Teams & exports

Share the books. Hand over a clean file.

Invite a partner or bookkeeper to a shared workspace, switch between personal and business views, and give your tax preparer exactly the file they asked for.

Available on Business

Switch workspace sheet with All workspaces, Personal, and a team workspace called Zioty Test Consulting

How it works

  1. Pick a workspace

    Personal is only visible to you. A team workspace is shared. “All workspaces” shows everything together.

  2. Invite your team

    Business includes three seats for a partner, bookkeeper, or assistant.

  3. Export for tax time

    Create a spreadsheet, a formatted PDF, an audit-ready report with receipt images, or a Schedule C tax report.

What’s included

Spreadsheet (CSV) Free

Every plan. Free covers the last 3 months; Pro and Business export full history.

Formatted PDF report Pro

Summary, totals, category breakdown, and record details.

Audit-ready report Business

Receipt images and itemized details, with mileage and hours when included.

Schedule C tax report Business

IRS categories, deductions, and mileage totals.

Shared team workspace Business

Three seats for the people who help run the business.

Multiple businesses Pro

Keep each business separate, with its own reports.

Plan tags show the lowest plan that includes each item. Compare plans.

Frequently asked questions

Who can see my Personal workspace?

Only you. Team workspaces are shared with the people you invite.

Where is Business billed?

Business is billed on the web. Pro can be bought in the App Store or on the web.

Free to start

Try it on your own receipts.

Free to start, with 10 AI scans a month. No card required.