Institution | Private Accounting Office
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Institution
Institution
Bookkeeping & Close Tax Filing & Compliance R&D Tax Credit Payables & Receivables
Startups Agencies E-commerce Multi-Entity
Accounting Insights Client FAQ Tax Reference Security
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Modern accounting,
built for growth.

Bookkeeping, tax compliance, monthly close, and reporting in one coordinated system, so your numbers are accurate and ready for decisions.

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Connected Accounts
SYNCED
C
G
S
Ledger connected and active
9:41

Ledger

Month-End Close: 99%

Recent Reconciliations

Bank of America
Operating Account
$1.2M
Stripe
Clearing Account
Syncing
Gusto Payroll
Needs Review
Action
Corporate Card
Reconciled
$34K

Trusted by companies backed by:

Y Combinator Sequoia A16Z Founders Fund
$250M+ Client Volume
Day 5 Avg Monthly Close
99.9% Accuracy
$15.4M+ Tax Credits Found
Automation

Precision Bookkeeping

Close your books in days, not weeks. Our accounting workflow ingests data from banks, cards, payroll, and billing systems, then routes exceptions for human review before month-end reports are finalized.

Financial Statements

Income Statement GENERATED
Cash Flow GENERATED
Balance Sheet RECONCILING

Entity Roll-up

Institution Inc. (Global)
US Entity
$4.2M
UK Subsidiary
£1.1M

Expense Allocation

Engineering (R&D) 45%
Sales & Marketing (CAC) 30%
G&A (Overhead) 25%

Built for every stage of growth.

Whether you’re raising your Seed round or operating a global enterprise, Institution scales with your financial complexity.

View specialized solutions

Startups

Venture-backed accounting, burn rate tracking, and board-ready financials.

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Agencies

Strict revenue recognition, project profitability tracking, and automated invoicing.

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E-Commerce

Accurate inventory accounting, precise COGS tracking, and marketplace payout reconciliation.

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Multi-Entity

Streamlined consolidated reporting, intercompany transfers, and clean roll-up financials.

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Global Reach

Global accounting & multi-currency.

Expand your business globally without worrying about local tax jurisdictions, foreign exchange reconciliations, or multi-currency ledgers.

  • Support for over 120+ countries and currencies.
  • Automated FX rate conversions for month-end close.
  • Local tax compliance and filing support.
USD
Primary Ledger
EUR
Automated Sync
GBP
Automated Sync
+ 117 more
R&D Tax Credits

Claim up to $500K+ in hidden credits.

Each year, the IRS offers billions in tax credits that growing companies miss. We find your hidden credits, do the paperwork, and defend the claim.

  • No profitability required
    Offset payroll taxes directly, even pre-revenue.
  • Audit-ready documentation
    We build the technical study and include defense.
Credit Analysis
FY Projection
Engineering Payroll
Cloud Infrastructure
Total Qualified
Estimated Credit

How it works

A structured onboarding process designed to establish scalable reporting and flawless compliance from day one.

1

Connect Systems

Link your bank accounts, corporate cards, payroll platforms, and billing systems via secure APIs.

2

Review & Controls

Our team performs a historical cleanup, maps out your custom chart of accounts, and sets up routing rules.

3

Monthly Delivery

Receive highly accurate close reports, full balance sheet reconciliations, and strategic updates.

A complete operations stack

Core accounting services, tax support, and reporting workflows coordinated in one sleek platform.

Automated Reconciliation

Workflows connect to banking and payment systems, categorize transactions, and surface exceptions instantly.

Expert Support

Direct access to CPA-led teams for complex accounting treatments and reporting.

You

Tax Compliance

Filing workflows, due dates, and supporting records organized perfectly.

FILED

Bank-grade security & compliance

Your financial data is protected by enterprise-grade encryption and strict access controls. We maintain rigorous compliance standards so you can operate with absolute confidence.

SOC 2 TYPE II
PCI-DSS
AES-256

End-to-End Encryption

Data is heavily encrypted in transit and at rest.

Granular Access

Role-based controls and mandatory MFA for all accounts.

Trusted by thousands of founders

Frequently Asked Questions

Not necessarily. Our software platform can work alongside your existing CPA by automating the day-to-day bookkeeping and providing them with clean, exportable month-end financials for tax season. However, our full-stack platform also includes comprehensive tax modules, which many clients adopt to fully consolidate their financial stack and reduce communication overhead.
Absolutely. A core part of our onboarding process is a historical cleanup. We will reconcile past months, fix chart of account errors, and ensure your starting balances are perfectly accurate before we begin our monthly maintenance.
Typical onboarding takes 2 to 4 weeks depending on the complexity of your historical data. During this time, we connect to your bank accounts, set up integrations (Stripe, Gusto, etc.), establish your custom chart of accounts, and perform initial reconciliations.
Yes, Institution seamlessly integrates with over 100+ banking, payroll, and billing platforms including Stripe, Gusto, QuickBooks, and Plaid. Our APIs sync your transactions in real-time to eliminate manual data entry.
Every account includes full access to our automated workflows as well as a dedicated team of finance experts. You can reach out directly via in-app chat for complex accounting treatments, tax questions, or strategic financial planning.

Get started with Institution today.

Build a cleaner close process, stronger reporting discipline, and a more dependable accounting function.

Get started View demo