Investor Backing & Capital Strength:
Recent funding rounds include a $75M Series C in February 2026 following a $30M Series B in March 2024, indicating investor confidence and resources to scale.
Strategic Partnerships:
Active collaborations are noted with firms such as KPMG, Protiviti, BDO, and CPAmerica, alongside strategic selections by Cherry Bekaert and LSL CPAs.
Innovation-Driven Growth:
Product momentum includes launches like Field Orchestrator and claims of achieving AIUC-1 certification, complemented by multiple CPA Practice Advisor Technology Innovation Awards.
