Coming Soon
Book Cleanup, made simpler for tax-ready books.
SnappyFin is building a faster way to review messy transactions, surface uncategorized activity, and prepare cleaner books before tax time.
Tax Cleanup Preview
Workflow
Cleanup Review
24 reviewed ยท 5 need attention
Office Depot
Needs classification
$184.12
Delta Airlines
Merchant and memo mismatch
$642.00
Zoom
Recurring software expense
$19.99
Shell
Category confidence below threshold
$87.43
Stripe Fee
Matched to processing fees
$14.20
Product Focus
Transaction cleanup for tax-ready books
Built for firms and finance teams that need a cleaner review layer between raw transaction data and final tax prep.
Find what’s missing
Surface uncategorized transactions
Quickly spot activity that still needs classification.
Review with context
Catch entries that need attention
Identify transactions worth a second look before filing.
Clean up faster
Prepare books for tax prep
Reduce cleanup work before your final review process begins.
Reduce manual work
Give firms a clearer starting point
Make handoff and review easier for teams and clients.