“Can AI agents plus a dedicated accountant replace the bookkeeping/close/tax function for SMBs and CPA firms while running inside the customer's existing finance stack?”
Founded in August 2024 by three ex-operators to build an agentic AI platform that turned applications into intelligent agents (originally focused on software adoption, retention, and support cost reduction). By 2026 the company had repositioned as an 'AI CPA firm' — AI agents plus dedicated accountants running month-end close, reconciliation, AP, AR, and tax inside customers' existing stacks (QuickBooks, NetSuite, Sage Intacct, Brex, Stripe, Plaid). The stack is now execution-layer accounting automation, not a product-adoption tool.