Year-End SummaryClose out the year without the scramble
This agent builds a full-year breakdown for taxes and planning: total revenue collected, expenses, your top clients, hours worked, and an estimate of what you will owe. It pulls from invoices matched to your bank and the time the Mac app tracked, so the numbers are real, not reconstructed from memory in March.
Twelve Months, One File
Brings a full year of revenue, expenses, and hours into a single summary. Tax prep starts from a finished page, not a blank one.
Tax-Ready Totals
Lays out gross revenue, expenses, and net before tax in the shape your accountant expects, plus an estimate of what you owe. The handoff takes minutes.
Expense Categorization
Groups receipts into deduction categories so the small ones get counted. You claim what you are owed without the digging.
Year-Over-Year View
Compares this year to last across revenue and growth. You go into planning knowing the real trajectory.
Hours And Capacity
Totals the hours you actually worked over the year. The work behind your income gets hard to ignore.
Top Client Concentration
Ranks your biggest clients by revenue for the year. You see how exposed you are if one of them walks.
Pulls a full year of money and time togetherSo tax season starts from one clean file.
Gathers a year of invoices, receipts, and time records.
Built from the financial records you put together all year.
Every total ties back to a deposit, receipt, or time entry.
One message.
Every action.
No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.
Explore more agents towrap up the year with the numbers in hand
Tax Summary Generator
Pick a quarter or year. AI pulls all invoices and generates a summary — total income, by client, by month.
Expense Tracker
Log project expenses via chat. AI categorizes them and adds to the next invoice or keeps a running total.
Quarterly Business Review
End of quarter. AI compiles: revenue, clients acquired/lost, average project size, busiest months, growth trends.
Monthly Income Report
First of the month. AI generates: total revenue, by client, by project, compared to last month. Sent automatically.