Invoiss
Pre Seed Round in 2023
Invoiss specializes in providing cloud-based invoicing software solutions designed to streamline accounting processes for businesses. The platform offers features for creating estimates, invoices, and purchase orders, as well as managing orders and accepting credit payments. Invoiss integrates with Clover, enhancing transaction efficiency. The software is accessible via Apple App Store, Google Play Store, and Clover App, catering to a wide range of devices. Invoiss aims to simplify sales and purchase management, making it easier for businesses to assign permissions to employees for specific areas of access, ensuring a secure and organized workflow.
Cratoflow
Pre Seed Round in 2021
Cratoflow provides an automated financial workflow platform for bookkeeping and transactional accounting. The platform automates accounts payable and receivable, performs real-time bank reconciliation, and enables customizable approval workflows. It integrates with various accounting systems and payment gateways, helping small and medium-sized businesses streamline financial operations, reduce manual errors, and lower processing costs. By democratizing robotic process automation, Cratoflow makes advanced automation accessible for day-to-day accounting tasks.
Level
Convertible Note in 2021
Level is a technology company based in Toronto, Canada, founded in 2019. It specializes in developing a cloud-based platform tailored for contractors and construction companies, enabling them to efficiently collect, manage, and share their content. One of its key offerings is Copilot, an automated bookkeeping assistant that integrates with QuickBooks Online. Copilot reviews financial data daily, identifies potential errors, and provides actionable guidance for corrections. By enhancing data accuracy, Level aims to empower businesses to make informed decisions and improve their operational efficiency.
Prophit.ai
Convertible Note in 2020
Prophit.ai, Inc. is a technology company founded in 2019 and based in Cleveland, Ohio, specializing in machine learning solutions for sales and use tax decision-making. The company has developed a tax exemption platform that leverages advanced algorithms to evaluate the taxability of various items based on a comprehensive dataset. Prophit.ai's technology aims to prevent corporations from overpaying sales tax by conducting reverse audits and enhancing compliance during the purchasing process. By focusing on the line item description as the primary predictor for taxability, the platform offers a robust decision-making tool that optimizes tax compliance and minimizes errors in sales tax payments.
Bizwise
Convertible Note in 2019
Bizwise is a business services company offering website design and development for small businesses, delivering customized websites built from client input and a suite of integrated tools for marketing, operations, commerce, employee management, and back-office functions. The company provides round-the-clock support with ongoing updates and specialized tools to enhance digital presence and internal processes. It also operates Bizwise Accounting, which provides accounting software consulting, bookkeeping, payroll, office management, and business planning advice to help clients manage finances and operations more effectively. Through these interconnected services, Bizwise aims to support small businesses in marketing, operations, and growth while offering steady support and practical financial guidance.
SoftLedger
Pre Seed Round in 2018
SoftLedger develops a real-time cloud accounting platform offering comprehensive features such as general ledger, accounts receivable/payable, inventory management, and crypto asset management. It enables businesses to integrate with other systems, manage multiple entities, and close books swiftly.
ModernTax
Convertible Note in 2018
ModernTax is API platform that enables financial and fintech companies to access and verified IRS taxpayer records and (2) an employee financial benefits platform providing benefits teams with a comprehensive tool to automate taxable events. ModernTax answers the tax and accounting industry’s need for: 1. Connection between taxpayers and business providers 2. Accessibility of tax data and virtual tax filing services 3. Efficiency of processes for tax and accounting service providers
ModernTax
Angel Round in 2017
ModernTax is API platform that enables financial and fintech companies to access and verified IRS taxpayer records and (2) an employee financial benefits platform providing benefits teams with a comprehensive tool to automate taxable events. ModernTax answers the tax and accounting industry’s need for: 1. Connection between taxpayers and business providers 2. Accessibility of tax data and virtual tax filing services 3. Efficiency of processes for tax and accounting service providers
Talk Accounting
Convertible Note in 2017
Talk Accounting is a developer of innovative accounting software that automates bookkeeping through advanced voice recognition technology. The company’s platform utilizes artificial intelligence and image processing to streamline financial transaction management, allowing users to code and verify transactions via a voice-to-data system. This unique approach enables small and medium businesses to efficiently collect, track, and update financial information while generating real-time financial reports. By automating the data-entry process, Talk Accounting significantly reduces bookkeeping costs and enhances overall financial management for its clients.
