Pricing that scales with your ambition
Replace bloated legacy software and slash your manual bookkeeping hours. One platform to automate the bookkeeping and execute the strategy. Backed by our 10x ROI Guarantee.
✨ Pay annually & write off the subscription against this year's tax!
Sole Trader
Everything you need to lodge your tax and keep your offset interest.
Everything you need to stay compliant and see where you stand.
- Smart dashboard & health score
- Unlimited transactions & statement ingestion
- Receipts & Documents storage
- Standard tax & GST reports
- Bracket Optimizer tax estimator
- 5 bank statement scans + 100 receipts / mo
Growing Business
Advanced forecasting and margin tracking for scaling teams.
Add forward-looking planning engines and deeper AI headroom.
- Everything in Sole Trader
- 20 bank statement scans + 500 receipts / mo
- Job Costing Tracker & Scenario Planner
- Resource Mapper
- BAS workpaper & GST reconciliation
- GST Arbitrage, Margin Bleed, PSI & PAYG engines
Strategic Advisor
The full forensic suite for complex individual structures, family trusts, and wealth shielding.
The complete strategic intelligence suite with the highest limits.
- Everything in Growing Business
- 50 bank statement scans + 2,500 receipts / mo
- Division 7A Tracker
- Super Cap Vault & SMSF Funnel
- Trust Shield, FBT Shield & R&D Harvester
- Wash Sale & SBRR Trigger
- Priority support & dedicated onboarding
The 10x ROI Guarantee
We build serious software for serious individuals. If taxoffset.ai doesn't find you at least the cost of your subscription in missed deductions or tax savings within the first 30 days, we will refund your subscription in full.
Live in 3 minutes. Zero manual data entry.
We eliminated the setup friction. No spreadsheets, no back-and-forth, completely automated onboarding.
The "Safe-to-Spend" Simulator
Don't guess your tax liabilities or accidentally spend your GST. Slide the variables below to watch the engine isolate your true, deployable cash in real-time.
SAFE-TO-SPEND LIQUIDITY
$74,093
This cash is yours to deploy. GST, payroll withholding, and superannuation have been isolated.
| Account Category | Adjustment | Running Net |
|---|---|---|
| Gross Bank Balance | -- | $85,000 |
| GST Provision (1/11th) | -$6,182 | $78,818 |
| PAYG Withholding (20%) | -$3,000 | $75,818 |
| Superannuation (11.5% SG) | -$1,725 | $74,093 |
Instead of guessing your tax obligations, let taxoffset.ai extract line items automatically and dynamically isolate your true capital.
Every detail, side by side
See exactly what unlocks at each tier.
| Feature | Essentials | Pro Popular | CFO |
|---|---|---|---|
| Foundations | |||
| Smart dashboard & health score | |||
| Transactions & local statement ingestion | |||
| Receipts & Documents storage | |||
| Standard tax & GST reports | |||
| Bracket Optimizer estimator | |||
| Monthly AI credits | |||
| PDF statement scans | 5 | 20 | 50 |
| Receipt scans | 100 | 500 | 2,500 |
| AI chats | 50 | 250 | 1,500 |
| Radar scans | 4 | 20 | |
| Planning & calculations | |||
| Job Costing Tracker | |||
| Scenario Planner | |||
| Resource Mapper | |||
| BAS workpaper & GST reconciliation | |||
| GST Arbitrage · Margin Bleed · PSI · PAYG | |||
| Strategic tax intelligence | |||
| Division 7A Tracker | |||
| Super Cap Vault & SMSF Funnel | |||
| Trust Shield & FBT Shield | |||
| R&D Harvester | |||
| Wash Sale & SBRR Trigger | |||
| Support | |||
| Email support | |||
| Priority support | |||
| Dedicated onboarding | |||
Questions, answered
Everything you need to know before you start.
Every plan includes a massive monthly token allowance that resets on the 1st. To put it in perspective, 100,000 tokens easily processes a 30-page bank statement or 50 complex receipts. If you upload a massive historical document dump that exceeds your monthly limit, the app will pause and let you buy a 100,000-token Pay-As-You-Go top-up for just $15. You will never be hit with surprise overage fees.
Pick a plan. Start offsetting.
Backed by our 10x ROI Guarantee. Save more than your subscription, or your money back.
Live in 3 minutes. Zero scraping required.
No invasive bank logins, no credential risks, completely secure & manual.
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