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.
Pricing
Simple, transparent pricing
Start with our flexible plans. Upgrade or cancel anytime.
Starter
Perfect for individuals and occasional spreadsheet tasks.
$20/month
Buy plan- 500 Credits per month
- AI agent access
- Cell-by-cell content generator
- Standard feature request prioritization
- Chatbot support
Professional
Most popular
Ideal for power users managing multiple projects.
$79/month
Buy plan- 5,000 Credits per month
- AI agent access
- Cell-by-cell content generator
- Higher feature request prioritization
- Chatbot support
Business
Designed for heavy users and teams working daily.
$149/month
Buy plan- 20,000 Credits per month
- AI agent access
- Cell-by-cell content generator
- Highest feature request prioritization
- Dedicated calls with SheetXAI team
Add-ons
Enhance your plan with additional features
BYOK
$15
Bring Your Own Key - Use your own API keys, no credits included.
No credits
Access to Both Excel and Google Sheets
+$10
Get SheetXAI on both Excel and Google Sheets platforms.
Boost your productivity today.
Start automating your spreadsheets.
Join thousands of professionals saving hours every week. No credit card required to start.