Stop Chasing Receipts. Start Delivering Tax-Ready Reports.
Invite your clients. They export their own purchase history from 25+ platforms. You get all the data in one workspace -- ready to categorize in bulk, assign Schedule C deductions, and export tax-ready reports.
Your Clients Spend Everywhere. You Get the Mess.
Chasing clients for receipts, sorting through mixed data, and categorizing everything by hand does not scale. Here is what that really looks like.
Chasing Clients for Their Data
You send emails asking for receipts. They send back screenshots, partial CSVs, or nothing at all. You spend more time collecting data than categorizing it.
Missed Deductions at Filing Time
Without structured Schedule C mapping, legitimate business deductions slip through the cracks. Your clients overpay, and you only find out after filing.
Hours Categorizing Line by Line
Once you finally get the data, you are manually sorting hundreds of expenses into categories. Multiply that by every client, every platform, every month.
What if your clients brought their own data -- and it arrived ready to categorize?
From Raw Expenses to Tax-Ready Reports in 3 Steps
Invite your client. They export their data. You categorize and deliver.
Invite and Collect
Invite your client to the workspace. They use the Chrome extension to export their own purchase history from 25+ platforms. Or upload a CSV / Excel file on their behalf.
Categorize and Review
Expenses are automatically assigned categories and Schedule C deduction types. Review the results, override anything that needs adjustment, and set rules for future runs.
Export and Deliver
Export categorized expenses as CSV with Schedule C columns, expense descriptions, and category types. Ready for your tax software or client deliverables.
Built for How Accountants Actually Work
Every feature addresses a real bottleneck in client expense management.
Invite Clients, Get Their Data Without Chasing
Add a client to their workspace. They log in and export their purchase history directly into the platform. No more back-and-forth emails or messy file handoffs.
Schedule C Categories Assigned Automatically
Key FeatureExpenses are mapped to Schedule C deduction types with confidence scores. Override any assignment with a single click, and that override sticks for future exports.
Rules That Work Across Every Client
Create categorization rules by keyword, platform, or SKU. Once a rule is set, it applies to every new expense that matches -- no repeated manual work.
Business vs. Personal, Separated Clearly
Each expense gets flagged as business or personal. When your client mixes personal Amazon orders with business supplies, you can sort them in seconds.
Export Reports Your Tax Software Understands
CSV exports include Order ID, platform, Schedule C category, expense description, confidence rating, and category type. Import directly into your workflow.
Bulk Categorize Hundreds of Expenses at Once
Select a batch of uncategorized expenses, run categorization, and review the results. Process an entire client's backlog in minutes instead of days.
Two Ways In: Client Export or Your Upload
Clients can export directly from 25+ platforms using the Chrome extension. Or you can upload a CSV / Excel file on their behalf. Either way, the data lands in the same workspace.
Let Your Clients Do the Exporting.
You Focus on the Categorizing.
Invite clients to their workspace. They export from Amazon, Home Depot, Walmart, and 25+ platforms. You get structured data ready to categorize in bulk -- or upload a CSV yourself.
Before vs. After
Managing Expenses Manually
- Emailing clients for receipts they never send
- Manually assigning Schedule C categories line by line
- Business and personal expenses mixed together
- Scrambling to categorize everything before deadlines
- No reusable rules -- starting from scratch each time
- Inconsistent categories across clients
With OrderPro Analytics
- Clients export their own data -- no chasing required
- Schedule C categories applied automatically in bulk
- Business vs. personal flagged and filterable
- Categorize a full client backlog in minutes
- Rules carry over -- set once, apply forever
- Upload a CSV when clients cannot export themselves
Built for Your Client Base
Whether you handle tax prep, monthly bookkeeping, or year-end reviews.
Tax Preparers
Invite clients to their workspace. They export a year of purchase history themselves. You run bulk categorization and export a Schedule C-ready report.
- Schedule C deductions mapped automatically
- Confidence scores flag items to double-check
- Export directly into your tax workflow
Monthly Bookkeepers
Clients export their latest expenses each month. You bulk-categorize, review, and close. Rules you set this month apply automatically next month.
- Reusable rules reduce manual categorization
- Bulk processing for faster monthly closes
- Upload CSVs for clients who need extra help
Advisory and Review
Use categorized expense data to give clients visibility into where their money goes. Filter by platform, category, or time period to surface insights.
- Spend breakdowns by category and platform
- Filter and search across all expenses
- Clean exports for client presentations
Spend Less Time on Data Entry.
Deliver Better Work to Your Clients.
Invite clients. They export their own data. You categorize in bulk with Schedule C mapping, or upload a CSV and let the platform do the rest. One dashboard for every client.
Get Early Access
Waitlist members get first access when we launch. Drop your email and we will reach out the moment it is ready.