Replace 40 Hours of Bookkeeping With 4 Minutes of AI.
AI bookkeeping software that turns bank statements into financial reports in 4 minutes. Built in San Diego for U.S. small businesses, CPAs, and every entity type — with smart-glasses-ready Vision capture for receipts, invoices, and contracts, no manual entry.
Need a virtual CFO too? Explore Advisory Services
Everything you need, nothing you don't.
Get 40 hours of bookkeeping done in 4 minutes. Purpose-built for founders, CPAs, and finance teams who demand accuracy at scale.
Looking for strategic support beyond bookkeeping? See the advisory services stack.
AI-Powered Categorization
CoreAutomatically classifies every transaction — including Zelle payments, ACH transfers, and crypto — using fine-tuned LLMs trained on standard accounting principles.
Financial Reports
ReportingGenerate Income Statements, Balance Sheets, and Cash Flow statements instantly.
AES-256 Encryption
SecurityBank-grade security with per-tenant data isolation. Your financials never touch shared storage.
AI Bank Statement Extraction
NewDrop any PDF bank statement — Gemini 2.0 Flash reads every transaction, amount, and date in seconds. Falls back automatically through Claude and open-source models so you're never blocked.
Live Plaid Bank Sync
IntegrationsConnect any US bank or fintech account in seconds. Transactions flow in automatically — no CSV exports, no manual uploads, no lag.
AI-Matched Invoicing
NewCreate invoices, then let AI automatically match incoming deposits to outstanding balances. Close your AR in one click.
Every Entity Type
FlexibilityLLC, S-Corp, C-Corp, Nonprofit 990, Partnership — dynamic terminology adapts in real-time to your entity's accounting rules.
Bring Your Own Key (BYOK)
EnterpriseEnterprise customers can supply their own encryption keys. Zero lock-in, maximum compliance.
Instant Reconciliation
SpeedMatch transactions to the penny in seconds. No manual entry, no spreadsheet hell.
Double-Entry Ledger
AccountingFull chart of accounts, journal entries, period management, and multi-tenant role control — built for CPA-level rigor from day one.
Free P&L Analyzer
Free ToolUpload a statement and get a formatted Profit & Loss report for free — no account required. Share the link, unlock the full export.
Tax Planning Tools
TaxReal-time tax liability estimates, deduction spotting, and quarterly planning dashboards built right in.
White-Label Ready
PartnersAccountants and CPAs can rebrand the full platform. Deliver client-ready reports under your own firm name.
Seamless Accounting System Migration
MigrationSwitching from QuickBooks, Xero, Wave, FreshBooks, or any other accounting software? Upload your General Ledger, Trial Balance, or Chart of Accounts export — our AI reads every account, maps balances to the correct account types, validates that debits equal credits, and provisions your entire chart of accounts with opening balances automatically. Zero manual re-entry. Zero missed accounts.
QBO-Style Report Engine
Reports15+ pre-built reports — Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging, Expense by Vendor, Income by Customer, and more — each with formulas, monthly trends, and drill-down detail. Run any report in one click.
AI-Verified Trial Balance
AccuracyEvery migration import is verified: AI checks that total debits equal total credits, flags out-of-balance conditions, and shows you exactly which accounts need review before you save. Confidence scores included.
AI accounting through smart glasses
A companion app that pairs smart glasses with AI to eliminate manual data entry. Just look at contracts, invoices, and receipts — and Accountaxed Vision captures, processes, and organizes them into your books automatically.
Capture
Look at a receipt, invoice, or contract through smart glasses — no scanning or uploading.
AI Processing
AI extracts vendors, amounts, dates, and terms, turning visual information into structured data.
Accounting Workflow
Documents auto-route into A/P, A/R, expenses, and records inside the Accountaxed platform.
From raw statements to clean books in 4 steps.
No accountant required. No spreadsheets. Just results.
Connect or Upload
Link your bank accounts via Plaid, or drag and drop CSV/PDF statements. Supports all major US banks and fintech apps including Zelle, Venmo, and Stripe.
AI Categorizes Everything
Our fine-tuned model reads every transaction, applies accounting rules for your entity type, and flags anomalies for your review — in under 4 minutes.
Review & Adjust
One-click to approve, or use our chat interface to recategorize. The AI learns your preferences and gets smarter every cycle.
Export & File
Download professional PDF reports, export to QuickBooks/Xero, or file directly via our tax integration partners.
Built for every entity type.
Select your entity below and watch the terminology, reports, and tax logic adapt in real time.
LLC Accounting
Perfect for single and multi-member LLCs. Auto-generates Schedule K-1 and member equity statements.
Your financials deserve fortress-level protection.
Built for CFOs who lose sleep over data security. Every architectural decision starts with trust.
AES-256 Encryption
Every byte of your financial data is encrypted at rest and in transit using AES-256 — the same standard used by the NSA for top-secret data. Zero exceptions.
Per-Tenant Isolation
Your data never shares infrastructure with other customers. Dedicated database schemas per account.
