Real-time bookkeeping, tax strategy and business banking for creators, coaches, consultants and online business owners
AI agents that automate accounting close work
Stage
Startup
Not given
Founded
2026
Not given
Based in
US
US
Pricing model
Paid
Contact for pricing
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
Not given
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
QuickBooks Online integration
SOC 2 certified security
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
Enterprise-grade security with bank-grade safeguards
Integrates directly with Sage Intacct and QuickBooks