You wonder if you're okay.
Your books should just answer.
Connect your business bank and credit card. Taxana imports the last 90 days, categorizes every transaction with AI, and tells you in plain English where you actually stand. Under five minutes. No data entry.
Read-only access through Plaid. Taxana can never move your money.
Nineteen fixed, human categories — the gold ones never touch your profit.
The verdict comes first. The numbers back it up.
Most dashboards hand you charts and let you do the worrying. Taxana opens with a sentence — you kept more than you spent, or you didn't — then shows cash on hand, revenue, expenses, and profit with honest deltas against the prior period.
- Live cash balance straight from your bank, with an as-of time.
- Weekly cash flow bars because weeks are discrete — above or below zero, at a glance.
- A health score that abstains when your data is too messy to score honestly.
Cleaning up 90 days takes minutes, not a weekend.
The AI categorizes what it can and flags what it can't. You sweep through the flagged rows: select twenty, pick a category once, done. Every edit saves instantly, with undo.
- Bulk categorize fix a whole merchant's history in one move.
- Taxana remembers correct a merchant once and it's applied automatically next time — no API call, no waiting.
- Undo everything each change offers a one-tap undo before it settles.
Five minutes, three steps, zero data entry.
First Platypus Bank · Checking •••• 48211Connect your accounts
Link your business checking and credit card through Plaid. The connection is read-only — Taxana sees transactions, never touches money.
SQ *COFFEE COUncertain2AI sorts 90 days
Every transaction gets a category and a confidence score. High confidence files itself; anything uncertain is flagged for you instead of silently guessed.
You're okay.+$4,085.163You get the answer
A verdict in plain English, a cash-basis P&L, and a health score — every number traceable to a real transaction.
Honest by design, because a wrong number is worse than no number.
Uncertain means uncertain
When the AI isn't sure, the transaction says so — a visible flag, not a silent guess buried in a category.
No score on messy data
If more than a quarter of your books need review, Taxana suppresses the health score entirely rather than compute one that misleads you.
Transfers never count twice
Card payments and transfers between your own accounts are detected and excluded from profit — and shown in their own row, so the money is accounted for, not lost.
A P&L a human can actually read.
Grouped the way you think — revenue, cost of revenue, operating expenses — with every line as a percent of revenue. Cash basis, and it says so. Click any row to see the exact transactions behind it, or export the whole thing to CSV.
Where Taxana sits.
| Taxana | Spreadsheet | Traditional bookkeeping | |
|---|---|---|---|
| Time to first answer | Under five minutes | A lost weekend | Weeks of onboarding |
| Data entry | None — imported from your bank | All of it, by you | Handled, eventually |
| Uncertainty | Flagged and counted | Invisible until tax time | Resolved out of sight |
| Transfers & card payments | Detected, excluded from profit | Double-counted by default | Handled correctly |
| When it updates | Every sync | When you get to it | Monthly close |
Taxana is bookkeeping clarity, not a replacement for tax or accounting advice. When you outgrow cash basis, a good accountant is the right next step — and your books will be clean when you get there.
Five minutes from now, you could just know.
Read-only through Plaid · Cash basis · Export or delete your data anytime