FEATURES

What is built, and what is not.

Plutaxa is the ledger, the documents, and the approval step. It is not a live bank feed, not payroll, and not a filed tax return.

Assistant and documents

AI drafts. You decide what posts.

Universal document intake for invoices, receipts, bank and card statements, rental owner statements, payouts, and similar files.
OCR on a scanned PDF. The text can become a suggestion. It does not post a journal by itself.
Smart categorization with a confidence and a why, on the bank review queue.
Ask your books. Answers cite the transactions they used, and they do not invent a number when nothing matches.
Plutaxa does not train models on customer books. A question is sent to the configured model provider, OpenAI or Workers AI, to draft an answer.

Double entry, with a revision chain.

Chart of accounts, subaccounts, CSV import, and starter charts for real estate, rentals, shops, services, and other small businesses.
Revision-safe editing and undo. The old journal entry is reversed and the new one posts.
Classes, budgets, and profit by class.
Foreign-currency rates, realized gain or loss on settlement, and unrealized revaluation.
Light and dark in the app.

Money in, money out, and a tax table that cites its source.

Sales: customers, estimates, invoices, sales receipts, payments, credits, and recurring invoices.
Expenses: vendors, bills, bill payments, checks, vendor credits, and recurring bills.
Vendor 1099 tracking and a 1099 summary. Plutaxa does not e-file the form.
Sales tax uses a state-rate table sourced from the Tax Foundation as of January 1, 2026 (https://taxfoundation.org/data/all/state/sales-tax-rates/), plus a setup guide. Local and ZIP rates are not guessed. This is not tax advice, and Plutaxa does not file a return.
Invoice send, plus Stripe Connect Pay now on each company's own Stripe account. Card, ACH, and wallets follow what that account has enabled. The platform fee defaults to 0.

Files in. You approve. No live bank feed.

Multi-bank and card registers, review, rules, and reconcile.
CSV, OFX, QBO, PDF, and XLSX imports. There is no Plaid feed and no live connection to thousands of banks.
QuickBooks import wizard for accounts, customers, vendors, items, opening balances, and transactions. Each step previews before you commit. Opening balances have to balance. It does not connect to QuickBooks.
An organization holds the companies. Switch companies without a second product login.

Stock you can count. A shop fixture, not a live store.

Bins, purchase orders, lots and serials, assemblies, and FIFO.
Shopify fixture sync for products, orders, refunds, fees, and payouts. Live shop domains are refused.

From the posted journal, with a way through to the entry.

Trial balance, profit and loss, balance sheet, cash flow, general ledger, and journal.
A/R and A/P aging, sales tax liability, 1099 summary, profit by class, and budget versus actual.
Rows drill into the journal entry. Export CSV, Excel, and PDF.

Start in the app. There is no trial length on this page. Choose a monthly plan, or a lifetime price for one or three companies.