Wise Tax™Aura - Intelligent Quotation System
Wise Tax™ - Aura

Intelligent Quotation System

Intelligent bank statement analysis

Upload bank statements and receive a complete analysis with personalized recommendation of the best package for your business.

How It Works

Simple 3-step process

1. Statement Upload
Upload your bank statement in PDF securely and quickly
2. Automatic Analysis
Our intelligent system analyzes your transactions and categorizes revenue and expenses
3. Recommendation
Receive the ideal service package based on your financial profile

Banks Supported with High Accuracy

Our system processes bank statements with high accuracy from the following banks:

Bank of America

Ready

Chase Bank

Ready

Mercury

Ready

Regions

Ready

Axos Bank

Ready

TD Bank

Ready

Citibank

Ready

Wells Fargo

Ready

Truist

Ready

Square

Ready

Why choose our system?

Accurate Analysis

Advanced technology for precise extraction and processing of financial data

Total Security

Your data is processed with maximum security

Personalized Recommendation

Packages adapted to your business profile

Available Packages

Custom Package

Up to $15,000 annual revenue

Start Up Package

$10 to $50,000 annual revenue

Growth Package

$50,001 to $85,000 annual revenue

Rocket Package

$85,001 to $149,000 annual revenue

Enterprise I Package

$149,001 to $250,000 annual revenue

Enterprise II Package

$250,001 to $1,000,000 annual revenue

Prime Package

$1,000,001 to $1,499,999 annual revenue

Legacy Package

$1,500,000 to $5,000,000 annual revenue

Ready to discover the ideal package?

Make your analysis now and make smarter decisions for your business.

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