---
title: "Form 5472: AI Sorts Your Bank Transactions — video | SingleFax"
description: "A 27-second Short: list your owner and related parties, and our AI suggests a category and counterparty for each bank transaction. Demo data. Not tax advice."
canonical_url: "https://singlefax.com/videos/form-5472-ai-bank-transactions"
meta:
  "og:description": "A 27-second Short: list your owner and related parties, and our AI suggests a category and counterparty for each bank transaction. Demo data. Not tax advice."
  "og:image": "https://singlefax.com/images/videos/form-5472-ai-bank-transactions.webp"
  "og:image:alt": "Form 5472: AI Sorts Your Bank Transactions — video"
  "og:image:height": "720"
  "og:image:type": image/webp
  "og:image:width": "1280"
  "og:title": "Form 5472: AI Sorts Your Bank Transactions"
---

> Index of every page on this site: [llms.txt](https://singlefax.com/llms.txt)

[singlefax](https://singlefax.com/)

[Send & receive](https://singlefax.com/send-or-receive-fax) [For companies](https://singlefax.com/for-companies)Solutions [Pricing](https://singlefax.com/pricing) [Blog](https://singlefax.com/blog)

<details>

<summary>Language</summary>



<a href="https://singlefax.com/de/videos/formular-5472-banktransaktionen-mit-ki">Deutsch</a><a href="https://singlefax.com/fr/videos/formulaire-5472-operations-bancaires-ia">Français</a><a href="https://singlefax.com/es/videos/formulario-5472-operaciones-bancarias-ia">Español</a><a href="https://singlefax.com/it/video/modulo-5472-movimenti-bancari-ia">Italiano</a><a href="https://singlefax.com/zh-tw/%E5%BD%B1%E7%89%87/5472%E8%A1%A8%E6%A0%BC-ai%E9%8A%80%E8%A1%8C%E4%BA%A4%E6%98%93%E5%88%86%E9%A1%9E">繁體中文</a><a href="https://singlefax.com/pt-br/videos/formulario-5472-transacoes-bancarias-ia">Português do Brasil</a><a href="https://singlefax.com/tr/videolar/form-5472-banka-islemlerini-yapay-zeka-ile-siniflandirma">Türkçe</a><a href="https://singlefax.com/ko/%EB%8F%99%EC%98%81%EC%83%81/%EC%96%91%EC%8B%9D-5472-%EC%9D%80%ED%96%89-%EA%B1%B0%EB%9E%98-ai-%EB%B6%84%EB%A5%98">한국어</a><a href="https://singlefax.com/ja/%E5%8B%95%E7%94%BB/%E3%83%95%E3%82%A9%E3%83%BC%E3%83%A05472-%E9%8A%80%E8%A1%8C%E5%8F%96%E5%BC%95-ai%E5%88%86%E9%A1%9E">日本語</a><a href="https://singlefax.com/ar/%D9%81%D9%8A%D8%AF%D9%8A%D9%88%D9%87%D8%A7%D8%AA/%D9%86%D9%85%D9%88%D8%B0%D8%AC-5472-%D8%AA%D8%B5%D9%86%D9%8A%D9%81-%D8%A7%D9%84%D9%85%D8%B9%D8%A7%D9%85%D9%84%D8%A7%D8%AA-%D8%A7%D9%84%D8%A8%D9%86%D9%83%D9%8A%D8%A9-%D8%A8%D8%A7%D9%84%D8%B0%D9%83%D8%A7%D8%A1-%D8%A7%D9%84%D8%A7%D8%B5%D8%B7%D9%86%D8%A7%D8%B9%D9%8A">العربية</a>

</details>

[Sign in](https://singlefax.com/login)

# Form 5472: AI Sorts Your Bank Transactions

28-second video walkthrough

*Form 5472 AI transaction sorting Short · 28 seconds [Watch on YouTube](https://www.youtube.com/watch?v=Y7zj2l0Kq7E)*

Current guided filing fee: $49.99. Prices in the recording may be older.

