AI finance operations for growing teams
Close the books, review tax, and sync ERP data without spreadsheet chaos.
Simple Tax AI turns bank feeds, invoices, receipts, payroll, tax rules, and ERP records into one reviewable finance workspace for bookkeeping teams, tax advisors, and operators.
18k+transactions classified per month
42%less manual reconciliation time
99.1%filing checklist completion rate
AI review queueView workflow
Brightline Robotics Inc.
ReviewRevenue recognized before supporting invoice approval.
Northstar Retail Group
Due soonAI tax model flagged a new state sales tax threshold.
Atlas Studio Partners
MatchedBank feed, expense receipts, and ERP journal entries reconciled.
Why finance teams get stuck
AI should remove finance bottlenecks, not create another dashboard to babysit.
Bookkeeping data arrives messy
Bank lines, card charges, invoices, receipts, payroll, and vendor bills land in different systems with inconsistent names and categories.
Tax review happens too late
Sales tax, payroll tax, income tax estimates, and filing evidence are often checked after the close, when corrections are expensive.
ERP records drift from reality
Finance teams still reconcile what the ERP says against invoices, banking activity, approvals, and operational systems by hand.
Product workflow
One AI-assisted path from bookkeeping intake to tax-ready ERP records.
Collect transactions and documents
Bring bank feeds, invoices, receipts, payroll exports, and vendor files into one close workspace with source evidence attached.
AI bookkeeping with human review
Suggest accounts, customers, departments, tax treatment, and matching rules while keeping every change reviewable.
AI tax checks before filing
Flag sales tax nexus, deductible expenses, payroll tax gaps, missing W-9s, and unusual effective tax movements before deadlines.
Push clean records to ERP
Post approved journal entries and reconciled records into QuickBooks, Xero, NetSuite, or your ERP with a clear audit trail.
Core modules
Specific AI tools for the work finance teams repeat every month.
AI bookkeeping classification
Learn vendor patterns, split transactions, attach receipts, and route uncertain items to the right reviewer.
AI tax review and filing prep
Prepare filing checklists, surface risky tax positions, and preserve support for sales tax, income tax, and payroll tax work.
ERP reconciliation layer
Compare operational data, subledgers, bank activity, and ERP balances before anything is posted permanently.
Receivables and revenue checks
Match invoices to deposits, flag timing issues, and identify customers that need follow-up before close.
Payables and vendor controls
Detect duplicate bills, missing approvals, unusual vendor changes, and expenses that need tax documentation.
Management-ready summaries
Turn account movements and exception notes into plain-English close summaries for founders, controllers, and advisors.
Built for finance operators
Each role sees the issues they can actually resolve.
Standardize review across every client
Track open items, missing documents, account classifications, and reviewer decisions across a multi-client portfolio.
Start tax work from clean evidence
Review tax-sensitive transactions, entity-specific rules, filing checklists, and supporting records before deadlines compress.
Keep accounting data aligned with operations
Validate journal entries, cost centers, inventory movements, and revenue records before they flow into the ERP close.
Operating result
A bookkeeping firm cut client close review from 5 days to 2.8 days.
The team manages 220 small-business clients across QuickBooks and NetSuite. After moving intake, AI classification, tax exception review, and ERP sync checks into Simple Tax AI, managers could see every risky client before the weekly close meeting.
Controls and audit trail
AI suggestions stay accountable from source document to ERP posting.
Role-based approvals
Control who can classify, approve, export, post, or override AI recommendations by client, entity, and account group.
Explainable decisions
Every AI suggestion shows the source document, prior pattern, confidence level, and reviewer action that led to the final record.
Close-ready evidence
Keep receipts, invoices, tax notes, filing checklists, ERP sync logs, and reviewer comments attached to the transaction history.
Start with one close cycle