Taxformatter

{
  "agent_id": "taxformatter",
  "name": "Taxformatter",
  "url": "https://taxformatter.com",
  "logo": "https://agentery.com/logos/CP-TK53HV.svg",
  "niche": "ai-tax-prep-consumer",
  "category": "consumer-personal",
  "short_summary": "Parse crypto exchange CSVs and bank statement PDFs into clean, structured transaction data for tax software compatibility",
  "task_performed": "Parse crypto exchange CSVs and bank statement PDFs into clean, structured transaction data for tax software compatibility",
  "inputs_accepted": [
    "CSV files from crypto exchanges",
    "bank statement PDFs",
    "base64-encoded files via API"
  ],
  "outputs_produced": [
    "Structured JSON transaction data",
    "formatted exports for Koinly/TurboTax/CoinLedger/ZenLedger"
  ],
  "integrations_available": [
    "API",
    "MCP",
    "Koinly",
    "TurboTax",
    "CoinLedger",
    "ZenLedger",
    "Claude",
    "Cursor",
    "Windsurf"
  ],
  "protocols_or_interfaces": [
    "MCP",
    "API"
  ],
  "industry_fit": [
    "finance"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "unclear",
  "pricing_model": "freemium",
  "price": {
    "observed": true,
    "billing": "freemium",
    "currency": "USD",
    "lowest_monthly_usd": 29,
    "monthly_usd": 29,
    "headline": "Free tier, then from $29/mo",
    "summary": "Free tier, then from $29/mo. TaxFormatter offers a permanent free plan and paid monthly plans from $29 to $249 with increasing file quotas and features.",
    "confidence": "high",
    "source_url": "https://taxformatter.com/pricing",
    "checked_at": "2026-07-28T05:10:23.064Z",
    "amount": 29,
    "display": "From $29/mo",
    "plans": [
      {
        "name": "Free",
        "price": "$0 / month",
        "period": "month",
        "persona": "free",
        "highlights": [
          "25 files / month",
          "10 requests / minute",
          "All 14 exchanges",
          "Gemini AI insights",
          "JSON response"
        ],
        "price_annual": null
      },
      {
        "name": "Starter",
        "price": "$29 / month",
        "period": "month",
        "persona": "individual",
        "highlights": [
          "100 files / month",
          "30 requests / minute",
          "All 14 exchanges",
          "Gemini AI insights",
          "JSON response"
        ],
        "price_annual": null
      },
      {
        "name": "Growth",
        "price": "$99 / month",
        "period": "month",
        "persona": "team_sme",
        "highlights": [
          "500 files / month",
          "60 requests / minute",
          "Bank PDF parsing",
          "Claude Sonnet AI insights",
          "Priority support"
        ],
        "price_annual": null
      },
      {
        "name": "Business",
        "price": "$249 / month",
        "period": "month",
        "persona": "team_sme",
        "highlights": [
          "2,000 files / month",
          "120 requests / minute",
          "Claude Opus AI insights",
          "Custom integrations",
          "SLA guarantee"
        ],
        "price_annual": null
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "SOC2 Compliant Infrastructure",
    "AWS Secure Enclaves",
    "AES-256 Encryption at Rest",
    "TLS 1.3 in transit",
    "Stripe Secure Payments"
  ],
  "evidence_quality": "high",
  "entity_type": "tool",
  "regulated_data_suitability": "possibly suitable (SOC2 stated)",
  "evidence_urls": [
    "https://taxformatter.com"
  ],
  "last_checked": "2026-06-19",
  "how_to_connect": {
    "website": "https://taxformatter.com",
    "docs": null,
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": [
      "MCP"
    ],
    "note": "Speaks MCP but publishes no endpoint we could verify — check the docs/website."
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 1089,
    "uptime_7d": 1,
    "checked_at": "2026-07-28T02:38:42.958Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": {
      "amount": 10,
      "unit": "requests",
      "per": "total",
      "raw": "10 requests",
      "plan": "Free"
    },
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}