A finance and tax command center for a founder running several brands out of one bank account. Import the bank export, let it classify by brand, keep receipts attached to transactions, and hand your tax person a review packet instead of a shoebox.
Three steps. No drama.
Import the month
Drop in the bank export. TaxOps detects card versus checking, normalizes merchant names, throws out duplicates, and assigns each transaction to a brand.
Clear the review queue
Anything it is not confident about goes to a queue instead of quietly guessing. Every correction you make teaches the rules, so next month is shorter.
Hand off a packet
Export the period as a review packet for your tax preparer. They get categorized transactions with receipts attached, not a stack of statements.
What it does.
- 01Bank CSV import with de-duplication and automatic classification
- 02Per-brand books, so one card can serve five businesses
- 03Receipt upload attached to the transaction it belongs to
- 04A review queue for anything the classifier is unsure about
- 05Tax-review packets and CSV exports for your accountant
The full kit.
- 01The importer — bank CSV in, de-duplicated and classified transactions out
- 02Brand, vendor, and rule tables, so classification is something you own rather than something you re-do
- 03A review queue for low-confidence transactions
- 04Receipt storage tied to transactions, with the files kept locally
- 05Report and packet exports in CSV and JSON
It runs Jason’s own books across several brands, which is the only reason it exists. The importer, exporters, classifier, and rule learning have their own tests. Receipt files upload and store for real; reading numbers off a photo automatically is still on the list, not in the build.
The honest answers.
Does it connect to my bank? +
Not yet. Today it imports the CSV your bank already exports, tested against Chase card and checking formats. Direct bank connections are a maybe, not a promise. Anyone selling you a bank integration should tell you which bank.
Does it read my receipts automatically? +
No. You upload a receipt and it stays attached to the transaction. Automatic reading is mocked in the current build, and calling that shipped would be a lie you would discover in April.
Who is it actually for? +
A founder running more than one thing through overlapping accounts, who is tired of untangling it once a year. If you have one business and a bookkeeper who is happy, you do not need this.
Where does my financial data live? +
On your machine, in a local SQLite database, with receipt files on your own disk. Nobody should have to upload their books to try software.
When can I buy it? +
It is still shaped around one founder’s brands and needs generalizing before anyone else runs it. Email hello@boringlabs.online to be told when that is done.
TaxOps.
On the bench, in active development. Say hello and we’ll tell you the moment it ships — nothing else.