Institution
Institution is an AI-native finance platform that unifies bookkeeping, tax, and CFO services for startups and modern businesses. It is designed to replace fragmented accounting firms, manual spreadsheets, and disconnected finance tools with a single intelligent system that manages your entire back office.
Deployment
Launch Date
Nov 15, 2025
Category
FinTech / AI-Powered Accounting
Type of Work
AI-Driven Bookkeeping, Tax & R&D Credit Automation, Fractional CFO & Modeling, Client Collaboration Portal, Financial Data Integration
Key Advantages:
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1. Reliable Bookkeeping, Delivered Monthly We handle all your transaction categorization, reconciliations, and monthly close. You get accurate, investor-ready financials like your P&L and Balance Sheet delivered on time, every time.
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2. Full-Service Tax & Compliance From 1120s to 1099s, our expert team makes sure you stay compliant and maximize your deductions. We manage your federal and state tax preparation and filing from start to finish.
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3. Maximize Your R&D Credits Don't leave government money on the table. We handle the entire R&D credit process from the study to filing Form 6765 and applying the payroll credit to maximize your non-dilutive funding.
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4. Your Expert Team, On-Demand No support tickets. No waiting days for a reply. Message your dedicated accounting team directly through our platform and get expert answers, fast
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5. A Unified Financial Stack We connect directly with the tools you already use: banks, payroll (Gusto, Rippling), payments (Stripe), and expense management. Your full financial picture, all in one place.
​6. Built for Startups We’re built for how startups operate. We understand burn rates, fundraising, and board reporting. Our financials are "due diligence-proof" and ready for your investors from day one.
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7. Strategic CFO Advisory When you're ready to scale, move beyond compliance. Get strategic support with financial modeling, burn rate analysis, runway forecasting, and board-ready reports to make better decisions.
8. Transparent, Flat-Rate Pricing
No hourly billing or surprise invoices. Our services are bundled into a clear, monthly subscription, so you can manage your cash flow with predictability as you grow.