Bookkeeping, tax and compliance for startups

Accurate financials.
Without the wait.

Bookkeeping and tax preparation that stay current throughout the year, reviewed by licensed CPAs, with answers available when you need them.

  • Bookkeeping
  • Tax filing
  • Compliance
  • Tax optimization
Financial dashboards showing estimated tax due, revenue forecast, cash runway projection, and net income volatility
  • Licensed CPAs review and sign every returnA human professional always verifies and files.
  • Books current every morningTransactions are categorized and reconciled as they land, not at month end.
  • Read-only bank connectionsFeeds come through Plaid. Vecty never sees a password and cannot move money.
  • Ask in Slack, email or your own agentAnswers come from your own books. Vecty ships an MCP server, so any AI agent you already use can plug in.

Your finances shouldn’t keep you waiting.

Your current setup is costing you more than you think.

  1. Long waitsResponsive access

    Traditional firms charge by the hour for manual work. You get slow turnarounds, stale data, and no strategic visibility into your finances.

    Ask a question any day and get an answer from your own books.

  2. Stale dashboardsCurrent financials

    Static monthly reports arrive weeks after the month closes, so decisions run on numbers that are already out of date.

    P&L, balance sheet, cash flow and estimated tax due, live and always current.

  3. Last-minute tax preparationYear-round readiness

    Without continuous monitoring, tax optimization is an afterthought. Missed deductions, late filings, and compliance gaps add up fast.

    Returns drafted from live data all year, so tax time is a review, not a scramble.

  4. Sloppy executionAccountable review

    Most software just gives you buttons to click. You still categorize, reconcile, file, and chase compliance.

    Software does the volume, a licensed CPA checks the work. Nothing reaches your financials on a guess.

Your financials shouldn’t be months behind.

AI categorizes and reconciles every transaction automatically and gets smarter with each correction. CPAs review the output. P&L, balance sheet, cash flow and estimated tax due are live and always current, with no waiting for monthly reports.

  • Runway projections & burn rate
  • Estimated tax due, always visible
  • Bank & card reconciliation
  • Multi-entity consolidation
  • Revenue recognition
  • Investor-ready financial reports
Profit and loss report in Vecty showing income, cost of goods sold, operating expenses and net income

Bill pay & invoicing

Accounts payable and receivable in one place. Upload bills, approve payments, send invoices, with no more juggling separate tools.

  • Upload, approve, and pay bills
  • Create and send invoices
  • Track outstanding receivables
  • Automated payment reminders
Bills management dashboard showing outstanding, overdue, and paid amounts with vendor bill tracking

Tax preparation shouldn’t start at tax time.

Every federal and state deadline sits on a calendar we watch. Returns are drafted from live data throughout the year, so the filing is a review rather than a reconstruction.

Tax calendar showing monthly view with compliance deadlines and tax year tasks

Tax preparation & filing

Returns generated from live data, not manual entry. Clean books flow directly into tax preparation, and CPAs review and sign every return.

  • Federal & state returns
  • Quarterly estimated taxes
  • R&D credit analysis
  • Extension filing

Compliance management

Every filing deadline, regulatory obligation and compliance requirement, from franchise taxes to W-forms, tracked and managed automatically. A built-in deadline calendar keeps everything visible so nothing slips.

  • Deadline tracking & alerts
  • Formation & annual filings
  • W-8/W-9 management
  • State registrations

Tax optimization

Savings opportunities surface in real time. Entity restructuring, deduction timing, R&D credits: the system proactively finds what most firms overlook.

  • Entity structure analysis
  • Deduction maximization
  • Credit identification
  • Year-round strategy

Answers shouldn’t depend on office hours.

Ask questions in plain English and get instant answers from your books, in the app, in Slack, by email, or from your own agent: Vecty provides an MCP server, so it integrates into any agent you already use. Insights are surfaced proactively, not on request.

  • What were our top expenses last quarter?
  • How much estimated tax do we owe this year?
  • Are there compliance deadlines coming up?
  • Natural language queries, answered from your ledger
  • MCP server for your own AI agent
  • Anomaly detection & alerts
  • Proactive savings suggestions
  • Team notifications for every deadline
AI chat interface showing expense category analysis with follow-up suggestions

Software does the volume. A CPA does the judgement.

The system handles thousands of routine transactions. It does not sign your return, and it does not guess when it is unsure. A licensed CPA is responsible for these:

  1. 01Reviewing your monthly financials before you see them
  2. 02Signing and filing every tax return
  3. 03Deciding what to do with a transaction the software is unsure about
  4. 04Answering your questions, by chat or on a call

Go from setup to fully managed in hours.

No learning curve. No configuration. We handle the migration and the system runs from day one.

  1. 01

    Connect

    Link banks, payroll and payment platforms once. Stripe, Mercury, Gusto, Carta: unified automatically. We migrate your existing books and configure tax jurisdictions and compliance rules.

  2. 02

    Maintain

    AI categorizes and reconciles transactions daily, learning from every correction. Anything unusual is routed to a person instead of guessed at.

  3. 03

    Verify

    A licensed CPA reviews your financials each month, before you see them. CPA-reviewed financials are delivered monthly.

  4. 04

    Prepare

    Tax returns are drafted from live data all year. Compliance obligations are tracked automatically, and taxes are filed on time, every time.

  5. 05

    Answer

    Ask about runway, an expense that looks off, or the next deadline. Optimization opportunities are surfaced proactively, not on request.

How we compare

See how an AI-native approach stacks up against the alternatives.

Traditional FirmDIY SoftwareVecty
BookkeepingManual, hourly billingYou do it yourselfAutomated + CPA-verified
Tax PreparationAnnual, manual processLimited or separate toolContinuous, from live data
Compliance TrackingYou remind themYou track itMonitored automatically
Tax OptimizationRarely proactiveNot availableProactive, year-round
Reporting & DashboardsStatic monthly reportsBasic, self-builtReal-time, always current
IntegrationsManual data exchangeRequires setup & add-onsNative - banks, payroll, payments
Support & Expert AccessEmail, office hoursHelp docs & forumsAI + dedicated CPA team
AccuracyHuman error riskUser error riskAI accuracy + CPA review
Setup TimeWeeksHours of configMinutes

Questions we hear most

Everything you need to know about switching to Vecty.

Traditional firms charge by the hour for manual work. Vecty is AI-native - the system handles bookkeeping, tax prep, and compliance autonomously, with CPAs providing oversight. Same outcomes, fraction of the cost and turnaround time.

Licensed CPAs review and sign off on every return. The AI handles data aggregation and return preparation, but a human professional always verifies and files.

We connect directly with Stripe, Mercury, Gusto, Carta, major banks, payroll providers, and expense tools. If it touches your finances, we can ingest it.

Yes. We use bank-level encryption, SOC 2 compliant infrastructure, and strict access controls. Your data is never shared with third parties.

We work with startups and SMBs - from seed-stage through Series B and beyond. Our system is built for the complexity of growing businesses including SAFEs, convertible notes, stock-based compensation, and R&D credits.

Stop managing your books. Let Vecty manage them for you.

Bookkeeping, taxes, compliance, and optimization - handled end-to-end. Talk to us and see the system in action.