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AI-Powered Financial Reports

Turn Bank Statements Into CPA-Ready Reports in Minutes

Upload your bank and credit card statements. Our AI categorizes transactions, identifies deductible expenses, and generates professional reports for accountants, lenders, and business planning.

Bank-grade encryption No bank login PDF & CSV
✓ CPA Report Ready
⚡ 34 Deductions Found
QuickTaxGPT — Financial Summary
2025 Financial Summary
Revenue
$187,400
Expenses
$82,100
Deductions
$34,500
Top Expense Categories
Travel$12,300
Advertising$8,700
Software$4,100
CPA Report Ready · PDF & Excel Export
Supports statements from

Tax Season Shouldn't Take Days

Most business owners spend hours digging through statements, manually categorizing transactions, and preparing reports — every single year.

  • Manually categorizing hundreds of transactions
  • Searching through bank statements for specific expenses
  • Explaining every transaction to your accountant
  • Building reports from scratch for lenders
  • Gathering months of documents before deadlines

Our AI does it automatically.

Upload once. Get everything organized.

Transactions categorized in seconds
Deductible expenses automatically flagged
Accountant-ready reports generated instantly
Lender packages built from your actual data
PDF and Excel exports — ready to share

Three Steps to Organized Finances

No accounting knowledge required. No bank login. Just upload and download.

01
📁

Upload Your Statements

Upload bank or credit card statements in PDF or CSV format. Works with all major U.S. banks and credit card issuers.

PDFCSVAll Major BanksCredit Cards
02
🤖

AI Analyzes Transactions

Our AI reads every transaction and automatically identifies income, expenses, vendors, categories, and potential deductions.

Income DetectionVendor IDAuto-CategorizeDeductions
03
📊

Download Your Reports

Generate CPA-ready reports, profit and loss statements, tax summaries, and lender packages from your actual data.

CPA ReportsP&L StatementsTax SummariesLoan Packages

Everything You Need, Nothing You Don't

Purpose-built for business owners who need professional financial reports without the complexity.

🏷️

Smart Categorization

Automatically classify every transaction into standard business categories — no spreadsheets required.

  • Travel & transportation
  • Meals & entertainment
  • Software subscriptions
  • Advertising & marketing
  • Contractors & professional services
  • Utilities & office expenses
💰

Deductible Expense Detection

Identify expenses that may qualify as business deductions. Review potential savings before tax season.

  • Software subscriptions
  • Marketing expenses
  • Business travel
  • Professional services
  • Highlighted with explanations
📋

CPA Report Generation

Generate accountant-ready reports your CPA can use immediately — saving hours of back-and-forth.

  • Expense summaries
  • Income reports
  • General ledgers
  • Profit & Loss statements
  • PDF & Excel exports
🏦

Lender-Ready Packages COMING SOON

Prepare financial documents commonly requested for loan applications and business acquisitions.

  • SBA loan documentation
  • Mortgage applications
  • Equipment financing
  • Business acquisitions
📈

Business Plan Financials COMING SOON

Create financial summaries and forecasts using actual transaction data — not estimates.

  • Startup financials
  • Visa business plans (E-2, EB-5)
  • Franchise applications
  • Investor funding requests
🔒

Secure & Private

Your financial data is encrypted in transit and at rest. No bank login ever required.

  • AES-256 encryption at rest
  • No bank credentials needed
  • Upload — process — delete
  • Access-controlled cloud infrastructure

Built for Business Owners, Loved by Accountants

Whether you're preparing for taxes, applying for a loan, or working with clients — QuickTaxGPT saves hours.

🏢

Small Business Owners

Organize finances without bookkeeping software or an in-house accountant.

💼

Freelancers

Prepare taxes quickly and identify every deductible business expense.

🏠

Real Estate Investors

Track income and expenses across multiple properties with ease.

🎯

Consultants

Generate professional expense reports for accountants and clients.

🧮

Accountants

Automate client onboarding and transaction review across your practice.

Reports Your Accountant Will Actually Love

Preview the clean, professional output QuickTaxGPT delivers from your raw bank statements.

📊
Expense Summary
CPA Ready
Travel$9,200
Advertising$8,300
Software$4,800
Meals$2,100
Total Expenses$24,400
📈
Profit & Loss
CPA Ready
Gross Revenue$185,000
Cost of Goods− $14,200
Operating Expenses− $77,800
Other Income+ $2,400
Net Profit$95,400
💡
Deduction Summary
Tax Ready
Software & SaaS$4,800
Business Travel$9,200
Professional Services$7,600
Marketing & Ads$8,300
Office & Utilities$1,500
Potential Deductions$31,400

Create & Send Professional Invoices

Build custom invoices in seconds, brand them with your business details, and send directly to clients. No limits. No extra fees.

Custom branding — logo, business name, address
Add unlimited line items, taxes & discounts
Send directly to clients by email
Track paid, unpaid & overdue status
Download as PDF anytime
Unlimited invoices — every plan
ACME Corp
123 Main St, Los Angeles CA 90001
PAID
Bill To
Johnson & Associates LLC
455 Park Ave, New York NY 10022
Invoice #
INV-2025-047
Date
Jun 1, 2025
Due
Jun 30, 2025
DescriptionQtyRateAmount
Financial Report — Q1 20251$1,200$1,200
Bookkeeping Services3$350$1,050
Tax Summary Document1$250$250
Subtotal$2,500
Tax (8%)$200
Total$2,700

Simple, Transparent Pricing

Start free. Upgrade when you need more. Cancel anytime.

Free
$0
forever · no card
Unlimited statement uploads
AI categorization (IRS categories)
Spending & transaction overview
Individual
$49
per year
Unlimited statement uploads
Expense categorization
Spending reports
Tax summaries

Common Questions

Everything you need to know before getting started.

Is my data secure?
Bank statements are encrypted in transit and at rest using AES-256. Your data is never sold or shared with third parties, and you can delete it at any time.
Do I need to connect my bank account?
No. Simply upload your bank statements as PDF or CSV files. We never ask for your login credentials or account access.
Does it replace my accountant?
No. QuickTaxGPT helps organize your financial information and prepares reports for your accountant — saving both of you hours. It doesn't provide tax or legal advice.
Which banks and credit cards are supported?
We support all major U.S. banks including Chase, Bank of America, Wells Fargo, Citi, Capital One, and US Bank. All major credit card issuers are also supported.
Can I export the reports?
Yes. All reports are available as PDF and Excel (XLSX) exports. Business plans and above include professionally formatted CPA reports ready to send directly to your accountant.
Can I use this for a loan application?
Yes. The Pro plan includes lender-ready financial packages for SBA loans, mortgage applications, equipment financing, and business acquisitions.

Stop Spending Days on What Takes Minutes

Join thousands of business owners who've taken back their time at tax season.