Categorize 10,000 Transactions
inSeconds.
Turn messy bank statements into tax-ready reports. Auto-tag expenses, match receipts, and audit for errors.
The Workflow
From Bank Feed to Tax Return
Automate the most tedious part of tax season.
Import Feed
Paste CSVs from bank or credit card statements.
Auto-Tag
AI categorizes transactions based on vendor names.
Vendor Lookup
Web search identifies unknown merchants instantly.
Receipt Match
Link scanned receipts to line items automatically.
Review
Flag ambiguous items for manual review.
Export
Push clean data to QuickBooks or Xero format.
Workflow Tools
Native AI + Top Integrations
Smart Categorization
Train the AI on your chart of accounts. It learns that 'AMZN MKTP' is 'Office Supplies', not 'COGS'.
Merchant Identification
Don't know what 'TST* 4432' is? SheetXAI Googles the descriptor to find the vendor name.
Anomaly Detection
Catch duplicates and errors. AI flags transactions that don't look right before you file.
Summary Reports
Generate monthly P&L drafts instantly from your categorized data.
Receipt Extraction
Extract date, total, and tax from photos of receipts and match them to the bank feed.
Audit Trail
Keep a record of how every transaction was categorized for peace of mind.
Stop memorizing formulas.
Tell your spreadsheet what to do.
Join 3,000+ professionals saving hours every week with SheetXAI.