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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)

✓ Access granted

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, CSV, or Excel

Click or drop (multiple allowed)

Credit card statements — PDF, CSV, or Excel

Optional — click or drop

Extra files Prior-year workbook · check images

Prior year labeled workbooks optional

Already labeled PnP workbooks from previous years. Dramatically improves labeling accuracy by matching against payees you've already categorized. Add more than one — order does not matter, and where two years disagree about a payee the more recent one wins.

Drop prior-year .xlsx files here (or click to browse — multiple allowed)

Check payees change every time, so we OCR the image to extract the real payee name — huge win for check-heavy accounts.

Drop check images here (or click to browse — multiple allowed)

Sales Tax filing

New York quarters are not calendar quarters: Q1 is March–May, and Q4 runs December to the end of February. Pick the period you are filing for.

Sales Tax job note images optional

Handwritten job/catering notes (JPG/PNG). We'll OCR them and pre-fill the Sales Tax income sheet before the expense match runs.

Drop job note images here (or click to browse — multiple allowed)

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

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.

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.

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

Privacy Account details · personal payee names

Both are on by default, which is what the pipeline has always done. Turn one off only if you need the raw values in the workbook.

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

Statement cycle CSV uploads only

A CSV has no statement periods in it, so they are assumed to be calendar months. If this bank closes mid-month, say which day — otherwise every period boundary lands in the wrong place.

A bank’s CSV export covers whatever range you asked the download form for, which is rarely the range of the statements beside it. Tick this and anything dated outside a statement period is left out, so the totals tie to the statements.

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.

Labeler behavior

Preset rules

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

Custom deposit label

Applied to deposits when no vendor rule matches.

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