Agent Orchestrator

Drop your statements, pick your options, run the whole pipeline in one click.

One shot, five tools. Bank processing → smart labeling → TIS → reconciliation → optional sales tax.

Each step uses 1 run from your access token (free during the promo). Files never hit disk unencrypted.

Payment Required

Agent Orchestrator — 4-5 runs per pipeline (1 per step)

Drop bank statements below. If you also have credit-card statements, drop those in the CC box. You can provide one or both — Ctrl+Z undoes your last removal, × on a row deletes it.

Bank statements — PDF or CSV

Click or drop (multiple allowed)

Credit card statements — PDF or CSV

Optional — click or drop

Client name

Tax year

Entity type (for Tax Summary)

Account type

Business type

Default deposit label

Also fill Sales Tax sheets (5th step, optional)

Extra files Prior-year workbook · check images

Prior Year labeled workbook optional

Already labeled PnP workbook from a previous year. Dramatically improves labeling accuracy by matching against payees you've already categorized.

Drop your prior-year .xlsx here (or click to browse)

Labeling rules Deposit rules · vendor rules · post-label rules

Deposit rules optional

We auto-detect deposit sources (VENMO, ZELLE, Cash App, etc.) from your uploaded files. Pick a category for each — these rules apply only to deposit rows.

Vendor Rules optional

Keyword matches anywhere in payee name (e.g. "shell" matches "SHELL SERVICE STATION"). Rules are checked in order — #1 has highest priority. Drag to reorder.

Post-Label Rules optional

Applied after all labeling. Reclassify or split transactions by category and amount threshold (e.g. Meals under $50 → Non-deductible Meal).

Advanced options Fiscal tax period · labeler presets · custom deposit label

Fiscal tax period optional

Defaults to Jan 1 — Dec 31 of the year above. Set these for fiscal-year filers; applies to Bank, Labeler, and TIS steps.

Period start

Period end

Labeler behavior

Preset rules

Built-in rules for common vendors. Thresholds in dollars.