AI assisted accounting operations

Close your books without the month-end chaos.

TaxOnTheBeach watches invoices, matches payments, and flags exceptions before they become fires. You keep visibility. Your accountant gets clean data.

Setup takes minutes, not days.

TaxOnTheBeach dashboard

Trusted by operators across finance, SaaS, and services

Blue Harbor
Northline
CraftCo
Pivotal Labs
Urban Ledger
Solstice

A complete view of your accounting pipeline.

From document capture to payment matching and export, every step is visible and traceable.

Pipeline screenshot

Product

Know what is done, what is pending, and what is risky.

Insight

Get perfect clarity

Every invoice and bank movement is tracked in one timeline with explicit status and ownership.

Analysis

Catch exceptions early

Duplicate invoices, unknown counterparties, and missing paperwork are highlighted before closing time.

Keyboard shortcuts for power users

Speed

Built for power users

Fast keyboard friendly workflows keep your team moving without waiting on heavy screens.

Company reach across connected sources

Source

Collect from everywhere

Upload directly, forward by email, or let automated fetchers pull recurring documents.

Accountant-ready export overview map

Handoff

Accountant ready export

Share structured exports with evidence attached so your accountant can focus on judgment, not cleanup.

Workflow

Month end execution has never been easier.

Adapted to accounting operations: your team gets structured steps and clear priorities from intake to close.

Intake

Capture everything once

New files are normalized and queued instantly so no document sits unprocessed.

Integrations

Meet data where it lives

Connect invoice inboxes, drive folders, and statement uploads into one operating rhythm.

Reconciliation

Smart matching

Auto match the obvious cases and focus humans only where context is required.

Closing

Finish the month calmly

Resolve open exceptions, lock the period, and share a complete package in a predictable cadence.

Teams report faster closes and fewer surprises.

We stopped chasing receipts in Slack and finally have a single source of truth for monthly close.

Judith Black

Founder, Tamper Toil

Exception handling is now a short weekly task, not a full end of month scramble.

Lucas Khan

Operations, Pivotal Labs

Our accountant asked what changed because the handoff package became consistently clean.

Erin Moss

Finance Lead, Northline

Straightforward pricing

Pick a plan that fits your volume. Upgrade when you need more automation.

Solo

For freelancers and independent founders.

$24 /month

  • Invoice capture
  • Bank statement upload
  • Auto matching
Start free

Scale

Most popular

For growing teams with more transactions.

$49 /month

  • Everything in Solo
  • Automated invoice fetch
  • Priority support
Start free

Enterprise

Custom controls and onboarding.

Custom

  • Dedicated onboarding
  • Custom workflow design
  • Governance support
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