Synceipt — Your complete financial picture, automatically.
Stop chasing receipts and dreading tax season. Synceipt connects your banks and email accounts, captures every receipt, matches each charge to it, invoices your customers, and turns it all into tax-ready numbers.
Automatic Receipt Capture
Connect your Gmail, Outlook, or Yahoo inbox and Synceipt pulls the merchant, amount, date, and line items from every purchase email — no manual entry. Snap a photo of any paper receipt; our AI does the rest.
Bank Sync — 12,000+ Banks
Link banks and credit cards via Plaid for automatic sync, or upload PDF statements. Transactions arrive categorized and ready to match.
Multi-Currency
Transactions stay in their own currency and convert to your primary at the day's rate — nothing lands in the wrong total.
Smart Matching
Every bank charge is linked to its email or photo receipt — so you know what you bought, not just where you swiped. Manual matching gives you full control.
Tax-Ready Summaries
File each transaction to one of your businesses in one tap, and Synceipt sorts it onto the lines of IRS Schedule C — open any line to see the transactions and receipts behind it. Add mileage, home office, assets, and cost of goods sold; reconcile 1099-K income; track 1099-NEC contractors and estimated tax. Schedule E for rentals and a Schedule A helper too. Export to CSV, or give your CPA a complete packet with every receipt. US federal; you or your CPA file. (Paid plans; full toolkit on Pro & Pro+)
Invoices & Payouts
Bill customers from saved customer and price lists, or let AI read in an invoice you upload. Email it as a PDF and track Outstanding, Overdue, and Collected. Deposits match to invoices, in full or part. Match marketplace payouts to deposits and import Etsy statements. (Pro & Pro+)
Bookkeeping, Reconciliation & P&L
Mark items Reviewed or Excluded, and watch Money In, Money Out, and Net update as you filter. Reconcile each account against its bank statement, line by line, and lock the month once it ties out. Split a Stripe, Shopify, or Square deposit into revenue, fee, and tax lines. Add custom categories and run a Reviewed-only P&L with Revenue by Customer. Export to Excel with a ZIP of your receipts. (Pro & Pro+)
Financial Health Score
A monthly 0–100 score on budgets, savings, credit card habits, spending consistency, and fraud, with a plain-English AI brief and three personalized recommendations.
Budgets & Insights
Set category limits yourself or let AI build them from your history. Track progress live, with alerts before you overspend.
Projects
Track a trip, renovation, wedding, or any big spend — budget cap, linked transactions and receipts, checklist, and vendor contacts. (Paid plans)
Cash Flow Forecasting
See your projected balance 30 days ahead from your history and recurring bills — 90 days on Pro+.
Wallet & Gift Cards
Track gift card balances and cash purchases — including money that never touches a bank account.
Purchase Inventory
Every receipt becomes an inventory record — serial numbers, warranties, and status in one place. Sell something and AI matches the sale to the deposit.
Recurring Bills & Subscriptions
Detect repeating charges automatically. Get renewal alerts, spot price increases, and cancel what you no longer use.
Tags & Notes
Tag, annotate, and categorize any transaction, then filter and search your history your way.
Team & Family Sharing
Invite family, team members, or your bookkeeper or accountant — shared spending with role-based access.
Private & Secure
Face ID / Touch ID login. Auto-lock. AES-256 encryption. Read-only bank access — we can never move your money. CASA Tier 2 verified. Your data is never sold.
Available on iPhone, iPad, and web at synceipt.com.
Free plan available. Upgrade to Pro or Pro+ for advanced AI, higher limits, and extended forecasting.
Terms of Use: https://synceipt.com/terms-of-use
Privacy Policy: https://synceipt.com/privacy-policy
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