Jupid

Handle bookkeeping, LLC setup, and taxes via chat.

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$50Starting price

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About Jupid

Jupid is an AI-native accounting tool focused on freelancers, contractors, and small LLCs that want proper books without living in spreadsheets. It connects to bank and card accounts, auto categorizes transactions with vendor memory, tracks deductions, and produces IRS-ready outputs like Schedule C. On top of that, it handles LLC formation, AI-assisted tax prep with CPA review, and works over WhatsApp, iMessage, and developer tools so accounting becomes something handled in the background, not a monthly crisis. Key Features: AI Transaction Categorization: Automatically classifies expenses and income with around 96% accuracy, learns vendors over time, and maps every category directly to IRS Schedule C lines. Schedule C and Tax Workflow: Turns messy bank feeds into a ready-to-file Schedule C in minutes, with AI-prepared returns backed by human CPA review. Chat-First Accounting: Lets users categorize expenses, answer “is this deductible?” and supply missing context through WhatsApp, iMessage, or chat, without logging into a separate dashboard. Banking and App Integrations: Connects to US banks via Plaid plus platforms like Stripe and Deel, with optional CSV upload for those who are still bank-connection shy. MCP Server for Developers: Exposes books to tools like Claude Code and Cursor, so teams can query transactions and generate custom reports from the terminal or AI agents.

Key features

AI Transaction Categorization
Schedule C and Tax Workflow
Chat-First Accounting
Banking and App Integrations
MCP Server for Developers
Persistent Financial Memory

Use cases

Freelancers and Independent Contractors: Using Jupid to track income, separate business expenses, and generate Schedule C with minimal manual work.
Single-Member and Small LLC Owners: Relying on it to keep books clean, stay on top of state obligations, and avoid “tax season catchup week.”
Startup Founders and Solo Builders: Treating it as a lightweight finance stack before hiring a dedicated finance team.

Pros

AI-powered transaction categorization with vendor memory that improves over time
Supports chat-first accounting via WhatsApp, iMessage, and developer tools like Claude Code
Generates IRS-ready Schedule C forms with AI preparation and CPA review
Offers LLC formation services and integrates with banking platforms like Stripe and Deel
Provides SOC 2 Type II certified security with encrypted data handling

Cons

Bank connection is optional but recommended for real-time accuracy
Pricing model requires transition to paid plans after the initial free tier of 100 transactions
Limited to US-based financial institutions and tax requirements
Dependence on AI accuracy may still require human review for complex tax situations

Frequently asked questions about Jupid

What is Jupid and who is it designed for?

Jupid is an AI-native accounting tool designed for freelancers, contractors, and small LLCs. It automates bookkeeping tasks such as transaction categorization, deduction tracking, and tax preparation, making financial management accessible without requiring users to work directly in spreadsheets.

How does Jupid handle tax preparation for freelancers and LLCs?

Jupid generates IRS-ready Schedule C forms by automatically categorizing transactions and organizing financial data. It provides AI-prepared tax returns that are reviewed by a human CPA, simplifying the filing process for users.

Can Jupid integrate with my existing banking and payment platforms?

Yes, Jupid connects to US banks via Plaid and supports platforms like Stripe and Deel. It also allows users to upload CSV files if they prefer not to connect their bank accounts directly.

Is Jupid secure for handling sensitive financial data?

Jupid is SOC 2 Type II certified, meaning its security controls have been audited by an independent CPA firm. Data is encrypted in transit and at rest, and it is never sold or used to train AI models.

Does Jupid offer a free trial or a free plan?

Jupid offers the first 100 transactions for free without requiring a credit card. After that, users can continue with a paid plan.

How does Jupid work with AI agents and developer tools?

Jupid provides an MCP server that allows integration with tools like Claude Code and Cursor. Users can query transactions, generate custom reports, and interact with their books directly from the terminal or AI agents.