AI Tax & Finance Docs Helper
Invoices, receipts & tax help
Free · Designed for iPad. Not verified for macOS.
Create professional invoices, receipts and agreements in seconds, or upload any tax notice or statement and understand it in plain language.
Need a professional invoice in seconds? Or finally want to understand that letter from the
tax office? AI Tax & Finance Documents Helper does both: it creates polished financial
documents, and it reads the confusing ones you receive and explains them in plain language.
CREATE FINANCIAL DOCUMENTS
Tax invoices, proforma invoices, quotations, receipts and rent receipts, purchase orders,
credit and debit notes, statements of account, loan agreements, promissory notes, payment
reminders, instalment agreements, payslips, expense reports, budgets, profit and loss
statements, balance sheets, cash flow statements and more. Enter the details, and the AI
drafts and formats the document for your country and currency.
UNDERSTAND WHAT YOU RECEIVE
Upload or paste a tax notice, penalty letter, bank or card statement, loan statement,
demand letter or confusing invoice, and get:
- A plain-language explanation of what it is and what it means
- The key figures, dates and deadlines, highlighted
- Exactly what you need to do, and by when
- A drafted reply, dispute or extension request in the tone you choose
AUTOMATIC ISSUE DETECTION
Every document you upload is checked with an expert eye. Totals that do not add up,
mismatched details, deadlines that have passed, unusually high charges, missing
information, and the warning signs of scam letters, flagged clearly so you can verify
before you act.
WORKS FOR ANY COUNTRY, IN YOUR LANGUAGE
Formats, currencies, dates and tax-ID fields adapt to your jurisdiction (Australia, US, UK,
India, UAE, Singapore, Canada and many more), with output in English, Hindi, Spanish,
French, German, Arabic, Chinese and other languages.
SIMPLE TO USE
1. Choose: create a document, or understand one you received
2. Enter a few details or upload the file
3. Review, edit, and export as PDF or Word
YOUR PRIVACY
Documents are processed securely to generate your result and are not stored on our servers.
IMPORTANT
This app provides AI-generated documents and explanations for general information only. It
is not tax, accounting, financial or legal advice, does not calculate tax owed, and does
not file anything on your behalf. Always confirm figures, forms and deadlines against
official sources for your country. AI-generated content may contain errors.
From AI Codelab, the team behind AI Legal Helper and AI Document Writer.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, CODELIXAI LLP, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- CODELIXAI LLP
- Size
- 30.3 MB
- Category
- Productivity
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
16+
- 16+
- Copyright
- Copyright © 2025 AI Codelab. All rights reserved
