Tax forecasting, deduction discovery, and cash flow intelligence — engineered for the trades. Not a ledger. The brains above it.
Built for contractors · Sits above QuickBooks & Xero · No bookkeeping required
Estimated Q4 Tax
$42,850.00
Cash on Hand
$218,492
Health Score
94/100
YTD Profit
$842.1k
The Platform
Quarterly estimates that update as your books move. Know what you owe — before it's due.
AI parses uploaded P&Ls and statements to surface contractor-specific deductions you'd otherwise miss.
Project liquidity 6 months out. Spot dips before they happen, plan equipment purchases with confidence.
Drop in PDFs, Excel files, tax returns, or bank statements. Our engine extracts and normalizes everything.
Bank-grade isolation per company. Owner, Accountant, and Advisor roles — RLS enforced end-to-end.
Built to plug into QuickBooks, Xero, payroll providers, and Workflow Systems. Connectors landing soon.
How it works
01
Drop in P&Ls, balance sheets, tax returns, bank statements.
02
AI extracts and categorizes — no manual coding required.
03
Quarterly tax, cash runway, deduction opportunities surface automatically.
04
Act on insights with your accountant — or share read-only with your advisor.
Forecast quarterly taxes, surface deductions, and read your cash flow like a CFO would.
Open the dashboard