## In this video

A 27-second Short: list your owner and related parties, and our AI suggests a category and counterparty for each bank transaction. Demo data. Not tax advice.

1. [0:00List your owner and related parties](https://singlefax.com/videos/form-5472-ai-bank-transactions?t=0)
2. [0:10AI suggests a category](https://singlefax.com/videos/form-5472-ai-bank-transactions?t=10)
3. [0:17Confirm anything unclear](https://singlefax.com/videos/form-5472-ai-bank-transactions?t=17)
4. [0:23Guided Form 5472](https://singlefax.com/videos/form-5472-ai-bank-transactions?t=23)

## Transcript

[0:00](https://singlefax.com/videos/form-5472-ai-bank-transactions?t=0)Turn a year of bank records into Form 5472 totals. First, list your owner and related companies, and how they appear on your bank statement.

[0:10](https://singlefax.com/videos/form-5472-ai-bank-transactions?t=10)Our specialized AI agent reads every transaction and suggests a category and who it was with.

[0:17](https://singlefax.com/videos/form-5472-ai-bank-transactions?t=17)Anything unclear becomes a simple question. You confirm, and the totals are filled in.

[0:23](https://singlefax.com/videos/form-5472-ai-bank-transactions?t=23)Guided Form 5472 at singlefax.com.

[File Form 5472 guided](https://singlefax.com/file-5472) [How to port your fax number — video](https://singlefax.com/videos/port-your-fax-number) [How to fax from your computer — video](https://singlefax.com/videos/fax-from-computer) [How to fax from your phone — video](https://singlefax.com/videos/fax-from-phone) [How to test a fax machine — video](https://singlefax.com/videos/how-to-test-a-fax-machine) [How to Add a Fax Cover Sheet (Step by Step) — video](https://singlefax.com/videos/make-a-fax-cover-sheet) [Add a Fax Cover Sheet in Seconds — video](https://singlefax.com/videos/fax-cover-sheet-in-60-seconds) [How to Fax Form 5472 to the IRS (Step by Step) — video](https://singlefax.com/videos/file-form-5472-by-fax) [Form 5472: The $25,000 Penalty — video](https://singlefax.com/videos/form-5472-penalty-25000) [How to Fax From Gmail (Number in the Subject) — video](https://singlefax.com/videos/how-to-fax-from-gmail) [The Fax Number Goes in the Subject Line (Gmail Fax Trick) — video](https://singlefax.com/videos/gmail-fax-subject-line) [How to Fax From Your Android Phone — video](https://singlefax.com/videos/fax-from-android) [Form 5472 Walkthrough: File for a Foreign-Owned LLC — video](https://singlefax.com/videos/form-5472-walkthrough) [Form 5472 Due Date: April 15 (October 15 with Form 7004) — video](https://singlefax.com/videos/form-5472-due-date) [All videos](https://singlefax.com/videos)

[singlefax](https://singlefax.com/)

Send once. Receive when you need to.

[![Get SingleFax on the App Store](https://singlefax.com/images/app-store-badge.svg)](https://apps.apple.com/app/id6810689541) [![Get it on Google Play](https://singlefax.com/images/google-play-badge.png)](https://play.google.com/store/apps/details?id=com.monocube.singlefax)

[Add to Chrome](https://chromewebstore.google.com/detail/singlefax-fax-a-document/ojpmpilgkmjcfebhpkdmmjlkbcifkkej) [SingleFax on LinkedIn](https://www.linkedin.com/company/singlefax/) [SingleFax on Facebook](https://www.facebook.com/singlefax) [SingleFax on Instagram](https://www.instagram.com/singlefax.app) [SingleFax on Threads](https://www.threads.com/@singlefax.app) [SingleFax on YouTube](https://www.youtube.com/@singlefax) [SingleFax on GitHub](https://github.com/SingleFax)

