Let’s talk

Capture business relationships from day one

Capture business relationships
from day one

Enable the new generation of small business owners: from formation to filing

Enable the new generation of small business owners: 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.

New entrepreneurs

New entrepreneurs

Side business owners

Side business owners

Sole proprietors

Sole proprietors

Tap into potential of serving emerging entrepreneurs

Tap into potential of serving emerging entrepreneurs

Tap into potential of serving emerging entrepreneurs

Shift your membership profile toward younger generations
Shift your membership profile toward younger generations
Shift your membership profile toward younger generations

53

53

Average age of CU member

Capture business activity hidden in existing consumer accounts
Capture business activity hidden in existing consumer accounts
Capture business activity hidden in existing consumer accounts

22%

22%

of CU members run small businesses as consumers

of CU members run small
businesses as consumers

Elevate your platform with modern business functionality
Elevate your platform with modern business functionality
Elevate your platform with modern business functionality

63%

63%

of CUs have business banking tools on their short-term roadmaps

Create additional revenue streams
Create additional revenue streams
Create additional
revenue streams

62%

62%

CUs report new member growth is #1 priority in 2025

Leverage service subscription fees

Establish and grow business owner relationships with Jupid

Establish and grow business owner relationships with Jupid

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.

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.

Ready to Talk?

Meet your dedicated team of AI agents that handle everything from formation to taxes. Available anytime through chat, calls, or messages, starting at $25/mo.

Autopilot Accounting

Automated Tasks, Invisible Paperwork

Jupid Tax 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.

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.

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.

Contacts

Ready to Talk?

Meet your dedicated team of AI agents that handle everything from formation to taxes. Available anytime through chat, calls, or messages, starting at $25/mo.

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.

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.

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.

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.

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.