1. Jupid - Jupid automates LLC formation, bookkeeping and tax-filing workflows so your firm adds compliant services, reduces admin overhead and scales advisory revenue without hiring extra staff.
2. Vic.ai - Vic.ai automates invoice ingestion, GL coding and approval workflows so your firm eliminates manual AP work, reduces errors and increases margin-per-client.
3. CPA Pilot - CPA Pilot streamlines tax research, client emails and workflow automation so your firm cuts partner review time, improves accuracy and wins more advisory engagements.
4. MindOS - MindOS consolidates and automates firm workflows and client-data tasks so you reduce tool-sprawl and maintain secure, auditable AI support across engagements.
5. Sonny9 - Sonny9 automates client document intake, onboarding and reminders so your firm stops chasing paperwork, improves responsiveness and boosts client retention and margin.
6. Handwrytten - Handwrytten automates personalized handwritten outreach so your firm deepens client-relationships, improves retention and differentiates your service in a crowded market.