Product · Features

AI bookkeeping software built to turn raw statements into clean books and decision-ready reporting.

Accountaxed helps accountants, finance teams, and business owners convert bank statements into structured bookkeeping data, entity-specific financial statements, and faster strategic insight without the usual spreadsheet drag.

Import raw statements

Start with messy PDFs, CSV exports, or transaction files from the client or bank.

Normalize and classify

Convert raw rows into reviewable bookkeeping data with AI-assisted categorization and reusable logic.

Review and publish reporting

Push the cleaned data into entity-aware financial statements and decision-ready summaries.

If you are searching for AI accounting software, bank statement converter software, or automated bookkeeping for small business and firms, the real problem is usually not raw extraction alone. The hard part is getting from messy source documents to consistent categorization, usable financial statements, and client-ready answers.

Accountaxed is built for that full workflow. It reduces cleanup time, keeps review steps visible, and turns repetitive accounting work into a repeatable operating system for month-end close, advisory delivery, and tax-season preparation.

AI Data Extraction

01

Upload bank statement PDFs or CSVs and convert unstructured transactions into a clean accounting dataset. Accountaxed extracts dates, vendors, memo lines, and amounts with an AI bookkeeping workflow designed to reduce manual entry for accountants, bookkeepers, and founders.

Smart Auto-Categorization

02

Correct one transaction once and let the platform apply the same accounting logic across matching history. This reduces recoding work, improves month-end consistency, and helps teams build a repeatable close process instead of starting from zero every period.

Dynamic Financial Statements

03

Generate income statements, balance sheets, and cash flow views that adapt to the entity behind the books. Accountaxed presents reporting language and equity logic for LLCs, S corps, C corps, nonprofits, partnerships, sole proprietors, and trusts.

AI Financial Analyst

04

Turn bookkeeping output into operating intelligence. Surface margin trends, expense anomalies, cash pressure, and transaction patterns fast enough to support pricing, hiring, vendor, and tax-planning decisions without waiting on a manual spreadsheet model.

Bring Your Own Key (BYOK)

05

Use your own Google Gemini, OpenAI, or Claude key when you want direct control over model access and cost. Teams that need flexibility, testing control, or custom AI workflows can keep ownership of how intelligence is generated.

Entity-ready reporting

One platform, multiple entity structures, no generic reporting shortcuts.

The old Entities page now lives here because entity logic is not separate from the product. It is a core feature. Accountaxed adapts output to the reporting structure behind the business so nonprofits, partnerships, LLCs, corporations, trusts, and sole proprietors get terminology and statement design that matches how they actually operate.

Nonprofit accounting software

Support mission-driven reporting with terminology that matches nonprofit operations and board reporting.

Statement of Activities
Statement of Financial Position
Functional expense visibility aligned to Form 990 workflows

S corporation reporting

Track shareholder equity movements, distributions, and reporting that fits S corp bookkeeping needs.

Income Statement
Balance Sheet with shareholder equity
Paid-in capital and distribution tracking

C corporation reporting

Model retained earnings and corporate equity structure without forcing a generic small-business template.

Income Statement
Balance Sheet with retained earnings
Dividend and capital activity support

LLC bookkeeping

Produce reporting for member-managed entities with capital and distribution visibility built in.

Income Statement
Balance Sheet with member equity
Member contributions and distributions

Partnership accounting

Handle partner capital logic and reporting structures that matter for partnership operations and tax prep.

Income Statement
Partner capital accounts
Contribution, draw, and Form 1065-ready support

Sole proprietor books

Keep owner activity visible while maintaining a clean operating picture for Schedule C-style workflows.

Income Statement
Owner draw tracking
Schedule C-oriented categorization support

Trust accounting

Separate principal and income treatment with reporting language that fits fiduciary administration.

Statement of Fiduciary Income
Statement of Net Assets
Principal versus income segregation

What does Accountaxed help with?

Accountaxed helps firms and operators turn bank statements and raw transaction exports into categorized books, entity-aware financial statements, and usable management reporting. It is built for people searching for faster AI bookkeeping software without losing review control.

Who is Accountaxed for?

The product is built for bookkeepers, accountants, tax professionals, nonprofit operators, fractional CFOs, and owners who need cleaner books and faster reporting. It works especially well when transaction cleanup and financial statement preparation are eating too much time.

Why combine entity logic with AI bookkeeping?

Generic transaction tools stop at categorization. Accountaxed carries the work forward into the reporting layer so your LLC, nonprofit, partnership, corporation, or trust does not get forced into the wrong language or equity structure.

Ready to see it in action?

Start your 14-day free trial and see how quickly raw bank activity turns into cleaner books, sharper reporting, and a faster close.

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