Jupid for community financial institutions
Capture business relationships from day one
Capture business relationships
from day one
Solve small business overwhelm with an accessible AI accountant: from formation to filing
Every business has small business roots
Whether they're launching a new venture or transitioning an existing business to full-time, entrepreneurs need affordable resources and comprehensive tools. Our AI-powered platform provides everything they need to start, operate, and grow—all through your financial institution.
Whether they're launching a new venture or transitioning an existing business to full-time, entrepreneurs need affordable resources and comprehensive tools. Our AI-powered platform provides everything they need to start, operate, and grow—all through your financial institution.
Whether they're launching a new venture or transitioning an existing business to full-time, entrepreneurs need affordable resources and comprehensive tools. Our AI-powered platform provides everything they need to start, operate, and grow—all through your financial institution.
Whether they're launching a new venture or transitioning an existing business to full-time, entrepreneurs need affordable resources and comprehensive tools. Our AI-powered platform provides everything they need to start, operate, and grow—all through your financial institution.
New entrepreneurs
Side business owners
Sole proprietors
Tap into potential of serving emerging entrepreneurs
Acquire new business users
1.3M
1.3M
small businesses opened in 2023
Capture business activity hidden in existing consumer accounts
22%
22%
of community FIs members run small businesses as consumers
of CU members run small
businesses as consumers
Capitalize on the increasing trust in AI tools among small businesses
58%
58%
are actively deploying AI tools in their business
Create additional revenue streams
Create additional
revenue streams
62%
62%
FIs report new member growth is #1 priority in 2025
Leverage service subscription fees
Stand out against big bank and neo-bank competition
Create additional revenue streams
78%
78%
Millennials and Gen Z choose big/neo banks
Leverage service subscription fees
Establish and grow business owner relationships with Jupid
Acquisition
Acquisition
Acquisition
Engage entrepreneurs at the critical moment of business launch.
Retention and servicing
Retention and servicing
Retention and servicing
Enable business users with seamless, easy, and cost-effective accounting and filing, all within your digital banking platform.
Autopilot Accounting
Automated Tasks, Invisible Paperwork
Jupid streamlines small business compliance for your clients. Our AI automatically identifies and completes essential tasks—from drafting operating agreements to filing for EINs. Provide your small business customers and members with clear deadlines, priorities, and progress tracking with minimal input required. Help your clients focus on growing their businesses while we handle their paperwork and compliance needs.
Jupid streamlines small business compliance for your clients. Our AI automatically identifies and completes essential tasks—from drafting operating agreements to filing for EINs. Provide your small business customers and members with clear deadlines, priorities, and progress tracking with minimal input required. Help your clients focus on growing their businesses while we handle their paperwork and compliance needs.
Jupid streamlines small business compliance for your clients. Our AI automatically identifies and completes essential tasks—from drafting operating agreements to filing for EINs. Provide your small business customers and members with clear deadlines, priorities, and progress tracking with minimal input required. Help your clients focus on growing their businesses while we handle their paperwork and compliance needs.
Jupid streamlines small business compliance for your clients. Our AI automatically identifies and completes essential tasks—from drafting operating agreements to filing for EINs. Provide your small business customers and members with clear deadlines, priorities, and progress tracking with minimal input required. Help your clients focus on growing their businesses while we handle their paperwork and compliance needs.
Smart Chat
Talk to your AI accountant as naturally as you would with a human expert.
Skip the forms and technical jargon. Simply tell Jupid what you need in plain English, ask questions about your business, or request guidance on tax matters. Our AI understands context, remembers your previous conversations, and provides personalized advice for your specific situation—all through natural conversation.
Smart Chat
Talk to your AI accountant as naturally as you would with a human expert.
Skip the forms and technical jargon. Simply tell Jupid what you need in plain English, ask questions about your business, or request guidance on tax matters. Our AI understands context, remembers your previous conversations, and provides personalized advice for your specific situation—all through natural conversation.
Smart Chat
Talk to your AI accountant as naturally as you would with a human expert.
Skip the forms and technical jargon. Simply tell Jupid what you need in plain English, ask questions about your business, or request guidance on tax matters. Our AI understands context, remembers your previous conversations, and provides personalized advice for your specific situation—all through natural conversation.
Easy Formation
LLC setup with zero paperwork hassle.
Start your business in minutes through simple conversation. Jupid handles all state filings, registration documents, and compliance requirements automatically. No complex forms to fill out or legal jargon to understand—just answer a few questions and we'll take care of the rest, guiding you through the entire LLC formation process.
Contacts
Ready to Talk?
Let's setup a call to discuss how Jupid can enable your institution to capture and serve the new generation of small business owners.
Services
Disclaimer: Jupid is a technology provider only. We do not provide legal, accounting, or tax advice, do not act on behalf of clients, and do not engage in CPA services. All decisions related to company incorporation, bookkeeping, and tax filing are the client’s responsibility. Clients should consult attorneys, accountants, or CPAs for professional advice.
Services
Disclaimer: Jupid is a technology provider only. We do not provide legal, accounting, or tax advice, do not act on behalf of clients, and do not engage in CPA services. All decisions related to company incorporation, bookkeeping, and tax filing are the client’s responsibility. Clients should consult attorneys, accountants, or CPAs for professional advice.
Services
Disclaimer: Jupid is a technology provider only. We do not provide legal, accounting, or tax advice, do not act on behalf of clients, and do not engage in CPA services. All decisions related to company incorporation, bookkeeping, and tax filing are the client’s responsibility. Clients should consult attorneys, accountants, or CPAs for professional advice.
Services
Disclaimer: Jupid is a technology provider only. We do not provide legal, accounting, or tax advice, do not act on behalf of clients, and do not engage in CPA services. All decisions related to company incorporation, bookkeeping, and tax filing are the client’s responsibility. Clients should consult attorneys, accountants, or CPAs for professional advice.