What it sells
AI Tax prep and accounting software for CPA firms
Business model breakdown
Buyer: who owns the budget?
UnverifiedFirm partner / managing partner
Trigger: what makes them buy now?
UnverifiedBusy-season data entry, missing client documents and monthly bookkeeping backlog
Workflow: what inputs become what output?
Reads client documents, checks vs prior-year return, keys first pass into Drake/Lacerte/CCH Axcess/UltraTax, classifies and reconciles in QuickBooks/Xero; reviewer approves
Economics: what it saves and how it charges
Usage pricing replaces hourly/seat billing
Distribution: how it reaches customers
Demo-led plus self-serve 'Get started'; firm-type landing pages
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Fall 2025 | — | Y Combinator | ycombinator.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.