For businesses with an accountant
Give your accountant a clean, complete year
If you already have an accountant or bookkeeper, the hard part isn’t the filing — it's everything you have to gather first. Fin keeps one clean export ready as the year goes: transactions categorised the day they land, receipts matched, deductions flagged early.
What Fin does for you
One export, not a folder hunt
A tax-ready export carries your categorised transactions, deduction summary and GST breakdown in the formats accountants and tax software already expect. Your accountant will usually want two things it cannot cover — details of assets bought or sold, and last year’s return — so the handover is one file plus those, not a scavenger hunt.
Sorted through the year, not the week before
Because every transaction is categorised as it arrives, the work is spread across twelve months instead of landing in one panicked weekend. Your accountant gets the same thing in July that they would have got in March.
Deductions flagged before they reach your accountant
Claimable spending is surfaced as it happens, so your accountant starts from a reviewed shortlist rather than reconstructing your year from raw statements — and questions come up while you still remember the answer.
Receipts attached to what they back
Snap a receipt or forward it by email and it files itself against the matching transaction, stored with AES-256 encryption. When a line needs substantiating, the proof is already sitting next to it. Photo capture is available on Premium and above, email forwarding on ELITE+.
Did you know?
A tub of Chobani yoghurt became taxable purely because it came with a separate pouch of cookie and white-chocolate pieces — making it a 'combination food'.
In a 16 June 2023 ruling the Administrative Appeals Tribunal sided with the Tax Commissioner that Chobani's Flip Strawberry Shortcake yoghurt, sold with baked cookie and white-chocolate bits, was a taxable combination food rather than GST-free plain yoghurt.
Germany's very first general turnover tax in 1918 was a wartime levy of just 0.5% — the standard rate has since climbed to 19%.
Introduced amid World War I, the rate reached 4% by 1951 before the 1968 switch to modern VAT at 10%, reaching today's 19% in 2007.
Pricing
Choose the plan that fits your needs. No hidden fees, no surprises.
Hover over any feature to learn more
FREE
Essential features for getting started with financial management
- Dashboard overview
- Category management
- Travel expense tracking
- Recurring pattern tracking and insight
- Basic expense management
- Budget Allocations
- Smart filtering
- AI2 Fin Agent Assistant
- VAT/GST Calculations
PREMIUM
Advanced features for comprehensive financial management
- Everything in Free
- Bank Connectors (Auto Import)
- Bulk Management & Analyses
- All transactions view
- Custom Automation Rules
- Photo Receipt Capture
- AI Chat File Uploads
- ATO export functionality
- AI Categorization
- Context Aware AI Tax Analysis
- Advanced Pattern Analysis
- CSV Bank Imports
ELITE+
Full automation with priority support and email-to-expense
- Everything in Premium
- Intelligent Automation
- Email Processing
- Lenses
- BAS/VAT Reporting
- Outbound DestinationsGoogle SheetsMicrosoft ExcelNotionAirtable
- Priority Support
AUTO+
Next-generation intelligent automation and autopilot features
- Everything in ELITE+
- Insights+
- Reports on autopilot
- Smart Transaction Rules
- Predictive Analytics
ENTERPRISE
Custom enterprise solutions with dedicated support, advanced security, and peace of mind for large-scale financial operations.
Businesses with an accountant — common questions
What exactly does my accountant receive?
The short answer to what to give your accountant at tax time is one clean export covering your year’s transactions. Concretely: a tax-ready export containing your categorised transactions, a summary of flagged deductions, a GST breakdown where it applies, and the receipts attached to the transactions they support. It exports in formats your accountant or their tax software already works with. Two things sit outside it and are worth gathering separately: details of any assets bought or sold during the year, and last year’s return.
Do I still need my accountant if I use AI2Fin?
Yes, and that is the point. AI2Fin handles the gathering and sorting so your accountant spends their time on judgement calls, structuring and lodgement rather than data entry — which is usually where their value sits anyway. AI2Fin helps you find and organise potential deductions; always confirm what applies to you with your accountant or tax authority.
How do receipts get in?
Three ways: snap one with your phone camera, forward the email to your dedicated AI2Fin address, or upload it directly. Each is read automatically for merchant, amount, date and line items, then matched to the transaction on your bank feed. Photo capture comes with Premium and above; email forwarding with ELITE+.
Can I automate the handover so it happens without me?
Largely, yes. AI2Fin sends signed webhooks to Zapier, Make, n8n or any HTTPS endpoint as soon as new activity is categorised, and the tax export is available through the API — so those tools can assemble and deliver your handover on whatever cadence you set, without you remembering to do it.
Can my bookkeeper work in AI2Fin with me?
Your data exports cleanly at any time, so a bookkeeper can work from your export in whatever system they already use — there is nothing for them to learn and no new subscription for them to take on.
Is there a free plan?
Yes. The free plan covers categorisation and the core expense tools, which is enough to keep a tidy year. Receipt capture and the tax exports your accountant will want sit on the paid plans — see the comparison below.
Built for how you work
One account, two lives, already sorted
For freelancersKnow what’s yours to keep, every month
For contractorsEvery job costed by the time you’re home
For small businessMonth-end that’s already done
For studentsMoney that still exists in week four
For creatorsEvery payout in one number, gear and all
Start free — your money, sorted
Let Fin handle the busywork while you get on with what matters.
Get 2Fin free →Explore features, see pricing, or read about security & trust.