Butler Tax
Butler Tax is an accounting SaaS for small businesses and the tax accounting firms that advise them.
Key Features
- Document Management — Upload receipts and invoices with AI-powered OCR extraction
- Approval Workflow — Multi-step approval with configurable rules per document type and amount threshold
- Bank Reconciliation (消込) — AI-scored matching between bank transactions and documents
- Books & Closing (帳簿・決算) — Journal entries, trial balance, P/L, balance sheet, and general ledger derived deterministically from booked entries; monthly close locks finished months (role
accounting+, under the 財務管理 mode). Approved documents and confirmed reconciliations generate draft journal entries automatically — accounting reviews and confirms them in the journal page before they reach the reports. Year-end adjustments (inventory, allowances, accrued taxes, prepaid expenses) have a guided 決算整理 page with journal-CSV import - Butler Chat — AI assistant that can look up data and execute approvals, reconciliation, exports, and notifications on your behalf
- Tax Firm Portal — Tax firms can review client status and operate on behalf of their clients with full audit trail
User Roles
| Role | Who | Access |
|---|---|---|
staff | General employees | Submit expenses, view own documents |
approver | Team leads | Approve documents within their scope |
accounting | Accountants | Full accounting access, reconciliation |
manager | Department managers | Department-level management |
admin | Administrators | Full access, including settings |
Administrators can override the default minimum role for many features via Settings → Permissions.
Tax Firm Features
- Review each client company's status and pending items at a glance
- "View as Client" — operate on the client company's data with accounting-level permissions; all actions are logged with the tax firm's identity
- Set base journal rules that apply to all client companies
- Configure per-client alert thresholds (overdue invoices, unreconciled transactions, stale rejections, etc.)
Data Privacy
Personal information (company addresses, phone numbers, bank account numbers, vendor contact details) is stored separately in Firestore. Business operational data (documents, approvals, transactions, audit logs) is stored in MongoDB. The two are linked by firebase_uid.