- Freelancers: Individuals handling their own finances who need a tool to manage invoices, expenses, and taxes.
- Small Business Owners: Entrepreneurs with small teams looking to reduce bookkeeping overhead.
- Creators & Consultants: Professionals who operate independently and want clarity on earnings and tax responsibilities.
- Startups: Early-stage companies that want an affordable financial tool before scaling to full accounting software.
- Contractors: Workers receiving multiple payments who require consolidated financial tracking.
- Side Hustlers: Individuals managing gig-economy income who need to separate personal and business finances.
How to Use It?
- Sign Up & Connect Accounts: Create an account on SRED Simplify and link your bank/credit card accounts.
- Upload Receipts: Take photos of receipts or upload PDFs and let the system parse expense details.
- Categorize Transactions: Automatically or manually assign categories (e.g., travel, supplies, software).
- Generate Reports: Use built-in tools to compile profit/loss, expense summaries, and tax-ready reports.
- Set Reminders: Enable alerts for tax deadlines, payment reminders, or bookkeeping tasks.
- Export & File: Export financial data or tax reports to CSV or formats compatible with tax filing systems.
- End-to-End Workflow: Combines expense tracking, invoicing, and tax document generation in one platform.
- User-Friendly Interface: Designed for non-accountants with guidance, visual dashboards, and easy automation.
- Receipt Parsing AI: Uploading receipts can auto-extract relevant details, cutting down manual entry.
- Deadline & Compliance Alerts: Built-in reminders reduce risk of missing tax or filing obligations.
- Export Flexibility: Compatible formats for downstream accounting tools or direct tax filing.
- Consolidated financial management in one place
- Automatic categorization and receipt parsing
- Clear dashboards to track income and expenses
- Reminders and alerts for tax deadlines
- Exports compatible with accounting or tax software
- May lack advanced accounting features needed for larger businesses
- Accuracy depends on quality of receipt upload / parsing
- Limited support in some countries (tax rules differ globally)
- Might require manual corrections for complex transactions
- Potential subscription costs as features scale
Free
Free
Starter
$ 29.00
Complete
$ 149.00
Enterprise
custom
Proud of the love you're getting? Show off your AI Toolbook reviews—then invite more fans to share the love and build your credibility.
Add an AI Toolbook badge to your site—an easy way to drive followers, showcase updates, and collect reviews. It's like a mini 24/7 billboard for your AI.
Reviews
Rating Distribution
Average score
Popular Mention
FAQs
Yes — SRED Simplify supports exporting financials in common formats (e.g., CSV) for import into accounting or tax software
Depending on the jurisdiction, the platform offers modules or features to assist with sales tax or VAT. Always verify with local tax rules.
The platform uses encryption and standard security protocols. Sensitive data like bank credentials is stored securely, and only you have access.
Yes, most platforms allow plan upgrades or scaling as your business grows, unlocking additional features or higher usage limits.
Similar AI Tools
FATHOM
Fathom AI Notetaker is an AI-powered tool designed to automate meeting transcription, summarization, and note-taking. Unlike traditional notetaking methods that require manual effort, Fathom records, transcribes, and highlights key moments from virtual meetings, allowing users to focus on the conversation instead of taking notes. It generates summaries in less than 30 seconds after a meeting ends and can automatically sync notes and action items to various platforms like CRMs, Slack, and task managers.
FATHOM
Fathom AI Notetaker is an AI-powered tool designed to automate meeting transcription, summarization, and note-taking. Unlike traditional notetaking methods that require manual effort, Fathom records, transcribes, and highlights key moments from virtual meetings, allowing users to focus on the conversation instead of taking notes. It generates summaries in less than 30 seconds after a meeting ends and can automatically sync notes and action items to various platforms like CRMs, Slack, and task managers.
FATHOM
Fathom AI Notetaker is an AI-powered tool designed to automate meeting transcription, summarization, and note-taking. Unlike traditional notetaking methods that require manual effort, Fathom records, transcribes, and highlights key moments from virtual meetings, allowing users to focus on the conversation instead of taking notes. It generates summaries in less than 30 seconds after a meeting ends and can automatically sync notes and action items to various platforms like CRMs, Slack, and task managers.
LivePlan
LivePlan is a comprehensive, AI-enhanced business planning and performance-tracking platform designed for entrepreneurs, small businesses, and advisors. It guides users step-by-step to create lender-ready business plans, dynamic financial forecasts, and visually appealing pitch decks—while seamlessly integrating real-time accounting data for informed decision-making.