Valid8 Financial
Convertible Note in 2017
Valid8 Financial, established in 2017 and based in Seattle, Washington, specializes in financial services investigations. The company's core offering is a SaaS platform that extracts and reconciles banking transactions from PDF statements, streamlining data preparation and enabling users to identify transfers between accounts and entities, simplify asset discovery, and detect potential fraudulent transfers. This platform empowers investors, auditors, and accountants to track, analyze, and manage third-party financial transactions, facilitating informed decision-making and independent financial assessments.
ScaleFactor
Convertible Note in 2017
ScaleFactor provides automated accounting and finance software, offering features such as bookkeeping automation, proactive alerts, and business insights translation. It formerly offered additional services like IT integration, HR/payroll, compliance, and CFO advisory. ScaleFactor served various industries including professional services, restaurants, retail, technology, and wellness. The company was founded in 2014 and had offices across North America before ceasing operations.
Talk Accounting
Seed Round in 2017
Talk Accounting is a developer of innovative accounting software that automates bookkeeping through advanced voice recognition technology. The company’s platform utilizes artificial intelligence and image processing to streamline financial transaction management, allowing users to code and verify transactions via a voice-to-data system. This unique approach enables small and medium businesses to efficiently collect, track, and update financial information while generating real-time financial reports. By automating the data-entry process, Talk Accounting significantly reduces bookkeeping costs and enhances overall financial management for its clients.
Entigrity Solutions
Convertible Note in 2016
Entigrity is an ISO 9001:2015 Certified company and has been conferred with award of “The Top 10 Most Promising Solutions provider to Small and Mid-Size Accounting firms by CPA Directory.com's Accounting Review 2015. We have an excellent clientele ranging from Small and Mid-Size firms to Top 200 firms, who have benefitted immensely from our Remote Staffing Solutions. We have a loyal and trusted clientele of more than 500 accounting firms.
Painless1099
Convertible Note in 2016
Painless1099, LLC is an innovative online service based in Richmond, Virginia, established in 2015, designed specifically for freelancers and independent contractors. The company offers a unique banking solution that helps these workers manage their 1099 income effectively. Painless1099 provides an online bank account that automatically withholds taxes based on individual factors such as filing status and number of dependents, ensuring users set aside the appropriate amount for tax obligations. Additionally, the service automates health insurance payments, assists in establishing a SEP IRA for retirement savings, and encourages users to save for unexpected expenses. By integrating these features, Painless1099 aims to provide freelancers with the benefits typically associated with traditional employment while allowing them to maintain control over their self-employment careers.
Quadient Accounts Receivable by YayPay
Convertible Note in 2016
YayPay Inc. develops a cloud-based accounts receivable management software that automates payment workflows for finance, credit, and collections teams. Founded in 2015 and headquartered in New York, the company offers a range of solutions including dashboards for automated collections, payment predictions, and payer trends, as well as integration with popular platforms like Oracle NetSuite, Sage Intacct, Acumatica, QuickBooks, and Salesforce. YayPay's software utilizes data science and machine learning to improve the credit to cash process, facilitating credit assessments, invoicing, collections management, online payment processing, and cash application. The company targets mid-market and enterprise customers across various sectors, including manufacturing, wholesale, software, and consulting. As a subsidiary of Quadient S.A., YayPay has additional offices in Kyiv, Ukraine, and London, United Kingdom.
Moxiter
Convertible Note in 2016
Moxiter is a cloud-based enterprise software provider tailored for tour operators and destination management companies. The company offers a comprehensive software platform that facilitates sales automation, inventory management, online sales distribution, and accounting services. By enabling these businesses to transition to online operations, Moxiter aims to enhance their sales capabilities and streamline their overall management processes.
Tripcloud
Convertible Note in 2015
TripCloud is a comprehensive travel desk software designed for mid-sized companies, travel managers, business travelers, assistants, office administrators, accountants, and individual users primarily in the United States and India. Launched in 2015 in San Francisco, California, the platform facilitates the planning, booking, and accounting for corporate travel. Users can efficiently book flights, hotels, and rental cars while managing their travel-related expenses. By streamlining the travel planning process, TripCloud aims to assist organizations in reducing their overall travel spending.
