What it sells
AI platform for CPA firms
Business model breakdown
Buyer: who owns the budget?
UnverifiedCPA firm owners and partners (approve all agent work).
Workflow: what inputs become what output?
Replaces 8-12 separate tools; Max runs the back office, Ed handles the client side, the firm approves.
Economics: what it saves and how it charges
Claims most modelled firms save 10-15 hours a week and five figures in subscriptions.
Distribution: how it reaches customers
Demo booking; onboarding design partners.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-04-23 | Pre-seed | $850K | Focal VC (lead) | 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.