Give your accountant a clean, complete year

A tax-ready export containing your categorised transactions, a summary of flagged deductions, a GST breakdown where it applies, and the receipts attached to the transactions they support. It exports in formats your accountant or their tax software already works with. Two things sit outside it and are worth gathering separately: details of any assets bought or sold during the year, and last year’s return.

Yes, and that is the point. AI2Fin handles the gathering and sorting so your accountant spends their time on judgement calls, structuring and lodgement rather than data entry — which is usually where their value sits anyway. AI2Fin helps you find and organise potential deductions; always confirm what applies to you with your accountant or tax authority.

Three ways: snap one with your phone camera, forward the email to your dedicated AI2Fin address, or upload it directly. Each is read automatically for merchant, amount, date and line items, then matched to the transaction on your bank feed. Photo capture comes with Premium and above; email forwarding with ELITE+.

Largely, yes. AI2Fin sends signed webhooks to Zapier, Make, n8n or any HTTPS endpoint as soon as new activity is categorised, and the tax export is available through the API — so those tools can assemble and deliver your handover on whatever cadence you set, without you remembering to do it.

Your data exports cleanly at any time, so a bookkeeper can work from your export in whatever system they already use — there is nothing for them to learn and no new subscription for them to take on.

Yes. The free plan covers categorisation and the core expense tools, which is enough to keep a tidy year. Receipt capture and the tax exports your accountant will want sit on the paid plans — see the comparison below.