This task can be performed using Lucid
One Solution for All Your Business Finances
Best product for this task
Lucid
fintech
Bookkeeping, Taxes, Tax Credits, and CFO Services - all in one, powered by real-time AI and backed by a team of experts. Smart tech meets smarter humans. We handle the numbers. You lead the business.
What to expect from an ideal product
- Lucid combines real-time AI technology with human experts to handle your bookkeeping automatically, removing the need for manual data entry and spreadsheet management
- The platform processes tax preparation seamlessly throughout the year instead of scrambling during tax season, keeping your records organized and compliant in real-time
- Built-in tax credit identification helps you capture money you might miss, with AI scanning for opportunities while tax professionals verify and apply them properly
- One integrated system handles everything from daily transactions to CFO-level financial strategy, eliminating the need to juggle multiple software tools and service providers
- Expert oversight ensures the AI gets things right, giving you accurate financials and tax filings without having to become an accounting expert yourself
