# Savi Tools

> Affordable, guidance-first tax and finance tools for self-employed individuals and small US businesses — for-profit and nonprofit. Capturing your business year is free forever; paid plans turn the captured data into invoices, reports, exports, and tax set-aside.

Savi Tools is built for people who are newly self-employed or running a small business and need help managing taxes, expenses, mileage, and invoicing without the complexity of traditional accounting software. It is not accounting software — it fills the gaps that accounting software doesn't cover, helping "idea people" focus on their work while staying compliant.

Available in 9 languages: English, Spanish, Chinese, Tagalog, Vietnamese, Arabic, French, Portuguese, and Italian.

## Free Tools (no account required)

- **Self-Employment Readiness Assessment**: A guided questionnaire that evaluates whether someone is ready for self-employment and provides a personalized report.
- **Freelance Rate Calculator**: Calculates an appropriate hourly or project rate based on desired income, expenses, taxes, and billable hours.
- **Business Registration Checklist**: State-specific steps to legally register a business, including EIN, state registration, and local permits.

## Free Plan — $0, free forever (free account)

Capture, free forever, with a free Savi Tools account and the mobile app:

- Unlimited mileage tracking with automatic GPS trip detection and a year-to-date IRS deduction total in dollars
- Unlimited expense tracking (manual entry)
- Business-card scanning into a smart contact rolodex (10 scans/month), with phone-contact sync and CSV/vCard export
- AI receipt scanning (15/month)
- Warm-introduction emails between saved contacts (5/month)

## Solo Plan — $9/month

Puts the captured year to work:

- Invoicing & Client Management
- Revenue, Cost & Profitability Reports
- CSV Exports of Expenses & Mileage
- Tax Set-Aside Calculator with quarterly payment due dates
- Free seat for your accountant
- Uncapped expense tracking with OCR receipt scanning and mileage tracking on the web
- Time Tracking & Project Management
- Personal Goals & Scoreboard
- Business Glossary
- Forms Library

## Growth Plan — $19/month

Everything in Solo, plus:

- Team Management (1 group, up to 4 members)
- Expense & Mileage Approval Workflows
- Savi Tips (contextual guidance)
- Team Goals
- Location-Based Sales Tax Lookup
- Expanded Business Glossary
- Expanded Forms Library

## Team Plan — $29/month

Everything in Growth, plus:

- Accounting Software Sync (QuickBooks Online, Zoho Books, FreshBooks, Xero)
- Company Outcomes & Team Scoreboard
- Unlimited Team Members & Groups

## Accountant Directory

Savi Tools includes a directory where self-employed users can find accountants who specialize in small business and self-employment taxes. Accountants can create profiles, manage client settings, and sync data to their preferred accounting software on behalf of their clients.

## Target Audience

- Newly self-employed individuals in the United States
- Freelancers, gig workers, and independent contractors
- Small business owners (for-profit and nonprofit)
- People who use accounting software through their accountant but need simpler day-to-day tools

## Key Differentiators

- Capture is free forever: mileage, expenses, and contacts, with the IRS deduction visible in dollars
- Guidance-first: explains what to do and why, not just where to enter numbers
- Designed for people who are not accountants
- Multilingual (9 languages)
- Integrates with major accounting platforms through the accountant, not the subscriber
- Paid plans cancel anytime; data exports cleanly

## Links

- Website: https://getsavitools.com
- Privacy Policy: https://getsavitools.com/en/privacy
- Terms of Service: https://getsavitools.com/en/terms