Keeper Tax
ProductCurrently Offered
AI-powered tax filing and expense tracking app for freelancers and small business owners.
Keeper Tax combines intelligent software with human accountants to help 1099 workers and small businesses track expenses, estimate quarterly taxes, and file returns.
The product automates write-off discovery by scanning connected accounts and categorizing deductible expenses, then pairs users with tax professionals for final review and filing.
AI-powered tax filing and expense tracking app for freelancers and small business owners.
Sumly — AI Tax and Expense Platform
QuickBooks
TurboTax
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Pennee Provides Credit Financing Solutions To
: Leveraging Alternative Data To Enhance
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Cloud Accounting Software
Online Tax Preparation Software
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hrblock.com
Credit Karma Tax
creditkarma.com
Bank Data Connectivity Platform
Financial Data APIs
Brex Card
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Klutch Credit
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FreeTaxUSA
Privy Wallet Infrastructure
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BILL Spend & Expense
bill.com
Privacy Virtual Cards
privacy.com
Ramp Corporate Cards
ramp.com
: A Business Services Provider Offering
Klutch Spend
klutchcard.com
Apple Card
apple.com
Mercury Card
mercury.com
Stripe Payments
stripe.com
: Specialized Software Provider For Mobile
Mobile Payment And Wallet Services For
Payment Network Services
Braintree
PayPal Checkout
paypal.com
Square Payments
squareup.com
Point-of-Sale Financing
paypal.com
Shift4 Payments
shift4.com
Olo Pay
olo.com
Toast Payments
Klarna Pay Later
klarna.com
PayPal Pay Later
paypal.com
| Attribute | Keeper Tax | Sumly — AI Tax and Expense Platform | QuickBooks | TurboTax | Nyc-Based Alt/Finance Innovates Insurance, Lending, And | Pennee Provides Credit Financing Solutions To | : Leveraging Alternative Data To Enhance | Xero — Cloud Accounting Software | Online Tax Preparation Software | H&R Block | Credit Karma Tax | Bank Data Connectivity Platform | Financial Data APIs | Brex Card | Klutch Credit | FreeTaxUSA | Privy Wallet Infrastructure | BILL Spend & Expense | Privacy Virtual Cards | Ramp Corporate Cards | : A Business Services Provider Offering | Klutch Spend | Apple Card | Mercury Card | Stripe Payments | : Specialized Software Provider For Mobile | Mobile Payment And Wallet Services For | Payment Network Services | Braintree | PayPal Checkout | Square Payments | Point-of-Sale Financing | Shift4 Payments | Olo Pay | Toast Payments | Klarna Pay Later | PayPal Pay Later | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Provider |  Keeperkeepertax.com$15.8M raised · Series A |  Sumlygetsumly.com$0 raised |  Intuitintuit.com$4B raised · Public | Intuitintuit.com$4B raised · Public |  Alt.Fnaltfndata.com$120k raised · Pre-Seed |  Pennee Technologiespennee.co$450k raised · Pre-Seed |  Shuboxshubox.ai$0 raised · Pre-Seed | Xeroxero.com$0 raised · Public |  TaxActtaxact.com$0 raised |  H&R Block Company$0 raised · Public | Intuitintuit.com$4B raised · Public |  Plaidplaid.com$734.3M raised · Series D | Plaidplaid.com$734.3M raised · Series D |  Brexbrex.com$1.5B raised · Late Stage Private |  Klutchklutchcard.com$840k raised · Seed |  FreeTaxUSA Companyfreetaxusa.com$0 raised |  Privyprivy.io$41.3M raised · Acquired |  Bill.com Holdingsbill.com$216M raised · Public |  Privacy.comprivacy.com$0 raised |  Rampramp.com$2.1B raised · Series D |  Astriusastrius.co$100k raised · Pre-Seed | Klutchklutchcard.com$840k raised · Seed |  Appleapple.com$0 raised · Public |  Mercurymercury.com$446M raised · Series C |  Stripestripe.com$8.7B raised · Series A |  Buyableitsbuyable.com$120k raised · Seed |  Storspaystorspay.com$120k raised · Pre-Seed | American Expressamericanexpress.com$0 raised · Public |  PayPalpaypal.com$5.2B raised · Public | PayPalpaypal.com$5.2B raised · Public |  Blockblock.xyz$601.2M raised · Public | PayPalpaypal.com$5.2B raised · Public |  Shift4shift4.com$13.7M raised · Public |  Oloolo.com$2.2B raised · Acquired Subsidiary |  Toasttoasttab.com$962M raised · Public |  Klarnaklarna.com$4.8B raised · Public | PayPalpaypal.com$5.2B raised · Public | |
