AI accounting for individuals and freelancers — automated bookkeeping, expenses, tax estimates, and cash flow, handled. So you can get back to the work you actually enjoy.
Connects with your bank, cards & tools
What's included
Bookkeeping, expenses, taxes, and reports — automated and kept up to date, all in one place.
Every transaction imported and categorized for you — income, expenses, transfers. Your books stay reconciled and up to date without the manual data entry.
0% manual entrySnap a receipt or forward an invoice and Rax matches it to the transaction, flags what's deductible, and files it — so nothing slips through at tax time.
Track deductions year-round and know exactly what to set aside for quarterly taxes — no April surprises.
Securely connect your accounts once. Rax pulls transactions automatically with read-only access.
Send professional invoices and get paid faster — payments reconcile against your books automatically.
See where your money goes and what's coming next, with simple budgets that keep you on track.
Profit & loss, net worth, and category breakdowns — clear reports, ready whenever you need them.
Every transaction, categorized. Every deadline, handled. Your books, always up to date.
How Rax works
Connect your accounts and Rax takes it from there — importing, categorizing, and keeping everything tax-ready.
The AI
Ask anything about your money — what's deductible, how a purchase is categorized, what to set aside for taxes. Get instant, plain-English answers grounded in your actual books.
Need a human? Certified bookkeepers are a message away.
For illustration.
The dashboard
Income, expenses, taxes owed, and net cash flow — all up to date and easy to read. No spreadsheets, no month-end scramble.
See exactly where you stand today, and what's coming next.
Your team
Rax automates the day-to-day, and certified bookkeepers review the details — so your books are accurate and audit-ready, not just fast.
The right expert for the questions that matter.
Illustrative — team shown for concept.
How It Works
Three simple steps put your accounting on autopilot.
Securely link your bank and cards — read-only, bank-level encryption.
AI sorts every transaction, matches receipts, and keeps your books balanced.
Get tax estimates and clear reports whenever you need them.
Pricing
One simple flat plan — no percentage of your money, no hourly bills, no surprises.
Illustrative estimate only — actual costs and savings vary. Not a quote.
Member stories
Illustrative examples — not real customers.
"I stopped dreading tax season. Everything's already categorized and my quarterly estimate is just there."
"It's like having a bookkeeper who never sleeps. I ask Rax a question and it just knows my numbers."
"I got back hours every month. The books just stay done — I check the dashboard and move on."
Why trust Rax
256-bit encryption, two-factor authentication, and read-only account connections keep your data safe.
Real bookkeepers and CPAs check the details, so your books are accurate — not just automated.
We use your data only to keep your books. It's never sold, and you can export or delete it anytime.
Reconciled books and organized records mean you're ready for tax time — or an audit — all year.
FAQ
Rax uses AI to import and categorize your transactions automatically, track expenses, and estimate taxes — with certified bookkeepers reviewing the details. You get a bookkeeper's outcome without the back-and-forth or the hourly bill.
Rax keeps your books tax-ready year-round, tracks deductions, and estimates what to set aside for quarterly taxes. Filing options and details are shared directly by the team.
Yes. Rax uses bank-level encryption and read-only connections to your accounts. Your data is used only to keep your books — never sold.
Rax is built for individuals and freelancers or self-employed people who want their bookkeeping, expenses, and taxes handled automatically.
10 hrs
Saved a month*
24/7
AI accountant on call
Bank-level
Security & encryption
*Illustrative figure.
Automated bookkeeping, expenses, and tax estimates — for one simple flat plan.
