Capture
Upload PDFs and photos, scan receipts, or let connected mailboxes bring invoices and statements into the system.
End-to-end workflow
From scattered proof to accountant-ready records.
From financial email intake to archive review and month-end matching, Taxnify standardizes the repetitive work behind accounting documents.
A workflow built for real finance operations
Every document enters one controlled path.
Upload, scan, or forward documents. Taxnify extracts, renames, organizes, matches, and prepares them for review.
Intake
Mail + upload
Bring files in continuously.
Archive
Month-ready
Keep records structured.
Handoff
Cleaner review
Show what is missing.
The operating flow
The work moves before the deadline does.
Taxnify is strongest when documents are captured throughout the year, so matching and accountant handoff are no longer last-minute archaeology.
Extract
OCR and AI-supported processing identify dates, totals, VAT, vendors, invoice numbers, and other accounting details.
Rename & organize
Documents receive consistent names and are sorted into a structured company, year, month, and document-type archive.
Match
Monthly bank, card, and PayPal statements are compared with stored invoices and receipts to flag missing or unmatched items.
Review & export
Teams can review results, correct details, and export structured records or archive downloads when needed.
The practical result
The archive becomes a working system, not a dumping ground.
Missing proof surfaces early
Unmatched statement lines are visible before your accountant has to ask.
Files already follow structure
Company, year, month, and document type stay consistent across the archive.
Accountants receive context
The open questions are clear, and the clean records are ready to review.
Ready to test the flow?
Start with one month of real documents.
Upload a sample month, connect the sources you already use, and see which records are ready and which proof is still missing.