Document processing for CPA and accounting firms

Turn client bank statements, Schedule K-1s, receipts, and tax packages into structured data - so your team reviews and advises instead of typing.

Everything clients send you

How it works

From client folder to working papers

Use Instant models for US bank statements and paystubs where they fit, and describe any other fields in plain language with Instinct.
Clients email documents or drop them in a shared Google Drive folder. You can also upload in bulk.
Export to Excel or CSV for your working papers, or push data into your accounting or tax software via API.

Any bank, any layout: Client statements arrive from dozens of banks. Foxello returns every transaction as a clean row without a template for each one.

~1 min
To set up a new workflow
Describe the fields you need in plain language. No templates to build, no model to train.
Why it matters

Busy season doesn't hire more staff for you

Clients don't send data. They send shoeboxes: bank statements from three banks, a folder of receipt photos, K-1s that arrive in March with supplemental pages attached. Before anyone can prepare a return or close the books, somebody has to type it all in.

Foxello extracts statements, K-1s, receipts, and tax forms into structured data without templates per bank, issuer, or client. Transaction tables spanning many pages come back as one list, and K-1 box amounts come back as named fields with their codes.

Your staff move from data entry to review. Every field gets a confidence score, uncertain values go to Review Hub, and your team confirms exceptions rather than keying every line - which is where accounting expertise actually earns its fee.

Client financial data is processed and stored in the EU, handled in line with GDPR, and never used to train models.

Related industries

Get through busy season with less typing

Start with bank statements. Set up a workflow in about a minute.

Try free - no setup required