AI-Powered Financial Ops

Your finances, managed — not just tracked

Meet the AI agents that categorize expenses, chase invoices, and predict your cash flow before you even open your laptop.

Trusted by 2,000+ freelancers

Bank-level 256-bit encryption

PROJECTED CASH FLOW

$12,450.00

Invoice Paid

$3,200.00 from Acme Corp

AI INSIGHT

"You can safely invest $1,500 this month while maintaining a 3-month runway."

Stop the manual chaos

Traditional accounting is reactive. FiscalInsights is proactive, handling the heavy lifting of financial operations.

Chaos

End the tangled mess of receipts, multiple bank logins, and fragmented spreadsheets once and for all.

Manual Work

Stop wasting precious weekend hours on manual data entry, tagging transactions, and chasing clients.

Uncertainty

Never wonder about your tax liability or cash runway again. Get real-time answers to your biggest questions.

How it works

Connect

Securely sync your bank accounts in seconds with 256-bit encryption. We support 10,000+ financial institutions.

await sync_status: success

Organize

Our AI agents automatically categorize every transaction, identify tax-deductible expenses, and match receipts.

Automate

Set it on autopilot. Invoices are sent, reminders are triggered, and reports are generated without you lifting a finger.

dashboard.fiscalinsights.io

Features for the
modern freelancer

Built for speed, accuracy, and peace of mind.

Cash Flow Agent

Predict your financial future. Our agent analyzes your spending habits and upcoming recurring payments to forecast your runway for the next 90 days.

FORECAST: Q4 2024+12.5% vs Q3

Smart Categorization

99% accuracy in auto-tagging. Never manually tag a Starbucks receipt again.

Uber BusinessTravel

AWS HostingSoftware

Smart Invoice Tracking

We track when invoices are viewed, send gentle reminders, and auto-match payments when they land.

Targeted Solutions

Built for every stage of your growth

Whether you're just starting out or scaling a team, FiscalInsights automates the financial complexity.

Freelancers

Automate taxes and solo invoicing effortlessly. Stay audit-ready without lifting a finger.

Agencies

Manage multi-client profitability and resource tracking. Connect accounts for a bird's eye view.

Small Business Owners

Master payroll and cash flow forecasting with AI that predicts your next 12 months.

Simple, transparent pricing

Choose the plan that's right for your business. No hidden fees.

Starter

$0/mo

Basic expense tracking

Single user access

Manual data exports

Coming Soon

Pro

$19/mo

Everything in Starter

AI-driven tax insights

Unlimited invoices

Bank feed integration

Team

$49/mo

Everything in Pro

Up to 5 team members

Advanced profitability reports

Custom API access

Coming Soon

Frequently Asked Questions

Is my financial data secure?

Yes. We use bank-grade 256-bit encryption for all data at rest and in transit. We never sell your data, and we are SOC2 compliant.

How accurate is the AI tax forecasting?

Our models are trained on current federal and state tax laws. While we recommend a final review by a CPA, our projections typically have a 98.5% accuracy rate based on your historical data.

Can I integrate with my bank?

Absolutely. We support over 11,000 financial institutions globally through our secure partners.

What happens if I cancel my subscription?

You can export all your data at any time. After cancellation, we retain your data for 30 days before permanent deletion, giving you time to download everything.

Do you offer a free trial?

Yes! We offer a 14-day free trial on all paid plans. No credit card required to start.

Ready to automate your finances?

Join thousands of businesses transforming their financial operations.

No credit card required. Cancel anytime.