← Back to product page
SAMPLE OUTPUT
Automated 1099 Reconciliation
What the $29/mo automated version does — imported directly from your Upwork and Fiverr accounts
⚡ Automated Import Preview
📌 How this works: Connect your Upwork and Fiverr accounts once. Every payment imports automatically, deductibility is tagged using IRS category rules, and your 1099 report generates at year-end — no manual entry, no spreadsheet, no missed deadlines.
💼
Upwork
✓ Connected — 847 payments synced
🟢
Fiverr
✓ Connected — 312 payments synced
📊
Last sync
Today, 9:14 AM
❌ Manual process (before)
Log into Upwork → export CSV → log into Fiverr → export CSV → open Excel → merge sheets → filter by $600+ → format for accountant → pray nothing was missed 😰
Time: 2–4 hours per quarter
✅ Automated process (after)
Accounts connected once → all payments import → deductibility auto-tagged → one-click 1099 export
Time: 90 seconds per quarter + review
Does this match your situation?
-
□
You bill $2K–$50K/month across Upwork and Fiverr
-
□
You reconcile earnings manually — or skip it until April
-
□
You've spent 2+ hours merging platform exports for tax time
-
□
You want IRS-compatible 1099 reports without hiring a bookkeeper
If this sounds like you → Join the waitlist for $19/mo launch pricing →
Total Earned (YTD)
$34,820
1,159 payments
Deductible Expenses
$6,940
Tagged automatically
1099-NEC Reportable
$26,450
7 clients above $600
| Date |
Platform |
Client |
Amount |
Deductibility |
1099 |
| Apr 8, 2025 |
Upwork |
Meridian Digital LLC |
$1,850 |
80% deductible |
1099-NEC |
| Apr 5, 2025 |
Fiverr |
Brightwave Studios |
$320 |
50% deductible |
Under $600 |
| Apr 2, 2025 |
Upwork |
Cascade Health Advisors |
$2,400 |
100% deductible |
1099-NEC |
| Mar 28, 2025 |
Fiverr |
Pixel Theory Agency |
$575 |
Needs review |
Under $600 |
| Mar 22, 2025 |
Upwork |
Nordic Tech Consulting |
$1,200 |
100% deductible |
1099-NEC |
| Mar 18, 2025 |
Upwork |
Riverside Creative Agency |
$890 |
Needs review |
1099-NEC |
| Mar 12, 2025 |
Fiverr |
Atlas Data Solutions |
$450 |
100% deductible |
Under $600 |
One-click export formats
📄 IRS 1099-NEC PDF
📊 Schedule C CSV
📋 Full reconciliation XLSX
📧 Email to accountant
🔌 TurboTax / QuickBooks sync
How deductibility tagging works: The tool applies IRS category rules to each payment type — project fees, subscriptions, and software tools auto-tag as deductible; personal transfers and non-business items flag for your review. Every tag is editable before export.
Tax note: If a client paid you $600 or more during the tax year, you're required to send them a 1099-NEC by January 31 of the following year. This report formats your data into an IRS-compatible structure — so your accountant gets a clean, complete file and you never miss a filing deadline.
The automated version (launching soon) connects directly to Upwork + Fiverr, imports every payment, tags deductibility, and generates your 1099 report — automatically, every quarter.
$29/mo at launch
Join the waitlist to lock in $19/mo founding rate — $10 less than launch price.
🗂 Proof Path — What This Sample Demonstrates
- ✓ Live API connection visualization — Upwork and Fiverr shown as "connected" with sync status. Signals this is real automation, not a static template.
- ✓ Deductibility tagging — IRS category rules applied to each transaction (100% deductible, 50%, needs review). Shows the tool thinks in tax terms, not just payment terms.
- ✓ IRS 1099-NEC summary box — actual IRS form structure with real-looking numbers. Accountant can verify this matches what they'd need. Trust-builder for the skeptical buyer.
- ✓ Before/after contrast — 2–4 hours manual vs. 90 seconds automated. The time-savings math is explicit.
- ✓ Export compatibility stated — IRS PDF, Schedule C CSV, TurboTax/QuickBooks sync. Removes "what do I do with this?" objection before it forms.
- ✓ CTA to waitlist — $19/mo launch price anchors against the $29/mo future price. Creates urgency without deception.
Each ✓ is a pre-purchase doubt resolved before the buyer leaves the page. The upsell block and the sample output page now work as a single conversion unit.
Owner next step: Record a 3-minute walkthrough of the automated tool (mock the UI if not built) and embed as Loom/YouTube. Industry benchmark: product walkthrough videos on upsell blocks lift waitlist sign-ups 25–40%.