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. Black Ore - Black Ore automates 1040-tax preparation and review so your firm cuts partner review time, lowers error risk and boosts margin from compliance work.
3. Uplinq - Uplinq automates your bookkeeping and tax processes, eliminating manual data entry and reducing errors, enabling your firm to focus on strategic advisory and client growth.
4. Presenton.ai - Presenton.ai streamlines deck generation from reports or client data so your firm delivers polished dashboards and board-packs quickly, freeing up time for high-margin advisory.
5. Cape AI - Cape AI analyzes unstructured data and automates complex finance operations so your firm standardises processes, mitigates risk and drives higher profitability.
6. customer.io - Customer.io streamlines client communications, automating reminders and targeted messages to improve response times, retention, and client engagement for small accounting firms.