SwarmIQ automatically syncs your bank accounts, categorizes every transaction, and finds tax strategies hidden in the tax code — while you focus on your business.
Overnight analysis, morning briefs, proactive tax strategies — all running autonomously while you sleep.
Connect Mercury, Chase, Bank of America — any US bank through Plaid. Transactions sync automatically and are categorized by AI in real time.
Wake up to a concise financial summary — cash position, burn rate, anomalies flagged, and actionable recommendations generated overnight by your AI agent.
The AI scans the entire tax code against your financial profile — finding strategies a human CPA might miss. IRC citations, estimated savings, step-by-step implementation.
Snap a photo of any receipt or upload your W-2, 1040, or Schedule C. On-premise AI vision extracts and categorizes everything — your documents never leave your server.
Income statement, balance sheet, and cash flow — auto-generated from your transactions. Tax-ready reports for your CPA or for filing yourself.
Ask your AI accountant anything — "Am I overpaying estimated taxes?" "Should I elect S-corp?" It knows your books and can implement strategies through chat.
Connect your bank, let the AI learn your business, and start receiving actionable financial intelligence.
Link any US bank through Plaid or enter your Mercury API key. Bank-grade encryption — your credentials go directly to your bank, never through us.
Within minutes, the AI categorizes your transactions, identifies vendors, calculates burn rate, and starts building your financial DNA — the patterns that drive strategy.
Every morning, you get a concise briefing — cash position, anomalies, and proactive tax strategies. The AI works overnight so you don't have to.
"Should we put the kids on payroll?" — your AI accountant calculates the savings, cites the IRC section, and walks you through implementation step by step.
We built SwarmIQ with a privacy architecture that even our own AI can't bypass. Your sensitive data never leaves your infrastructure.
All sensitive data encrypted at rest with per-account key derivation. Not even our engineers can read your financial data.
Names, SSNs, exact dollar amounts — processed by on-premise AI only. External AI models only see anonymized ranges and categories.
Tax documents and receipts are processed by an AI model running on our own servers. Your images and documents never leave our infrastructure.
Every access to sensitive data is logged — when, by what, and why. You can see exactly what the AI has touched in your privacy dashboard.
Automated expense categorization, quarterly estimated tax calculations, S-corp election analysis, QBI deduction optimization.
Mileage tracking, showing expenses, commission income patterns, home office deduction, vehicle depreciation — all automated.
Multiple income sources, rental property, retirement accounts, education savings, dependents — the full picture unlocks strategies most CPAs miss.
Capital gains optimization, wash sale tracking, tax-loss harvesting — integrated with your brokerage data for a complete tax picture.
A full-time AI accountant for less than one hour of CPA time. No tiers, no hidden fees — everything included from day one.
14-day free trial · No credit card required