Give your clients clean books before they walk in the door.
Jupid handles continuous categorization, receipt collection, and client communication. You handle the strategy and advisory.
Clients arrive with categorized transactions, attached receipts, and IRS-mapped expenses. Your team adds value, not data entry.
Jupid learns each client's business. The barber's 'SQ*' charges are different from the photographer's.
When context is missing, Jupid asks the client directly via WhatsApp. No email chains.
Your clients do less. Your team does less. Everyone wins.
Jupid sits between your clients and your firm. It handles the 80% that doesn't need a CPA.
AI handles continuous categorization
Transactions categorized as they arrive. Vendor patterns learned over time. Your team reviews the exceptions, not every line.
Full audit trail for every decision
Every categorization, clarification, and document attachment is logged. Complete records for review and compliance.
What your clients get from day one.
Lower cost, faster turnaround, better accuracy. Jupid makes your firm more competitive.
Tax-ready books all year
Schedule C preparation from categorized transactions. No year-end data dump.
Deductions they'd miss
AI flags deductions across all clients. Home office, mileage, software — nothing falls through.
Works in their messenger
Clients confirm expenses via WhatsApp or iMessage. No portal, no training, no friction.
Questions firms ask.
How does Jupid integrate with our existing workflow?
Jupid handles continuous bookkeeping and client communication. Your team gets clean, categorized data ready for review. No changes to your tax prep software or filing process.
Can we white-label Jupid for our clients?
Contact us about partnership options. Jupid can be offered as part of your firm's service package with custom branding.
What about clients with complex structures?
Jupid handles categorization and data prep for any client. For complex entities — S-corps, partnerships, multi-state — the clean data makes your CPA review faster and more accurate.
How is pricing structured for firms?
Volume pricing for multi-client accounts. Schedule a demo to discuss pricing that works for your practice size.