Product tour

Finance workflows that feel launch-ready, not stitched together from separate tools.

TaxBook AI helps businesses, finance teams, and accounting firms move from receipt capture to bookkeeping review, bank reconciliation, VAT and WHT summaries, and filing-ready tax workflows in one audit-friendly workspace.

The product is structured around what teams actually need to do: collect documents, review entries, reconcile cash activity, understand tax position, prepare filing-ready outputs, and keep a clean workspace across one or many businesses.

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AI capture

Live workspace

Receipt and invoice uploads land in a review queue accountants can trust.

Instead of sending OCR text into a spreadsheet, TaxBook AI drafts structured fields and flags duplicates or low-confidence values before posting.

Documents ready for review18 items

Low-confidence fields3 flagged

Duplicate warnings2 matched

Reconciliation

Live workspace

Bank activity moves through a queue built for matching, review, and posting.

Import statement lines, surface likely matches, and resolve unmatched transactions without leaving workspace context.

Statement rows imported246 this month

Suggested matches31 queued

Still unmatched9 items

Tax close

Live workspace

VAT, WHT, and filing readiness are visible before the reporting deadline arrives.

Close the loop from day-to-day bookkeeping into tax summaries, evidence, and filing review packs for the selected business and period.

VAT payableNGN 1.53m

WHT exceptions3 items

Filing drafts ready2 prepared

Workflow

See the accounting loop from source document to filing-ready output.

The product story is clearest when you follow the work in order: upload, review, reconcile, and close.

Step 01

Upload

Drop in receipts, invoices, or bank statements for the right workspace and client business.

Step 02

Review

Approve AI-extracted fields, fix tax treatment, and keep bookkeeping review under accountant control.

Step 03

Reconcile

Match transactions against invoices, ledger activity, and historical patterns before posting.

Step 04

Close, report, and file

Generate VAT and WHT summaries, review filing packs, and export filing-ready outputs from live workspace data.

Feature detail

Core modules mapped to the finance outcomes they support.

This is how TaxBook AI shows up in day-to-day work for SMEs, finance teams, and accounting firms handling bookkeeping, reconciliation, reporting, and filing prep.

AI receipt scanner

Capture receipts and invoices without retyping the basics.

Upload JPG, PNG, PDF, or document files into the bookkeeping queue and let TaxBook AI draft the first pass.

Vendor, date, total, VAT, WHT, and line-item extraction

Duplicate detection and confidence-aware review

Structured posting flow instead of raw OCR text

Bookkeeping review

Give accountants a faster review queue, not a black box.

Edits, approvals, rejections, and evidence stay visible before anything reaches the ledger.

Editable extracted fields and category suggestions

Review-ready statuses and posting controls

Audit trail on every decision

Bank reconciliation AI

Move from imported statements to matched transactions quickly.

Surface likely invoice, ledger, and vendor matches with a queue built for finance operators.

CSV import with flexible column mapping

Suggested matches and reconciliation actions

Professional plan unlock for higher-control teams

Tax engine

See VAT and WHT exposure while the work is still fixable.

TaxBook AI computes summaries, exceptions, and review schedules from live accounting data.

VAT and WHT summaries by business and period

Exceptions for missing treatment, evidence, or duplicate sources

CIT support scaffolding for close prep

Filing workflow

Prepare VAT and WHT filing packs without pretending unsupported auto-submission.

Build filing drafts, review exceptions, export schedules, and log manual submission steps for TaxPro Max-style workflows.

Filing drafts, evidence, notes, and submission logs

Filing-ready summaries and JSON payload candidates

Manual submission workflow with audit-friendly checkpoints

Client business management

Keep businesses, clients, and workspace context cleanly separated.

Ideal for firms and finance teams handling multiple entities without losing operational clarity.

Workspace-scoped access and business switching

Client businesses linked to invoices, recurring billing, banking, and tax records

Cleaner reporting context across portfolios

Assistant layer

Ask grounded finance questions without leaving workspace context.

TaxBook AI turns live workspace data into accountant-friendly answers, quick actions, and review priorities instead of generic chatbot output.

Workspace-aware answers from invoices, banking, tax, and filing data

Quick actions into overdue invoices, reconciliation, and filing review

Graceful fallback mode when OpenAI is unavailable

Why teams buy

The product is grouped around the outcomes finance teams want faster.

Each pillar lines up with a concrete business use case instead of abstract software categories.

Capture and review

Move from uploaded documents into a reviewable bookkeeping queue without sacrificing accountant oversight.

AI receipt scanner for receipts, invoices, and supporting documents

Bookkeeping review queue with approvals, rejections, notes, and evidence

Vendor, category, VAT, and WHT suggestions grounded in workspace history

Duplicate detection before records are posted

Reconcile and operate

Keep day-to-day finance work connected across invoices, banking, clients, and recurring activities.

Client business management and workspace switching

Recurring invoices and receivables follow-up

Bank statement import and reconciliation actions

Team collaboration for reviewers and operators

Close and explain

Turn live accounting data into reports, tax summaries, and finance answers that are easier to trust.

VAT and WHT summaries by business and filing period

Filing-ready schedules, evidence packs, and compliance exception tracking

Embedded assistant for overdue invoices, unmatched transactions, and tax questions

Audit-friendly activity history across the workspace

In practice

Features are easiest to understand in the order teams use them.

These are the moments customers actually care about in a week or month of finance work.

Upload source documents once

Bring in receipts, invoices, and bank statements directly into the correct business context instead of forwarding files around.

Review before posting

Correct fields, confirm tax treatment, and attach evidence while the supporting document is still in front of the reviewer.

Reconcile with live records

Use suggestions against invoices, ledger data, and historical vendors to clear bank activity faster.

Close, report, and prepare filings

Generate VAT and WHT views, filing summaries, submission checklists, and finance answers from the same live workspace data.

Control layer

Credible finance work needs governance, not just automation.

Workspace roles, reviewable changes, and entity separation are part of the product because trust breaks quickly when they are treated as afterthoughts.

Role-based collaboration

Owners, admins, members, and viewers can work in the same workspace without blurring who should review, post, or export.

Audit history that supports review

Keep changes, overrides, and approvals traceable so month-end questions do not depend on memory.

Workspace isolation that scales

Each business or client workspace stays separate, which matters when firms and finance teams operate across multiple entities.

Built for three buying motions

The product fits differently for firms, SMEs, and operators, but the workflow foundation stays the same.

Accounting firms

Manage client portfolios, keep each business isolated, and give reviewers a cleaner path from raw documents to tax-ready outputs.

SMEs

Replace spreadsheets and scattered tools with one operating layer for receipts, invoices, tax visibility, and reporting.

Finance operators

Give controllers, ops leads, and finance managers cleaner daily workflows around capture, review, reconciliation, and close.

Ready to explore the product?

Start with Starter, or book a walkthrough of the finance workflow that matters most.

The fastest path is to start free, then upgrade when AI capture, reconciliation, or multi-user review becomes important.

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