Path · Solopreneurs
Run your business.
We'll handle the taxes.
Coaches, consultants, creators, and service providers — Victally gives you the full tax toolkit without the complexity of business accounting software.
What solopreneurs get with Victally
Quarterly Tax Planning
See exactly how much to set aside each quarter. Never get blindsided by an underpayment penalty again.
Full Schedule C Preparation
Every expense maps to the right Schedule C line. Print or share a CPA-ready PDF at any time.
Mileage Deduction Tracker
Log client visits, site trips, and supply runs. We automatically calculate your IRS mileage deduction.
Business Asset Depreciation
Deduct equipment, furniture, and technology using Section 179 or standard depreciation schedules.
Your finances, analyzed by AI
Victally's AI engine analyzes your real financial data to deliver personalized insights and forward-looking forecasts — no spreadsheets, no guesswork.
AI Insights
Current State Analysis
- Financial health snapshot based on your real data
- Identified strengths and areas for improvement
- Top opportunities to increase net profit
- Immediate action steps — 0 to 30 days
AI Forecast
Predictive Modeling
- 90-day income and expense projections
- 3 growth scenarios: conservative, moderate, aggressive
- Risk assessment and early warning signals
- Strategic roadmap tailored to your business
AI Tax Advisor
Tax Reduction Strategies
- Personalized strategies to legally reduce your tax bill
- Identify missed deductions and retirement opportunities
- Dollar-amount savings estimates per strategy
- Quick wins + year-end planning checklist
Powered by your real transaction data · Updates with every new entry
Built for how solopreneurs actually work
- Import transactions directly from your bank CSV
- Separate business and personal income cleanly
- Track retirement contribution deductions (SEP-IRA, Solo 401k)
- Manage home office deduction with square footage calculator
- Stay audit-ready with a complete document vault
- Hand your CPA a complete, organized summary