Turn your bank statements into a Tax Prep Report
AI-assisted bookkeeping for sole proprietors and freelancers in the United States and Canada.
Heightly automatically categorizes most transactions, assigns possible tax lines, and flags unclear items for your review — so you can organize your business finances without paying for traditional catch-up bookkeeping.
How it works
Three steps. No accounting background required.
Upload
Drag in statements from any of your banks and credit cards. PDF or CSV.
Heightly organizes the transactions
Heightly automatically categorizes your transactions and assigns a tax line to each. Anything unclear is flagged for you to review.
Review and download
A guided walkthrough starts with what needs attention. Edit anything, then download PDF and Excel reports for your accountant or tax software.
Is Heightly right for you?
Heightly works best when your business banking is already kept separate from your personal finances.
A great fit
- ✓Unincorporated sole proprietors in the United States or Canada (excluding Quebec)
- ✓Use a dedicated business bank account or business credit card
- ✓File on IRS Schedule C (Personal tax business schedule in the US) or CRA Form T2125 (Personal tax business schedule in Canada)
- ✓Want a clean transaction summary for your accountant or tax software
- ✓Comfortable reviewing flagged transactions before filing
- ✓Prefer one flat price per tax year over a monthly bookkeeping software subscription
Not the right fit
- ✗Corporations, partnerships, LLCs, or other incorporated entities
- ✗Quebec residents (no French support or QST handling)
- ✗Use only a personal bank account for both personal and business spending — you can still add business expenses through our manual upload template, but Heightly is most efficient when your business banking is separate
- ✗Need tax filing, tax advice, professional accounting work, or representation before a tax authority
Every Heightly report should be reviewed by you or a qualified accountant before filing. Heightly surfaces the data — you and your accountant make the decisions.
Pricing
One-time payment per report. No subscription.
Free Preview
Free
- ✓1 file
- ✓Categorized transactions
- ✓Preview report
- ✗PDF and Excel download
Solo
US$49 USD
- ✓1 tax year
- ✓Your business bank statements — multiple accounts OK
- ✓Up to 2,000 transactions
- ✓Full PDF and Excel export
- ✓Tax-form-line aligned
(Credit-card-only businesses fit here too.)
Start Solo →Complete
US$99 USD
- ✓1 tax year
- ✓Bank + credit card statements — multiple accounts OK
- ✓Up to 2,000 transactions
- ✓Full PDF and Excel export
- ✓Tax-form-line aligned
- ✓Best for most customers
Each report covers one tax year. Preparing multiple years? Start a new report for each.