Batch Upload Your PDF 2025 Bank / Credit Card Statements
Get a merged single, consolidated Excel file with Schedule C Categories in one click.
From Chaos to Tax-Ready in 3 Steps
1. Batch Upload
Drag & drop all your 2025 bank / credit card statements at once. Upload 6 months, 12 months, or multiple accounts simultaneously.
2. AI Categorization
Our AI automatically assigns IRS Schedule C categories to every transaction. Advertising, Office Expenses, Travel—all done instantly.
3. Download & File
Download your categorized Excel file ready for tax software or your accountant. Save hours of manual data entry.
See TaxBatchPro in Action
Watch how we turn 12 months of PDF statements into a single, organized Excel file with AI tax categorization in under 90 seconds.
Why Choose TaxBatchPro?
🚀 Batch Processing
Upload 12+ statements at once. Process your entire year in one session. No more uploading files one-by-one.
🤖 AI Schedule C Categorization
Automatic IRS Schedule C categorization for office supplies, advertising, travel, and more. AI tags everything instantly.
⚡ 10x Faster Than Manual
What takes 5 hours in QuickBooks takes 5 minutes here. Save $150+ in bookkeeping time per year.
🔒 Bank-Grade Security
Automatic data deletion after processing. Your financial data is always secure.
Compare The Value
The ONLY tool built specifically for Batch Uploads and AI Schedule C Tax Prep.
| Feature | TaxBatchPro | DocuClipper | Manual Entry |
|---|---|---|---|
| Batch Upload Multiple Files | Yes |
||
| AI Tax Categorization | Schedule C |
No |
Manual |
| Processing Time | ⚡ 5 minutes | ⏰ 30+ minutes | 😫 5+ hours |
| Cost (3,000 pages) | $89/mo | $159/mo | $400+/mo |
| Tax Season Ready | Built for IRS Filing | Generic Converter | Human Bottleneck |
Tax Season Ends April 15th
Get Organized Today. Process your 2025 Statements.
See it in action — Watch Demo View sample Excel output
Built for CPAs, freelancers, and small business owners who need Schedule C categorization done right.
Contact Us for bespoke volume services.