The accounting team is then equipped with the data needed to compile the company income statement and balance sheet. Coinbase is a cryptocurrency management platform that allows users to buy, sell, trade, and store digital assets. While the fintech startup helps consumers build bitcoin wallets and increase their digital asset collection, it also serves as a merchant payment processing system for several high-traffic websites. Novo provides modern, user-friendly banking solutions for small businesses.

Key Fintech Tools and Software for Accounting

Qredo is a cross-chain protocol for asset managers and traders active in the digital asset markets. More than just words, they determine the way we conduct ourselves with our colleagues, our customers, our partners and the communities in which we operate. Amplify Platform provides a scalable, all-in-one solution to help enterprises in the wealth management space grow and enhance client outcomes. Its offerings are built to help multi-family offices and broker-dealers automate surveillance, onboarding, trading, billing and analytics. Fintech is a booming industry that’s on everyone’s mind, especially investors. Pilot set up their books and produced the investor-ready financials they needed to raise in just 4 weeks.

What Accounting Services Do Fintechs Really Need?

• We are a “tech-focused” firm and recommend/setup all different types of tools and softwares to our clients.
• Roofstock is a real estate investment marketplace founded in May 2015 by Gary Beasley, Gregor Watson, Devin Wade, and Rich Ford.
• Graphite offers comprehensive accounting services for Fintech startups – from bookkeeping to payment process reconciliation.
• Our team loves working with startup companies, not only that, but Kruze cares more!
• Early-stage fintechs often can’t afford a full-time CFO, but they desperately need the high-level financial strategy one provides.
• The company aims to simplify the process of finding and comparing insurance options through its online platform.

Companies can also get their product to market faster by using Moov Drops, a selection of secure, prebuilt UI components for payments that can be quickly incorporated into a product. Zone & Company makes fintech software products used by enterprise finance teams as add-on integrations to Oracle NetSuite. Because Zone & Company products are all NetSuite native, they nest within NetSuite without redundancies or coherence issues.

Does my startup need an accountant?

Their core services cover bookkeeping, tax compliance, financial planning, and fractional CFO support. The platform goes beyond simple accounting to provide specialized startup services. Decimal emerged in 2020 as a bootstrapped and profitable accounting firm for startups. The company merges multiple business tools into a unified accounting platform. Their success stems from a technology-first approach that streamlines back-office operations for growing companies.

Best Accounting Firms for Startups in 2025 (Founder-Tested)

Fintech isn’t just another industry; it operates under a completely different set of rules. Your revenue models can be intricate, and the regulatory environment is constantly shifting, especially when dealing with digital assets or data security. We provide the specialized accounting services you need to maintain compliance and build trust with your investors. Our team stays on top of the latest regulations, ensuring your financial practices are https://www.citybiz.co/article/785736/the-real-value-of-accounting-services-for-startups/ sound, your reporting is accurate, and you’re always prepared for the next stage of growth. CSC offers cybersecurity, data analytics and cloud computing services to companies who may need support with tax solutions. The company offers businesses financial services like capital markets transactions, administrative alternative asset management, business administration and domain name system management.

• Bitcoin Suisse AG is a Swiss-regulated financial intermediary specializing in crypto-financial services, based in Zug, Switzerland.
• Through its learning system CAIS IQ, the company helps advisors learn more about funds and products to improve client outcomes.
• Forge, formerly Equidate, is a company that offers a marketplace for private stock liquidation.
• Getting your finances right from the start isn’t just about good bookkeeping; it’s about building a foundation of trust with your customers, investors, and regulators.
• The platform supports a wide range of currencies, industries, and countries, making it an ideal choice for businesses with global ambitions.
• Their intelligent dashboards give immediate financial visibility and track expenses.

And in today’s higher interest rate environment, our finance and accounting teams have been helping clients think about safe ways to get some yield out of their cash positions. Beyond just completing your regular tax returns, you will want to look at available tax credits, like the research & development tax credit. You need a startup accounting expert to support you through processes like this. We are thought leaders in bringing the best in new technologies to our clients. As CPAs, we have a deep knowledge of the unique needs of startup companies and we understand the latest AI and accounting automation tools.

Creditas

• Started by raising €4 million in 2020, Pennylane raised €30m in 2021, followed by €50m in 2022 and €30m in 2023.
• From there, we handle your day-to-day bookkeeping, prepare investor-ready financial reports, and develop proactive business tax planning strategies to maximize savings.
• Vivid is an app that helps people accomplish long-term wealth by creating cashback incentives with everyday spending.
• FinQuery builds a contract and spend intelligence platform to give finance teams visibility into their largest areas of spend.
• The future of finance is digital, and those who stay ahead of the curve will lead the way in this dynamic sector.
• Stripe is one of the biggest fintech companies in operation, processing over $817 billion in transactions in 2022.

There isn’t a minimum balance, monthly fee, foreign transaction fee, or ATM fees for in-network providers. Vivid is an app that helps people accomplish long-term wealth by creating cashback incentives with everyday spending. It includes Europes’s largest crypto portfolios and state-of-the-art financial services. The Real Value of Accounting Services for Startups There are other large investment opportunities with over 3000 stocks and ETFs available with no commission charged.

Reconciliation Nightmares: A Middle-Market CFO’s Guide to Best-of-Class Solutions (As of 9/26/

It customizes results based on age, family status, profession, and life goals to ensure that the user is not over- or under-insured. It collects AI-powered data from wearables, vehicles, and health devices, providing customers with customised insurance according to their behavior. This AI engine scans through all the fine print in insurance documents, such as terms, conditions, and exclusions. Additionally, it offers BI experts advanced integrations that integrate with Power BI. It caters to data integration to allow BI experts to focus on creating powerful and insightful dashboards for clients.

Online lending platform Upstart connects borrowers with banks and credit unions to fund loans. Additionally, AI is used to better predict a borrower’s probability of default and provide lenders with more accurate credit underwriting. Upstarters enjoy a remote-first work model, but the company offers in-person opportunities in San Mateo, California; Columbus, Ohio; and Austin, Texas.