| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
| AI invoice automation and bank reconciliation from email
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| Stage | Established
| Startup
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| Founded | Not given
| 2026
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| Based in | US
| Not given
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| Pricing model | Paid
| Freemium
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| Pricing | Solopreneur: Starting at $499/month. Business Starter: Starting at $749/month. Business Full: Starting at $999/month. Business Full + Tax Advisory: Starting at $1,499/month. Fractional CFO: Starting at $1,999/month. Fractional Controller: Starting at $1,999/month. Outsourced Accounting Department: S
| Free: 10 documents per month. Starter: $15/month billed annually ($19 monthly) for 50 documents/month. Growth: $34/month billed annually ($49 monthly) for 250 documents/month. Scale: $69/month billed annually ($99 monthly) for 500 documents/month. Premium: $139/month billed annually ($199 monthly) f
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| Key features | - Monthly bookkeeping with clean, current books and financial statements
- Payroll processing, reporting, and compliance
- Business and personal tax filings coordinated with year-round accounting
- Proactive tax planning including strategies, estimated taxes, and year-end planning
- Support with payables, receivables, invoicing, collections, and sales tax
- Controller and CFO support with cash-flow planning, forecasting, and controls
- Real-time communication through Slack collaboration
- R&D tax credit identification and optimization
- Outsourced operations and back-office support
| - Real-time invoice capture from Gmail, Outlook and IMAP
- AI-powered data extraction of vendor, amount, date, tax and line items
- Bank statement reconciliation with multi-currency matching
- Export to QuickBooks and Xero with full field mapping
- Duplicate invoice detection with SHA-256 fingerprinting
- Custom AI rules engine for automatic invoice processing
- Mobile receipt capture via Telegram and WhatsApp bots
- Cloud storage export to Google Drive and OneDrive
- Email routing with rule-based invoice forwarding
- Webhook integration for custom automation
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| What makes it different | - Proactive tax planning routinely saves high earners $100K–$200K per year
- Boutique accounting team stays close to the work with real-time, responsive communication
- Access to network of elite CPAs, tax attorneys, and planning specialists for advanced strategies
- Books closed and owner-ready by the 10th of every month
- Potential cost offset through tax savings optimization
| - Reconciliation-first approach matching every invoice to bank statements automatically
- No 30-day refund window - unconditional money-back guarantee anytime
- Read-only email access with encrypted credentials and CASA Tier 2 assessment
- Historical invoice scanning up to 6 months on first connect with no manual import
- Transparent pricing published in full with no demo call required
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 15 ▼ −1 (down) since last check | 25 ▼ −1 (down) since last check |
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| Trust Flow (Majestic) | 17 | 2 |
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| Citation Flow (Majestic) | 25 | 28 |
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| Referring domains (Majestic) | 68 | 50 |
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