LivePlan
LivePlan is a comprehensive, AI-enhanced business planning and performance-tracking platform designed for entrepreneurs, small businesses, and advisors. It guides users step-by-step to create lender-ready business plans, dynamic financial forecasts, and visually appealing pitch decks—while seamlessly integrating real-time accounting data for informed decision-making.
LivePlan
LivePlan is a comprehensive, AI-enhanced business planning and performance-tracking platform designed for entrepreneurs, small businesses, and advisors. It guides users step-by-step to create lender-ready business plans, dynamic financial forecasts, and visually appealing pitch decks—while seamlessly integrating real-time accounting data for informed decision-making.
Smackdab
Smackdab is an AI-enhanced, all-in-one CRM and productivity platform designed to streamline business operations across teams of any size. It consolidates communication, scheduling, email marketing, sales, task management, automation, and wellness features into one seamless system. With a human-centered AI approach, Smackdab helps you automate repetitive tasks like email drafting and meeting summaries, personalize workflows, and stay productive—all while keeping the human touch intact. Its flexible customization, smart booking, gamification, and powerful productivity suite (PowerPro) make it a dynamic platform for scalable growth.
Smackdab
Smackdab is an AI-enhanced, all-in-one CRM and productivity platform designed to streamline business operations across teams of any size. It consolidates communication, scheduling, email marketing, sales, task management, automation, and wellness features into one seamless system. With a human-centered AI approach, Smackdab helps you automate repetitive tasks like email drafting and meeting summaries, personalize workflows, and stay productive—all while keeping the human touch intact. Its flexible customization, smart booking, gamification, and powerful productivity suite (PowerPro) make it a dynamic platform for scalable growth.
Smackdab
Smackdab is an AI-enhanced, all-in-one CRM and productivity platform designed to streamline business operations across teams of any size. It consolidates communication, scheduling, email marketing, sales, task management, automation, and wellness features into one seamless system. With a human-centered AI approach, Smackdab helps you automate repetitive tasks like email drafting and meeting summaries, personalize workflows, and stay productive—all while keeping the human touch intact. Its flexible customization, smart booking, gamification, and powerful productivity suite (PowerPro) make it a dynamic platform for scalable growth.
Evalyze
Evalyze AI is an AI-powered fundraising agent for startups that streamlines and automates the end-to-end capital raising process. You upload your pitch deck once and Evalyze delivers investor readiness scoring across critical dimensions like market opportunity, business model clarity, team strength, traction, and visual appeal; then it gives actionable feedback to refine your answers, narrative, and deck flow. Next it matches you with “best fit” investors by analyzing 50+ data points (stage, sector, geography, check size) to build a curated list of investors who are likely to fund your startup. The matching is dynamic so as your startup evolves—new traction, features, or metrics—the investor list updates.
Evalyze
Evalyze AI is an AI-powered fundraising agent for startups that streamlines and automates the end-to-end capital raising process. You upload your pitch deck once and Evalyze delivers investor readiness scoring across critical dimensions like market opportunity, business model clarity, team strength, traction, and visual appeal; then it gives actionable feedback to refine your answers, narrative, and deck flow. Next it matches you with “best fit” investors by analyzing 50+ data points (stage, sector, geography, check size) to build a curated list of investors who are likely to fund your startup. The matching is dynamic so as your startup evolves—new traction, features, or metrics—the investor list updates.
Evalyze
Evalyze AI is an AI-powered fundraising agent for startups that streamlines and automates the end-to-end capital raising process. You upload your pitch deck once and Evalyze delivers investor readiness scoring across critical dimensions like market opportunity, business model clarity, team strength, traction, and visual appeal; then it gives actionable feedback to refine your answers, narrative, and deck flow. Next it matches you with “best fit” investors by analyzing 50+ data points (stage, sector, geography, check size) to build a curated list of investors who are likely to fund your startup. The matching is dynamic so as your startup evolves—new traction, features, or metrics—the investor list updates.
HeronAI
HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.
HeronAI
HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.
HeronAI
HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.
Sloneek
Sloneek is an AI-first, all-in-one HR system that covers the entire employee journey from hiring to offboarding in a single, chat-driven workspace. It automates routine tasks with an integrated HR AI assistant, provides people analytics with clear charts and trends, and offers smart recommendations for faster, data-backed decisions. Core modules include employee records, assets, documents and e-signatures, attendance and leave, time tracking, performance, hiring and onboarding, and payroll support. A 14-day free trial with instant access is available to experience the full platform without a credit card.
