Stop dreading
your taxes.
OneTally Money turns scattered bank and card statements into clean books for everything you run: personal, LLC, W-2 job, rental.
The OneTally Money dashboard: sidebar navigation, this month’s income, spending and net across three books, a year of net at a glance, and the queue of transactions and receipts waiting on your review.
QUICK CAPTURE
So simple it fits in a pocket.
Jot it, say it, snap it. A capture takes seconds, then waits quietly until the statement arrives to prove it.
Type anything above. An example, parsed as you type; nothing is saved.
THE PROBLEM
Now it just adds up.
Statements from four banks, a card that is half business and half life, one weekend a year spent reconstructing the other fifty-one.
A clean ledger: every transaction sorted into its book and category, with nothing left to review.
HOW IT WORKS
Three steps. That’s the product.
01
Upload
Drop in PDF or CSV statements from any bank. No logins, no linking, nothing to connect.
Example: a bank statement PDF dropped into OneTally, parsed into 47 transactions.
Statements from Chase, Amex, Bank of America, Capital One, Mercury, and any bank that exports PDF or CSV.
02
Sorted
OneTally reads every line, sorts it into the right book and category, and flags only what needs your eyes.
Example: eight uploaded transactions sorted into three books automatically, with nothing left to review.
03
Export
At quarter or year end, generate a tax pack built for the handoff: to your CPA or straight into your tax software.
MULTI-ENTITY
Built for more than one thing.
Most finance apps assume you are one person with one wallet. OneTally gives every entity its own clean book: separate, side by side, never commingled.
Example: the same transactions filtered into separate books for Personal, Harbor Design LLC, and Rental: Maple St.
Transfers, owner draws, and paychecks are recognized for what they are, so nothing double-counts.
ASK
Ask, and your books answer.
Questions in plain English, answers from your own books. No report builder, no formulas.
Example: pick a question and see the kind of answer the assistant gives from your own books.
Example answer: Software and Subscriptions · Q2 · Harbor Design LLC, -742.35.
Example answers from the staged books. The assistant organizes; it never advises.
THE TAX PACK
Everything your CPA needs. One pack.
A clean P&L per entity, every expense mapped to its schedule line, and the open questions gathered in one place. Generated in minutes, built for the handoff: to your CPA or straight into your tax software.
- P&L summary per entity
- Schedule C and Schedule A mapping
- Owner draws and estimated taxes, separated
- Questions for your CPA, gathered
- Full transaction appendix, CSV included
OneTally is not a CPA and does not pretend to be. It does the organizing so your tax professional can do the advising.
Get startedA tax pack shown as a document: a cover, a per-entity P&L summary, a Schedule C mapping, and a page of questions for your CPA.
TRUST
Encrypted at rest
Statements and receipts are encrypted where they are stored.
Your data is yours
Export everything or delete your account, any time.
No bank logins
OneTally never asks for your bank credentials. You upload statements.
Built for the handoff
Not a CPA. Organized so your tax professional can move fast.
Your books, kept. Your taxes, ready.
Get startedFree for the current year · Tax pack $49 · Stay current $99 a year