How It Works
From upload to insight in just a few steps — powered by AI.
Watch how it works
Learn how Taxnify simplifies your workflow with AI automation.
Capture
Upload PDFs, drag in images, or let Taxnify fetch your daily emails automatically at 23:00.
Extract
Our OCR + AI engine reads invoices, receipts, and statements, detecting key fields like amount, date, and vendor.
Organize
Files are renamed and stored in structured folders (Company → Year → Month → FINAL).
Archive
Every processed document lands in a searchable archive for bookkeeping, exports, and audit preparation.
Match
Monthly bank statements are matched with invoices to flag missing or unpaid transactions. Reports are one click away.
Review & export
Teams can review results, correct details, and export structured records or archive downloads when needed.