Skill Marketplace

Finds duplicate charges, forgotten trials, and sudden price increases across all your accounts.

Identifies deductible business expenses and generates itemized reports for IRS Schedule C.

Predicts how much you'll have in 6 months, accounting for every recurring bill and seasonal pattern.

Tracks income, expenses, and depreciation across your rental properties for Schedule E.

Calculates estimated quarterly payments so you never get hit with an IRS penalty.

Monitors 1099 contractor payments and flags when you need to issue tax forms.

Generates income statements for any time period with revenue and expense breakdowns.

Calculates IRS standard mileage rate deductions, compares standard vs actual method, and generates trip logs.

Calculates home office deductions using simplified or actual expense method with Form 8829 data.

Analyzes revenue by state to determine where economic nexus thresholds are met or approaching.

Identifies contractors paid over $600, validates W-9 completeness, and generates a filing prep report.

Estimates underpayment penalties, calculates safe harbor thresholds, and recommends catch-up payments.

Estimates state income tax liability across all 50 states, including multi-state filing and local taxes.

Builds MACRS, straight-line, and Section 179 depreciation schedules for business assets.

Scores your deduction patterns against IRS audit triggers and flags high-risk items before you file.

Analyzes revenue and costs per client to reveal which relationships are profitable and which aren't.

Measures client dependency with HHI scoring and models the impact if your top client disappears.

Calculates your break-even point from actual transaction data and models price change scenarios.

Analyzes your true costs and margins to recommend optimal pricing and model rate increases.

Projects months of financial runway with optimistic, base, and pessimistic scenarios.

Tracks unpaid invoices in aging buckets, calculates DSO, and prioritizes collections.

Identifies cyclical revenue and spending patterns from historical data and forecasts upcoming shifts.

Creates avalanche and snowball payoff plans with month-by-month schedules and interest savings.

Tracks progress toward your emergency fund goal and calculates months of expense coverage.

Creates and tracks multiple savings goals with required contribution rates and feasibility checks.

Compares spending growth against income growth to reveal where lifestyle inflation is eroding savings.

Builds a budget where every dollar has a job, with 50/30/20 comparison and envelope tracking.

Imports charges, refunds, and processing fees from Stripe CSV exports with deduplication.

Imports PayPal transactions with multi-currency handling and fee separation.

Imports Square POS sales, tips, refunds, and processing fees from CSV exports.

Imports Wise (TransferWise) transactions with multi-currency conversion and FX impact tracking.

Matches Venmo payments against bank deposits, separates business from personal, and flags unmatched items.

Generates a complete package for your accountant: P&L, categorized transactions, tax summaries, and cover memo.

Generates a monthly financial digest with KPIs, budget compliance, notable transactions, and action items.

Generates investor-ready financial updates with revenue growth, burn rate, runway, and narrative sections.

Generates lender-ready statements with income verification, debt-to-income ratios, and cash flow history.

Builds financial reports with your choice of metrics, date ranges, groupings, and export formats.

Coaches you through a no-spend challenge by identifying discretionary spending and tracking daily progress.

Calculates and tracks net worth over time from assets and liabilities with period-over-period comparison.

Reviews insurance premiums to identify coverage gaps, redundancies, and savings opportunities.

Summarizes donations by organization with IRS documentation requirements and tax impact estimates.

Calculates true side hustle profitability including effective hourly rate and self-employment tax impact.

Splits transactions into categorized components by receipt, percentage, or custom amounts.

Audits subscriptions and recurring bills to find cancellations, downgrades, and savings opportunities.

Generates negotiation briefs with market rate comparisons, leverage points, and scripts for each bill.

Tracks finances across multiple businesses with per-entity P&L and consolidated reporting.

Guides through a structured month-end close: reconcile accounts, categorize unknowns, and generate closing reports.