Zero-Knowledge Architecture
We can't read your financials. Our AI processes data ephemerally — nothing is stored in model context.
Bring Your Own Key (BYOK)
Enterprise clients can supply their own KMS keys. Your encryption keys, your control. Works with AWS KMS, GCP Cloud KMS, and Azure Key Vault.
Built on SOC 2 Infrastructure
Hosted on Google Cloud (SOC 2 Type II audited) and Vercel (SOC 2 Type II audited). Our own SOC 2 Type II attestation is in progress for 2026.
See your savings before you file.
Drag the sliders to model your tax scenario in real time.
Software pricing built for margin and scale.
Four clear plans, profitable overages, and optional add-ons designed for AI-heavy accounting workflows.
Starter
For freelancers and small businesses that need clean books fast.
- Up to 500 transactions / mo
- 1 user
- AI categorization
- 2GB storage
- Basic reports
- 2 bank connections
- API access: No
Estimated infrastructure cost: roughly $3–8/month.
High-margin entry tier with straightforward adoption pricing.
Growth
For growing SMBs that need stronger reporting and operational visibility.
- Up to 5,000 transactions / mo
- 5 users
- AI insights included
- 25GB storage
- KPI dashboard
- Basic API access
- 10 bank connections
Core SMB value tier with strong margins and high perceived value.
Designed to be the default paid plan for operational teams.
Professional
For high-volume businesses that need advanced finance infrastructure.
- Up to 25,000 transactions / mo
- 15 users
- Advanced AI forecasting
- Multi-entity
- Multi-currency
- Revenue recognition
- 100GB storage
- Full API access
- Priority support
Best fit for startups, e-commerce, multi-location operations, and accounting firms.
High-margin tier built around complexity, volume, and API usage.
3-day free trial on Starter, Growth, and Professional · Cancel anytime before it ends
Profitable upsells that extend the product without collapsing your margins.
The highest-leverage AI add-on for forecasting and advisory-style insight.
Tax planning and strategy support layered on top of the software.
Simple seat-based expansion for teams that outgrow the default user cap.
API-first access for finance teams and developers building on Accountaxed.
Protect margins where AI-heavy users can abuse fixed pricing.
Protects margins from high-volume usage and keeps pricing aligned to processing cost.
Critical guardrail so high-AI users do not erode contribution margin.
Keeps archival and document-heavy accounts from becoming unpriced infrastructure load.
Supports future platform usage without bundling unlimited developer consumption into core plans.
Layer advisory support on top of the software.
If you need virtual CFO guidance, startup finance support, or cash flow forecasting in addition to the platform, explore the full advisory services offering.
Explore Advisory ServicesWe're building AI accounting through smart glasses.
Accountaxed is positioning itself at the intersection of AI, finance, and wearable workflows — turning contracts, invoices, and financial context into instant accounting signals for growing businesses.
Why now
Bookkeeping is the largest unautomated workflow in the SMB stack. Legacy tools (QuickBooks, Xero) were built for human bookkeepers and charge $30–$200/month plus add-ons. LLMs finally make it possible to deliver the full bookkeeping + tax workflow at a fraction of the cost, with categorization accuracy that exceeds human bookkeepers.
Our wedge: a single product that reads any bank statement, produces GAAP-compliant financials, and outputs ready-to-file IRS forms — with the customer keeping ownership of the data.
What we've shipped
- ▸AI extraction across PDF/CSV/Excel with multi-provider fallback (Gemini → Claude → OpenAI → DeepSeek)
- ▸Full financial statement suite: Income Statement, Balance Sheet, Cash Flows, Comprehensive Income, Changes in Equity
- ▸IRS Tax Engine 2.0 — Schedule C, 1120, 1120-S, 1065, 990 with QBI, SE tax, §179, MACRS depreciation
- ▸Bank-grade security: tenant isolation, CSP, rate limiting, malware scanning, server-only key handling
- ▸Embedded AI assistant powered by Claude for in-app support and bookkeeping guidance
Use of funds
How a strategic round translates into milestones
Tax engine for all 50 states, IFRS support, mobile apps, deeper Plaid + QuickBooks integration.
SOC 2 Type II attestation, third-party penetration test, GDPR DPA, IRS Pub 4557 controls.
CPA channel partnerships, paid acquisition, content + SEO, conferences.
Legal, finance, headcount runway.
Interested in investing?
We're talking to angels, family offices, and seed-stage funds with experience in fintech, accounting, or SMB SaaS. Pitch deck and financial model available under NDA.
investors@accountaxed.com · San Diego, CA · Replies within 48 hours
Common questions, straight answers.
Everything you need to know before automating your books with AI.
Still have questions? Contact our team or browse the API docs.
“We went from a 3-day month-end close to same-day. Accountaxed categorized 2,400 transactions flawlessly and the financial reports came out clean and organized.”
Your books shouldn't take
40 hours a month.
Accountaxed replaces your bookkeeper with AI that works 24/7. Join thousands of founders, CPAs, and finance teams running accurate books in minutes, not days.
No credit card · Professional reports from day one · Cancel anytime
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