Pull all your sales revenue together and prep it for tax filing

Combines revenue from Stripe, PayPal, Shopify, and your bank, then builds tax-ready filing documents.

How the work actually flows

A straight line. Runs once per each revenue source.

Pattern: Multiple Instances without Synchronization (12)

flowchart TD trig(["daily revenue pull"]):::trigtime s0[["normalize transaction formats"]]:::mi s1["ai categorizes transactions"]:::task s2["total revenue for period"]:::task s3["generate and email tax documents"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"tax-ready filing documents"/]:::out pay{{"hours saved reconciling revenue at tax time"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsE-commerce & ProductEmail AutomationReporting & AnalyticsFile & Cloud StorageFinance & Accounting
Connects
StripePayPalShopifyOpenAIGoogle DriveGmail
Featured in

The problem it solves

Reconciling revenue across Stripe, PayPal, Shopify, and your bank account by hand every reporting period is tedious and error-prone. When tax time comes, pulling all those numbers together and categorizing them correctly takes hours you don't have.

Who it fits

E-commerce businesses, SaaS companies, or multi-channel retailers managing revenue from several payment sources.

How it works

  1. Pulls daily revenue data from Stripe, PayPal, Shopify, and your bank feed
  2. Normalizes the numbers so every source uses the same format
  3. AI reviews each transaction and categorizes it as income
  4. Totals everything for the reporting period
  5. Generates tax-ready filing documents and emails them to you
What you get

Revenue totals ready for your tax filing

Revenue from every payment source gets pulled together, categorized, and turned into documents ready for tax filing.

What you get

Consolidated revenue totals plus tax filing documents ready for submission.

What you need

Stripe, PayPal, and Shopify accounts, a bank feed connection, an OpenAI account, and Google Workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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