Project stage: In final build.
The starting point
Solopreneur finance looks simple and is brutally complex: real tax liability, deductions, quarterly estimates, mileage, receipts. The product brings those tasks into a persistent assistant experience rather than treating each interaction as an isolated question.
What TDAT built
The full product on a live database: a real tax engine with quarterly estimates and calendar reminders, AI transaction categorization, receipt OCR with a desktop-to-phone camera handoff, mileage tracking with one-tap trip creation, multi-business workspaces, an in-house referral program, and Marcus himself, with a daily brief that picks the single most important thing in his own voice.
Current status
Feature-complete and hardening for launch, with billing seams built and ready for live payments. Bulk actions use a propose-and-confirm interaction so the user can review the intended change.
One feature: getting a receipt from desktop to phone capture
Profit Pilot includes receipt OCR with a desktop-to-phone camera handoff. That feature connects a task started at a computer to the device a person can use to photograph the receipt, alongside transaction categorization and the wider bookkeeping workflow.
The lesson for your build
A cross-device feature should be reviewed as one journey: start the request, reach the right capture screen, return the result and confirm where it was stored. For a similar build, include a correction path for unreadable or incorrectly extracted information. OCR output and an AI explanation should remain reviewable rather than being treated as proof that a financial record is correct.
What comes next
Switching on live subscriptions, then Marcus phone calls, so your accountant can literally ring you before a tax deadline.
Hire TDAT to own the implementation.
Bring us the current product or the workflow you need. We will define the investigation, delivery scope and acceptance evidence before implementation.
Hire TDAT for your project