What is Reconcile?

Reconcile is an AI-powered tax filing solution designed to make the complex process of tax preparation effortless and straightforward. With Reconcile, users can securely connect to over 9,000 banks and financial institutions to intake every account, including banking, bookkeeping, and brokerage services.

The AI engine analyzes financial information and generates tailored tax estimates customized to individual circumstances. Reconcile simplifies tax filing by eliminating the need to manually search through records and documents. Users can access their financial data with just a few clicks and instantly retrieve the information they need.

The platform offers automated notifications, real-time tracking, and a comprehensive library of resources to help users understand the tax filing process. Reconcile helps individuals and businesses save time and money during tax season while ensuring they achieve the best possible tax outcome.

Use Cases and Features

1. Automatic Bank Integration
Seamlessly connect to over 9,000 banks and financial institutions to automatically ingest account data across all your financial platforms.

2. Personalized Tax Estimates
Generate customized tax estimates based on your unique financial circumstances and situation.

3. Smart Notifications and Resources
Access automated notifications, real-time tracking capabilities, and educational resources to navigate the tax filing process with confidence.