Expense Sorted is an AI-driven budgeting and tax preparation tool designed for freelancers, self-employed workers, expats, and small business owners (Kleinunternehmer) operating in Germany. The tool automates expense tracking and categorization by analyzing bank account transactions and integrating with Google Sheets for organized budget monitoring. Beyond transaction sorting, Expense Sorted assists self-employed individuals with German tax administration and compliance. It automatically generates tax reports from recorded income and deductible business expenses, allowing users to submit filings directly through integrated ELSTER software without needing a separate ELSTER account. For newcomers and expats launching a freelance career, Expense Sorted offers a guided online registration workflow in English to complete the official tax registration form and secure a German tax number. In addition, users can create legally compliant, personalized client invoices reflecting proper VAT rules and client details, while also accessing certified tax consultants when professional advisory is required. Through bank synchronization and automated sorting, the platform simplifies bookkeeping and filing.
Problem: Freelancers in Germany often struggle with complex tax forms and deadlines for the Finanzamt.
Solution: The tool automatically prepares tax reports based on tracked income and expenses, allowing for one-click submission via ELSTER.
Example: A freelance web developer submits their annual income tax return directly through the platform without needing a separate ELSTER account.
Problem: Manually sorting through bank statements to identify deductible business expenses is time-consuming and prone to error.
Solution: AI algorithms categorize transactions automatically and integrate with spreadsheets like Google Sheets for precise budget tracking.
Example: A consultant connects their bank account to automatically flag office rent and software subscriptions as tax-deductible items.
Problem: Small business owners may create invoices that lack essential legal details, leading to issues with tax authorities.
Solution: The tool generates personalized, 100% legally correct invoices based on the user's specific tax details and client info.
Example: A relocation consultant sends a professional, VAT-compliant invoice to a client in English while ensuring it meets German regulations.
Problem: Newcomers to the German market find the tax registration process (Fragebogen zur steuerlichen Erfassung) bureaucratic and confusing.
Solution: A guided online process helps users register with the tax office and obtain their tax number in English.
Example: An expat starting a photography business uses the tool to register as a freelancer without needing to navigate the official German-only portals.
Target audience: Best for: Freelancers in Germany, Self-employed professionals, Expats starting freelance work, Kleinunternehmer (Small business owners)
Pricing: Unknown · Categories: Spreadsheets
Tags: spreadsheet, SQL, summarizer
Expense Sorted automates expense categorization and tax filing preparation for self-employed professionals in Germany. It connects to bank accounts to sort deductible business expenses, syncs data with Google Sheets, produces legally compliant invoices, and enables direct tax filing through ELSTER. It also supports new freelancers with English-guided tax office registration.
Expense Sorted is designed primarily for freelancers, self-employed individuals, expats, and small business owners (Kleinunternehmer) working in Germany. It is especially useful for non-German speakers who need to handle German tax compliance, register with the Finanzamt, manage deductible business expenses, and submit annual tax forms without dealing with complex official paperwork.
Expense Sorted integrates directly with ELSTER software to submit prepared tax reports to the German tax authorities. Users track their income and deductible expenses inside the tool, which automatically aggregates the figures into the necessary tax reports. This allows freelancers to submit their tax returns directly without managing a separate ELSTER account.
Yes, Expense Sorted supports integration with Google Sheets. Once bank accounts are connected and transactions are categorized using AI algorithms, data can be transferred into Google Sheets spreadsheets. This enables users to track monthly budgets, view categorization details, and maintain financial records inside their preferred spreadsheet workflow.
Yes, Expense Sorted provides a guided tax registration process for individuals launching a freelance career in Germany. The tool guides users through the questions required for the tax office registration form in English, helping them obtain an official freelance tax number without having to navigate German-language bureaucratic portals alone.