New Texting-Based Tool Helps Small Business Owners Handle Their Books Without an App

A new financial technology platform called Toozi is offering small business owners a simpler way to manage their bookkeeping, taxes, and invoices — without having to learn complicated software or download another app.

A new financial technology platform called Toozi is offering small business owners a simpler way to manage their bookkeeping, taxes, and invoices — without having to learn complicated software or download another app.

The tool works entirely through text message. Business owners can send a quick text like “made $300 today” or “drove 25 miles for work,” and the system records the information, categorizes it, and keeps it ready for tax season. The platform is built specifically for solo business owners and freelancers, including barbers, hairstylists, lash technicians, mobile detailers, lawn care professionals, and other service-based workers who often handle their own books.

“Most small business owners didn’t get into their work to spend evenings figuring out spreadsheets,” a representative for Toozi said. “We built Toozi for the people who do the actual work — the ones who’d rather be with clients than buried in receipts.”

Toozi is built and operated by a team led by a tax professional with sixteen years of experience in corporate tax preparation. The platform is an IRS Authorized E-File Provider, meaning it is approved by the federal government to electronically file tax returns on behalf of its users.

The service costs $49 per month with no long-term contract. New users can try it for free by texting the word “start” to (844) 482-4881, or by visiting toozitax.app.

The company says its goal is to make tax compliance accessible to the millions of self-employed Americans who currently track their finances in notebooks, shoeboxes of receipts, or not at all — only to scramble each year when tax season arrives.

“You shouldn’t need a CPA on retainer just to know what you made last quarter,” the company representative said. “If you can text, you can run your books.”

For more information, visit toozitax.app.