Stop losing receipts and scrambling at tax time. Expense Forge is the AI bookkeeping assistant for freelancers, consultants, and small business owners who need clean books without the overhead of QuickBooks. Log expenses in plain English; the agent handles IRS Schedule C categorization, mileage at the current IRS rate, and accountant-ready monthly reports. ## What's included - **Plain-English expense entry** — "Bought $47 ink at Staples for the office printer" → categorized, dated, vendor parsed, confirmed in one line - **IRS Schedule C categorization across 17 line items** — Advertising, Car & Truck, Contract Labor, Insurance, Legal & Professional, Office Expenses, Rent or Lease, Repairs & Maintenance, Supplies, Travel, Meals (50% deductible), Utilities, Wages, plus more - **Mileage tracking at current IRS rate** — $0.70/mile (2026), $0.67/mile (2025); auto-calculates deduction; logs date + destination + purpose for IRS-compliant records - **Setup in 4 questions** — entity type (sole prop / LLC / S-Corp), tax year, reporting period (monthly / quarterly / annual), mileage tracking on/off - **Monthly + quarterly reports** — expense detail table, category summary with totals + percentages, mileage summary, grand totals, CPA-handoff disclaimer - **CSV export** — same ledger as comma-separated values for QuickBooks / Xero / your accountant's import workflow - **Proactive insights** — flags meals without business purpose notes, large purchases needing depreciation review (>$2,500), missed home office logging, milestone celebrations at 10/25/50/100 expenses - **Deduction tips on request** — surfaces commonly-missed write-offs: home office simplified method ($5/sq ft, max $1,500), self-employed health insurance, SEP-IRA, bank fees, software subscriptions ## Limitations - **Not a tax filer** — generates clean Schedule C-ready data; your CPA or TurboTax files the actual return - **Not a bank-feed import** — paste statements as text or describe expenses; no direct Plaid / bank API connection - **Not a payroll processor** — handles 1099 contractor payments + Wages line item; not Gusto / ADP replacement - **U.S.-IRS-focused** — Canadian + UK + AU tax codes are entirely different; mileage rate + Schedule C categories don't apply - **Single-business scope** by default — multiple businesses run per-entity sessions ## Best fit Solo freelancers, consultants, and 1099 contractors with 50-500 business expenses/year and no bookkeeper. Especially valuable in years 1-3 of self-employment when expenses are scattered across email receipts, Apple Wallet, and memory — the structured Schedule C categorization typically surfaces $1,500-$5,000 in missed deductions on the first month's report. At $12/mo, recovering one missed home office deduction or a year of mileage at the right rate pays for the decade.
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