FiscalIQ — AI-Native Financial Intelligence | Private Beta
Contact
Private Beta FiscalIQ is launching soon · Patent Granted · Founding-firm spots are limited. Join the waitlist →
Private Beta · Launching 2026 · Patent Granted

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.

You're on the list. We'll be in touch as founding-firm access opens. Watch your inbox.
CPA Edition Business Edition SOC 2 Type II Patent Granted
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.

Try it

See what FiscalIQ gives back.

Most tools hand you a feature list. Move the sliders and see your own month-end math, based on 90 to 95 percent automated categorization.

Estimate only. Assumes the AI auto-codes about 90 to 95 percent of transactions and a person reviews and approves. Your numbers will vary.

—
hours back every month
—
work-days saved / month
—
transactions auto-coded / month
Get founding-firm access
Built for your industry

Industry modules, not generic books.

FiscalIQ is built with deep modules tuned to how each industry actually accounts, and we're expanding to new verticals continuously.

Construction

Job costing, WIP reporting, change orders, draw requests, retainage, equipment depreciation

SaaS

MRR/ARR, churn, CAC/LTV, Stripe integration, deferred revenue recognition

Manufacturing

Bill of materials, FIFO/LIFO/weighted costing, production variance, inventory turnover

Non-Profit

Fund accounting, grant spend-down, program expense ratio, Form 990 export

Restaurant

Food cost %, prime cost, daily POS reconciliation, tip tracking, shift-based labor

E-Commerce

Multi-channel reconciliation (Shopify, Amazon, Etsy), return rate, margin by channel, inventory sync

Real Estate

Property-level P&L, lease management, depreciation schedules, 1031 exchange tracking

Healthcare

Reimbursement by payer, payer mix, claims aging, collection rate, HIPAA-aligned handling

Professional Services

Project billing, time tracking, utilization/realization, retainers, unbilled WIP

Transportation

Load-based P&L, revenue per mile, fuel cost per mile, empty-miles, driver pay %

Agriculture

Crop input by field, cost per acre, subsidy reconciliation, seasonal cash-flow modeling

Legal

Matter-based billing, IOLTA trust accounting, three-way trust reconciliation, contingency tracking

Fitness & Wellness

Membership revenue & churn, class utilization, instructor cost %, member LTV

Childcare

Enrollment revenue by room, subsidy reconciliation, tuition collection, staff-ratio monitoring

Property Management

Owner distribution statements, trust reconciliation, management-fee automation, maintenance allocation

Franchise

Royalty tracking by unit, brand-fund reconciliation, unit-level P&L, same-store sales

Media & Creative

Project-based billing, with deeper creative-workflow accounting in development

More on the way

Additional industry modules in active development, your vertical may be next.

Operations add-ons Payroll AP Automation Upgrade Tax Export Pack

Industry modules sit on top of the same AI-native core, and the library keeps growing.

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.

What firms actually need
FiscalIQ
QuickBooks / Xero
Puzzle.io
Oracle / SAP
AI at the core, drafting the books
✓
Add-on
Partial
—
Many client books, isolated, one dashboard
✓
Basic
—
Enterprise only
White-label client portal on your domain
✓
—
—
—
Predictive close and cash forecast
✓
—
Partial
Add-on
Built for CPA firms, not startups or enterprise
✓
Generic
Startups
Enterprise
Patent-granted architecture
✓
—
—
—
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.
What is AI-native accounting?
AI-native means the AI is the core of the ledger, not a feature bolted onto an older system. In FiscalIQ the AI drafts entries, codes 90 to 95 percent of transactions, predicts the month-end close, and forecasts cash flow, while a person reviews and approves before anything posts.
What is the best accounting platform for a firm managing many client ledgers?
FiscalIQ is built for exactly that: isolated books per client, one firm-wide dashboard, close queues with staff assignment, predictive close per client, and a white-label client portal that runs on your own domain.
Who is FiscalIQ for?
Two audiences on one core. The CPA Edition is for accounting firms running many client ledgers. The Business Edition is for growing companies and finance leads who want clean, forward-looking books without a full finance team.
Is FiscalIQ SOC 2 certified?
FiscalIQ is engineered and built to SOC 2 Type II standards from day one, with an append-only audit trail, role-based access, and encrypted client isolation. Formal third-party certification is pursued as the platform reaches general availability.
Where is FiscalIQ based?
FiscalIQ LLC is based in Austin, Texas, serving the United States first and expanding to the UK, Canada, Australia, and the EU.
Get in touch

Talk to the team.

Questions about FiscalIQ, founding-firm access, or partnerships? Send a note and we'll get back within one business day.

We'll reply within one business day. No spam, ever.
Thanks, your message is in. We'll be in touch within one business day.
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