Real-time bookkeeping, tax strategy and business banking for creators, coaches, consultants and online business owners
Enterprise invoice factoring software for factoring companies
Stage
Startup
Established
Founded
2026
Not given
Based in
US
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Pricing model
Paid
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Pricing
LLC Bundle: $249/month for businesses making $40K-$69K, includes monthly profit and loss reports, tax set-aside management, expense categorization, real-time dashboard, and individual tax return. S Corp Bundle: $349/month for businesses making $70K+, includes S Corp election, business return, averag
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Key features
Automated bookkeeping and expense categorization
Real-time financial dashboard
Payroll processing and administration
Tax strategy and S-Corp optimization
Federal, state and local tax filing across 48+ jurisdictions
Business bank account connections
Dedicated US-based bookkeeper support
Multi-entity and multi-state tax support
Accounts receivable and payable management
CFO advisory and financial planning
Client and debtor onboarding with automated KYB/KYC checks and document workflows
Invoice verification with duplicate detection and fraud checks
Risk scoring and credit intelligence with real-time exposure monitoring
Automated funding with configurable advance rates and batch disbursements
Reserve and escrow management with automated tracking and settlement
Collections and cash posting with automated dispute handling
Flexible pricing, fees and interest configuration
Client and partner portals for self-service invoice and funding status tracking
Real-time dashboards and audit-ready reporting
API integrations and ecosystem connectivity
What makes it different
Average $10,000/year tax savings for members
Real accountants specializing in small business, not automated service
Automatic deduction discovery and tax optimization
Scales from solo LLC to complex multi-entity businesses
Books close automatically with accountants and engineers working together
Processes 50,000+ invoices daily with 99.9% uptime reliability
Reduces daily invoice verification time from hours to minutes through automation
Built on 18+ years of proven factoring technology expertise
Supports multiple factoring models with fully configurable workflows