Problem solved

Tax Time Scramble, Solved: Records Ready All Year

Records stay ready all year, so tax time is a short handover to your accountant instead of weeks of digging through email and bank statements.

Run It With Us

Want This Running in Your Business?

Records stay ready all year, so tax time is a short handover to your accountant instead of weeks of digging through email and bank statements.

We set it up on your own accounts, test it with you and hand it over working. You approve what the bots send.

$1,500 founding price for the first 3 setups (normally $2,500). $300 deposit, counted toward it.

V verified by us on the linked page on the checked date. E our estimate, with its basis. Nothing here promises income or a result; see the disclaimer.

What Changes for the Business

  • Receipts are logged into a sheet as they arrive.
  • Card payments are matched to receipts every week.
  • Rental income and expenses are sorted for tax time.
  • Official mail is sorted and the rules that apply to you are explained.

Where It Slips Today

  • Receipts are lost before anyone records them.
  • Weeks before the deadline go on matching old payments.
  • A filing date is missed and a penalty follows.

The Setup

  1. Forward receipts. Send every receipt to one address as it arrives.
  2. Match weekly. Let the expense bot match receipts to card payments.
  3. Check monthly. Compare the books with bank records each month.
  4. Sort official mail. Route tax and filing letters to one lane so nothing waits.

Start with the first step, run it for a few weeks, then add the next. Bots draft, you approve.

Matching Use Cases and Bots

Be Ready for Tax Time All Year

Log receipts and card activity as they happen so your books and tax worksheets are current every week, not rebuilt in a panic once a year.

  • Small Business Bookkeeperby @MarsHomesteadLogs receipts and bank and card activity into your accounting software and keeps tax worksheets current.
  • Receipt Scanner / Expense Trackingby @limeunfilteredTurns forwarded receipt emails and photos into line items with the files saved.
  • Watchdog Receiptsby @jxckvibeSpots receipts, renewals and trials in your inbox so nothing goes unlogged.

Reconcile Team Expenses Every Week

Match receipts to payments, log forwarded receipts, handle travel claims and route invoices for approval.

Check Your Books Every Month

Catch bookkeeping errors against bank and card records, log receipts as they arrive and hand a tidy month to your accountant. Read the blueprint.

Keep Rental Income Books Clean

Match rent to tenants, flag late payments, sort expenses for tax time and bundle invoices for your accountant.

  • Landlord Ledgerby @Daniel191555486Matches deposits, flags late rent and sorts expenses.
  • Invoice Hunterby @scheemunaiFinds invoices in email and bundles them by month.

Stay on Top of Rules and Filings

Read the rules that apply, track company admin, check public claims and keep the inbox sorted.

Costs We Checked

From the matching blueprints. Each line keeps its label: V with the vendor page and the date we checked it, E with the basis for our estimate. Check each vendor page before you buy.

  • VRun It With Us setup: $1,500 founding price for the first 3 setups (normally $2,500), one time for one bot setup, starting with a $300 deposit that counts toward it. Source, checked 30 Oct 2026.
  • EMonthly tools, Monthly Books Check: $30 a month on top of QuickBooks Basis: The example monthly bill in this blueprint, if you already pay for QuickBooks.
  • EYour time, Monthly Books Check: About 1 hour at month end plus a minute per receipt as it arrives. Basis: Our estimate for a business with a few hundred transactions a month.

Rules to Follow

  • This is record keeping, not tax advice. Your accountant files.
  • Keep the original records the bots save.

FAQ

Do I need QuickBooks?

One listed setup uses QuickBooks Online. Others work from email and a sheet.

Will my accountant accept it?

Ask them which format they prefer. The bots can sort records to match.

What should I measure?

Hours spent preparing for tax time and missing receipts.

Run It With Us

Want this set up for your business?

We set up the bots on your own accounts, test them with you and hand them over working. You keep control of every account.

  • $1,500 founding price for the first 3 setups (normally $2,500). $300 deposit, counted toward it.
  • We never ask for your passwords
  • Bots draft, you approve
Secure checkout by Stripe. We email you within 1 business day to get started. Book a free 20-minute call (opens Cal.com in a new tab)

Ask a question first · See how Run It With Us works · No promise of income or results (disclaimer).