Member No. 0001
Engraved for
Your name
Askyour books.
Where the money went, who paid you, what to set aside, what’s left to sort. Ask in plain words and get an answer from your own books.
Estimates and explanations, not tax or financial advice.
Ask BankedSample books
How much should I set aside for tax?
Banked
At the 25% rate you chose, that’s $11,482.50 on $45,930.00 of income so far. You’ve set aside $9,000.00, so $2,482.50 to go.
An estimate from your books, not tax advice. Your CPA has the final word.
Try a question
What you can ask
From your books,
not the internet.
Every answer is worked out from what’s in your Banked books, and shows where the number came from.
- 01 · Spending
Where it went
By category, by month, by payee. Totals from your own books, not guesses.
“What did I spend on software this year?” - 02 · Income
Who paid you
Your payers ranked, every payment listed, brand deals apart from platform payouts.
“How much came from brand deals in Q3?” - 03 · Tax
The estimate
What to put aside at the rate you set, and how it was worked out. An estimate, never advice.
“Why is my estimate higher this month?” - 04 · Sorting
What’s left
Lines still unsorted, and suggestions for each one for you to confirm.
“What’s left to sort?”
Sort with AI
It suggests.
You confirm.
Press Sort with AI and each unsorted line gets a suggested category, marked as the AI’s until you confirm or change it. When it isn’t sure, it says so and leaves the line for you.
Only the date, amount, name and description of each line go to the AI model. Never account numbers, never your name.
Review5 to check
- Creative suite subscription-$59.99AISoftwareConfirmConfirmed
- Halcyon Audio+$2,400.00AIBrand dealsConfirmConfirmed
- Weekly payout+$97.33AIPlatform payoutsConfirmConfirmed
- Venmo from @ari.k+$25.00Not sureNeeds you
- Train tickets-$86.40AITravelConfirmConfirmed
Plainly
It explains.
Your CPA signs.
Ask Banked gives estimates and explanations from your own books. It isn’t tax, legal or financial advice. When Tax opens, a partner CPA prepares and signs your return.
It reads your books as you, under the same row-level security as everything else in Banked.
Coming soon · Early access