Understand Your Freelance Finances in Minutes
Designed for creators and freelancers who are tired of sorting receipts. Track write-offs, separate business from personal, and stay ready for tax season.
Smart Expense Tracking
Upload your bank CSV and we'll auto-categorize expenses into freelancer categories like Software, Advertising, Gear, and Home Office.
Receipt OCR for Write-offs
Snap photos of business receipts. Our OCR extracts the details and flags likely tax-deductible expenses automatically.
Tax-Ready Insights
Get insights on deductible spending, business vs personal split, and personalized tips to maximize your write-offs.
Built for Freelancers
Stop dreading tax season. Wealth Guardian helps you organize business expenses, track deductible purchases, and export tax-ready reports for your accountant.
- Auto-tag likely deductible expenses
- Separate business vs personal spending
- Export tax-ready CSV and PDF reports
Your freelance finances, protected
Your data, your control
Privacy First
By default, your data is processed in memory and discarded after analysis. We never store your financial data unless you explicitly choose to save it.
- Stateless processing by default
- Files deleted after analysis
- Optional persistence for paid plans
How It Works
Upload
Upload a bank CSV or snap a photo of a business receipt
Categorize
We auto-categorize into freelancer expense types and flag deductibles
Review
Toggle business vs personal and adjust categories as needed
Export
Get tax-ready CSV and PDF reports for your accountant
Software & Tools
Adobe, Figma, Notion, and all your creative subscriptions tracked and flagged as deductible.
Advertising & Marketing
Facebook Ads, Google Ads, and promotion costs categorized for tax time.
Gear & Equipment
Cameras, microphones, computers - all your creator gear tracked.