Tax Summary GeneratorA clean income summary in seconds
Pick a quarter or a full year and the agent pulls every paid invoice and totals it. You get a summary broken down by client and by month that you can forward straight to your accountant, no spreadsheet wrangling.
Pick Any Period
Choose a quarter or a full year and every paid invoice in that window is totaled at once. No date math on your end.
Sliced By Client
See exactly how much each client paid you over the period. You learn where your income actually came from.
Sliced By Month
A month-by-month view shows your strongest and quietest periods. Useful for spotting seasonality in your work.
Counts Paid Only
It totals money you actually received, not amounts still outstanding. The figure matches what hit your account.
Accountant-Ready
Outputs a clean summary you can forward as-is. Your accountant gets the numbers without chasing you for them.
Tax Amounts Tracked
Where tax was collected on invoices, it surfaces that total too. Filing gets simpler with the figures already separated.
Adds up every invoice you got paidSo tax season takes minutes, not a weekend.
It reads the paid invoices already in your account.
Works from the invoices you have already collected on.
Sums and slices your earnings however your filing needs it.
One message.
Every action.
No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.
Explore more agents tomake tax season a five-minute job
Expense Tracker
Log project expenses via chat. AI categorizes them and adds to the next invoice or keeps a running total.
Monthly Income Report
First of the month. AI generates: total revenue, by client, by project, compared to last month. Sent automatically.
Year-End Summary
Full year breakdown for taxes, planning, and goal-setting. Revenue, expenses, top clients, hours worked.
Profitability Analyzer
Which clients and projects make you the most per hour? AI calculates effective hourly rate across everything.