Finance OS Infrastructure for the Internet
Institution | Private Financial Office
The Private Office for Startups

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.

Trusted by founders backed by
Y Combinator Sequoia a16z
Month-End Close 85%

Reconciling final vendor invoices…

Audit Ready
Accountant CFO
Reviewed

Q2 Taxes Filed

Your state and federal returns have been successfully submitted. Zero late fees.

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
See how it works

Why upgrade from your old firm?

Traditional accounting is slow, reactive, and opaque. We built the modern alternative for ambitious founders.

The Old Way
  • Slow Reporting Books are closed 20-30 days after month-end. You’re always looking backwards.
  • Manual Spreadsheets Endless email threads asking “What was this $400 charge for?”
  • Reactive Tax Filing Surprise tax bills in April because your CPA didn’t plan ahead.
The Institution Way
  • Real-Time Clarity Books closed by Day 5. Real-time dashboard for daily cash positioning.
  • AI + Human Experts Software auto-categorizes 90% of transactions. Dedicated CPAs handle the complex 10%.
  • Proactive Strategy Continuous tax optimization and automated R&D credit capture year-round.

A complete financial stack

Everything you need to run finance smoothly, without hiring a massive internal team.

AI-Powered Bookkeeping

Our system connects to your banks and credit cards, automatically mapping transactions to your chart of accounts with 99% accuracy.

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.

IO

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.

Bill Pay & Invoicing

Integrated AP/AR ensures invoices are paid on time and cash flow is always accurate.

Stop stressing over your books.

Get a dedicated team of experts and world-class software to handle it all for you.