Sloneek
Sloneek is an AI-first, all-in-one HR system that covers the entire employee journey from hiring to offboarding in a single, chat-driven workspace. It automates routine tasks with an integrated HR AI assistant, provides people analytics with clear charts and trends, and offers smart recommendations for faster, data-backed decisions. Core modules include employee records, assets, documents and e-signatures, attendance and leave, time tracking, performance, hiring and onboarding, and payroll support. A 14-day free trial with instant access is available to experience the full platform without a credit card.
Sloneek
Sloneek is an AI-first, all-in-one HR system that covers the entire employee journey from hiring to offboarding in a single, chat-driven workspace. It automates routine tasks with an integrated HR AI assistant, provides people analytics with clear charts and trends, and offers smart recommendations for faster, data-backed decisions. Core modules include employee records, assets, documents and e-signatures, attendance and leave, time tracking, performance, hiring and onboarding, and payroll support. A 14-day free trial with instant access is available to experience the full platform without a credit card.
Stmt is an AI-powered mobile app that converts PDF bank statements into structured, editable formats like CSV or Excel directly on your phone. It’s designed for users who frequently deal with financial documents and need to transform raw PDF statements into usable data quickly. The app emphasizes speed, accuracy, and simplicity, offering a seamless way to extract transaction details without desktop tools.
Stmt is an AI-powered mobile app that converts PDF bank statements into structured, editable formats like CSV or Excel directly on your phone. It’s designed for users who frequently deal with financial documents and need to transform raw PDF statements into usable data quickly. The app emphasizes speed, accuracy, and simplicity, offering a seamless way to extract transaction details without desktop tools.
Stmt is an AI-powered mobile app that converts PDF bank statements into structured, editable formats like CSV or Excel directly on your phone. It’s designed for users who frequently deal with financial documents and need to transform raw PDF statements into usable data quickly. The app emphasizes speed, accuracy, and simplicity, offering a seamless way to extract transaction details without desktop tools.
Vossa
Vossa.app is a smart AI-powered expense tracker designed to make budgeting effortless in just five minutes a day. It combines receipt scanning, voice input, and manual entry to help users manage their finances conveniently without complex setup or syncing hassles. The platform uses intelligent auto-categorization and clean visual stats to keep spending organized while ensuring users stay within budget limits. With Vossa, expense management becomes quick, intuitive, and accessible for anyone wanting a simple yet powerful tool to track spending habits.
Vossa
Vossa.app is a smart AI-powered expense tracker designed to make budgeting effortless in just five minutes a day. It combines receipt scanning, voice input, and manual entry to help users manage their finances conveniently without complex setup or syncing hassles. The platform uses intelligent auto-categorization and clean visual stats to keep spending organized while ensuring users stay within budget limits. With Vossa, expense management becomes quick, intuitive, and accessible for anyone wanting a simple yet powerful tool to track spending habits.
Vossa
Vossa.app is a smart AI-powered expense tracker designed to make budgeting effortless in just five minutes a day. It combines receipt scanning, voice input, and manual entry to help users manage their finances conveniently without complex setup or syncing hassles. The platform uses intelligent auto-categorization and clean visual stats to keep spending organized while ensuring users stay within budget limits. With Vossa, expense management becomes quick, intuitive, and accessible for anyone wanting a simple yet powerful tool to track spending habits.
StartupNameGenerator.ai is an AI-powered platform that helps entrepreneurs, startups, and small businesses instantly create unique and memorable brand names. By analyzing your business description, industry, tone, and model, it generates creative, domain-available names tailored to your brand identity. The tool simplifies the naming process, saving time and eliminating guesswork, while offering domain and trademark availability checks—all in one place. Whether launching a tech startup or a creative agency, this platform ensures your business name stands out and resonates with your audience.
StartupNameGenerator.ai is an AI-powered platform that helps entrepreneurs, startups, and small businesses instantly create unique and memorable brand names. By analyzing your business description, industry, tone, and model, it generates creative, domain-available names tailored to your brand identity. The tool simplifies the naming process, saving time and eliminating guesswork, while offering domain and trademark availability checks—all in one place. Whether launching a tech startup or a creative agency, this platform ensures your business name stands out and resonates with your audience.
StartupNameGenerator.ai is an AI-powered platform that helps entrepreneurs, startups, and small businesses instantly create unique and memorable brand names. By analyzing your business description, industry, tone, and model, it generates creative, domain-available names tailored to your brand identity. The tool simplifies the naming process, saving time and eliminating guesswork, while offering domain and trademark availability checks—all in one place. Whether launching a tech startup or a creative agency, this platform ensures your business name stands out and resonates with your audience.
