Early access
Do your taxes and books by chatting with the AI you already use.
Finance OS connects to Claude, ChatGPT, or Cursor. Ask it to categorize your transactions, close the month, and prepare your return. You review everything and stay in control.
How it works
- 1. Request early access. Join the waitlist; we approve accounts in batches during early access.
- 2. Add Finance OS to your AI. One connector address works in Claude, Cursor, VS Code, or ChatGPT (manual paste).
- 3. Approve once, then chat. Say “do my books” in plain language; signing, filing, paying, and bank link stay with you in the browser.
Who it's for
Small-business owners and families with more than one entity — LLCs, rentals, S- or C-corps, and personal books in one place — who already use an AI assistant and want one system that sees the whole picture.
You stay in control
Your AI can prepare and draft. Signing, filing, paying, and linking a bank stay with you, enforced in the database — not delegated to the model.
Pricing (planned)
Planned pricing is about $3 per month to use Finance OS. You bring your own AI subscription and usage credits. When Stirling LLC's IRS e-file provider approval is granted, a small per-return e-file fee may apply; until then you print and file the generated forms yourself. There is no paid attorney or CPA review bundled with the product.
Honest status
Early access. Bookkeeping and print-and-self-file tax packages today. E-file is not available yet. Finance OS is software, not a CPA or tax advisor.
Finance OS prepares tax forms for you to review, print, and file yourself. E-file is not available. Stirling LLC's IRS e-file provider application is pending. Finance OS is not an IRS-authorized e-file provider and is not a CPA or tax advisor.
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