Mentio Technologies
Seed Round in 2015
Mentio Technologies, established in 2014 and headquartered in Vancouver, Canada, specializes in cloud-based accounting software. It offers automated cash flow forecasting, accounts receivable and payable management solutions, and provides actionable financial advice to small and medium businesses. Mentio's platform connects to users' cloud accounting software, analyzes financials, and generates personalized "To Do's" based on past performance, industry benchmarks, and best practices. This data-driven advice is accessible via mobile devices, enabling users to manage tasks and improve their financials anytime, anywhere. As of 2016, Mentio operates as a subsidiary of Lendified Inc.
Tripcloud
Convertible Note in 2015
TripCloud is a comprehensive travel desk software designed for mid-sized companies, travel managers, business travelers, assistants, office administrators, accountants, and individual users primarily in the United States and India. Launched in 2015 in San Francisco, California, the platform facilitates the planning, booking, and accounting for corporate travel. Users can efficiently book flights, hotels, and rental cars while managing their travel-related expenses. By streamlining the travel planning process, TripCloud aims to assist organizations in reducing their overall travel spending.
SherpaDesk
Convertible Note in 2015
SherpaDesk is a cloud hosted customer support solution that assists IT businesses in tracking client requests and invoicing time for professional services. SherpaDesk is the support application for organizations needing the ability to track multiple rate types across a broad customer base and then invoice for their time. Mobile device access and the ability to brand a customer portal make it the perfect small business solution to improve any IT support and billing processes.
ExpenseBot
Convertible Note in 2014
ExpenseBot Inc. is a developer of an expense management platform that simplifies the process of business expense reporting. Founded in 2013 and headquartered in Shaker Heights, Ohio, the company offers a dashboard that allows users to create, approve, and reimburse expense reports efficiently. The platform leverages artificial intelligence, predictive analytics, and machine learning to automate the expense reporting process, pulling data from various sources such as calendar apps, emails, credit card transactions, and GPS. By analyzing expense data, ExpenseBot identifies reimbursable items and automatically generates expense reports when certain thresholds are met. This integration helps clients save time and reduces the challenges associated with organizing and submitting expenses.
Common Form
Convertible Note in 2014
Common Form is a developer of cloud-based tax preparation software that simplifies the process of filing taxes for individuals. The company's platform allows users to file their federal tax returns quickly and securely from any connected device, including smartphones and computers. By streamlining the tax preparation experience, Common Form addresses the needs of millions of Americans with straightforward tax situations, significantly reducing the time and complexity involved in digital tax filing. The software emphasizes user data protection and is designed to enhance the overall efficiency of the tax preparation process.
GoodApril
Seed Round in 2013
GoodApril is a software startup based in San Francisco, California, specializing in tax planning and management solutions for individual American taxpayers. Founded in 2012 by Benny Joseph and Mitchell Fox, the company offers a range of services designed to assist consumers in calculating their tax liabilities and identifying potential deductions and credits to optimize their tax savings. One of its key products is Tax Checkup, an application that enables users to upload their tax returns and receive professional feedback on eligible credits and deductions. GoodApril's focus is on simplifying the tax preparation process and enhancing financial efficiency for its users. The company has since been acquired by Intuit.
Bench
Convertible Note in 2012
Bench Accounting Inc. is a fintech company based in Vancouver, Canada, that specializes in providing online bookkeeping services for small businesses. Founded in 2012, the company combines intuitive software with a dedicated team of professional bookkeepers to automate accounting tasks, allowing clients to manage their finances more efficiently. Bench offers a range of services, including monthly financial statements, year-end financials, and year-round tax support, ensuring that business owners have access to comprehensive financial reporting and expert assistance. With a focus on affordability and convenience, Bench aims to streamline the bookkeeping process, empowering clients to concentrate on growing their businesses. The company has raised significant funding to support its operations and currently employs a workforce dedicated to serving thousands of clients across Canada.
Ceviche AI automates SEC-compliant expense allocations for private fund RIAs offering scalable and auditable financial reporting.