Your books, taxes, and filings,
handled without you
Connect your accounts once. Software keeps the books current every day. A licensed CPA checks the work and files. That is the whole model.
From first login to fully managed
Link your bank accounts, payroll, and payment platforms once. We bring over your existing books, set up your chart of accounts, and register the tax deadlines that apply to you. Most companies are live within hours.
Every transaction is categorized and reconciled as it lands. Confident postings go straight to the ledger. Anything unusual is routed to a person instead of guessed at. Your books are current every morning, not at month end.
A licensed CPA reviews your financials each month and every return before it goes out. Federal, state, and payroll filings leave on time. You get a short summary and a number to ask if something looks off.
What changes for you
You stop doing bookkeeping
Forward receipts by email or drop them in bulk. We read them, match each one to its bank transaction, and file it. No spreadsheet to keep, no month-end scramble.
Every number is checked
Software categorizes and reconciles each transaction as it lands and flags anything it is not sure about. A person reviews the flags, and a licensed CPA reviews the books before you see them. Nothing reaches your financials on a guess.
Deadlines stop being surprises
Franchise tax, annual reports, estimated payments, 1099s, payroll filings: every obligation sits on a calendar we watch. You see it coming weeks out, and we file it.
You can see your numbers any day
Cash, burn, runway, and revenue in a live dashboard, or ask a question in plain English and get an answer from your own books. No waiting for a report.
No new tool to learn. Ask where you already work.
Your AI CFO sits in Slack and email, not behind another login. Ask an accounting or tax question the way you would ask a colleague, and it answers from your own books.
@Vecty can you give me a revenue prediction for Acme Labs?
Forecast fits 12 months of history and projects 6 months forward.
Model output: ~$100k in Sep, ~$135k in Oct, tapering to ~$9k by Feb (range roughly $46k to $216k in Sep).
One caveat worth more than the model: the books show $0 revenue in every month since March. If that is a data gap rather than a real stop in sales, this projection is not reliable. Want me to dig into the gap first?
Nice, can you give me the P&L for 2025 as a PDF?
Revenue $1,267,767 · Expenses $379,901 · Net income $887,866
Revenue is almost entirely service income. Biggest expense lines: franchise taxes $81,600, accounting fees $52,598, salaries.
Also ask about runway, an expense that looks off, or whether a new contractor is set up right.
Software does the volume. A CPA does the judgement.
The model 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:
- Reviewing your monthly financials before you see them
- Signing and filing every tax return
- Deciding what to do with a transaction the software is unsure about
- Answering your questions, by chat or on a call
Try the free tools first
See what your state actually charges, or which funding instrument fits. No signup.
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.