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

  1. Open Maxiful on your computer and go to Marketplace.
  2. Search for ravi-tax-prep and click Add. A paid assistant shows Buy first, then Install once you have paid.
  3. 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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See Ravi at work

$4.99, onceYours while your plan is activeScanned before it was listed

Ravi, the tax prep agent, drawn as a small round character wearing a visor and reading glasses and holding a calculator

Watch Ravi work

Ravi · Tax-prep organiserProduct preview with demo data
  1. Here are last year's statements and receipts. Can you get them ready for my accountant?

    Receipts 2025 · 412 files
  2. Reading 412 documents
  3. Sorting each amount into its line
  4. Totalling, with every figure traced to its document
  5. RaviDone. 412 documents, sorted into 14 lines of your schedule.

  6. Tax ledger 2025.xlsx
    LineAmountDocuments
    Advertising1,240.0018
    Office supplies612.4041
    Travel3,905.1027
    Software2,188.0033

    Every row links back to its documents

  7. 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

Knowledge 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.