Free LLC formation, AI bookkeeping, and tax services — embedded in your digital banking, white-labeled under your brand.
Through personal accounts. Activate them with embedded formation and accounting services.
New non-interest fee income from embedded services. Revenue share model.
API-only connection. 4-6 weeks to go-live. No core system changes.
LegalZoom routes to Chase. Stripe Atlas routes to Mercury. Jupid routes to you.
Free LLC filing under your brand. Business account opened same day. 7-year relationship starts here.
95.9% categorization accuracy. WhatsApp and iMessage support. Zero training required for members.
Schedule C preparation, deduction tracking, CPA oversight — all inside your digital banking platform.
Banno (Jack Henry) is live. API-only, no core changes. 4-6 weeks to go-live.
All US banks via Plaid, Stripe, payment processors. Jupid categorizes and structures. Clean data flows to members and your institution.
WhatsApp, iMessage, or embedded chat. Proactive clarification, receipt processing, and real-time answers — no app to download.
API-only connection to your digital banking platform. Banno (Jack Henry) is live today. No core system changes required. Typical go-live is 4-6 weeks.
Revenue share on active business members using embedded services. No upfront licensing fees. You earn as your members engage.
Fully. Members see your credit union's brand, logo, and colors throughout the entire experience — from LLC formation to bookkeeping to tax prep.
SOC 2 compliant. Member data stays within your compliance framework. Jupid processes transactions but your institution remains the custodian.
Free LLC formation (any state), EIN, Operating Agreement, AI bookkeeping with 95.9% accuracy, Schedule C tax preparation, and WhatsApp/iMessage support. All included.
No. The interface is conversational — members interact via WhatsApp, iMessage, or embedded chat. No accounting knowledge required.
They can connect their existing business and start with AI bookkeeping immediately. Formation is optional — the accounting and tax services work standalone.