Scale your startup,
not your finance team.
The financial operating system for high-growth capital. Automated bookkeeping, R&D credit monitoring, and CFO-level insights—reinvented for the digital age.
Trusted by founders backed by YC, Sequoia, and a16z
The operating system for
high-growth capital.
Precision Bookkeeping
Close your books in days, not weeks. Our engine ingests data from 10,000+ institutions, categorizing transactions with machine-learning precision. Anomalies are flagged for human review instantly.
- > Accrual or Cash Basis Reporting
- > Multi-Entity Consolidation
- > Class & Department Tracking
Strategic Tax Compliance
Don’t leave money on the table. We proactively identify R&D credits, handle state nexus registration, and file federal returns on autopilot.
“Institution uncovered $56,000 in R&D credits we didn’t know we qualified for.”
- > Federal & State Income Tax
- > Delaware Franchise Tax
- > 1099 Contractor Filings
Yes. Based on your current burn of $140k/mo, you have 18 months of runway even with the hires.
Expert CFO Support
Guidance when you need it. Our team of former Big 4 accountants and CFOs are available via Slack and email to answer complex questions about equity, fundraising, and burn.
- > 409a Valuations
- > Board Deck Preparation
- > Fundraising Diligence
Works with your entire stack.
And 5,000+ other banks via Plaid
“Institution gave us the confidence to scale burn during our Series B raise. It’s like having a top-tier CFO in your pocket, without the massive retainer.”
