Auto-track income and nail quarterly taxes with bank sync.
New freelancers transitioning from full-time jobs struggle to calculate accurate quarterly tax estimates, leading to underpayments and IRS penalties.
Connect bank accounts or upload invoices for automatic income/expense categorization and quarterly tax projections. Provides real-time updates and penalty risk alerts based on actual cash flow. Integrates reminders with calendar apps for seamless compliance.
New freelancers transitioning from full-time employment
Seamless bank sync for hands-off tracking, zero manual entry—perfect for busy new freelancers.
friendly
Plaid integration for auto-income pull
AI tags expenses for deductions
Updates taxes as data flows in
Warns if underpayment risk high
Syncs reminders to Google/Apple Calendar
Freelancer-specific deduction suggestions
Share access with accountant
Charts of tax trends
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| text | No | |
| plaid_token | text | Yes |
| state | text | No |
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| user_id | uuid | No |
| amount | int | No |
| category | text | No |
| date | timestamp | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| user_id | uuid | No |
| quarter | text | No |
| projected_tax | int | No |
Relationships:
/api/syncTrigger bank sync
/api/projectionsGet latest projections
/api/transactionsUpsert transactions
/api/alertsFetch penalty alerts
No sync or alerts
1 account
| Month | Users | Conversion | MRR | ARR |
|---|---|---|---|---|
| Month 1 | 150 | 4% | $210 | $2,520 |
| Month 6 | 1,200 | 6% | $3,024 | $36,288 |
Sync your bank, get quarterly estimates automatically—no more manual math.
Run Twitter ads targeting 'new freelancer' keywords ($50 budget); offer beta access in Freelancers Union Slack; email Upwork top earners transitioning from jobs.
Full accounting
Overkill for simple taxes
Lightweight, tax-only focus
Transaction data moat for better categorization AI
Plaid's expanded freelancer bank support in 2024 lowers barriers.
Plaid downtime
Fallback manual input
Sync accuracy issues
User feedback loop early
Success: 100 signups
Success: 90% satisfaction
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