Basis is an AI accounting platform that runs end-to-end workflows for firms and in-house teams, then hands completed work to accountants for review. It focuses on CAS, tax, audit, advisory, and related accounting operations.
Lums is an AI-powered personal finance app that combines budgeting, balance forecasting, and live account tracking. It helps individuals connect bank accounts, ask questions about their money, and build budgets from current transactions.
ChaChing is a billing platform that positions itself as an alternative to Stripe Billing for subscriptions, invoices, taxes, and revenue reporting. It says teams can keep Stripe for payments while migrating billing with minimal disruption.
Yomio is a smart expense tracker that scans receipts and documents, categorizes items automatically, and helps users review spending with AI-powered insights. It also supports family sharing, exports, and budget tracking on mobile and the web.