| Founded | 2019 | 2024 | 1983 | 1983 | 2003 | 2021 | 2022 | 2006 | 1998 | 1955 | 1983 | 2013 | 2013 | 2017 | 2019 | 2001 | 2021 | 2006 | 2014 | 2019 | 2010 | 2019 | 1976 | 2017 | 2010 | 2023 | 2022 | 1850 | 1998 | 1998 | 2009 | 1998 | 1999 | 2005 | 2011 | 2005 | 1998 | |
| Sells To | Small Business | Small Business | Enterprise, Small Business | Enterprise, Small Business | Enterprise | Small Business | Enterprise, Small Business | Small Business | — | Consumers, Small Business | Enterprise, Small Business | Enterprises | Enterprises | Enterprise | Individuals | — | Enterprises | Enterprises, Small Business | Individuals | Enterprise, Small Business | — | Individuals | Enterprises, Individuals | Startup | Enterprises, SMB | Enterprise | Small Business | B2B, B2C | Enterprises | Enterprises | Individuals, SMB | Enterprises | — | Enterprises | Enterprise, Small Business | Enterprises, Individuals | Enterprises | |
| Pricing Model | Recurring, Software | SaaS | Recurring, Software, Transactional | Recurring, Software, Transactional | Recurring, Software, Transactional | Recurring, Software, Transactional | Recurring, Software, Transactional | SaaS, Subscription | — | Transactional | Recurring, Software, Transactional | Subscription | Subscription | Recurring, Software, Transactional | Subscription | — | Recurring | Recurring, Software | Subscription | Recurring, Software, Transactional | Recurring, Transactional | Subscription | Services, Subscription | SaaS | Recurring, Transactional, Usage-based | Recurring | Recurring | Transaction Fees | Transactional Commission | Transactional Commission | Transactional Commission | Transactional Commission | — | SaaS | Recurring, Software, Transactional | Transactional Commission | Transactional Commission | |
| Ownership | Venture Capital | Venture-backed private company | Public | Public | Private, Venture Capital | Venture Capital | Venture Capital | Public | — | Public | Public | Private | Private | Acquired | Private | — | Venture Capital | Public | Private | Equity, Venture Capital | Private, Venture Capital | Private | Public | Private | Private Equity, Venture Capital | Private | Venture Capital | Public | Public | Public | Public | Public | — | Private | Public | Public | Public |
Provider Keeperkeepertax.com$15.8M raised · Series A
Founded 2019
Sells To Small Business
Pricing Model Recurring, Software
Ownership Venture Capital
Provider Sumlygetsumly.com$0 raised
Founded 2024
Sells To Small Business
Pricing Model SaaS
Ownership Venture-backed private company
Provider Intuitintuit.com$4B raised · Public
Founded 1983
Sells To Enterprise, Small Business
Pricing Model Recurring, Software, Transactional
Ownership Public
Provider Intuitintuit.com$4B raised · Public
Founded 1983
Sells To Enterprise, Small Business
Pricing Model Recurring, Software, Transactional
Ownership Public
Provider Alt.Fnaltfndata.com$120k raised · Pre-Seed
Founded 2003
Sells To Enterprise
Pricing Model Recurring, Software, Transactional
Ownership Private, Venture Capital
Provider Pennee Technologiespennee.co$450k raised · Pre-Seed
Founded 2021
Sells To Small Business
Pricing Model Recurring, Software, Transactional
Ownership Venture Capital
Provider Shuboxshubox.ai$0 raised · Pre-Seed
Founded 2022
Sells To Enterprise, Small Business
Pricing Model Recurring, Software, Transactional
Ownership Venture Capital
Provider Xeroxero.com$0 raised · Public
Founded 2006
Sells To Small Business
Pricing Model SaaS, Subscription
Ownership Public
Provider TaxActtaxact.com$0 raised
