The smartest way to optimize taxes, track investments, and achieve your financial goals. Powered by advanced AI and trusted by thousands of users worldwide.
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"How can I optimize my tax savings for this year?"
Based on your income and investments, I recommend maximizing your Section 80C deductions and considering ELSS funds. You could save up to ₹1.5L in taxes this year.
Three powerful AI engines working together to transform your financial life
Users can upload bank statements, credit card statements, or CSV files. The system automatically cleans, normalizes, and identifies transaction patterns such as recurring income, EMIs, SIPs, rent, and insurance.
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Categorizes income and expenses, computes taxable income, applies deductions under relevant sections (80C, 80D, 80G, 24(b), etc.), simulates Old vs New tax regimes, and recommends legal tax-saving opportunities.
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Analyzes credit behavior from financial statements or credit reports, identifies factors impacting your score, and provides actionable recommendations to improve credit health and unlock better opportunities.
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From tax optimization to investment tracking, we've got all your financial needs covered with cutting-edge AI technology.
AI-powered tax optimization strategies tailored to your financial situation and goals.
Monitor your portfolio performance and get intelligent investment recommendations.
Track your credit score, manage debt, and improve your financial health.
Create and stick to budgets with smart spending insights and alerts.
Set and track financial goals with personalized action plans and milestones.
Comprehensive insurance analysis and recommendations for complete protection.
Choose the plan that works best for you
Perfect for individuals getting started
For serious financial planning
For businesses and advisors
Join thousands of users who are already saving money and achieving their financial goals with TaxWise.