The product

One command center for your
business finances.

A closer look at the TaxMind app — the overview, the reports, the transaction view, the tax estimator and the AI assistant that ties them together.

SL
Sara L.

Welcome back, Sara

Localized for Sweden · SEK · Inkomstskatt

Income (Sep)
€13,200
+12%
Expenses (Sep)
€4,950
+5%
Tax (est.)
€4,280
22.4%
Deductions
€2,340
+€420
Cash flow
Income vs expenses · last 9 months
AI insights
  • Missed €420 in deductions

    3 SaaS subscriptions look business.

    Review
  • Home office detected

    Estimated €640 savings this year.

    Review
Recent transactions
Auto-categorized in real time
View all
MerchantCategoryAmount
Figma
Software Ded.15
Lufthansa
Travel Ded.342.5
Client retainer — Atlas Co.
Income+3,200
Notion Labs
Software Ded.10
Overview

Every number, always current.

Revenue, expenses, upcoming liabilities, deductions and cash flow — one screen. Every metric updates automatically as transactions sync from your banks and payment platforms.

  • Live KPIs updated as money moves
  • 6 default widgets, unlimited custom views
  • Localized per jurisdiction and currency
  • Zero spreadsheet maintenance
Dashboard
Revenue (Sep)
€13,200
+12%
Expenses
€4,950
+5%
Tax (est.)
€4,280
22.4%
Deductions
€2,340
+€420
Cash flow
Income vs expenses · last 9 months
Analytics

Understand your business in a glance.

Trend charts, category donuts and month-over-month deltas — visualizations designed for operators, not accountants. Drill into any segment to see the transactions behind it.

  • Interactive charts on every widget
  • Comparisons vs prior period
  • Segment by client, category or tag
  • Save any view as a custom dashboard
Analytics
By category
Q3 2026
  • Software32%
  • Travel18%
  • Meals12%
  • Fees9%
  • Other29%
Revenue by month
J
F
M
A
M
J
J
A
S
Reports

Reports that write themselves.

Monthly summaries, VAT returns, annual exports — assembled in the background and ready when you need them. Every report is filing-ready or accountant-ready in one click.

  • PDF · CSV · SIE · DATEV
  • Locked periods & audit trail
  • Shareable read-only links
  • Custom report builder (Business)
Reports
September summary
Auto-generated · 4 pages
Ready
VAT Q3 2026
Filing-ready · SE
Ready
Annual 2026
Assembling · 82%
Draft
Client report — Northwind
Custom · monthly
Scheduled
Expense category breakdown
Last 90 days
Ready
Accountant handoff
Locked to Q3 · with receipts
Ready
Transactions

A transaction view built for the way you actually work.

Categorize, tag, split, attach receipts, add notes. Bulk actions on selection. Confidence scoring on every AI decision so you know exactly what to review.

  • Bulk edit and rules preview
  • Inline splits (project, client, VAT rate)
  • Attach receipts by drag or email
  • Full-text search across everything
Transactions
All · 1,412Income · 84Deductible · 306Needs review · 12
Filtered by Q3 · SEK
MerchantCategoryAIAmount
C
Client — Northwind
Sep 28
Income100%+4,200
L
Lufthansa
Sep 26
Travel Ded.96%342
F
Framer
Sep 21
Software Ded.99%20
D
Deliveroo
Sep 19
Meals Ded.92%34
S
Stripe payout
Sep 15
Income100%+1,840
Tax estimation

Know what you'll owe. All year.

A rolling projection of your tax liability that updates every time money moves. Set-aside recommendations so you're never surprised by a filing.

  • Live liability projections
  • Quarterly & annual estimates
  • Set-aside suggestions
  • Multi-jurisdiction support
Tax estimator
Estimated (2026)
€18,420
on track
Set aside now
€1,420
monthly
Next deadline
Jan 31
in 42d
Liability trajectory
Live · Sweden
AI assistant

A financial copilot that speaks your books.

Ask anything in plain language. Get answers, charts and the underlying transactions — instantly. Only your data. Only your account.

  • Natural language queries
  • Charts on demand
  • Every answer is auditable
  • Private to your account
Assistant
What's my top expense category this quarter?
Software at €1,842, up 12% vs Q2. Framer, Linear and Notion account for most of the increase.
Am I on track for VAT?
Yes — your Q3 return is drafted and totals €5,240 net. Ready to file after Sep 30.
Any deductions I've missed?
3 candidates: coworking (€192), a client-site train fare (€78), and a Lufthansa flight (€342). Tap to approve.
Live everywhere

Every screen reflects the last minute of activity.

Read-only by design

TaxMind can never move money out of your accounts.

9,000+ banks

Deep coverage across EU, UK, US, CA and AU.

Ready to see it in your numbers?

Connect an account in under two minutes. Cancel anytime.