Tax and business accounting for the Trustees, family businesses, and small Trusts that don't have a CFO. Claude does the receipt reading, deadline reasoning, and pre-fill work. You make the decisions.
Designed to be the operating system for a small business or family Trust's financial life. Three core capabilities, with more on the roadmap.
Snap a photo of a receipt — paper, PDF, email, anything. Claude's vision reads the vendor, date, amount, currency, and tax-relevant categorization. Stores in a searchable archive linked to the right business or Trust account.
Federal estimated quarterly payments, state-level sales tax filings, city-level fees, payroll deadlines — and the recurring tax dates that move when they fall on weekends. TXP keeps the calendar and reminds you 30/14/7/1 days out.
Year-end, your accountant gets a clean ZIP: categorized receipts, a P&L summary, a transactions register, and the supporting documents — already organized the way they'll want.
Run a Trust, an LLC, and a Schedule C all under one login with isolated books. Switch entities like switching Slack workspaces.
Import transactions from bank accounts (via Plaid) and Stripe payouts directly. Reconcile against receipts. Claude flags discrepancies.
Every transaction has a full chain: original document, AI categorization with reasoning, any human override, and the timestamp. If the IRS asks, you can show your work.
If you currently run your finances on a mix of QuickBooks, spreadsheets, a folder of receipt photos on your phone, and a calendar reminder system that misses deadlines often enough to hurt — TXP is for you.
Specifically built for:
Five alpha-tester slots. First-mover pricing locked. Email the Trustee with a one-paragraph description of your accounting setup today and what would move the needle.
ceo@amillior8.com