AI Project Tool

Turn tax workflows into structured, auditable systems.

Sinaxe turns complex tax work into structured, auditable, AI-assisted workflows.

Productivity Features

Made for how your team actually works.

Tax work is still trapped across spreadsheets, emails, documents, and people’s heads.

help AI understand the workflow context

Easily track reasoning, sources, decisions, and steps behind the work.

Built for fast-moving teams.

Collaborate in real time with live edits and comments.

preserve audit trails across sessions

Turn recurring tax processes into reusable workflows that can be shared,

track sources, evidence, and work history

Help new team members understand not only the final numbers, but the reasoning, sources, decisions, and steps behind the work.

Key Capabilities

The workflow layer for tax and fiscal teams.

Sinaxe adds the missing layer around Excel-based work: sources, evidence, context, AI assistance, approvals, and audit history.

Structured for clarity

Launch-ready in minutes

Clean and focused UX

Scales with complex teams

Right person, right task

Workflow Builder

For fiscal teams to build repeatable processes from sources, calculations, review steps, and outputs.

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Right person, right task

Workflow Builder

For fiscal teams to build repeatable processes from sources, calculations, review steps, and outputs.

Learn More

Right person, right task

Workflow Builder

For fiscal teams to build repeatable processes from sources, calculations, review steps, and outputs.

Learn More

Clarity at a glance

Document Intelligence

Extract, summarize, and structure information from any document seamlessly.

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Clarity at a glance

Document Intelligence

Extract, summarize, and structure information from any document seamlessly.

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Clarity at a glance

Document Intelligence

Extract, summarize, and structure information from any document seamlessly.

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Work your way

Evidence-Based Calculations

Link each value to documents, source lines, user decisions, assumptions, and calculation history.

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Work your way

Evidence-Based Calculations

Link each value to documents, source lines, user decisions, assumptions, and calculation history.

Learn More

Work your way

Evidence-Based Calculations

Link each value to documents, source lines, user decisions, assumptions, and calculation history.

Learn More

Work your way

AI-Assisted Review

Use AI to suggest mappings, identify inconsistencies, explain context, and support review without replacing professional judgment.

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Work your way

AI-Assisted Review

Use AI to suggest mappings, identify inconsistencies, explain context, and support review without replacing professional judgment.

Learn More

Work your way

AI-Assisted Review

Use AI to suggest mappings, identify inconsistencies, explain context, and support review without replacing professional judgment.

Learn More

Work your way

Audit Trail

Track who changed what, when, why, and from which source.

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Work your way

Audit Trail

Track who changed what, when, why, and from which source.

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Work your way

Audit Trail

Track who changed what, when, why, and from which source.

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Get Things Done

Handle complex workflows without the chaos.

Adapts to shifting priorities and real workflows — keeping projects aligned, teams accountable, and decisions clear.

Built with team logic

Adapts as work evolves

Insights without setup

Dynamic Workload Balancing

Tasks are automatically distributed based on each member’s bandwidth, so no one’s overbooked or underused.

Dynamic Workload Balancing

Tasks are automatically distributed based on each member’s bandwidth, so no one’s overbooked or underused.

Context-Aware Task Views

Switch seamlessly between project views — from team-wide timelines to individual to-dos — all tied to real context.

Context-Aware Task Views

Switch seamlessly between project views — from team-wide timelines to individual to-dos — all tied to real context.

Built-In Decision Intelligence

AI analyzes patterns in your team’s workflows to recommend next actions, assign owners, and flag inefficiencies.

Built-In Decision Intelligence

AI analyzes patterns in your team’s workflows to recommend next actions, assign owners, and flag inefficiencies.

Collaborative Task Canvas

Each task has its own collaborative thread with notes, comments, and file sharing — no need to switch tools.

Collaborative Task Canvas

Each task has its own collaborative thread with notes, comments, and file sharing — no need to switch tools.

Enterprise-Ready Structure

From small teams to enterprise org charts, structure tasks across departments, assign roles, and maintain clarity.

Enterprise-Ready Structure

From small teams to enterprise org charts, structure tasks across departments, assign roles, and maintain clarity.

Why Teams Choose Us

Boost clarity, speed, and team flow.

Packed with thoughtful features that help teams stay aligned, avoid confusion, and move fast — without the chaos.

Zero Overlap Planning

Prevent task conflicts with built-in smart scheduling.

Zero Overlap Planning

Prevent task conflicts with built-in smart scheduling.

Click-to-Act Notifications

Act fast with alerts—no clutter or missed updates.

Click-to-Act Notifications

Act fast with alerts—no clutter or missed updates.

Offline-Ready Sync

Stay synced—updates auto-load once you're online.

Offline-Ready Sync

Stay synced—updates auto-load once you're online.

Built-In Audit Trail

Track every edit and action with built-in transparency.

Built-In Audit Trail

Track every edit and action with built-in transparency.

Smart Recurring Tasks

Automate with flexible task logic and helpful reminders.

Smart Recurring Tasks

Automate with flexible task logic and helpful reminders.

Human-Centered Design

Built for clarity, ease, and real-world user needs and habits.

Human-Centered Design

Built for clarity, ease, and real-world user needs and habits.

What Teams Are Saying

See what our users are saying.

Real stories from teams who streamlined their workflow and delivered more with less.

Ava Cooper
Customer Success Lead
We’re hitting deadlines faster than ever — with fewer surprises and more clarity.
Liam Thompson
Tech Lead
We’ve tried many platforms — this is the first that adapts to how we actually work.
Chloe Bennett
Product Manager
This tool reduced status meetings and keeps us focused on key goals.

Ava Cooper
Customer Success Lead
We’re hitting deadlines faster than ever — with fewer surprises and more clarity.
Liam Thompson
Tech Lead
We’ve tried many platforms — this is the first that adapts to how we actually work.
Chloe Bennett
Product Manager
This tool reduced status meetings and keeps us focused on key goals.

Dylan Carter
Operations Lead
Assigning and tracking tasks is now seamless. Our workflow feels 10x faster.
Emily Parker
Project Coordinator
I can finally see what everyone’s working on without constantly checking in.
Mason Rivera
Scrum Master
Real-time edits and AI suggestions make our sprint planning incredibly smooth.