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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Tax Deduction Finder: How SpendifiAI Scans Your Bank Data
SpendifiAI's tax deduction finder checks 69 deductions and credits against your bank transactions, profile and answers, with Plaid statements for a full year.
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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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How to Track Charitable Donations for Taxes Automatically
How to track charitable donations for taxes without a spreadsheet: SpendifiAI flags gifts in your bank feed, totals them and maps them to Schedule…
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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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AI Personal Finance App: How SpendifiAI Actually Works
SpendifiAI is an AI personal finance app: Claude categorizes your bank transactions, flags subscriptions and builds a Schedule C tax export for your accountant.
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