## Fax services

- [Send a fax](https://singlefax.com/send-or-receive-fax?type=send)
- [Receive faxes](https://singlefax.com/send-or-receive-fax?type=receive)
- [Free 24-hour number](https://singlefax.com/free-fax-number)
- [Lifetime number](https://singlefax.com/lifetime-fax-number)
- [Number porting](https://singlefax.com/number-porting)
- [Test fax](https://singlefax.com/test-fax-number)
- [Company plans](https://singlefax.com/for-companies)
- [HIPAA Secure](https://singlefax.com/hipaa-fax)
- [Online fax](https://singlefax.com/online-fax)
- [Email to fax](https://singlefax.com/email-to-fax)
- [WhatsApp to fax](https://singlefax.com/whatsapp-to-fax)

## IRS filings

- [All IRS filings](https://singlefax.com/irs-filings)
- [EIN · Form SS-4](https://singlefax.com/get-ein)
- [Form 5472](https://singlefax.com/file-5472)
- [Form 7004](https://singlefax.com/file-7004)
- [Form 2553](https://singlefax.com/file-2553)
- [Form 2848](https://singlefax.com/file-2848)
- [Form 4506-T](https://singlefax.com/file-4506-t)
- [Form 8821](https://singlefax.com/file-8821)
- [Form 8802](https://singlefax.com/file-8802)
- [Form 8655](https://singlefax.com/file-8655)
- [Form 3911](https://singlefax.com/file-3911)
- [Form 8233](https://singlefax.com/file-8233)
- [NY POA-1](https://singlefax.com/file-ny-poa-1)

## Tools & resources

- [Free fax tools](https://singlefax.com/free-fax-tools)
- [Fax services near me](https://singlefax.com/fax-near-me)
- [Prepare a fax PDF](https://singlefax.com/prepare-fax)
- [Printable test page](https://singlefax.com/fax-test-page)
- [Cover sheets](https://singlefax.com/fax-cover-sheet)
- [Mobile app](https://singlefax.com/mobile-app)
- [Chrome extension](https://singlefax.com/chrome-extension)
- [Developers](https://singlefax.com/developers)
- [AI fax agents](https://singlefax.com/agents)
- [Versioning](https://singlefax.com/versioning)
- [Congress fax directory](https://singlefax.com/fax/congress)
- [Senate fax directory](https://singlefax.com/fax/senate)
- [Governor fax directory](https://singlefax.com/fax/governors)

## SingleFax

- [Pricing](https://singlefax.com/pricing)
- [Blog](https://singlefax.com/blog)
- [About](https://singlefax.com/about)
- [Contact](https://singlefax.com/contact)
- [Support](https://singlefax.com/support)

