Use case

BankBridge for sole proprietors

3 min read
Sole proprietors file Schedule C. Ask your agent to group expenses by the lines on the form (advertising, supplies, office expense, travel, meals, utilities, etc.) and surface likely deductibles you might have missed.

What sole proprietors actually care about

  • Mapping raw transactions to Schedule C categories
  • Home-office + utilities proration
  • Meals deductibility (50% vs 100% depending on context)
  • Mileage and vehicle expenses from card charges

Three prompts to try first

  • “Group every business charge this year by Schedule C category.”
  • “What business meals have I had this month?”
  • “Show me every charge that looks like office supplies or software.”

Setup

Sign up at bankbridge.money, connect your bank(s), pick your flavor of agent (see our connect guide), paste the pre-filled snippet from your dashboard. Ask one of the prompts above and the agent handles the rest.