Stop Surviving. Start Profiting.
Opturna Tax™ is your all-in-one business financial command center — built to help you keep more of what you earn.
Financial Health
87/100
Margin
18.5%
Runway
4.2 mo
Tax Saved
$12,450
Reserve
$28,000
Everything You Need to Succeed
A complete operating system for smart business financial management.
5 Smart Accounts
Income, Profit, Owner Pay, Tax, and OpEx accounts with automatic allocation calculations.
Bank Connection
Connect your bank accounts via Plaid for real-time balances and transactions.
Financial Health Score
Track your business health with a 0-100 score and actionable recommendations.
Tax Planning
Strategic tax planning with quarterly estimates and entity type comparison.
475+ Deductions
Comprehensive deduction library with IRS rules, filterable by business type.
CPA Reports
Export professional PDF and CSV reports to share with your accountant.
Smart Reminders
Email and SMS reminders on the 10th and 25th to never miss an allocation.
Mobile Ready
Access your financial dashboard anywhere with our mobile-responsive design.
Bank-Level Security
Your data is protected with enterprise-grade encryption and security.
From Setup to Savings in Minutes
Opturna Tax™ handles the complexity so you can focus on growing your business.
Connect Your Business
Select your industry and Opturna auto-configures your expense categories, tax rules, and likely deductions. No manual setup — we support 20+ industries out of the box.
- Industry-specific auto-setup in seconds
- 20+ industries with pre-built tax categories
- Smart accounts created: Income, Profit, Owner Pay, Tax, OpEx
+ 15 more industries
Starbucks - Office Meeting
-$42.50
Adobe Creative Cloud
-$54.99
Home Depot - Materials
-$189.00
Automated Bookkeeping & Categorization
Transactions are automatically categorized using custom rules you set or ones Opturna learns from your industry. Snap a receipt and our AI reads it instantly.
- Custom categorization rules that run automatically
- Receipt OCR — snap a photo, AI extracts the details
- Transaction matching catches potential deductions you'd miss
Tax Planning That Works Year-Round
Stop scrambling in April. Opturna calculates estimated quarterly taxes, surfaces deductions you're missing, and gives you a real-time picture of your tax liability.
- Quarterly estimated tax calculations by entity type
- 475+ deduction library filtered to your business
- Auto-detected deductions from your transaction history
- Pay quarterly taxes through IRS Direct Pay — we'll redirect you to the IRS site
Estimated Tax Savings This Year
$12,450
Your profit margin is 18.5% — healthy, but your marketing spend is 42% of expenses. Consider diversifying. Also, you have 3 unclaimed deductions worth ~$2,300. Want me to break those down?
Your AI Financial Assistant
Ask questions in plain English and get answers based on your actual numbers. Business health checks, CPA prep questions, and deduction insights — always available.
- Real-time business health scoring with actionable advice
- Generates CPA-ready questions based on your financials
- Knows your P&L, cash flow, and deduction history
Profit-First Allocation & Cash Flow
Every dollar gets a job. On the 10th and 25th, allocate income across your 5 smart accounts. Watch your financial health score climb as you build reserves and take profit.
- 5 smart accounts keep your money organized automatically
- Cash flow projections show you months ahead
- Quarterly reviews and profit distributions on schedule
Financial Health Score
"Most businesses overpay in taxes because they don't plan ahead. Opturna changes that."
No credit card required. Set up in under 2 minutes.
Founders Who Stopped Guessing
Real startup founders who switched from spreadsheets and chaos to Opturna.
Jake Moretti
Co-founder, Stackline (SaaS, Series A)
"We were burning cash and had no idea our tax bill was going to be $47K. Opturna flagged it in Q2 and helped us set aside the right amount. That alone saved us from a cash crunch that could've killed our runway."
Priya Nair
Founder & CEO, BoldPath Studio
"I bootstrapped my agency to $600K ARR but I was still using a Google Sheet for finances. Opturna's Profit-First accounts forced me to actually pay myself. First time in 2 years I took a real salary."
Sam Okafor
CTO turned Solo Founder, Loopkey
"I'm technical, not financial. Opturna's AI assistant literally explains my numbers to me like I'm five. I found $8K in unclaimed deductions I had no clue about — home office, software, even my coworking membership."
Elena Torres
Founder, Madera Supply Co. (E-commerce)
"Tax season used to mean two weeks of panic and a $3K accountant bill. Now I just export the CPA report and my accountant is done in an hour. He actually asked me what software I was using."
Choose Your Plan
Start with a 7-day free trial. No credit card required.
Starter
Perfect for new entrepreneurs
- 1 business
- 5 Opturna accounts
- Basic allocation tracking
- Email reminders
- Deductions library
- Basic reports
Pro
For growing businesses ready to scale
- 3 businesses
- 5 Opturna accounts
- Bank connections (Plaid)
- PDF & CSV exports
- Tax planning tools
- Email & SMS reminders
- CPA email reports
- Financial health score
Enterprise
Full power for established businesses
- Unlimited businesses
- 5 Opturna accounts
- Bank connections (Plaid)
- PDF & CSV exports
- Tax planning tools
- Email & SMS reminders
- CPA email reports
- Financial health score
- Priority support
- Custom reports
Wealth Builder
Tax App + Wealth Engine for serious builders
- Everything in Enterprise
- Wealth Engine
- Available to Deploy calc
- Goal tracking & contributions
- Allocation suggestions
- Insights Engine
- Activate This Step actions
- Dedicated onboarding
All plans include a 7-day free trial. Cancel anytime.
Ready to Take Control of Your Finances?
Join thousands of business owners using Opturna Tax™ to automate bookkeeping, maximize deductions, and build real wealth.
No credit card required. Set up in under 2 minutes.
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