Everything you need. Nothing you don’t.
Built for independent workers who want to know their numbers and never dread tax season again.
Live Transaction Ledger
Every transaction synced and logged the moment it arrives. CrestFi recognizes recurring charges, generates graphics for historical archives, and builds your complete financial picture automatically.
AI Tax Classification
Each transaction is auto-tagged by IRS category the moment it lands — Schedule C, 1099, 1040, 1120-S, personal deduction. California filers: 540 and 100-S supported. Override any tag, add notes, mark entries approved or suspicious.
Real-Time Financial Awareness
Live dashboard with custom lightweight graphs: total income, expenses, net profit, and estimated tax liability — across every source you connect. Visual reports and historical archive graphics built in. Know your numbers any day of the year.
Smart Alerts & Transaction Review
Get notified when new transactions land. Review, annotate, and flag anything suspicious. Stay in control without micromanaging your money.
Works Where You Work
Google Sheets add-on or web dashboard — your choice. Fully bilingual EN/ES. Connect with our vetted CPA referral network when you want a professional.
Three steps to never dreading tax season again.
Connect
Sync your bank accounts, cards, or financial sources. Or log manually. CrestFi starts tracking immediately.
Classify
Every transaction is AI-tagged by tax category the moment it arrives. Review, approve, annotate, or override — it’s your ledger.
Stay Ready
Your dashboard shows your numbers in real time. At tax time, your documents are already generated. File yourself, or tap into our CPA network.
Get early access.
Be the first to know when CrestFi opens. Free to join.
People on the waitlist
1040, 1120-S, Sch. C, 1099s, 540 & 100-S
I used to spend a weekend every April pulling receipts. Now I just open CrestFi and everything is already sorted. It changed how I think about my money.
Maria R.
Freelance Photographer · Los Angeles
The AI tagging gets it right 95% of the time. The 5% I fix myself — but now I actually understand what I’m fixing. First time taxes made sense to me.
James T.
Rideshare & Delivery Driver · Chicago
I run a cleaning business with 12 clients. CrestFi tracks all of it. The Spanish version means my business partner can use it too.
Sofia M.
Independent Contractor · Miami