AI-Native Accounting Embedded in Your Platform
Complete business management suite—from company formation to AI bookkeeping and tax filing—integrated directly into your digital banking platform. White-labeled under your brand.
4-6 weeks
to go-live
No core
integration needed
Support Every Stage of the SMB Journey
From formation to accounting and tax compliance—embedded directly in your platform.
Free LLC Formation
Capture new businesses at formation—before national banks do. Free incorporation under your brand drives lower CAC and 7-year relationship value.
AI-Native Bookkeeping
Intelligent transaction categorization that learns your members' businesses. Context-aware, not just rule-based.
Conversational Interface
24/7 AI accountant via WhatsApp, iMessage, or embedded chat. Your members get help where they already work.
Tax & Compliance
Automated tax preparation and filing with CPA oversight. Keeps businesses compliant without extra effort.
Real-Time Insights
Business intelligence and cash flow analytics powered by AI. Helps your members make smarter decisions.
Seamless Integration
Embeds directly in Banno, Q2, and other platforms. No core system changes required.
Your Business Customers Are Already Here
Capture the hidden SMBs within your existing retail base
Of retail customers run businesses through personal accounts
Of new LLCs never see your business banking offer—captured by incorporation platforms
Businesses filed in 2024—all looking for their first bank
Built for Your Platform
Seamless integration with leading digital banking platforms and hundreds of data sources.
Digital Banking Platforms
Banno
Live
Q2
Live
Candescent
In Progress
Lumin
Roadmap
Alkami
Roadmap
Financial Data
- All US Banks (via Plaid)
- Stripe, Deel
- QuickBooks, Xero
Communication
- WhatsApp, iMessage
- SMS
AI Infrastructure
- Anthropic Claude
- OpenAI GPT-4
- 10+ AI providers
AI That Understands Business Context
Not just transaction categorization. Jupid's AI understands your members' businesses, their relationships, and their financial patterns to provide truly autonomous accounting.
AI That Learns From Every Transaction
Not just categorization—our AI understands context, learns from feedback, and adapts to each business:
- Learns industry-specific spending patterns
- Recognizes vendor relationships and contracts
- Understands transaction purpose, not just category
- Continuously improves with every transaction
Result: 95%+ categorization accuracy vs. 60-70% for traditional tools
AI Accountant in Messenger
Your members' businesses don't stop at 5pm. Neither does Jupid. Natural language AI assistant available anytime, anywhere:
- WhatsApp, iMessage, and embedded chat
- Send receipts by photo—instant processing
- Ask questions in plain English
- CPA oversight for complex matters
Saves business owners 8 work weeks annually in bookkeeping time
Fully White-Labeled
Jupid powers the experience, but your members see only your brand. Complete customization and control:
- Your logo, colors, and branding throughout
- Embedded directly in your digital banking
- Seamless experience under your brand
- Your brand builds trust and loyalty
Members stay in your ecosystem—no redirect to external platforms
Enterprise-Grade Technology Stack
Built for scale, security, and reliability. Everything you need to confidently offer business services.
Seamless Platform Integration
Direct integration with Banno (Jack Henry), Q2, and other digital banking platforms. No core system changes required—connects via APIs only.
Universal Data Access
Connect to any financial institution, payment processor, or business tool. Real-time transaction sync from all sources.
SOC 2 (In Progress)
Bank-level security with encryption, audit trails, and compliance monitoring. CPA oversight for all tax filings.
Multi-Provider AI
10+ AI provider redundancy ensures reliability. Automatic model routing for optimal performance and cost.
White-Glove Onboarding
Dedicated implementation team, ongoing partner success management, and 24/7 technical support.
Why Financial Institutions Choose Jupid
The only embedded solution that combines company formation, AI accounting, and tax compliance in one platform.
For Your Financial Institution
Capture at Formation
Free LLC incorporation captures businesses on day one—before national banks do.
New Revenue Stream
$120+ annual recurring revenue per business member with 20% margin.
Increase Share of Wallet
Members stay in your platform for banking + accounting + taxes.
Easy Implementation
4-6 weeks to go-live. No core system integration required.
Competitive Differentiation
Offer what only national banks and fintech companies could before.
For Your Business Members
Saves $5,000+ Annually
vs. traditional accountants and fragmented tools.
Saves 8 Work Weeks
AI automation eliminates manual bookkeeping tasks.
One Trusted Relationship
Banking, accounting, and taxes—all through their financial institution.
Zero Learning Curve
Conversational AI in WhatsApp and iMessage. No training needed.
Never Miss Deductions
AI finds every tax deduction automatically. No spreadsheet gymnastics.
Technology That Sets Us Apart
AI-Native Architecture
Built with AI from day one—not bolted on. Three-layer contextual intelligence understands company, relationships, and transactions.
Multi-Provider Redundancy
10+ AI providers ensure 99.9% uptime. Automatic failover and model routing for optimal performance.
Self-Improving Systems
Every transaction improves accuracy. DSPy-inspired architecture means prompts evolve automatically based on performance.
Ready to Transform Business Banking?
Join leading credit unions and community banks offering AI-powered business services. Capture members at formation, deepen relationships with embedded accounting, and generate new revenue.
4-6
weeks to go-live
No core
integration needed
Integrated with Banno (Jack Henry), Q2 • Candescent in progress • SOC 2 certification in progress