What it sells
Document and spreadsheet automation for accountants
Business model breakdown
Buyer: who owns the budget?
UnverifiedOwner or operations lead of a tax resolution firm; solo EAs buy directly.
Workflow: what inputs become what output?
Upload bank statements, transcripts, bills; agent populates forms, runs completeness checklist and research, case manager and EA review and approve.
Distribution: how it reaches customers
Demo-led for firms; self-serve one-time case or single-user license for solo EAs.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2022 | — | 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.