All-in-One Ecosystem for Small Businesses
Formation, accounting, and tax services embedded in your banking platform.
For Credit Unions, Community Banks & Regional FIs
Acquire
Activate
Deepen
Business Relationships Growth for Life
A three-stage strategy to acquire, activate, and deepen business banking relationships
ACQUIRE
Free Incorporation. Lower CAC. Capture new business owners at formation.
ACTIVATE
Business Account Opening. Maximize funded accounts. Offer state fee refund.
DEEPEN
AI-Native Accountant & Tax Services. Non-interest fee income. Increased share of wallet.
Your Business Customers Are Already Here
Capture the hidden SMBs within your existing retail base.
25%
Of retail customers run businesses through personal accounts
87%
Of new LLCs never see your business banking offer—captured by incorporation platforms
20M
Businesses filed in 2024—all looking for their first bank
Compete at Formation
National banks capture businesses through LegalZoom, Stripe Atlas, and incorporation platforms. Now you can too—under your brand.
Free LLC Formation + Account Opening
One-click business creation and banking. Be the trusted partner from day one.
Result: Lower customer acquisition cost. Higher lifetime value. First-mover advantage.
Keep Customers in Your Platform
Of businesses leave their FI for accounting/tax services
Want banking integrated with accounting tools
Embedded Accounting & Tax
AI accountant, tax filing, compliance—inside your digital banking. Saves business owners $5,000+ and 8 work weeks annually. New non-interest fee income for you.
Built for Your Digital Banking Platform
Seamless integration with your existing technology stack.
Seamless Integration
Embed Jupid directly into your digital banking platform. Works with Banno and more.
Universal Connectivity
Connect to Plaid, QuickBooks, Stripe, and hundreds of other data sources.
24/7 Support
WhatsApp, iMessage, and Email support for your business customers.
SOC2 (In Progress)
Secure by default with decisioning trails, audit trails, and always-on partner oversight.
Built for Digital Banking
Integrated in Banno (Jack Henry). Candescent—in progress.
Ready to Grow Business Banking?
Capture new business members at formation, deepen relationships with embedded accounting, and generate new non-interest fee income.
4–6
weeks to go-live
$120+
per member/year revenue
Zero
core integration required
Integrated with Banno (Jack Henry) • Candescent in progress