BFI Financial & Tax Services

Get organized.
Keep the human review.

Receipts finds spend worth questioning. BFI helps businesses prepare the financial records, tax documents, and professional review needed to move with confidence.

Start secure intake Back to bill audit

One product, two focused lanes

When the bill audit finds the question, BFI helps build the complete file.

Start with a single expense on Receipts, or bring the broader financial and tax paperwork directly into a BFI case.

01 / Business financial review

Find the financial story hiding in the spend.

A structured review of business costs, cash-flow records, recurring commitments, and questions worth escalating.

02 / Bookkeeping organization

Turn loose expenses into a cleaner working file.

Bring receipts, statements, and expense exports into an organized handoff with gaps clearly flagged.

03 / Tax document preparation

Prepare the paperwork before the professional review.

We organize source documents and missing-information requests so a qualified preparer starts from a clearer file.

04 / Human-reviewed tax services

Keep the decision with a qualified human.

Tax work moves through professional review and requires your explicit approval before any final submission.

Secure BFI intake

Tell us what needs to be prepared.

Choose a service, attach only relevant supporting material, and confirm BFI may review it. Your case workspace shows what happens next.

Already have a case? View your status

1. Choose your BFI service

Business financial reviewA structured review of business costs, cash-flow records, recurring commitments, and questions worth escalating.Bookkeeping organizationBring receipts, statements, and expense exports into an organized handoff with gaps clearly flagged.Tax document preparationWe organize source documents and missing-information requests so a qualified preparer starts from a clearer file.Human-reviewed tax servicesTax work moves through professional review and requires your explicit approval before any final submission.

Company nameYour nameWork emailPhone (optional)Entity type (optional)

2. Prep checklist — check what you're including

Bank and card statementsCurrent period statements and exports for business accounts.Expense exportsAccounting export, vendor ledger, or a clear expense summary.Recurring commitmentsContracts, subscriptions, loans, merchant fees, or lease invoices.Open questionsNotes on unusual charges, timing gaps, or decisions you need help preparing.

3. Add supporting documentsUpload PDFs, images, spreadsheets, or documentsUp to 12 MB per file. Share only records relevant to this case.

I consent to BFI reviewing the materials I submit for this case. I understand the app can organize documents, extract fields, flag missing information, and prepare drafts — not provide autonomous tax advice, calculate or file a return without qualified review, or submit anything without my explicit approval.Anything BFI should know? (optional)

Review-safe workflow

No silent filing. No automation pretending to be an advisor.

Every BFI case moves from received to organizing, missing-information follow-up, professional review, and client approval. A case can only reach complete after the human review and your approval gates are satisfied.

Use BFI alongside your audit.

Start with bill savings on Receipts, then bring the organized financial picture into the same product.

Send a bill instead