© 2026 SingleFax

[Privacy](https://singlefax.com/privacy-policy) [Terms](https://singlefax.com/terms-of-service) [Refunds](https://singlefax.com/refund-policy) [Report abuse](https://singlefax.com/abuse)

```json
{"@context":"https://schema.org","@type":"WebPage","@id":"https://singlefax.com/videos/form-5472-ai-bank-transactions#webpage","url":"https://singlefax.com/videos/form-5472-ai-bank-transactions","name":"Form 5472: AI Sorts Your Bank Transactions","description":"A 27-second Short: list your owner and related parties, and our AI suggests a category and counterparty for each bank transaction. Demo data. Not tax advice.","primaryImageOfPage":"https://singlefax.com/images/videos/form-5472-ai-bank-transactions.webp","mainEntity":{"@id":"https://singlefax.com/videos/form-5472-ai-bank-transactions#video-Y7zj2l0Kq7E"},"isPartOf":{"@type":"CollectionPage","url":"https://singlefax.com/videos"},"breadcrumb":{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://singlefax.com/"},{"@type":"ListItem","position":2,"name":"All videos","item":"https://singlefax.com/videos"},{"@type":"ListItem","position":3,"name":"Form 5472: AI Sorts Your Bank Transactions","item":"https://singlefax.com/videos/form-5472-ai-bank-transactions"}]}}
```

```json
{"@context":"https://schema.org","@type":"VideoObject","@id":"https://singlefax.com/videos/form-5472-ai-bank-transactions#video-Y7zj2l0Kq7E","url":"https://singlefax.com/videos/form-5472-ai-bank-transactions","name":"Form 5472: AI Sorts Your Bank Transactions","description":"Turn a year of bank records into Form 5472 totals: our AI suggests a category and related party for each transaction, and you confirm anything unclear. Demo data only. Not tax advice.","thumbnailUrl":["https://singlefax.com/images/videos/form-5472-ai-bank-transactions.webp","https://i.ytimg.com/vi/Y7zj2l0Kq7E/sddefault.jpg","https://i.ytimg.com/vi/Y7zj2l0Kq7E/hqdefault.jpg"],"uploadDate":"2026-10-20T23:00:00+03:00","duration":"PT28S","embedUrl":"https://www.youtube-nocookie.com/embed/Y7zj2l0Kq7E","inLanguage":"en-US","isFamilyFriendly":true,"transcript":"Turn a year of bank records into Form 5472 totals. First, list your owner and related companies, and how they appear on your bank statement. Our specialized AI agent reads every transaction and suggests a category and who it was with. Anything unclear becomes a simple question. You confirm, and the totals are filled in. Guided Form 5472 at singlefax.com.","publisher":{"@type":"Organization","name":"SingleFax","url":"https://singlefax.com","logo":{"@type":"ImageObject","url":"https://singlefax.com/android-chrome-512x512.png"}},"hasPart":[{"@type":"Clip","name":"List your owner and related parties","startOffset":0,"endOffset":10,"url":"https://singlefax.com/videos/form-5472-ai-bank-transactions?t=0"},{"@type":"Clip","name":"AI suggests a category","startOffset":10,"endOffset":17,"url":"https://singlefax.com/videos/form-5472-ai-bank-transactions?t=10"},{"@type":"Clip","name":"Confirm anything unclear","startOffset":17,"endOffset":23,"url":"https://singlefax.com/videos/form-5472-ai-bank-transactions?t=17"},{"@type":"Clip","name":"Guided Form 5472","startOffset":23,"endOffset":28,"url":"https://singlefax.com/videos/form-5472-ai-bank-transactions?t=23"}]}
```

```json
{"@context":"https://schema.org","@graph":[{"@id":"https://singlefax.com/#website","@type":"WebSite","description":"SingleFax lets you send and receive one time faxes from your phone or computer. No signup & account registration required.","inLanguage":"en","name":"SingleFax - Send & Receive one time faxes","url":"https://singlefax.com/","workTranslation":[{"@id":"https://singlefax.com/de#website"},{"@id":"https://singlefax.com/fr#website"},{"@id":"https://singlefax.com/es#website"},{"@id":"https://singlefax.com/it#website"},{"@id":"https://singlefax.com/zh-tw#website"},{"@id":"https://singlefax.com/pt-br#website"},{"@id":"https://singlefax.com/tr#website"},{"@id":"https://singlefax.com/ko#website"},{"@id":"https://singlefax.com/ja#website"},{"@id":"https://singlefax.com/ar#website"}]},{"@id":"https://singlefax.com/videos/form-5472-ai-bank-transactions#webpage","@type":"WebPage","description":"A 27-second Short: list your owner and related parties, and our AI suggests a category and counterparty for each bank transaction. Demo data. Not tax advice.","name":"Form 5472: AI Sorts Your Bank Transactions — video","url":"https://singlefax.com/videos/form-5472-ai-bank-transactions","isPartOf":{"@id":"https://singlefax.com/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://singlefax.com/videos/form-5472-ai-bank-transactions"]}]}]}
```