FOR CREDIT UNIONS

Your members are forming businesses. Capture them first.

Free LLC formation, AI bookkeeping, and tax services — embedded in your digital banking, white-labeled under your brand.

Integration HubAll systems active
Data in
Plaid
12,847 txns
Stripe
3,241 txns
Bank Feed
Real-time
AI
J
95.9%
Data out
Embedded UI
White-labeled
QuickBooks
Auto-sync
Schedule C
Tax-ready
25% of members run businesses

Through personal accounts. Activate them with embedded formation and accounting services.

$120+ annual revenue per member

New non-interest fee income from embedded services. Revenue share model.

Banno integration, live today

API-only connection. 4-6 weeks to go-live. No core system changes.

87% of new LLCs go to national banks. Intercept them.

LegalZoom routes to Chase. Stripe Atlas routes to Mercury. Jupid routes to you.

Capture at formation, keep for life

Free LLC filing under your brand. Business account opened same day. 7-year relationship starts here.

LLC FilingDay 1
Business AccountDay 1
AI BookkeepingAutomatic
Tax-ReadyYear-round

AI bookkeeping for every business member

95.9% categorization accuracy. WhatsApp and iMessage support. Zero training required for members.

Transactions6 items
DateDescriptionAmount
01/15
Figma
ExpensesSoftware Subscriptions
-$14.99
01/15
Amazon Web Services
ExpensesCloud Hosting
-$247.83
01/16
Uber
ExpensesTravel
-$32.50
01/16
Starbucks
ExpensesMeals
-$8.45
01/17
WeWork
ExpensesOffice Rent
-$450.00
01/17
Stripe Transfer
IncomeRevenue
+$2,840.00

Tax-ready books, embedded in banking

Schedule C preparation, deduction tracking, CPA oversight — all inside your digital banking platform.

Schedule CIRS Form 1040
Line 1Gross receipts
 
Line 10Commissions and fees
 
Line 18Office expense
 
Line 28Total expenses
 
Line 31Net profit
 
0%

Built for your digital banking platform.

Banno (Jack Henry) is live. API-only, no core changes. 4-6 weeks to go-live.

Every data source, one accounting layer

All US banks via Plaid, Stripe, payment processors. Jupid categorizes and structures. Clean data flows to members and your institution.

PlaidAll US banksStripePaymentsBank FeedReal-timeJupidAI EngineEmbedded UIWhite-labeledQuickBooksAuto-syncTax FilingSchedule C

Members get help where they already are

WhatsApp, iMessage, or embedded chat. Proactive clarification, receipt processing, and real-time answers — no app to download.

J
Jupid
AI Accountant
Type a message

Questions credit unions ask before embedding Jupid.

Partnership & integration
How does the integration work?

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.

What's the revenue model?

Revenue share on active business members using embedded services. No upfront licensing fees. You earn as your members engage.

Is it white-labeled?

Fully. Members see your credit union's brand, logo, and colors throughout the entire experience — from LLC formation to bookkeeping to tax prep.

What about data security and compliance?

SOC 2 compliant. Member data stays within your compliance framework. Jupid processes transactions but your institution remains the custodian.

Member experience
What do members actually get?

Free LLC formation (any state), EIN, Operating Agreement, AI bookkeeping with 95.9% accuracy, Schedule C tax preparation, and WhatsApp/iMessage support. All included.

Do members need training?

No. The interface is conversational — members interact via WhatsApp, iMessage, or embedded chat. No accounting knowledge required.

What about members who already have an LLC?

They can connect their existing business and start with AI bookkeeping immediately. Formation is optional — the accounting and tax services work standalone.