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Records for your CPA

Free

Fidexa is not trying to replace your accountant. It makes the records you hand them cleaner, easier to review, and less stressful to prepare — and it is free.

What is in the file

Every transaction with its category and whether it had a receipt, totals per category, and your mileage log. Export as CSV or PDF.

Grouped the way a return is

For a US business the file also sums your expenses under the standard IRS expense headings, so your preparer reads it in their own vocabulary instead of translating a long list of category names by hand. Grouping only — no percentages, and nothing claimed as deductible.

Honesty rather than false certainty

The file includes a needs-attention list: rows not categorized yet, rows Fidexa suggested but you never confirmed, asset purchases, and items that usually belong on a personal return. Depreciation, home-office amounts and net profit are deliberately left blank, because those are a qualified preparer's judgement and an invented number would be worse than none.

English, whatever your app language is

Fidexa speaks 20 languages, but exported files stay in English — they are read by a preparer, not by whoever set the language.

Start your journey with Fidexa today.

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