What it sells
AI tax assistant for professionals and businesses
Business model breakdown
Buyer: who owns the budget?
Partners and owners of tax and accounting firms, solo CPAs and tax practitioners (also businesses, financial advisors and individuals).
Workflow: what inputs become what output?
Citation-backed tax research, AI tax writer for memos and notice responses, client intelligence memory, Agent Andrew return review (1040, 1065, 1120 etc.) and AI tax preparation inside existing tax software.
Economics: what it saves and how it charges
Seat/firm subscription in three plans; claims 80,000+ active users, 95% satisfaction, 10x productivity; SOC 2 Type II, never trains on customer data.
Distribution: how it reaches customers
Book-a-demo and fast self-signup, webinars/events, guides and content marketing aimed at accounting firms.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2024 | — | 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.