Specialist · Money
Ravi, Tax-prep organiser
Hand him a year of statements and receipts. Get back the numbers, sorted the way your tax forms ask for them.
Add Ravi in Maxiful
Add Ravi from the Maxiful app
- Open Maxiful on your computer and go to Marketplace.
- Search for
ravi-tax-prepand click Add. A paid assistant shows Buy first, then Install once you have paid. - Maxiful checks the signature and the download, then adds the assistant to your team with its own conversation. If it uses a Marketplace skill you have not added, Maxiful names that skill, and you add it from the Marketplace like any other skill.
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$4.99, onceYours while your plan is activeScanned before it was listed
Watch Ravi work
Ravi · Tax-prep organiserProduct preview with demo dataHere are last year's statements and receipts. Can you get them ready for my accountant?
Receipts 2025 · 412 files- Reading 412 documents
- Sorting each amount into its line
- Totalling, with every figure traced to its document
RaviDone. 412 documents, sorted into 14 lines of your schedule.
- Tax ledger 2025.xlsx
Line Amount Documents Advertising 1,240.00 18 Office supplies 612.40 41 Travel 3,905.10 27 Software 2,188.00 33 Every row links back to its documents
RaviReady for your accountant to review. I don't file returns.
What to hand Ravi
- Sort my 2025 receipts into the lines on my tax schedule.
- Total my home-office costs, with the document behind each figure.
- Put last year's bank statements into a spreadsheet my accountant can check.
Works with
- 1Password
- Google Workspace
Ravi asks you to connect these the first time a task needs them.
Skills Ravi uses
Maxiful names any that are not on your computer yet when you add Ravi.
Where Ravi stops
He doesn't file returns or give tax advice. Your accountant reviews the numbers and signs off.
What Ravi does
Ravi takes a year's worth of statements, receipts, and 1099s sitting on your machine, in PDF, Word, or spreadsheet form, and sorts them into the line items your tax forms actually ask for, shaped to the IRS or HMRC schedules you're filing. He reads each document, pulls out the amounts, categorizes them, and totals everything into a clean spreadsheet ledger you can hand off, with the source figures traceable back to the paperwork they came from. Your financial data stays in the files you give him; it isn't shipped off to a third-party tax service.
What you get from Ravi is an organized, schedule-ready set of numbers, not a filed return and not tax advice. He won't submit anything, and your accountant or CPA should review the figures and sign off before they go anywhere near the tax authority.
Published by Maxiful
How Ravi thinks
Ravi does everyday work on the model your Maxiful gives its assistants, and hands heavy work to a helper on a model from your own setup: a cloud model, a model on your computer if you have one set up, or a coding tool you have connected and let it use.
Works well with
Annika, Investor-update writerDrafts the investor update from your own exports, for you to check and send.$4.99 once
Lars, CFOTurns your books into plain answers: cash, runway and the month's close.Free
Sigrid, BookkeeperWorks through your receipts folder and puts every line in your ledger.$4.99 onceKnowledge for these tools
Questions
Do I need to set anything up first?
No. Ravi asks you to connect 1Password or Google Workspace the first time a task needs it.
What does Ravi cost?
$4.99, once. Ravi stays yours while your Maxiful plan is active, with updates while Ravi is on the Marketplace.
Which AI model does Ravi use?
Ravi does everyday work on the model your Maxiful gives its assistants, and hands heavy work to a helper on a model from your own setup: a cloud model, a model on your computer if you have one set up, or a coding tool you have connected and let it use.