Upload your bank statements and MessyTax turns them into clean, organized Excel reports ready for tax filing, bookkeeping, or your accountant.
Chase Business Checking...3948
1099-NEC Flag
Joe Plumber — $850
Trusted by contractors, freelancers, and small businesses
No manual data entry required. Just drop your files and let our automated processing pipeline do the heavy lifting.
Drag & drop your bank PDFs. We accept statements from any US bank or credit union.
Our system mathematically verifies every transaction, classifies income vs expenses, and flags deductions.
Get an audit-ready Excel workbook, client questionnaire, and Schedule C summary — ready for your preparer.
See how MessyTax organizes your raw transactions into audit-ready reports.
| Date | Vendor | Category | Amount | Business? |
|---|---|---|---|---|
| Feb 12 | Home Depot | Office Supplies | -87.42 | Yes |
| Feb 13 | Amazon | Equipment | -34.95 | Yes |
| Feb 13 | John Smith | Contractor Payment | -250.00 | Yes |
Built by CPAs and software engineers to deliver accurate, audit-ready data extraction.
Every transaction matches the running balance to ensure all reports are balanced and verified.
Tax categories mapped directly to Schedule C line items. Business vs personal split is largely automated based on your industry context.
Payments to individuals are flagged. We tell you who needs a 1099-NEC before you miss the IRS deadline.
Use Chase and BofA? Upload both. Our analyzer detects inter-account transfers automatically so revenue isn't double-counted.
Unclear transactions like ATM withdrawals auto-generate a specific questionnaire. Answer once, we log it for the accountant.
Your documents are processed securely via 256-bit encryption and are not used to train global AI models. We take privacy seriously.
Our system adjusts its logic based on the context of your work.
It separated my tool purchases from regular plumbing supplies automatically, which made calculating depreciation super easy for my tax guy.
Whether you're organizing your own finances or sending them to a CPA.
Track varying income streams and software expenses effortlessly.
Organize supply purchases and client payments across all projects.
Clean up months of unorganized business checking accounts.
Find missed deductions and easily separate personal costs.
Quickly conquer the stress of tax season with clean insights.
Monthly billing. Choose the package that fits your needs.
Clean Excel with every transaction verified and balanced.
Best for: mortgage / visa applications
Transaction classification + actionable follow-up questions + 1099-NEC tracker.
Best for: self-employed tax filing
Full transaction classification + Schedule C mapper + tax deduction maximization.
Best for: accountant audit-ready prep