RiskInMind
RiskInMind is an AI-powered risk management platform designed specifically for modern financial institutions. It streamlines and enhances risk assessment, compliance, and operational efficiency by leveraging advanced AI agents. The tool assists with loan assessments by analyzing applicant data for potential risks, performs deep financial analysis for faster decision making, and ensures adherence to regulatory compliance. RiskInMind also automates document generation, reducing administrative workload and errors. Overall, it offers a comprehensive solution for managing financial and operational risks, helping institutions make accurate, data-driven decisions while maintaining compliance with evolving regulations.
RiskInMind
RiskInMind is an AI-powered risk management platform designed specifically for modern financial institutions. It streamlines and enhances risk assessment, compliance, and operational efficiency by leveraging advanced AI agents. The tool assists with loan assessments by analyzing applicant data for potential risks, performs deep financial analysis for faster decision making, and ensures adherence to regulatory compliance. RiskInMind also automates document generation, reducing administrative workload and errors. Overall, it offers a comprehensive solution for managing financial and operational risks, helping institutions make accurate, data-driven decisions while maintaining compliance with evolving regulations.
RiskInMind
RiskInMind is an AI-powered risk management platform designed specifically for modern financial institutions. It streamlines and enhances risk assessment, compliance, and operational efficiency by leveraging advanced AI agents. The tool assists with loan assessments by analyzing applicant data for potential risks, performs deep financial analysis for faster decision making, and ensures adherence to regulatory compliance. RiskInMind also automates document generation, reducing administrative workload and errors. Overall, it offers a comprehensive solution for managing financial and operational risks, helping institutions make accurate, data-driven decisions while maintaining compliance with evolving regulations.
Artisan
Artisan is an AI-powered outbound sales platform designed to streamline and automate the entire outbound sales process with AI employees, including its flagship AI BDR, Ava. The platform consolidates all essential outbound tools into a sleek, intuitive interface to help sales teams increase efficiency and focus on building real customer relationships. Artisan offers features such as prospect research across multiple channels, email and LinkedIn outreach automation, lead generation from an extensive B2B database with over 300 million contacts, and intent signal analysis to prioritize high-potential leads. Its automation covers workflow building, email deliverability optimization, and hyper-personalized multi-channel messaging sequences.
Artisan
Artisan is an AI-powered outbound sales platform designed to streamline and automate the entire outbound sales process with AI employees, including its flagship AI BDR, Ava. The platform consolidates all essential outbound tools into a sleek, intuitive interface to help sales teams increase efficiency and focus on building real customer relationships. Artisan offers features such as prospect research across multiple channels, email and LinkedIn outreach automation, lead generation from an extensive B2B database with over 300 million contacts, and intent signal analysis to prioritize high-potential leads. Its automation covers workflow building, email deliverability optimization, and hyper-personalized multi-channel messaging sequences.
Artisan
Artisan is an AI-powered outbound sales platform designed to streamline and automate the entire outbound sales process with AI employees, including its flagship AI BDR, Ava. The platform consolidates all essential outbound tools into a sleek, intuitive interface to help sales teams increase efficiency and focus on building real customer relationships. Artisan offers features such as prospect research across multiple channels, email and LinkedIn outreach automation, lead generation from an extensive B2B database with over 300 million contacts, and intent signal analysis to prioritize high-potential leads. Its automation covers workflow building, email deliverability optimization, and hyper-personalized multi-channel messaging sequences.
Clientli
Clientli by Leania AI is an AI-powered client communication and workflow automation platform designed for service-based businesses, consultants, and agencies. It centralizes client management, automates updates, and ensures seamless communication across every stage of a client’s journey — from onboarding to feedback collection. By integrating smart workflows and AI-driven insights, Clientli helps teams nurture relationships, improve retention, and save time through automated engagement. The platform also manages documentation, task tracking, and personalized messaging to streamline professional service delivery.
Clientli
Clientli by Leania AI is an AI-powered client communication and workflow automation platform designed for service-based businesses, consultants, and agencies. It centralizes client management, automates updates, and ensures seamless communication across every stage of a client’s journey — from onboarding to feedback collection. By integrating smart workflows and AI-driven insights, Clientli helps teams nurture relationships, improve retention, and save time through automated engagement. The platform also manages documentation, task tracking, and personalized messaging to streamline professional service delivery.
Clientli
Clientli by Leania AI is an AI-powered client communication and workflow automation platform designed for service-based businesses, consultants, and agencies. It centralizes client management, automates updates, and ensures seamless communication across every stage of a client’s journey — from onboarding to feedback collection. By integrating smart workflows and AI-driven insights, Clientli helps teams nurture relationships, improve retention, and save time through automated engagement. The platform also manages documentation, task tracking, and personalized messaging to streamline professional service delivery.
Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
If you have any suggestions or questions, email us at hello@aitoolbook.ai