Tax Document Management Software: Inside SpendifiAI v2.0
Tax document management software, built in public: SpendifiAI v2.0 adds a vault with AI extraction for 25 form types, audit logs and a firm…
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Accountant Client Portal: Building Client Access in SpendifiAI
An accountant client portal lets a CPA see a client's finances without their password. How SpendifiAI built accountant accounts, invites and audited access.
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Match Receipts to Bank Transactions Automatically From Email
How to match receipts to bank transactions automatically: SpendifiAI finds the order email in Gmail, Outlook or IMAP, reads it with Claude and scores…
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Subscription Tracker That Catches Charges After You Cancel
SpendifiAI's subscription tracker finds recurring charges in your bank data, flags any charge after you cancel, and lines up upcoming bills before they hit.
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Import Bank Statements From PDF or CSV With AI: SpendifiAI
Import bank statements from PDF or CSV into SpendifiAI: Claude reads the file, duplicates are skipped, and missing months are flagged per bank account.
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