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Messy taxes?
We clean them up.

Upload your client's bank PDFs. Get back a categorized, Schedule C-ready Excel report — verified to the penny.

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January 2026 Analysis

Chase Business Checking...3948

Complete
Total Income Detected $14,285.50
Deductible Expenses Found $4,102.30
128
Transactions Classified
0
Math Anomalies

1099-NEC Flag

Joe Plumber - $850

Accepts statements from any US bank or credit union, including

Chase Bank of America Wells Fargo Citi U.S. Bank Capital One PNC Truist Navy Federal CU Fifth Third Huntington Ally Bank Citizens Bank Santander USAA Discover Marcus by Goldman DCU Bethpage FCU + hundreds more

How It Works

From messy statements to clean taxes in 3 steps

No manual data entry. Upload your client's PDFs and let our automated processing pipeline do the work — so you can focus on review and strategy.

1

Upload Client Statements

Drag & drop your client's bank PDFs. We accept statements from any US bank or credit union.

2

We verify every transaction, flag 1099 obligations, and map expenses to Schedule C

Our system mathematically verifies every transaction, classifies income vs expenses, and flags deductions.

3

Download Your Package

Get an audit-ready Excel workbook with expense categorization and a Schedule C summary - ready to review or hand off to your client. QBO export included — import directly into QuickBooks in one click.

Try It With Your PDF

See exactly what your client's finances look like

Upload messy statements, get a clean dashboard with every transaction classified and ready to review.

MessyTax Dashboard - Transaction Classification

From messy statements to clean structured data

See how MessyTax organizes your raw transactions into audit-ready reports.

Before

Raw Bank Statement

02/03 ATM WITHDRAWAL BANK OF AMERICA -200.00
02/07 POS PURCHASE COSTCO WHOLESALE -312.47
02/10 VENMO PAYMENT MARCUS ALLEN -450.00
02/12 POS PURCHASE HOME DEPOT #4521 -87.42
02/13 ACH PAYMENT AMAZON MKTPLACE -134.95
02/14 ZELLE TO DANNY OKAFOR -800.00
02/18 POS PURCHASE SHELL OIL 32914 -61.30
02/21 ACH TRANSFER FIVERR INC -275.00
02/25 POS PURCHASE CHIPOTLE 0392 -23.40
02/28 ACH PAYMENT ADOBE INC -54.99
After

MessyTax Output table

Date Vendor Category Amount Business? Notes
Feb 03 ATM Withdrawal Uncategorized -200.00 ? Needs review
Feb 07 Costco Wholesale Office Supplies -312.47 Partial Mixed-use flagged
Feb 10 Marcus Allen Contractor Payment -450.00 Yes 1099-NEC tracked
Feb 12 Home Depot Tools & Equipment -87.42 Yes
Feb 13 Amazon Equipment -134.95 Yes
Feb 14 Danny Okafor Contractor Payment -800.00 Yes 1099-NEC tracked
Feb 18 Shell Oil Auto & Travel -61.30 Yes
Feb 21 Fiverr Inc Contractor Payment -275.00 Yes 1099-NEC tracked
Feb 25 Chipotle Meals -23.40 Yes
Feb 28 Adobe Inc Software & Subscriptions -54.99 Yes

What happens to every transaction

Everything you need to file with confidence

Every report balances to the penny

Every transaction matches the running balance to ensure all reports are balanced and verified.

Automatic Schedule C expense organization

Tax categories mapped directly to Schedule C line items. Business vs personal split is largely automated based on your industry context.

Simple contractor payment detection

Payments to individuals are flagged automatically across your client's statements. Never miss a 1099-NEC obligation before the IRS deadline.

Multi-Bank Support

Use Chase and BofA? Upload both. Our analyzer detects inter-account transfers automatically so revenue isn't double-counted.

Auto-generated client questionnaire

Unclear transactions like ATM withdrawals auto-generate a specific questionnaire. Answer once, and we categorize it perfectly.

Your clients' data never trains an AI model

Your documents are processed securely via 256-bit encryption and are never used to train AI models. We take privacy seriously.

Built for tax and accounting professionals

Eliminate the most tedious part of client work. Process more statements, serve more clients, and spend your time on what matters.

CPAs & Enrolled Agents

Your self-employed clients hand you six months of statements in February. MessyTax turns that pile into a reviewed, categorized report before your next coffee.

Bookkeepers

Stop copying transactions by hand. Upload the PDF, review the output, deliver the report.

Tax Preparers

Spend less time on data entry. Spend more time on the work your clients actually pay you for.

Accounting Firms

Scale your client capacity during tax season without adding headcount.

Transparent Pricing

Simple pricing. No surprises.

Choose a plan that fits your practice. From free trials to high-volume firm plans.

View All Plans

Trial

$0

14-day free trial

5 statements · 100 pages · 1 team member

Try Free

Starter

$29/mo

40 statements · 800 pages · 1 team member

Get Started
POPULAR

Pro

$79/mo

150 statements · 3,000 pages · 5 team members

Get Started

Firm

$299/mo

800 statements · 16,000 pages · 10 team members

Get Started
Starter & Pro: $0.08/page overage · Firm: $0.07/page overage · Trial plan stops at quota.

Frequently Asked Questions

Yes. We use 256-bit SSL encryption to process your documents. We do not store your PDFs long-term, and your financial data is never sold or used to train public/global AI models. Your documents are automatically deleted after processing completes.
We support PDF statements from any US bank or credit union. Our AI is trained to adapt to various bank formats dynamically without relying on fixed layouts.
Processing typically takes 3 to 10 minutes depending on the volume of statements and the density of transactions. Our verification system mathematically verifies every line, which takes deep processing time to ensure accuracy.
Yes. Each job you create is fully isolated per client. You can run multiple client jobs simultaneously and download separate reports for each. Our Professional and Firm plans are designed specifically for accountants and bookkeepers processing statements at volume.
No problem. Upload all of your client's statements in a single job. Our system automatically detects inter-account transfers and ensures money moving between accounts isn't double-counted as income - a common problem when processing clients with multiple checking or savings accounts.