatic tax code classification
CSV import for transaction data
Detailed filing history and reporting dashboard
White-glove support (chat, email, meetings)
Penalty-backed filing guarantee (Standard & Pro)
Voluntary disclosure agreements (Pro tier)
Global coverage in 80+ countries (Pro tier)
Free up to 50 exemption certificates
Integrations with Shopify, Stripe, Amazon, Walmart, QuickBooks, Orb, NetSuite, Google Drive
