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.

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.