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Reconcile

Connect to banks, generate tax estimates, and get automated notifications for a seamless tax filing process.

Try Reconcile free
  • Free plan available
  • No credit card

What is Reconcile?

Reconcile is a tax preparation tool that connects directly to your bank accounts to automatically gather financial data for tax filing. It analyses your transactions, generates tax estimates, and sends you notifications about important deadlines and filing requirements. The tool aims to simplify the tax process by reducing manual data entry and helping you understand your tax position throughout the year rather than just at filing time. It's designed for freelancers, self-employed people, and small business owners who need to track income and expenses for tax purposes.

Key features

Bank connection

Link your bank accounts to automatically import transactions and financial data

Tax estimation

Calculates estimated tax liability based on your income and expenses

Automated notifications

Alerts you about tax deadlines, quarterly payments, and filing requirements

Transaction categorisation

Organises transactions by type to prepare data for tax filing

Multi-account support

Connect multiple bank accounts and financial institutions

Document storage

Stores financial records in one place for reference during tax season

Pros & cons

Advantages

  • Reduces time spent manually entering financial data by pulling directly from banks
  • Provides tax estimates throughout the year, helping you plan for tax payments
  • Free tier available so you can start without committing to paid plans
  • Automated notifications help you avoid missing important tax deadlines

Limitations

  • Freemium model may limit features available to free users, requiring upgrade for full functionality
  • Depends on accurate bank connections and may not capture all relevant financial information if you use multiple institutions
  • Does not replace professional tax advice; complex tax situations may still require an accountant

Use cases

Freelancers tracking monthly income and expenses to prepare quarterly tax estimates

Self-employed people monitoring cash flow and understanding tax obligations year-round

Small business owners consolidating financial data from multiple bank accounts before tax season

Contract workers managing irregular income and calculating quarterly estimated payments

Anyone seeking visibility into their tax position before meeting an accountant or filing

Ready to try Reconcile?

Try Reconcile free

Pricing

Free

Free

Basic bank connections, transaction categorisation, and standard notifications

Paid tier

Pricing not publicly specified

Advanced tax estimates, priority support, and additional integrations

Get started with Reconcile

Click through to Reconcile and start using it now.

Try Reconcile free
  • Free plan available
  • No credit card