On their own
- Read receipts and invoices
- Sort and name the files
- Total by category
- List what is missing
- Draft the summary for your accountant
Operations and finance
A year of receipts, ready to hand to your accountant.
Point a team at your receipts, invoices and statements. It sorts them into folders by client and category, lists what is missing and writes a one-page summary for your accountant. It organizes. Your accountant decides. It gives no tax advice and files nothing.
Open source. macOS, Windows and Linux.
Tax-time folder
Sort the receipts and invoices in the Tax folder by client and category, list anything missing, and write a one-page summary for my accountant. Do not give tax advice or file anything.
Your Chief of Staff put a team on it
- Numbers
- Ops
- Analyst
Tax folder, this year
- 186 receipts and invoices sorted
- 7 categories totalled
- 9 receipts missing from the list
- Nothing filed, nothing sent
DoneThe packet is ready as a draft for your accountant.
An example of the job. Your team works on your own work.
The team it puts on it.
Your Chief of Staff picks the specialists the job needs. Each one has its own role, instructions and engine.
Numbers
Reads each receipt and invoice and sorts it by client and category
Ops
Names the files clearly and lists what is missing or unclear
Analyst
Writes the one-page summary of totals by category for your accountant
How it runs.
- Step 1Point it at the paperworkAdd receipts, invoices and statements to a project folder. Photos and PDFs both work.
- Step 2Sorted and namedFiles are filed by client and category with clear names, and totals are added up.
- Step 3Gaps listedMissing receipts, unreadable files and items it could not place go on a short list for you.
- Step 4The packetA one-page summary and the sorted folders, as a draft for your accountant. Put it on a monthly routine so the year never piles up.
What the team does, and what waits for you.
Waits for you
- Filing or submitting anything to a tax office
- Sending the packet to your accountant
- Deleting any original file
Start from a ready-made team.
From Murage’s library. Import one, look inside, and give it your brief.
Skills the ready-made teams load.
What the library teams above bring with them. Skill Guard scans each one.
- Finance - P&L StatementBuild a profit and loss statement from revenue and expense inputs, with period-over-period comparison and margin analysis.
- Finance - Balance SheetBuild a balance sheet, assets, liabilities and owner equity at a point in time.
- P&L AnalysisPerforms profit and loss (P&L) statement analysis including variance analysis, trend identification, margin analysis, and actionable recommendations.
- Expense Report BuilderOrganize and submit expense reports efficiently - category templates, receipt management, policy compliance, and streamlined submission workflows.
- Business BudgetCreates an annual business budget using zero-based budgeting methodology with department breakdown, fixed and variable cost separation.
- Spreadsheet Data CleaningProduces spreadsheet-native data cleaning formulas and operations.
What you need.
What it takes to run this job. Your AI provider bills you as usual.
- Murage and an AI engine (your existing Claude or ChatGPT plan, or an API key)
- Nothing to connect: paste it in or add files to a project
- Murage open on your computer at run time. A run up to 12 hours late still happens, if you want it on a monthly routine
Rather have it set up for you?
We build your first tax-time folder team with you, connect your tools and write your House Rules. Tell us what you need and we’ll quote before anything is booked.
Questions about tax-time folder.
Does it tell me what I can claim?
No. It is not tax advice. It organizes your paperwork and drafts a summary, and your accountant decides what applies to you.
Does it file my taxes?
No. It files nothing with any tax office. It prepares a draft packet for you and your accountant to check.
How is this different from the weekly expense summary?
The weekly summary is a regular look at the latest receipts. This is the whole-year folder and the one-page packet at the end.
Tax-time folder: hand it to a team tonight.
Give your first job to Murage.
Download the app, connect the AI you already pay for, and tell your Chief of Staff what needs doing. Plan on about ten minutes from install to a working team.
No account needed · Runs on the AI plan you already pay for