Institution | Revolutionizing Bookkeeping for All Businesses
Enjoy complimentary data migration when switching from your existing CPA to Institution.
Built for every growing business

Revolutionizing bookkeeping
for all businesses.

Enterprise-grade financial operations, tax readiness, and strategic insights—now accessible for growing companies of all sizes. Eliminate the black box of legacy accounting.

Monthly close
Reconciled and reviewed
Target delivery by Day 5
BankCardsPayrollReady
InstitutionLIVE
April close progress
94%
Bank feeds
Reconciled
$482K
P
Payroll
Synced
$118K
R
Credit review
Potential offset
$49K
1.2k
Matched
18
Review
$49k
Credits
Day 5
Close
Potential credits found
$48,920
R&D credits and eligible deductions identified before filing season.
$250M+
Client transaction volume organized
Day 5
Target monthly close delivery for recurring packages
100+
Banking, payroll, billing, and commerce integrations supported
$15M+
Credits and savings opportunities identified

Fragmented data and delayed reporting are obsolete. Experience a unified financial infrastructure designed to give leadership absolute clarity.

Real-Time Close Visibility

Eliminate the black box of traditional accounting. Track reconciliations, approvals, and open items in a centralized workspace that keeps your entire team aligned.

Automated Tax Readiness

Compliance is built into the monthly rhythm. Entity details, deductions, and state obligations are organized continuously.

Proactive Credit Discovery

Identify R&D credits and deduction opportunities automatically while there is still time to act, maximizing your capital.

Multi-Entity Consolidations

Seamlessly handle complex corporate structures. Consolidations, intercompany flows, and multi-currency reporting are supported out of the box.

Financial operations
that drive growth.

A reliable monthly close, clean tax records, and decision-ready financials without chasing spreadsheets, folders, and year-end surprises.

01
Books closed on rhythm.

Transactions categorized, accounts reconciled, and close packages prepared with the context your team needs.

April close94%
Bank ready
Cards ready
Payroll ready
Revenue ready
02
Tax records kept current.

Entity details, deductions, payroll records, 1099 support, and state obligations are organized before deadlines arrive.

1120-S
1065
1099s
State ready
03
Savings surfaced early.

Identify R&D credits, deduction opportunities, and filing gaps while there is still time to act.

Estimated opportunity

$48,920

R&D offset and eligible deductions

Know what is done, open, and ready.

Track reconciliations, tax support, approvals, and open questions in one workspace built around the monthly close.

View demo Explore bookkeeping
April workspace
On track
Stripe payouts reconciled
Deposits matched to sales, fees, and refunds
BooksDone
T
Tax package refreshed
Deduction schedule and payroll records attached
TaxReady
R
R&D credit review
Qualified engineering costs under review
CreditsOpen
!
Vendor bill awaiting approval
Large contract needs classification before close
ClientAction

One finance office.
Every stage.

From first close to multi-entity reporting, Institution gives leadership a cleaner way to run finance.

Messy books to
tax-ready records.

1
Connect your systems

Link banks, cards, payroll, commerce, and billing tools through secure integrations.

2
Clean, classify, and review

We reconcile accounts, resolve exceptions, organize records, and keep close tasks visible.

3
Report with confidence

Receive monthly financials, tax support, deduction records, credits, and filing-ready documentation.

Turn eligible work
into tax credits.

Growing companies often miss credits because the work is not documented correctly. Institution identifies eligible costs, builds the support, and keeps the process organized.

Payroll tax offset support
For qualifying companies, credits can help offset payroll taxes.
Documentation built as you go
Technical notes, qualified activities, and supporting schedules are organized for review.
Integrated with the monthly close
Credit opportunities are reviewed alongside payroll, contractor, and vendor activity.
Review R&D credits →
Credit analysis · FY 2025
ANALYZING
Engineering payroll$0
Cloud infrastructure$0
Contractor R&D$0

Trusted by operators
who need clean numbers.

QUESTIONS, ANSWERED

Bookkeeping
that feels clear
from day one.

Straight answers for business owners, operators, and finance teams who want cleaner books, steadier closes, and fewer year-end surprises.

01
Map the stack
Banks, cards, payroll, billing, commerce, and accounting tools are reviewed first.
02
Build the rhythm
Transactions, exceptions, approvals, credits, and tax records follow a repeatable cadence.
03
Support every business
Built for local operators, agencies, e-commerce brands, startups, and multi-entity teams.

Make finance
feel controlled.

Move from scattered emails and late-night spreadsheets to a coordinated accounting office built for the way modern businesses operate.

Get started Book a demo