TAXY offers an AI‑enhanced SaaS platform that centralizes client document intake, automates invoice OCR, and integrates bookkeeping workflows for accounting firms. The system includes a secure client portal, multi‑level approval workflows, real‑time analytics, and mobile apps, with REST API connections to major accounting and banking software.
Funding
Funding not disclosed
Founders
Product
Problem
Accounting offices and independent accountants often manage client documents, bookkeeping, and team tasks using disparate tools and email chains, leading to lost paperwork, manual data entry, and limited visibility into workflow and client status.
Solution
TAXY delivers an AI‑enhanced SaaS platform that consolidates document intake, automated invoice extraction, and bookkeeping into a single web‑based system. A client portal provides a secure online archive, real‑time communication, and task tracking, while built‑in workflow engines enforce multi‑level approvals and deadline management. The platform integrates with major accounting software via REST APIs and can import bank transaction data automatically. Mobile applications extend access to document capture, approvals, and notifications on the go. Comprehensive dashboards and efficiency reports give managers insight into employee performance and client profitability, enabling data‑driven decision making without additional infrastructure.
Target Audience
Primary users are independent accountants and accounting firms of any size that need a unified platform for client document handling, bookkeeping automation, and team workflow management. The solution also serves their business clients who require a transparent portal for submitting and tracking financial documents.
Features
- AI‑driven OCR engine that extracts key fields from invoices, receipts, and other financial documents, reducing manual entry by up to 50 %.
- Centralized client portal with online document archive, secure messaging, deadline calendar, and multi‑level approval workflows.
- Seamless integration with accounting systems and bank APIs through configurable REST connectors for automatic data sync.
- Mobile app (iOS/Android) for on‑the‑spot document capture, task updates, and push notifications.
- Team management tools including customizable task boards, role‑based access controls, attendance tracking, and capacity planning.
- Real‑time analytics dashboards and exportable efficiency reports for both staff and client profitability.
- End‑to‑end encryption, role‑based permissions, and compliance‑ready data storage meeting GDPR standards.