|
Guided deduction discovery
Helps owners review possible write-offs with a clear guided workflow.
|
Purpose-built
Guided deduction analysis workflow
|
Accounting
Expense categorization and reports
|
Specialist
Tax write-off discovery service
|
Expenses
Receipt and expense management
|
Ops suite
Accounting workflows by setup
|
Buildable
Custom forms and calculators
|
|
WordPress-hosted assistant experience
Keeps the customer workflow on the buyer site when that matters.
|
WordPress
Runs as a licensed WP plugin
|
External
External accounting platform
|
External
External service
|
External
External expense platform
|
WordPress
WordPress ERP plugin
|
WordPress
WordPress form platform
|
|
Export-ready summaries and help center support
Gives customers a practical handoff for review and follow-up.
|
Included
Export summaries, help center, and tooltips
|
Reports
Accounting reports and exports
|
Service flow
Depends on service workflow
|
Reports
Expense reports and exports
|
Reports
Depends on modules
|
Buildable
Exports available with custom setup
|
|
Customer account and license handoff
Keeps plugin access, license key, setup notes, and update history together.
|
Customer account
MarketVista account and approved-domain license
|
Platform account
External account path
|
Service account
External service path
|
Platform account
External account path
|
Vendor account
Standard plugin account
|
Vendor account
Standard plugin account
|
|
Best customer fit
Shows which buyer should start with each product.
|
Site owners
WP-based write-off review lane
|
Bookkeeping
Accounting system of record
|
Tax support
Write-off service workflow
|
Expense teams
Receipts and reimbursement
|
WP operations
ERP-style WordPress workflows
|
Custom forms
Custom calculators and intake
|