You wonder if you're okay.
Your books should just answer.
Done-for-you bookkeeping and tax, with a licensed CPA. Connect your business bank and credit card; our team sorts every transaction and you see in plain English where you stand. It takes you five minutes. No data entry.
Read-only access through Plaid. Taxana can never move your money. Or explore the demo books.
Nineteen built-in categories you can rename, renumber, and add to — the gold ones never touch your profit.
Four numbers, honest deltas, nothing to decode.
Most dashboards hand you charts and let you do the worrying. Taxana opens with cash on hand, revenue, expenses, and profit for the last 30 days, 90 days, this year, or any range you pick — each with the change against the period before.
- 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.
- Receipts, counted every expense over $75 without paper behind it, and one address to forward the paper to.
Your last 90 days, cleaned up for you.
We do the first pass on every transaction and flag the ones we aren't sure about; our team works through the flags. If you want to change anything yourself, it's one click — select twenty, pick a category once, done, 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 COUncertain2Our team sorts 90 days
We categorize every transaction and flag anything we aren't sure of; a CPA-led team reviews the flags and sorts them. Nothing is silently guessed.
Net profit · 30 days+$5,999.703You get the answer
A live dashboard and a cash-basis P&L a human can read — every number traceable to a real transaction, and the receipts filed next to them.
Honest by design, because a wrong number is worse than no number.
Uncertain means uncertain
When we aren't sure, the transaction is flagged for our team to look at — never a silent guess buried in a category.
Receipts never double an expense
A receipt that matches a charge already in your books is attached to that charge, not added as a second one — and the same file can't be filed twice.
Transfers never count twice
Card payments and transfers between your own accounts are detected and kept out of profit, so moving your own money never reads as revenue or expense.
A P&L a human can actually read.
Grouped the way you think — revenue, cost of revenue, operating expenses — each section ending in its own total, then gross profit and net profit. Fold sections, add a margin column, or lay it out your way. Cash basis, and it says so. Click any row to see the exact transactions behind it, or export the whole thing to CSV.
Everything a small business needs. One price.
$197 a month covers all of it — no add-ons for the parts other tools charge extra for.
Receipts by photo or email
Snap it, drop it, or forward it to your own receipts address. Taxana reads the amount and date and files it next to the charge — you confirm, it never guesses.
Cash and checks, by hand
Money that never touched a bank: add it in ten seconds and it counts on the dashboard and P&L like any other line.
A chart of accounts that's yours
Nineteen built-in categories you can rename, renumber, and regroup, plus up to thirty of your own — and we file into them.
The P&L laid out your way
Every line or section totals only, gross profit on or off, a margin column for the businesses that watch it.
A Document Center for the tax team
Returns, statements, receipts — in folders, private to you and the people doing your taxes.
Every business you run, one login
Add a second company for $19.99 a month and switch between them from the sidebar. Each keeps its own books.
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 |
The software keeps your books clean; the CPA-led team behind it handles filing, strategy, and the IRS. One partner instead of a relay race — see everything we do.
Five minutes from now, you could just know.
7 days free, then $197/mo · We email you before your first charge · Read-only through Plaid