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. Audit-Ready Package
Download a single ZIP file containing your categorized Excel plus all your original PDFs, automatically renamed by month and account for easy auditing.
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.
📁 Audit-Ready ZIP
Get an organized package with auto-renamed PDFs (e.g., 2025-01-Chase-1234.pdf) and your consolidated spreadsheet in one click.
🔒 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 |
| Audit-Ready ZIP Package | Renamed PDFs + Excel |
||
| 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.