Jupid Tax

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Jupid Tax - overview

Established

2025

Location

Santa Monica, CA, US

Primary Industry

Financial Services

About

Jupid Tax is an innovative AI-powered accounting platform dedicated to simplifying financial management for small businesses and freelancers, ensuring organized tax preparation and efficient expense tracking. Founded in 2025 in Santa Monica, US, Jupid Tax specializes in providing an AI-native solution for bookkeeping and tax management. The company raised USD 840,000 in its latest funding round on April 30, 2026, led by Pre-Seed To Succeed with participation from Michigan Rise. The founder's prior entrepreneurial experience contributes to the strategic direction of the company, enhancing its capacity to serve its target market effectively.


Jupid is an AI-native accounting platform specifically designed to assist small business owners, freelancers, and LLCs in managing their financial records efficiently. The core product offering includes automated expense categorization, deduction identification, and generation of IRS Schedule C forms, making tax preparation straightforward and organized. This platform acts as a 24/7 bookkeeper, allowing users to interact via popular messaging apps like WhatsApp and iMessage, making the categorization process seamless and mobile-friendly. Jupid's advanced AI learns from user transactions, improving its categorization accuracy over time and ensuring that financial data remains IRS-ready throughout the fiscal year.


The service is targeted primarily at freelancers and small business owners across various sectors, with users benefiting from enhanced clarity in their financial management. Jupid is marketed predominantly within the United States, providing tailored solutions to meet the needs of a diverse clientele. Jupid operates on a subscription-based revenue model, offering its users a tiered pricing structure for ongoing services after an initial offer of 100 free transactions. This model enables clients to utilize the platform for categorizing expenses, identifying deductions, and generating necessary tax documents with minimal upfront commitments.


Upon exceeding the free transaction limit, users can choose from various affordable monthly plans tailored to different usage levels, ensuring flexibility and access for small business owners. The platform also facilitates direct interactions with clients, as users can query their financial data and generate custom reports through the AI interface. This transactional structure promotes engagement and encourages clients to leverage the full suite of services offered by Jupid, enhancing their overall financial management experience. In April 2026, Jupid Tax raised USD 840,000 in pre-seed funding led by new investor Pre-Seed To Succeed, with participation from another new investor Michigan Rise.


The company plans to utilize this funding to expand its artificial intelligence capabilities, deepen integrations across financial data sources, and further automate back-office financial operations for small businesses. Future initiatives include the launch of additional features aimed at improving user experience and expanding into new markets beyond the United States, although specific regions have yet to be disclosed.


Current Investors

Michigan Rise, Pre-Seed To Succeed

Primary Industry

Financial Services

Sub Industries

e-Financial, Web Applications, Accounting/Finance Software, Analytics & Performance Software

Website

www.jupid.com

Verticals

Artificial Intelligence, Cloud Computing, FinTech

Company Stage

Early Stage

Total Amount Raised

Subscriber access only

GoingPro

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.