AI-native accounting, embedded in your digital banking.
Formation, bookkeeping, and tax services — integrated into your platform, white-labeled under your brand. For credit unions, community banks, and financial platforms.
Free LLC incorporation under your brand. Your first touchpoint becomes the start of a 7-year banking relationship.
New non-interest fee income from embedded accounting and tax services. No core integration required.
Direct integration with your digital banking platforms. Zero changes to your core.
Your customers are forming businesses. Someone else is capturing them.
20% of your retail customers already run businesses through personal accounts. 44% bank somewhere else for business. The question is whether you reach them first.
Without Jupid.
With Jupid.
White-labeledFormation, bookkeeping, communication, and tax — end-to-end.
Jupid is an AI-native accounting layer that handles the complete business lifecycle. 95.9% out of the box categorization accuracy. Three-layer context engine. WhatsApp and iMessage.
AI bookkeeping that understands business context
Jupid's three-layer context engine learns industry patterns, recognizes vendor relationships, and explains why each expense is categorized — 95.9% out of the box accuracy vs. 60–70% for rule-based tools.
Conversational AI accountant in messenger
24/7 support via WhatsApp, iMessage, or embedded chat. When something is unclear, Jupid asks in plain English. One tap to confirm. Zero learning curve.
Every deduction, found automatically
AI surfaces missed deductions and prepares Schedule C from categorized transactions. CPA oversight for complex matters. Saves $5,000+ annually.
Built for your digital banking platform. No core changes required.
Banno (Jack Henry) is live. Candescent is in progress. Alkami is on the roadmap. API-only integration — your customers see your brand throughout.
Every data source, one accounting layer
All US banks via Plaid, direct bank feeds, Stripe, and payment processors flow in. Jupid categorizes, enriches, and structures. Clean data flows out to QuickBooks, Xero, and tax filing.
AI accountant works where your customers already are
WhatsApp, iMessage, SMS, or embedded chat inside your digital banking. Proactive clarification, receipt processing, and real-time answers — no app to download, no training required.
The only embedded solution that combines formation, AI accounting, and tax in one platform.
Lower acquisition cost. New recurring revenue. Deeper wallet share for your institution. $5,000+ savings, 8 fewer work weeks, and zero learning curve for your business customers.
Capture at formation, keep for life
Free LLC incorporation under your brand. 70–80% of SMBs need only Jupid — no external CPA, no QuickBooks. The rest get Jupid + the right partners.
Books stay tax-ready all year
AI categorization, Schedule C preparation, and deduction tracking work continuously — not as a year-end scramble. CPA oversight for complex matters.
Full audit trail, always
Every clarification, category decision, and document stays attached to the transaction. Clean records for compliance, reporting, and accountant handoff.
Everything financial institutions ask before embedding Jupid.
Which digital banking platforms does Jupid integrate with?
Jupid is live on Banno (Jack Henry). Candescent integration is in progress. Alkami is on our roadmap. The integration is API-only — no core system changes required.
How long does implementation take?
4–6 weeks from agreement to go-live. We handle the technical integration and provide white-glove onboarding for your team.
What does the revenue model look like?
Additional non-interest revenue stream per business customer. Revenue share model — Jupid powers the platform, you earn from every active user.
Is this white-labeled under our brand?
Yes. Your customers see your logo, your colors, and your brand throughout. Jupid powers the experience behind the scenes.
What does 95.9% out of the box categorization accuracy mean in practice?
Your business customers rarely need to manually categorize transactions. Jupid's three-layer context engine — company profile, counterparty relationship, and transaction history — understands what each charge means for that specific business.
How does the conversational AI accountant work?
When a transaction is ambiguous, Jupid asks a plain-English question via WhatsApp, iMessage, or embedded chat. The customer taps one option. Done. No accounting knowledge required.
Does Jupid handle LLC formation?
Yes. Free LLC formation is bundled into the platform. Best-in-class workflow — faster than Bizee or ZenBusiness. Captures business customers at day one, before national banks and formation platforms do.
What about tax filing and compliance?
Jupid prepares Schedule C from categorized transactions, surfaces missed deductions automatically, and provides CPA oversight for complex matters. Saves business owners $5,000+ annually vs. traditional accountants.