Features
Everything you need to stay
tax-ready all year.
Victally combines transaction accounting, tax estimation, AI intelligence, and professional PDF reports in one app.
What You Get
Five outcomes that change how you run your business
Every feature in Victally is built to deliver a real result. Here's what each one actually does for you.
Know exactly where you stand
AI turns your numbers into a clear financial picture — so you make confident decisions instead of guessing.
Never be surprised by taxes again
See your estimated tax bill in real time and hand your CPA a clean, ready-to-file summary.
Bookkeeping that runs itself
Import, categorize, and track income and expenses in minutes — no accounting background required.
Get approved for funding
Generate lender-ready financial statements that prove your income when you apply for a loan or lease.
Grow without outgrowing your tools
Guided setup and a built-in tax knowledge base keep you organized as your business scales.
AI Business Intelligence
AI Insights — Current State Analysis
Get a personalized financial health report generated from your real transaction data. Understand your strengths, identify areas for improvement, and receive prioritized action steps.
AI Forecast — Predictive Modeling
See 90-day income and expense projections, three growth scenarios (conservative, moderate, aggressive), risk signals, and a strategic roadmap tailored to your business trajectory.
Tax Opportunities Finder — Discover Credits & Deductions
AI analyzes your industry, location, and business activities to identify federal and state tax credits you may qualify for.
AI Tax Advisor — Reduce Your Tax Bill
Get personalized AI-generated strategies to legally reduce your estimated tax bill. Identify missed deductions, retirement contribution opportunities, and deadline-sensitive year-end moves.
Get Ready for Tax Season
Real-Time Tax Estimation
See how your estimated self-employment tax, income tax, and amount owed update instantly.
CPA-Ready Tax Summary
Generate a full PDF report with Schedule C breakdown, mileage, depreciation, and personal income.
Document Vault
Securely store your 1099s, W-2s, bank statements, and receipts — organized by type and always ready for tax season.
1099 Tracker
Track which contractors you've paid over $600 and manage the 1099 filing process end to end.
Track Your Money
Transaction Tracking
Log income and expenses manually or via import. Attach receipts by uploading a file or taking a photo with your camera.
AI CSV Import
Upload your bank or PayPal export and let AI automatically categorize each transaction to the right Schedule C line.
Mileage Log
Track every business mile you drive. We apply the current IRS standard rate and calculate your deduction automatically.
Asset Depreciation
Log equipment, vehicles, and property. Supports Section 179, straight-line, and bonus depreciation methods.
Classification Rules
Keyword-based rules automatically apply the correct type and category to imported transactions.
Smart Import Strategy
For large PDFs or multiple bank statements, upload via the Documents tab and click 'Process'.
Loan & Bank Ready
Lender-Ready Financial Statements
Generate a professional income statement, balance sheet, and cash flow statement in one click — the exact documents banks and lenders ask for when you apply for funding.
Prove Your Income with Confidence
Walk into any loan, SBA, mortgage, or lease application with clean, organized financials that verify your self-employed income — no scrambling, no spreadsheets.
Reconciliation & Clean Books
Match your records against bank statements so your numbers are accurate and trustworthy — exactly what underwriters expect to see.
Category-Based Expense Budgets
Set monthly budget targets for each expense category and track actual vs. budget spending in real time. Visual charts show where you're over or under — keeping you on top of cash flow all year.
Set Up Quickly
Setup Checklist
A guided onboarding checklist walks you through every setup step so nothing gets skipped.
Tax Knowledge Base
A built-in guide covering LLC taxation, self-employment tax, deduction strategies, and quarterly payment planning.
Explore the Interface
See how Victally's features come together in a clean, intuitive interface
Dashboard
Real-time financial metrics and AI insights
Transactions
Track and categorize all income and expenses
Multi-File Import
AI-powered import from banks and PayPal
AI Insights
Financial health analysis and action steps
AI Forecast
90-day projections and growth scenarios
AI Tax Advisor
Personalized tax reduction strategies
Tax Opportunities
Discover credits and deductions you may qualify for
Tax Summary
CPA-ready reports with one click
Budget Tracker
Set budgets and track spending by category