What it sells
We make software for bookkeepers.
Business model breakdown
Buyer: who owns the budget?
UnverifiedFirm owners/partners; finance leaders for internal teams.
Trigger: what makes them buy now?
Slow month-end close and client communication.
Workflow: what inputs become what output?
Two-way sync with QuickBooks/Xero ledger; AI bank feeds and transaction coding, review tools, client portal, 1099s.
Economics: what it saves and how it charges
Per connected client monthly pricing with unlimited users; internal finance annual flat rate.
Distribution: how it reaches customers
Demo-led onboarding with dedicated CS team.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2021 | — | 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.