Taggr categorizes every transaction down to the line item, flags only what needs you, and learns your rules as it goes. Hours of work, done in minutes.
Flat-file ready today. QuickBooks, Sage & Xero integrations in progress.
That's what manual categorization quietly costs a growing firm; the cleanup, the recoding, the month-end scramble.
Taggr gives that time back and gives it back compounding.
Confidence scores triage the whole batch, so you check the few Taggr flags and skip the hundreds it's sure about.
At onboarding Taggr learns each client's industry.
Every correction you make becomes a rule. The queue gets shorter cycle after cycle, without you teaching it twice.
Every client's status on one screen, what's categorized, what's waiting, what's ready to file. Take on more work without hiring for it, or just hand back the hours you used to lose to expense reports.
A guided chat collects what makes categorization accurate, what the business does, how it bills, where the gray areas are. Fill it out yourself or send it to the client. The context is saved to their profile and enriches every transaction from the first one.
Today, collecting a new client's details takes an hour, and you still miss context.
Link QuickBooks, Xero, or Sage, or upload any file: receipts, statements, invoices.
Taggr reads every line, applies your rules, and scores its confidence.
Check only what Taggr flags.
Every fix you make becomes a rule.
Audit-ready entries flow back into your books, ready to file.
Receipts and invoices split across the right accounts, automatically.
Every entry rated, so your review goes only where it's needed.
Corrections become rules that carry forward, client to client.
Pull transactions in, push clean categories back without re-keying.
CSV, Excel, PDF, or a direct accounting-software connection.
Clean, audit-ready reports your filing workflow accepts.
Client financials are the most sensitive data your firm holds.
Taggr is built so they stay that way.
Transactions are processed on private infrastructure. Never on a public model.
Every seat sees only the clients and data it's been cleared for, nothing more.
Client data is never sold, shared, or used to train. Delete it any time.
Privacy isn't a setting in Taggr. It's the architecture.
Best for independent bookkeepers
Saves $3,000+ per tax season at 20 clients
Best for firms with 5–10 CPAs
Every plan includes 3 free packages, no card required. Annual billing 20% off.
Taggr is where it starts. Keuji helps accounting firms and bookkeepers embed AI across the whole practice, reconciliation, compliance, onboarding, and reporting, so you grow without growing your headcount.