AI Agent Runtime
Autonomous agents with policy gates and audit trails
Embedded Banking
Multi-rail payments and embedded banking rails
Ledger Systems
Double-entry ledger with mathematical invariants
Reconciliation
OCR ingestion and three-way match automation
Tax Orchestration
Multi-jurisdiction tax compliance and filing
Forecasting & Risk
Predictive cash flow and scenario simulation
NLQ Banking
Natural language queries over treasury data
Corporate Card
AI-enforced spending with real-time policies
Future of Finance
The next generation financial operating system
NEW
Financial Operating System
One unified platform for payments, treasury, spend intelligence, and quantitative investing.
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Startups & Venture
Replace 5-12 disconnected tools from day one
SMBs
One platform for payments, expenses, and growth
Enterprise
Treasury intelligence at institutional scale
Government
Treasury and economic intelligence for public sector
One operating system
Banking, ledger, tax, forecasting, and agents on a single substrate. From first close to institutional treasury.
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PrivacyTermsRiskCompliance

Tax Orchestration

Compliance filing
for multi-entity portfolios

Nexus thresholds monitored across every jurisdiction. Federal and state returns generated from a single source of truth. E-filing transmitted through a governed pipeline with full audit lineage.

Nexus map

Select a jurisdiction to inspect economic nexus against threshold. Status reflects rolling twelve-month lookback.

tax / nexus / CAactive · 100% of threshold
JurisdictionCalifornia
Revenue$1,842,000
Threshold$610,000
Forms568, 100S

Deduction discovery

tax / deduction / FY20256 modules · $3.24M yield
CodeModuleAmountBasis
RD-SEC41R&D Credit (§41)$284,700Qualified research expenditures across 3 cost centers
DEP-168Bonus Depreciation (§168)$1,120,400Qualified property placed in service Q3 to Q4
NOL-172NOL Carryforward (§172)$890,000Federal NOL from FY2023 applied against current-year income
FDII-250FDII Deduction (§250)$156,300Foreign-derived intangible income from SaaS exports
SALT-WKSALT Workaround$412,800Pass-through entity tax election in 4 states
QBI-199AQBI Deduction (§199A)$378,200Qualified business income from operating subsidiaries

E-filing pipeline

tax / efile / MeF5 stages · production
Validation847 checksSchema compliance against IRS XSD and state-specific business rules.
Digital SignaturePKI verifiedPartner PIN and practitioner EFIN authentication with timestamp anchoring.
TransmissionTLS 1.3Secure batch upload to IRS MeF gateway with retry and idempotency controls.
AcknowledgmentReal-timeAcceptance or rejection codes parsed; rejection routed to remediation queue.
ArchiveWORM storageImmutable filing record with source documents linked for seven-year retention.

Ingest. Nexus. Compute. Deduct. File. Archive.