Your AI tax copilot
No one withholds your taxes. We help you figure them out.
Your AI copilot connects to your bank, categorizes every deduction, and tells you exactly what to pay each quarter.
How it works
Connect your bank
Link your business checking account in seconds. We use Plaid for bank-level 256-bit encryption — we never see your credentials.
AI categorizes every transaction
Our AI engine maps each transaction to a Schedule C line item with a confidence score. Low confidence items get flagged for your review.
Know exactly what to pay
Get a clear quarterly estimate broken down by federal income tax, self-employment tax, and state tax. Export directly to TurboTax.
What you get
AI-Powered Categorization
Every transaction mapped to a Schedule C line. Low confidence? You decide.
Quarterly Estimates
Income tax, SE tax, state tax — calculated and broken down for you.
TurboTax-Ready Export
Download a TXF file and import directly. No manual entry.
“I used to spend an entire weekend every quarter guessing at my taxes. Quarterly does it in real-time. I just check the number and pay.”