Founded 1998
Sells To —
Pricing Model —
Ownership —
Provider H&R Block Company$0 raised · Public
Founded 1955
Sells To Consumers, Small Business
Pricing Model Transactional
Ownership Public
Provider Intuitintuit.com$4B raised · Public
Founded 1983
Sells To Enterprise, Small Business
Pricing Model Recurring, Software, Transactional
Ownership Public
Provider Plaidplaid.com$734.3M raised · Series D
Founded 2013
Sells To Enterprises
Pricing Model Subscription
Ownership Private
Provider Plaidplaid.com$734.3M raised · Series D
Founded 2013
Sells To Enterprises
Pricing Model Subscription
Ownership Private
Provider Brexbrex.com$1.5B raised · Late Stage Private
Founded 2017
Sells To Enterprise
Pricing Model Recurring, Software, Transactional
Ownership Acquired
Provider Klutchklutchcard.com$840k raised · Seed
Founded 2019
Sells To Individuals
Pricing Model Subscription
Ownership Private
Provider FreeTaxUSA Companyfreetaxusa.com$0 raised
Founded 2001
Sells To —
Pricing Model —
Ownership —
Provider Privyprivy.io$41.3M raised · Acquired
Founded 2021
Sells To Enterprises
Pricing Model Recurring
Ownership Venture Capital
Provider Bill.com Holdingsbill.com$216M raised · Public
Founded 2006
Sells To Enterprises, Small Business
Pricing Model Recurring, Software
Ownership Public
Provider Privacy.comprivacy.com$0 raised
Founded 2014
Sells To Individuals
Pricing Model Subscription
Ownership Private
Provider Rampramp.com$2.1B raised · Series D
Founded 2019
Sells To Enterprise, Small Business
Pricing Model Recurring, Software, Transactional
Ownership Equity, Venture Capital
Provider Astriusastrius.co$100k raised · Pre-Seed
Founded 2010
Sells To —
Pricing Model Recurring, Transactional
Ownership Private, Venture Capital
Provider Klutchklutchcard.com$840k raised · Seed
Founded 2019
Sells To Individuals
Pricing Model Subscription
Ownership Private
Provider Appleapple.com$0 raised · Public
Founded 1976
Sells To Enterprises, Individuals
Pricing Model Services, Subscription
Ownership Public
Provider Mercurymercury.com$446M raised · Series C
Founded 2017
Sells To Startup
Pricing Model SaaS
Ownership Private
Provider Stripestripe.com$8.7B raised · Series A
Founded 2010
Sells To Enterprises, SMB
Pricing Model Recurring, Transactional, Usage-based
Ownership Private Equity, Venture Capital
Provider Buyableitsbuyable.com$120k raised · Seed
Founded 2023
Sells To Enterprise
Pricing Model Recurring
Ownership Private
Provider Storspaystorspay.com$120k raised · Pre-Seed
Founded 2022
Sells To Small Business
Pricing Model Recurring
Ownership Venture Capital
Provider American Expressamericanexpress.com$0 raised · Public
Founded 1850
Sells To B2B, B2C
Pricing Model Transaction Fees
Ownership Public
Provider PayPalpaypal.com$5.2B raised · Public
Founded 1998
Sells To Enterprises
Pricing Model Transactional Commission
Ownership Public
Provider PayPalpaypal.com$5.2B raised · Public
Founded 1998
Sells To Enterprises
Pricing Model Transactional Commission
Ownership Public
Provider Blockblock.xyz$601.2M raised · Public
Founded 2009
Sells To Individuals, SMB
Pricing Model Transactional Commission
Ownership Public
Provider PayPalpaypal.com$5.2B raised · Public
Founded 1998
Sells To Enterprises
Pricing Model Transactional Commission
Ownership Public
Provider Shift4shift4.com$13.7M raised · Public
Founded 1999
Sells To —
Pricing Model —
Ownership —
Provider Oloolo.com$2.2B raised · Acquired Subsidiary
Founded 2005
Sells To Enterprises
Pricing Model SaaS
Ownership Private
Provider Toasttoasttab.com$962M raised · Public
Founded 2011
Sells To Enterprise, Small Business
Pricing Model Recurring, Software, Transactional
Ownership Public
Provider Klarnaklarna.com$4.8B raised · Public
Founded 2005
Sells To Enterprises, Individuals
Pricing Model Transactional Commission
Ownership Public
Provider PayPalpaypal.com$5.2B raised · Public
Founded 1998
Sells To Enterprises
Pricing Model Transactional Commission
Ownership Public