Fiscal Insights

FiscalInsights is a financial automation platform from FiscalInsights Inc., designed for freelancers, agencies, and small businesses. Its AI-powered tools help users manage bookkeeping and day-to-day financial operations, reducing manual data entry and providing clearer insight into business finances. Users can securely connect bank accounts through major financial institutions and use automated transaction categorization, receipt matching, and identification of potentially tax-deductible expenses.

The platform also supports invoicing by tracking when invoices are viewed, sending reminders, and matching incoming payments. Its cash flow agent analyzes spending and upcoming recurring payments to forecast financial runway, while tax insights help users anticipate obligations. FiscalInsights offers solutions for freelancers managing taxes and solo invoicing, agencies overseeing client profitability and resources, and small business owners planning payroll and cash flow.

A free Starter plan includes basic expense tracking, single-user access, and manual data exports. Paid Pro and Team plans add features such as AI-driven tax insights, bank feeds, unlimited invoices, team access, profitability reports, and API access.