AI coworker for month-end close in QuickBooks Online
W-9 collection software for accounting firms
Stage
Not given
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Founded
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Based in
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US
Pricing model
Freemium
Paid
Pricing
Starter: free forever for 1 client. Basic: $149/month (includes up to 4 companies) or $1,788/year. Advanced: $299/month (includes up to 15 companies) or $3,588/year. Extra companies: $25/month or $300/year each. Tax Seat: $60/month per login (4 tax clients included, $5/mo per extra). 7-day free tria
W9Finder Founding Cohort: $1,188/year (first 25 firms, equivalent to $99/month billed annually); $1,788/year for standard annual price after founding cohort fills. Monthly plan: $149/month. Founding Cohort renews at $1,788/year unless canceled.
Key features
Close Command Center with live auto-status for multiple clients
Bank Feed Agent that categorizes transactions with confidence scores