TaxHacker is a self-hosted accounting app for freelancers and small businesses who want to save time and automate tracking expences and income with power of GenAI. It can recognise uploaded photos or PDF files and automatically extract important transaction data: name, total amount, date, category, VAT amount, etc, and save it in a table in a structured way.

Automatic currency conversion on a day of transaction is also supported (even for crypto). TaxHacker can save you time filling endless Excel spreadsheets with expences and income.

A built-in system of powerful filters allows you to then export transactions with their files in the specified period of time for tax filing or other reporting.

[!NOTE]

TaxHacker is a single-user app. SaaS version will probably appear in the future if anyone is interested. Stay tuned for updates.

[!IMPORTANT]

This project is still at a very early stage. Star Us to receive new release notifications from GitHub ⭐️

✨ Features

`1` Upload photos or documents to analyze with LLM

Take a photo on upload or a PDF and TaxHacker will automatically recognise, categorise and store transaction information.

Extracts key information like date, amount, and vendor
Categorizes transactions based on content
Stores everything in a structured format for easy filtering and retrieval
Organizes documents for tax season

TaxHacker recognizes a wide variety of documents including store receipts, restaurant bills, invoices, bank checks, letters, even handwritten receipts.

`2` Multi-currency support with automatic conversion (even for crypto)

TaxHacker automatically converts foreign currencies and even knows the historical exchange rates on the invoice date.

Automatic detection of different currencies
Real-time currency conversion to your base currency
Historical exchange rate lookup for past transactions
Support for over 170 world currencies and 14 popular cryptocurrencies (BTC, ETC, LTC, DOT, etc)!

`3` Customize any LLM prompt

You can customize LLM Prompts for built-in fields, categories, and projects, as well as modify global templates in the application settings. This allows to customize the quality of recognizing specific things to your specific use-cases.

General prompt template is configurable is settings
Create custom extraction rules for your specific needs
Adjust field extraction priorities and naming conventions
Fine-tune the AI for your industry-specific documents

The whole extraction process is under your contoll all the time!

`4` Create custom fields, projects, categories

Adapt TaxHacker to your specific tracking needs. You can create new fields, projects or categories to extract additional information from documents. For example, if you need to save emails, addresses, and any custom information into separate fields, you can do it. Custom fields will be available when exporting too.

Create unlimited custom fields for transaction tracking
Automatically extract custom field data using AI
Include custom fields in exports and reports
Create new categories or projects to organise your transactions and filter by them

`5` Flexible data filtering and export

Once all documents have been uploaded and analyzed, you can view, filter and export your transaction history.

Filter transactions by time, category, and other features
Use full-text search by recognized document content
Export filtered transactions to CSV with attached documents
Upload your entire income and expense history at the end of the year for your tax advisor to analyze

`6` Local data storage and self-hosting

🛳 Deploying or Self-hosting

TaxHacker can be self-hosted on your own infrastructure for complete control over your data and application environment. If you don't have your own server, you can use Vercel to quickly deploy the app just for yourself.

`A` Deploying with Vercel

Deploy your own instance of TaxHacker with Vercel in just a few clicks:

Prepare your OpenAI API Key for the AI features
Click the deploy button below
Configure your environment variables in the Vercel dashboard
(Optional) Connect your custom domain

`B` Deploying with Docker

For server deployment, we provide a Docker image and Docker Compose files that makes setting up TaxHacker simple:

# Clone the repository
git clone https://github.com/vas3k/TaxHacker.git
cd TaxHacker

# Or use docker-compose (recommended)
docker compose up

New docker image is automatically built and published on every new release. You can use specific version tags (e.g. v1.0.0) or latest for the most recent version.

For more advanced setups, you can adapt Docker Compose configuration to your own needs. The default configuration uses the pre-built image from GHCR, but you can still build locally using the provided Dockerfile if needed.

services:
  app:
    image: ghcr.io/vas3k/taxhacker:latest
    ports:
      - "3000:3000"
    environment:
      - UPLOAD_PATH=/app/uploads
      - NODE_ENV=production
      - DATABASE_URL=file:/app/data/db.sqlite
    volumes:
      - ./uploads:/app/uploads
      - ./data:/app/data
    restart: unless-stopped

Environment Variables

Configure TaxHacker to suit your needs with these environment variables:

Variable	Required	Description	Example
`UPLOAD_PATH`	Yes	Local directory for uploading files	`./upload`
`DATABASE_URL`	Yes	Database file for SQLite	`file:./db.sqlite`
`PROMPT_ANALYSE_NEW_FILE`	No	Default prompt for LLM	`Act as an accountant...`

⌨️ Local Development

We use:

Next.js version 15+ or later
Prisma for database ORM and migrations
SQLite as a database
Ghostscript and graphicsmagick libs for PDF files (can be installed on macOS via brew install gs graphicsmagick)

Set up a local development environment with these steps:

# Clone the repository
git clone https://github.com/vas3k/TaxHacker.git
cd TaxHacker

# Install dependencies
npm install

# Set up environment variables
cp .env.example .env
# Edit .env with your configuration

# Generate Prisma client
npx prisma generate

# Seed the database (optional)
npm run seed

# Start the development server with Turbopack
npm run dev

Visit http://localhost:3000 to see your local instance of TaxHacker.

For a production build:

# Build the application
npm run build

# Start the production server
npm run start

🤝 Contributing

Contributions to TaxHacker are welcome and appreciated! Here's how you can help:

Bug Reports: File detailed issues when you encounter problems
Feature Requests: Share your ideas for new features
Code Contributions: Submit pull requests to improve the application
Documentation: Help improve documentation

All work is done on GitHub through issues and pull requests.

❤️ Donate

If TaxHacker has helped you - help us in return! You donations will support maintainance and development. If you find this project valuable for your personal or business use, consider making a donation.

📄 License

TaxHacker is licensed under the MIT License - see the LICENSE file for details.

README.md Unescape Escape

TaxHacker

👋🏻 Getting Started

✨ Features

1 Upload photos or documents to analyze with LLM

2 Multi-currency support with automatic conversion (even for crypto)

3 Customize any LLM prompt

4 Create custom fields, projects, categories

5 Flexible data filtering and export

6 Local data storage and self-hosting