Everything you need to stop
thinking about bookkeeping.
TaxMind replaces spreadsheets, disconnected banking tools, manual bookkeeping and stressful tax seasons with one intelligent operating system — built for modern freelancers, creators, consultants and small businesses.
Eighteen features. One financial brain.
Every capability in TaxMind is designed to be quietly powerful — deep enough for finance teams, invisible enough for solo operators.
Books that write themselves
Every transaction is classified, matched to receipts, and posted to the right ledger in real time. You review a small queue instead of chasing spreadsheets.
- Continuous ledger updates
- Confidence-scored postings
- One-tap approvals
- Learns from your corrections
| Merchant | Category | AI | Amount |
|---|---|---|---|
F Framer | Software Ded. | 99% | −€20 |
C Client — Northwind | Income | 100% | +€4,200 |
D Deliveroo | Meals Ded. | 92% | −€34 |
U Uber | Travel Ded. | 97% | −€18 |
The right label. Every time.
TaxMind reads merchant metadata, transaction history and your past decisions to categorize with industry-leading accuracy. Corrections train a private model — only for your account.
- Merchant recognition across 190 countries
- Recurring detection
- Custom rules & tags
- Multi-currency aware
- Software32%
- Travel18%
- Meals12%
- Fees9%
- Other29%
- Deliveroo *→ Meals · Deductible
- Stripe fees *→ Fees
- Google Cloud *→ Software · Deductible
- Client wires ≥ €1k→ Income
- Lufthansa *→ Travel · Deductible
Find money your accountant would.
The deduction radar continuously scans your transactions for expenses that qualify under your local tax framework — surfacing opportunities you'd otherwise miss.
- Region-aware tax rules
- Home office & vehicle detection
- Audit-friendly reasoning
- Bulk approval workflow
14 opportunities across software, home office and travel.
Know what you'll owe. All year.
Real-time income and expense data feeds a rolling tax forecast so you're never surprised. Set aside the right amount, every month.
- Live liability projections
- Quarterly & annual estimates
- Multi-jurisdiction ready
- Set-aside recommendations
VAT returns without the panic.
Every sale and purchase is tagged with the right VAT rate as it happens. When filing season arrives, your return is already assembled — just review and export.
- Standard, reduced & reverse-charge
- EU cross-border rules
- Reconciled to the cent
- PDF & structured e-file
A year of work. One clean report.
TaxMind assembles a polished annual overview of revenue, expenses, category shifts and tax position — the report your accountant would build if they had a month.
- P&L summary
- Year-over-year comparisons
- Deduction totals
- Ready for tax filings
The story of every month.
On the first of each month, TaxMind delivers a plain-language summary: what happened, what changed, what to watch. No dashboards to open.
- Emailed digest
- Narrative highlights
- Anomaly callouts
- Sharable with partners
- Best revenue month in 2026 (€13,200)
- Software costs up 18% — 2 new tools
- Zero uncategorized transactions
- Tax runway extended by 6 days
Snap. Forward. Forget.
Capture receipts by photo, PDF drop, or email forward. OCR extracts every line item and matches it to the right transaction — usually in under two seconds.
- iOS & Android capture
- Email-in address per workspace
- Line-item extraction
- Match confidence scoring
- Merchant
- IKEA Business
- Date
- 18 Sep 2026
- Subtotal
- €118.56
- VAT (25%)
- €29.64
- Total
- €148.20
- Category
- Office
9,000+ banks. One dashboard.
Encrypted, read-only connections through vetted infrastructure providers. Transactions arrive within minutes and reconcile automatically.
- EU, UK, US, CA, AU coverage
- Multi-currency accounts
- Automatic reconnection
- Historical import
See tomorrow before it arrives.
Runway, burn, projected inflows and confidence bands — one view of the health of your business. Updated the moment money moves.
- Runway projections
- Recurring inflow modeling
- Scenario planning
- Alerts on drift
The handoff your accountant hopes for.
One click assembles a full accountant package: PDF summary, category breakdown, transaction ledger, VAT report and receipts folder. Nothing to clean up.
- PDF / CSV / SIE / DATEV
- Bundled receipts folder
- Shareable read-only link
- Locked period support
Ask your business anything.
A financial copilot that speaks your books. Ask questions in plain language — get answers instantly, with the underlying transactions one click away.
- Natural language queries
- Charts on demand
- Explanations, not just numbers
- Trained on your data only
Every document. Right where you need it.
Receipts, invoices, contracts, statements, filings — all stored, indexed and linked to the transactions and periods they belong to.
- Unlimited storage
- Full-text search
- Automatic linking
- Retention & audit trail
Deadlines you won't miss.
TaxMind tracks every filing deadline that applies to you — VAT, income tax, employer contributions, annual returns — and prepares the paperwork before it's due.
- Jurisdiction-aware calendar
- Email & mobile reminders
- Auto-prepared filings
- Calendar subscribe
The moments worth paying attention to.
Continuous analysis surfaces the patterns most operators miss — client concentration risk, margin drift, idle capital, seasonality shifts.
- Anomaly detection
- Concentration risk alerts
- Margin & pricing signals
- Idle-cash detection
Localized where it matters.
Tax rules, VAT frameworks, currencies, filing calendars and language — TaxMind adapts to your jurisdiction and works across borders when you do.
- 12+ jurisdictions live
- Multi-currency accounting
- Cross-border VAT
- Localized terminology
Enterprise-grade, from day one.
TaxMind treats financial data with the seriousness it deserves. Encryption at rest and in transit, read-only bank access, region-locked storage, SSO on Business.
- AES-256 · TLS 1.3
- SOC 2 aligned
- SAML SSO & SCIM
- 24/7 monitoring
Codify how your business runs.
Turn any repeat decision into a rule: 'always tag AWS as cloud infra', 'always split home-office energy 40/60', 'notify me on wires above €5k'.
- No-code rule builder
- Chained conditions
- Preview against history
- Reversible in one click
Questions we hear often
Yes — for advice, structure and filing sign-off. TaxMind replaces the repetitive bookkeeping work so your accountant can focus on higher-value work (and bill you for less of it).
99.2% after the first 30 days. Every correction you make trains a private model for your account — accuracy improves the longer you use it.
Over 9,000 institutions across the EU, UK, US, Canada and Australia. Nordic-specific coverage includes SEB, Nordea, Handelsbanken, DNB and more.
EU customers are stored in Frankfurt (eu-central). US customers in Virginia (us-east). You can request region on setup.
Yes — 14 days on Pro with full functionality. No credit card required. Cancel with one click at any time.
Ready to see it in your numbers?
Connect an account in under two minutes. Cancel anytime. No credit card to start.