Bank statement analysis for U.S. tax work

From bank statements to organized, review-ready tax work.

AnalytixData turns U.S. bank-statement activity into a traceable work package with financial reports, Schedule C category support, and items that deserve professional review.

What you can expect

A structured financial work package, including P&L, cash-flow, and balance summaries from available bank data
Income, withdrawals, transaction-source analysis, and a Schedule C category view for review
Reconciliation and data-quality flags for missing periods, duplicate activity, or items that deserve attention
Traceability from a report line back to the bank movement that supports it

A clear starting process

Share bank statements through the protected portal

Organize activity into reports, categories, and review flags

Use the work package as a structured starting point for professional tax or bookkeeping review

Important scope note

Outputs are based on available bank-statement data and do not replace professional review. The preparer remains responsible for classification approval, tax positions, filing decisions, client advice, and confirming any information not reflected in bank activity.