Jupid — AI Accountant for LLC Setup
Jupid is an AI-native accounting and compliance platform embedded into digital banking. It supports the full SMB lifecycle: free LLC formation, AI bookkeeping, tax preparation and filing, and 24/7 conversational support via WhatsApp, iMessage, and embedded chat. The product can go live in 4-6 weeks without core banking changes.
2025
Year
4-6 weeks
Go-live
No core changes
Integration
95%+
AI accuracy
Challenge
Financial institutions lose entrepreneurs before onboarding: new businesses register elsewhere and never see the business banking offer. At the same time, SMB owners face expensive, fragmented bookkeeping and tax workflows.
Solution
Built a white-label product experience around contextual AI: autonomous transaction categorization, 24/7 conversational accountant, tax compliance with CPA oversight, and a single interface for finance operations. I designed product flows, UX/UI system, and conversion-focused content blocks for partner-facing pages.
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