卖什么
AI tax workflow platform for accounting firms
商业模式拆解
买家：谁掌握预算？
Owners and partners of CPA and tax firms (350+ firms).
触发点：什么让他们现在购买？
Tax season bottlenecks from chasing client documents, manual workpaper prep and data entry.
工作流：什么输入变成什么输出？
Collect client documents, AI builds leadsheets and workpapers, pushes data into tax software (e.g. Drake) at claimed 99% accuracy, then assembles the return and chases signatures and payment.
经济账：省了什么，怎么收费？
Software for firms (price not shown); site claims no added headcount, and 89% client adoption in year 1; Necelis CPA (750 returns/year) dropped paper organizers.
渠道：怎么接触到客户？
Demo-led ("Request a Demo", weekly live-demo webinar) and integrations; founded 2021.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| — | YC 2021 冬季 | — | Y Combinator | ycombinator.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.