What it sells
AI agent platform for accountants
Business model breakdown
Buyer: who owns the budget?
Firm partners / CIOs (testimonials from partners and CIO).
Workflow: what inputs become what output?
Agent takes client intake to review-ready workpapers/returns; humans start at review. Testimonial: returns with 60-70 K-1s drop from 100+ prep hours to 15-20.
Distribution: how it reaches customers
Demo-led ("Get a demo"); waitlist form for small firms.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-02-24 | Series B | $100M | Accel, GV | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.