Scale your startup,
not your finance team.
The all-in-one financial operating system for high-growth startups. Automated bookkeeping, R&D credit monitoring, and CFO-level insights—ready for your next board meeting.
Cash Forecast
Live Integration • Q3 2025
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 99.9% accuracy. 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
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.
“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.”
