Private Beta FiscalIQ is launching soon · Patent Pending · Founding-firm spots are limited. Join the waitlist →
Private Beta · Launching 2026 · Patent Pending

The AI-native ledger your firm has been waiting for.

Predictive close. 90–95% automated categorization. A white-label portal in your brand. Built for CPA firms running dozens of client ledgers, and for businesses that want their books to run themselves.

No spam. We'll email you when your early-access spot opens. Founding firms get in first.

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CPA Edition Business Edition SOC 2 Type II Patent Pending
What we're building

Accounting where AI is the architecture, not an add-on.

FiscalIQ matches what the best modern tools do, then adds the layer purpose-built firms and scaling businesses have been missing.

Predictive Close & Cash Flow

AI agents that predict, not just categorize. Anomaly scoring and forward forecasting so your team works ahead of month-end.

90–95% Auto-Categorization

LLM-powered categorization that learns your patterns. AI drafts, a human approves, the close happens in hours.

White-Label Portal

Your brand, your domain. Clients see your firm's platform, positioning you as a technology leader.

Multi-Client Ledger

Isolated books per client with one firm-wide dashboard. P&L, cash, and anomaly detection at a glance.

Tax Readiness Layer

Books stay export-ready all year. AI flags tax-relevant transactions and keeps categorization consistent.

Workflow Automation

Close queues, staff assignment, review and approval workflows, and client-facing reporting packs.

Two editions, one platform

Built for your side of the ledger.

The same AI-native core, tuned for two audiences. Both open for founding-firm early access.

CPA Edition

For accounting firms

Firms managing many client ledgers who need automation, isolation, and a portal that carries their brand.

  • Multi-client architecture, isolated books
  • Close queues, staff assignment, reviews
  • White-label client portal on your domain
  • Predictive cash flow and close, per client
Business Edition

For growing businesses

Founders and finance leads who want clean, current books and forward-looking visibility without a full team.

  • 90–95% automated categorization
  • Live P&L, cash position, anomaly alerts
  • Predictive cash-flow forecasting
  • Export-ready books at tax time
SOC 2
Type II security controls
ISO 27001
Infosec management
SOC 1
SSAE 18 financial controls
PCI DSS
Payment data security
Security & Compliance

Built to the standards your firm is held to.

Every control an auditor looks for, engineered in from day one, across security, financial reporting, privacy, and payments.

Security & Infrastructure

SOC 2 Type IIISO 27001AES-256 at restTLS 1.3 in transitMFA & SSORole-based access

Financial Controls

SOC 1 / SSAE 18GAAP-alignedSOX-ready controlsIRS e-file standardsAppend-only audit trail

Data Privacy

GDPRCCPA / CPRAEncrypted client isolationData residency controlsRight-to-erasure ready

Payments

PCI DSSTokenized card dataNo raw card storage

FiscalIQ is engineered and aligned to these frameworks from day one. Formal third-party certifications (SOC 1, SOC 2 Type II, ISO 27001, PCI DSS) are pursued as the platform reaches general availability.

Investor Opportunity

The category is forming. No one has built for this market.

FiscalIQ enters a $68.75B global market through the CPA-firm wedge, then scales the same AI core to every industry that manages financial complexity at multi-entity scale. We're raising a seed round to build it.

$68.75B
Global AI accounting market by 2031 · 44.6% CAGR
500,000+
Accounting firms globally · US 47K · UK 32K · CAN 12K · AUS 9K · EU 400K+
64%
Of firms investing in AI in 2025, up from 57%
0
AI-native platforms purpose-built for CPA multi-client workflow
The Wedge

CPA firms first

An anchor firm co-develops the platform; their workflow becomes the product and the reference that opens every future conversation.

The Scale

Business Edition

The same multi-tenant AI core serves healthcare, real estate, franchises, and PE portfolios. One platform, two revenue streams.

The Map

US, then the world

Expansion to the UK, Canada, Australia, and the EU. Each market multiplies the addressable firm count, from 47K US firms to 500K+ globally.

Oracle / SAP
Wrong architecture, too expensive
Puzzle.io
Built for VC-funded startups, not firms
QuickBooks / Xero
No AI, no multi-client
FiscalIQ
Built for global CPA workflow
Currently raising
$200K–$400K Seed
  • Co-development partners — CPA firms who co-fund the build for anchor pricing and revenue share
  • Seed investors — funding the build with an anchor partner already secured
  • Strategic partners — fintech infrastructure, domain advisors, and distribution

The confidential investor memo, exit analysis, and ROI scenarios are shared under NDA with qualified investors.

Request received. We'll review and send the confidential memo to qualified investors.

Confidential — for qualified investors only. This page is informational and is not an offer to sell or a solicitation of an offer to buy any security. Detailed financials, valuations, and return scenarios are provided under NDA.

Questions, answered

What firms ask before they join.

What is FiscalIQ?
AI-native accounting built for CPA firms managing multiple client ledgers and for growing businesses. AI drafts the books, predicts the close, and forecasts cash flow, with SOC 2 Type II security from launch.
When does it launch?
FiscalIQ is in private beta now. Founding firms on the waitlist get early access before general availability, plus a hand in shaping the roadmap.
Is my client data secure?
Yes. FiscalIQ is built to SOC 2 Type II with an append-only audit trail, role-based access controls, and encrypted data isolation for every client. Security is part of the architecture, not a later add-on.
How is it different from QuickBooks or Xero?
Those are strong general-ledger tools. FiscalIQ is architected for firms running dozens of client books with AI at the core, plus a white-label portal and predictive close that legacy tools were not built to provide.
What does early access cost?
Joining the waitlist is free. Pricing is scoped to your seat count, client volume, and edition. Founding firms qualify for anchor pricing locked in as the platform grows.
Founding firms

Be first on the AI-native ledger.

Spots for founding firms are limited. Join the waitlist and we'll reach out as early access opens.

Join the Waitlist