Features

Everything Jupid does.

Bookkeeping, taxes, answers in your messenger, and integrations — twelve features built around an AI accountant that learns your business.

Categorization you don't have to check twice.

Jupid learns your vendors, keeps the context, and asks when it isn't sure — instead of guessing.

Transaction learning

New charges get categorized to the right Schedule C line as they land. 95.9% accurate out of the box, smarter every month.

Explore transaction learning
Transactions6 items
DateDescriptionAmount
01/15
Figma
ExpensesSoftware Subscriptions
-$14.99
01/15
Amazon Web Services
ExpensesCloud Hosting
-$247.83
01/16
Uber
ExpensesTravel
-$32.50
01/16
Starbucks
ExpensesMeals
-$8.45
01/17
WeWork
ExpensesOffice Rent
-$450.00
01/17
Stripe Transfer
IncomeRevenue
+$2,840.00

AI memory

Figma is always software. That Delta flight is always travel. Jupid remembers your whole business — ChatGPT forgets between sessions.

Explore AI memory
Vendors5 learned
VendorTxnsMonthly
Amazon Web Services
Cloud Hosting
12$247.83
Figma
Software Subscriptions
6$14.99
WeWork
Office Rent
6$450.00
Uber
Travel
8$128.40
Stripe
Revenue
24$4,210.00

Smart intake

When a transaction needs context, Jupid asks in plain English. Tap one button and it's categorized — no login, no spreadsheet.

J
Jupid
Ask about your finances...

Taxes stop being a season.

Your books stay IRS-ready every month, so filing is a download, not a project.

Schedule C generation

Gross receipts, expenses, net profit — every line filled in from categorized transactions. Hand it to your accountant or file directly.

Schedule CIRS Form 1040
Line 1Gross receipts
 
Line 10Commissions and fees
 
Line 18Office expense
 
Line 28Total expenses
 
Line 31Net profit
 
0%

Missed-deduction scans

Home office, mileage, software subscriptions — Jupid flags an average of $1,249/yr in deductions early users would have missed.

Missed deductions found
$0
per year average
H
Home Office+$312
P
Phone & Internet+$180
S
Software Subscriptions+$420
M
Mileage+$337

Quarterly estimates

Know what to set aside for the IRS each quarter, calculated from your real income as it comes in. No April surprises.

Q3 2026 estimated taxes
Jun 1 – Aug 31 income
Due Sep 15
Net income this quarter$0
Self-employment tax$2,603
Federal income tax$2,210
Set aside for the IRS
$0
Payment reminder set

Ask your books anything. From anywhere.

Your accountant lives in the messengers you already use — and always answers with your real numbers.

WhatsApp and iMessage

Confirm a charge, check a deduction, or ask what you can write off — from the messenger you already use. One tap and the books update.

Explore the WhatsApp integration
J
Jupid
AI Accountant
Type a message

Plain-English answers

“Can I write off this laptop?” “What did I earn in March?” Jupid answers from your actual books, not generic advice.

J
JupidAI Accountant
Ask your accountant anything...

Spending breakdowns

Where the money goes, by category and by month — see subscriptions creeping and costs drifting before they hurt.

Total expenses
$0
Cloud Hosting$00%
Office Rent$00%
Software$00%
Travel$00%
Meals & Entertainment$00%
Other$00%

Plugged into your money stack. And your tools.

Transactions flow in automatically. Answers flow out wherever you work.

Explore integrations

Bank and payment sync

Connect banks, Stripe, and QuickBooks once and transactions stay current. No manual uploads, no stale data. Prefer not to connect a bank yet? Start from a CSV export.

PlaidAll US banksStripePaymentsBank FeedReal-timeJupidAI EngineEmbedded UIWhite-labeledQuickBooksAuto-syncTax FilingSchedule C

MCP for Claude Code and Cursor

“What did I spend on software last year?” Jupid connects as an MCP server to Claude Code, Cursor, and other LLM tools.

claude — ~/business

Reports from a prompt

“Show me subscription spending in February 2026.” Custom reports on the fly, no templates needed.

For freelancers and LLCs

Connect your bank and watch your books categorize themselves in minutes. First 100 transactions free.

Try Jupid free

For banks and credit unions

Offer Jupid to your business members as a white-label AI accountant — LLC formation, bookkeeping, and tax prep inside your digital banking.

Partner with us