- 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
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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.
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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.
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