Tax season used to mean hours of digging through email, copying numbers into spreadsheets, and chasing down receipts you half-remembered sending. With Venn, the whole thing becomes a single prompt.

Venn connects Gmail, Google Sheets, QuickBooks, and other tools your AI already has access to — so instead of doing the work yourself, you describe what you need and let AI handle it.

For freelancers and small business owners

Pull every invoice and receipt from Gmail, organize it into a spreadsheet, and send it to your accountant

Apps: Gmail · Google Sheets

Your inbox already has everything your accountant needs. Venn connects Gmail and Google Sheets so AI can find it, organize it, and get it out the door — without you opening a single email manually.

Sample prompt for your connected AI:

Hey Venn, search my Gmail for all invoices from clients and receipts from business subscriptions, pull the date, vendor or client name, description, and amount for each one, organize them into a Google Sheet with income and expenses in separate sections, and draft an email to my accountant with the sheet linked and a short summary of what's included.

Here's how it works:

1. AI searches your Gmail for invoices, receipts, and payment confirmations — filtered to the relevant tax year.

2. It reads each email and extracts the key fields: date, client or vendor name, description, and amount.

3. It organizes everything into a Google Sheet with income and expenses in clearly labeled sections.

4. It drafts an email to your accountant with the sheet linked, ready for you to review and send.

Time saved: What used to take an afternoon of manual inbox archaeology — 3 to 5 hours for most people — takes under 5 minutes. Everything your accountant needs is in one place, formatted and ready to go.

For DBA and LLC owners tracking revenue across multiple clients

Compile all payments received and expenses logged, then format it for TurboTax or your accountant

Apps: Gmail · Google Sheets

When you're running a business under your name or an LLC, revenue comes in from multiple sources and expenses are spread across subscriptions, vendors, and one-off purchases. Venn pulls it all together so you're not doing it by hand.

Sample prompt for your connected AI:

Hey Venn, scan my Gmail for all Venmo payment confirmations, PayPal receipts, and invoices I sent this year, calculate the totals by category, and put them into a clean spreadsheet I can upload to TurboTax.

Here's how it works:

1. AI searches your Gmail for payment confirmations, receipts, and invoices — across Venmo, PayPal, Stripe, or however you get paid.

2. It pulls the totals, categorizes them by income type or expense category, and checks for duplicates.

3. It builds a clean spreadsheet organized the way TurboTax or most accountants expect — with totals by category and a full line-item log.

4. You review, approve, and upload. Nothing to manually copy.

Time saved: Compiling receipts for a DBA or LLC typically takes 2 to 4 hours of manual work. With Venn, it's done in one prompt — and the output is already formatted for wherever it needs to go next.

For business owners using QuickBooks

Pull your year-end financials from QuickBooks, reconcile them against your inbox, and package everything for your accountant

Apps: QuickBooks · Gmail · Google Sheets

If you're running your business through QuickBooks, the data is already there — but getting it out, cross-checking it against your actual emails, and packaging it in a way your accountant can use is still manual work. Venn connects QuickBooks, Gmail, and Google Sheets so AI can do that reconciliation for you.

Sample prompt for your connected AI:

Hey Venn, pull all bills, invoices, and purchases from QuickBooks for this tax year, cross-reference them against the receipts and confirmations in my Gmail to flag anything that's missing or doesn't match, then create a summary spreadsheet organized by category with a notes column for anything that needs my attention.

Here's how it works:

1. AI queries your QuickBooks data — pulling bills, invoices, purchases, vendor records, and journal entries for the tax year.

2. It searches your Gmail for the corresponding receipts, confirmations, and payment records to cross-reference against what's in QuickBooks.

3. It flags discrepancies — transactions in QuickBooks with no matching receipt, or receipts in your inbox that weren't logged.

4. It builds a summary spreadsheet organized by category, with a notes column for anything flagged, so you and your accountant can review exactly what needs attention before filing.

Time saved: Year-end reconciliation typically takes a full day or more. With Venn, the cross-reference and summary are done in minutes — and you walk into the accountant meeting knowing exactly where the gaps are.

What you can do with Venn for taxes

Venn connects Gmail, Google Sheets, and QuickBooks with read and write permissions you control. Here's what's possible — and you can turn any of these on or off.

Read (AI can pull from your accounts)

- Search Gmail for invoices, receipts, payment confirmations, and subscription charges

- Extract structured data from email bodies and attachments

- Query QuickBooks for bills, invoices, purchases, vendor records, accounts, and journal entries

- Read existing Google Sheets to check against or build on what's already there

Write (AI can create or update on your behalf)

- Create or populate a Google Sheet with income and expense data
- Create bills, invoices, and purchase records in QuickBooks
- Draft emails to accountants or collaborators with relevant context and links
- Update an existing tracker or spreadsheet without overwriting prior work

All permissions are set in Venn and managed by you. You can give AI read-only access to your inbox and QuickBooks, or allow it to create and send — it's your call.

Ready to make tax prep a one-prompt task?

Connect Gmail, Google Sheets, and QuickBooks in Venn, choose your AI model, and start with one prompt. Most people finish their tax prep in under 5 minutes. Get started with Venn for free, no credit card required.

Frequently asked questions

Is it safe to give AI access to my Gmail and QuickBooks?

Yes. Venn connects each tool with permissions you set and can revoke at any time. AI reads your data to find what you ask for — it doesn't store it, share it, or do anything outside the scope of your prompt. Every action is logged.

Can Venn find receipts buried in old emails?
Yes. AI can search across your full inbox history filtered by date range, sender, keyword, or subject — so even receipts from January that you forgot about will show up.

Does it work if my receipts come from different sources — Venmo, PayPal, Stripe, and bank emails?
Yes. You can prompt Venn to search across all of them in one go. AI reads the content of each email, extracts the relevant data, and normalizes it into a single organized spreadsheet regardless of where it came from.

Can AI reconcile my QuickBooks records against my actual emails?
Yes. Venn connects both tools so AI can query QuickBooks for logged transactions, search Gmail for the corresponding receipts or confirmations, and flag anything that's missing or doesn't match — without you having to check them manually.

Can AI send the email to my accountant, or does it just draft it?
By default, AI drafts the email for you to review before it sends. If you'd like it to send automatically after you approve, you can set that up — but nothing goes out without your sign-off unless you explicitly allow it.

What if I already have a spreadsheet started?
Just mention it in your prompt. AI can read your existing sheet and add to it rather than starting from scratch — keeping your format intact and filling in what's missing.