Empowering Founders with Strategic Guidance and Hands-On Support
We partner with US‑based startups and growing enterprises, from initial concept to over $10M in annual revenue. Our system reads and understands your invoices, receipts, bank statements, and tax documents just like a human would but thousands of times faster. Then a real US CPA reviews everything.
Everything stays on US‑only servers (SOC 2 compliant). We follow GAAP, SEC XBRL tagging standards, and IRS guidelines for AI‑assisted tax preparation.
$28.90M assets under management
120+ US‑based professionals
Trusted since 2016
100% US‑hosted platform
Customized Services for Every Stage of Your Business
The Idea
Automatically extract key details (competitors, regulators) from SEC filings and state business portals.
Analyze investor emails and pitch feedback for sentiment and concerns.
Get a plain‑English summary of 50‑state business license requirements and tax incentives.
Identify missing financial roles by scanning job descriptions and internal communications.
Pre-Revenue
Automatically draft pro forma financials and data room summaries.
Scan customer addresses and sales channels to flag multi‑state tax obligations before you collect your first dollar.
Predict sales tax categories for all 13,000+ US jurisdictions based on your product descriptions.
Ask questions in plain English “How much cash will we burn in Texas next quarter?” and get instant GAAP reports.
Under $3M Annual Revenue
Extract IRS tax ID numbers, remit‑to addresses, and due dates from PDF invoices.
Compare management commentary with actual financials to spot unrealistic optimism or hidden risks.
Automate sales tax filing for all states, with a US CPA reviewing anything high‑risk.
Get real‑time cash flow forecasts that factor in news and trends about your industry and region.
We Offer a Full Scale of Services to Meet your Needs
Unique Smart + GAAP Combinations That Deliver Faster Results
We don’t just add chatbots — we deeply integrate document understanding into every accounting workflow. For example, our tagging engine automatically maps invoice line items to US GAAP categories (from the 10,000+ XBRL taxonomy) with 96% accuracy, cutting month‑end close from 15 days to 4 days. Another combination pairs IRS audit risk scoring (trained on historical examination data) with an assistant that drafts a fully cited response for each flagged issue — reducing penalty exposure by an average of 34% for our clients.
Smart Sales Tax Compliance for a Texas SaaS Company – A fast‑growing software firm was facing $2.1M in uncollected sales tax across 23 states. We deployed a hybrid system that ingested 47,000+ invoices, applied state‑specific taxability rules (including Texas’s “data processing” exemption), and automatically generated returns with an audit log. The result: 100% compliance, $780,000 in refunded overpayments from prior periods, and a clean CDTFA review in California – all achieved in 8 weeks.
net synergies realized above the initial target in the first year.
You’ll Know What
Get in Touch
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