AI tax chat

The question you would text your accountant at 11pm.

Included in: Every plan, within your monthly AI allowance

Ask a tax or bookkeeping question in plain English and get an answer grounded in your data.

Plain English

Ask the way you would ask a person, not the way you would search a help site.

Answers can draw on your own numbers rather than generic advice.

The 11pm question does not have to wait for business hours.

1
Ask
Type the question — about a deduction, a category, or what a number means.
2
Read the answer
Written against your entity type and your data where it is relevant.
3
Escalate when it matters
For anything consequential, hand it to your CPA in the same workspace.

No, and it is not meant to. It answers the everyday questions so your accountant's time goes on the ones that matter.

Each question is one AI query, alongside categorization and document reading.

P&L, Balance Sheet, Cash Flow, General Ledger, Trial Balance and aging — from live data.

An estimate of what you will owe, and where the deductions are, built from your own books.

A secure, read-only connection to your bank, with transactions imported every day.

No credit card required. Bring your existing books with you — imports never count against your plan.