What Can You Do with FiscalInsights?
From expense tracking to tax prep, discover all the ways FiscalInsights automates your finances.
Running a business means juggling dozens of financial tasks: tracking every expense, sending invoices on time, reconciling bank accounts, estimating quarterly taxes, and making sense of your cash flow. Each task is manageable on its own, but together they consume hours every week that you could spend on actual work.
FiscalInsights automates these workflows using AI that learns your business patterns. Below you'll find detailed breakdowns of every feature, how it works step by step, and why it matters for your bottom line. Each use case includes the specific benefits, real-world examples, and the exact process FiscalInsights uses to save you time.
expense
Expense Tracking
Stop manually categorizing expenses. FiscalInsights uses AI to automatically categorize business expenses and learn your patterns.
Receipt Scanning
Snap a photo of any receipt and our AI extracts vendor, amount, date, and category automatically.
Mileage Tracking
Log business trips and calculate mileage deductions automatically. IRS-compliant mileage logs.
Credit Card Tracking
Connect business credit cards and see all transactions categorized and reconciled automatically.
Purchase Orders
Create and track purchase orders for better expense control and vendor management.
Vendor Management
Keep vendor contact info, payment terms, and transaction history in one place.
Employee Reimbursement
Let employees submit expenses for approval and reimbursement.
Receipt Attachment
Upload or scan receipts and attach them directly to transactions for audit readiness.
Vendor Payments
Pay bills directly from FiscalInsights via ACH, check, or card.
Bill Scanning
Scan or email bills and let AI extract vendor, amount, and due date automatically.
Recurring Expenses
Set up recurring expenses for automatic tracking and payment reminders.
Expense Approval
Review and approve employee expenses before they hit the books.
invoicing
Online Invoicing
Create and send professional invoices with your branding. Accept online payments and get paid faster.
Recurring Invoices
Set up recurring invoices for retainer clients and subscription services. Bill automatically on schedule.
Invoice Reminders
Never chase payments manually again. Automatic reminders for overdue invoices.
Online Payments
Let clients pay invoices online via credit card, ACH, or PayPal. Funds deposit directly to your account.
Time Tracking
Log time on projects and clients for accurate invoicing and productivity insights.
Estimates & Quotes
Send professional quotes and convert approved estimates to invoices automatically.
Retainer Management
Track retainer balances, apply payments, and bill against retainer accounts.
Progress Invoicing
Invoice clients as project milestones are completed with progress billing.
Subscription Management
Manage subscription billing, track MRR, and reduce churn with automated renewals.
Credit Notes
Issue credit notes for returns, discounts, or billing adjustments.
Payment Links
Share direct payment links so clients can pay instantly without an invoice.
Automatic Late Fees
Set up automatic late fee calculation and application for overdue invoices.
Deposits & Retainers
Request deposits or retainers before starting work with partial invoicing.
Client Statements
Create and send account statements showing all transactions with a client.
Batch Invoicing
Create and send invoices to multiple clients at once for efficiency.
cash-flow
Cash Flow Forecasting
See your future cash position based on recurring bills, expected payments, and historical trends.
Cash Flow Management
Understand where your money goes and optimize cash timing for healthy finances.
Accounts Receivable
See all outstanding invoices, aging reports, and collection priority at a glance.
Accounts Payable
Track bills, schedule payments, and never miss a due date with AI-powered bill management.
Loan Tracking
Monitor loan balances, payments, and interest for accurate liability tracking.
tax
Tax Preparation
Keep books tax-ready with automatic categorization, tax estimates, and one-click tax reports.
Quarterly Taxes
Get estimated tax reminders and automatic calculations for quarterly payments.
Tax Deductions
AI finds deductions you might miss. Track business expenses in tax-compliant categories.
Sales Tax
Automatically calculate sales tax on invoices and track liability by jurisdiction.
1099 Preparation
Automatically identify 1099 vendors and prepare year-end 1099 forms.
W-9 Collection
Request and store W-9 forms from vendors for 1099 compliance.
reporting
Financial Reports
Generate income statements, balance sheets, and custom reports with one click.
Profit & Loss
See your profit and loss statement updated in real-time as transactions flow in.
Business Analytics
Visual dashboards show revenue trends, expense patterns, and key financial metrics.
Client Profitability
Track revenue, time, and expenses by client to understand true profitability.
Project Accounting
Allocate income and expenses to specific projects for accurate profitability analysis.
Budget Tracking
Set budgets by category or project and track spending against them in real-time.
Cost Centers
Allocate expenses to departments, locations, or cost centers for detailed analysis.
Class Tracking
Use classes to segment income and expenses by location, product line, or any dimension.
Annual Reports
Create comprehensive annual financial reports for stakeholders and tax preparation.
Cash Basis Reporting
Run reports on cash basis for simplified tax reporting and analysis.
Accrual Reporting
Track revenue when earned and expenses when incurred for GAAP compliance.
Custom Reports
Create custom financial reports with the metrics and dimensions you need.
Dashboard Widgets
Add widgets to see the metrics that matter most at a glance.
bookkeeping
Automatic Bookkeeping
Connect your accounts and let AI handle daily bookkeeping. Review, approve, done.
Bank Reconciliation
Automatically match transactions and reconcile accounts with AI-powered suggestions.
Catch-Up Bookkeeping
Behind on bookkeeping? Import historical transactions and our AI categorizes them fast.
Chart of Accounts
Start with industry templates or customize your chart of accounts for your business.
Bank Feeds
Connect to major banks and financial institutions for automatic daily transaction imports.
Rule Based Categorization
Create rules to automatically categorize recurring transactions.
Split Transactions
Divide transactions across multiple categories, projects, or cost centers.
Bank Rules
Create rules to automatically match and categorize bank transactions.
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industry
Freelance Accounting
Track income, expenses, invoices, and taxes—all designed for the solo freelance hustle.
Contractor Accounting
Track costs, materials, and labor by project. Know which jobs are profitable.
Agency Finances
Manage multiple clients, track project profitability, and forecast revenue.
E-commerce Accounting
Connect Shopify, Amazon, and more. Automatically track COGS, inventory, and sales tax.
general
Small Business Accounting
Everything you need to manage your business finances without the complexity.
Startup Accounting
Track burn rate, runway, and investor-ready reports. Built for fast-moving startups.
Side Hustle Accounting
Keep side hustle income separate. Track expenses and know your true profit.
Remote Business
Access your books from anywhere. Perfect for distributed teams and digital nomads.
automation
Workflow Automation
Set up rules to automatically categorize, approve, and route transactions.
Document Management
Store invoices, receipts, and contracts attached to transactions. Find anything instantly.
Financial Alerts
Receive notifications for large expenses, low balances, and overdue invoices.
Data Export
Export transactions, reports, and data to Excel, CSV, or PDF anytime.
API Access
Build custom integrations with our REST API for enterprise workflows.
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compliance
accounting
Depreciation Tracking
Automatically calculate and record depreciation for fixed assets.
Fixed Asset Management
Track equipment, vehicles, and property with depreciation schedules.
Equity Tracking
Monitor owner contributions, distributions, and retained earnings.
Revenue Recognition
Recognize revenue correctly over time for GAAP compliance.
Prepaid Expenses
Amortize prepaid expenses over time for accurate monthly reporting.