FlyFin AI
- Company typePrivate
- Founded2020
- HeadquartersSan Jose, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingSoftware
FlyFin AI firmographics
Firmographics- Name
- FlyFin AI
- Legal name
- FlyFin AI Inc.
- Website
- https://flyfin.tax
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where FlyFin AI is headquartered
LocationHeadquarters
- HQ city
- San Jose
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
FlyFin AI business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Plans (Standard & Premium): Monthly or annual subscription plans providing access to AI-powered tax filing, CPA preparation and e-filing, audit insurance, and ongoing deduction tracking. Two tiers: Standard ($16/mo billed annually) and Premium ($29/mo billed annually).
- Tax Filing Service: Full-service tax preparation and e-filing by expert CPAs included in subscription. Covers federal and state tax returns for all entity types (S Corp, K-1s, sole proprietors, LLCs).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard plan with core AI tax filing features |
| Subscription | Annual | Premium plan with enhanced CPA features |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
FlyFin AI product offering
Product offeringCore offering
FlyFin AI is an AI-powered tax preparation platform that automatically identifies tax deductions across 200+ categories by analyzing connected financial accounts via Plaid, then pairs the AI output with dedicated human CPAs who prepare, review, and e-file federal and state tax returns for freelancers, self-employed individuals, gig workers, and small business owners. The service is delivered through annual subscription plans and includes full audit insurance, with a separate B2B platform enabling CPA and accounting firms to automate client tax filings.
Product overview
FlyFin AI is an AI-powered tax filing service designed primarily for freelancers, self-employed individuals, gig workers, independent contractors, and sole proprietors. The product portfolio centers on two subscription tiers (Standard at $192/year and Premium at $348/year) that combine AI automation with human CPA expertise. The core platform integrates an AI deduction tracker that automatically scans connected financial accounts via Plaid to identify deductions across 200+ categories, a monthly financial tracker, quarterly tax calculator, and full-service 1040 tax filing where dedicated CPAs prepare and e-file returns. Supporting the main service are specialized tools including a Tax Form Wizard, crypto tax calculator, penalty calculator, and state-specific income tax calculators. FlyFin also offers a B2B CPA Firm Partnership Platform enabling accounting firms to automate their tax preparation workflows using FlyFin's AI infrastructure. The company positions itself as 20x faster and 5x cheaper than traditional tax services, with claims users save an average of $3,700 in taxes annually.
Differentiator
Problem solved
Functional benefit
Products and services
- FlyFin Standard Plan Annual subscription at $192/year providing AI-powered tax deduction tracking, all federal and state tax filings prepared and reviewed by a CPA, tax audit insurance, unlimited CPA advice, and support for all entity types including S Corp, K-1s, sole proprietors, and LLCs. Targeted at individual freelancers and self-employed taxpayers.
- FlyFin Premium Plan Enhanced annual subscription at $348/year including everything in the Standard plan plus a designated CPA, dedicated Zoom consultation for personalized tax planning, and additional premium CPA features. Targeted at individual freelancers, self-employed taxpayers, and small business owners with more complex tax situations.
- CPA Firm Partnership Platform B2B platform enabling accounting, bookkeeping, and tax firms to automate client tax filing workflows using FlyFin's AI for document extraction and preliminary return preparation, with CPA review and direct IRS e-filing. Integrates with major professional tax software (CCH, UltraTax, Drake, Lacerte, ProSeries) and targets CPA firms seeking to scale during peak season.
Quantifiable outcome
- 20x faster tax filing compared to traditional methods
- +5 more outcomes
Companies that use FlyFin AI
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles2 records
FlyFin AI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability6 records
Feature5 records
FlyFin AI partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core.
- CCH (Tax Software)coreIntegration with CCH tax software allows FlyFin to work seamlessly with professional accounting workflows, enabling CPA firms to use FlyFin's AI-powered preparation while maintaining their existing software infrastructure.
- UltraTax (Tax Software)coreIntegration with UltraTax enables seamless data transfer for professional tax firms using this widely-adopted tax preparation software.
- Drake SoftwarecorePartnership with Drake Software provides compatibility with another major professional tax preparation platform, allowing flexible integration options for accounting firms.
- Lacerte (Tax Software)coreLacerte integration enables professional tax preparers to leverage FlyFin's AI capabilities while utilizing their preferred software platform.
- ProSeries (Tax Software)coreProSeries integration rounds out FlyFin's compatibility with major professional tax software platforms used by accounting firms.
- PlaidcorePlaid integration enables secure connection to over 2,000 financial institutions, allowing FlyFin's AI to automatically scan and analyze user expenses for tax deduction identification.
- CPA and Accounting FirmscoreCPA firms partner with FlyFin to automate tax filing workflows for their clients. Firms can scale operations without adding staff while achieving gross margins of 70-80%. FlyFin handles document processing and preliminary return preparation while CPA firms review and file.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
FlyFin AI competitors and assessment
Company assessmentBroad incumbents
- TurboTax (Intuit): The dominant US consumer tax preparation product from Intuit, covering 1040, self-employed, and business filings. Directly comparable to FlyFin on the consumer 1040/self-employed filing flow but serves a vastly broader user base with much larger marketing and product investment.
- H&R Block: Major US tax preparation retailer and software provider with DIY online products and in-person CPA services. Comparable to FlyFin's online filing experience for freelancers and self-employed filers, with the added dimension of retail office support.
- Xero: Global cloud accounting platform for small businesses with built-in tax features and an app marketplace. Comparable to FlyFin's B2B accounting/tax automation angle, particularly relevant for firms using Xero as their back-office system.
Direct peers
- TaxAct: Online DIY tax preparation product targeting value-oriented individual and self-employed filers. Closely comparable to FlyFin on price-competitive 1040/self-employed filing with guided workflow and add-on professional support options.
- QuickBooks Self-Employed (Intuit): Intuit's product purpose-built for freelancers and self-employed users, combining expense tracking, mileage, quarterly taxes, and Schedule C/1040 filing. The most direct overlap with FlyFin's target persona and core workflow, backed by Intuit's full ecosystem.
- Keeper: AI-powered tax filing app specifically built for freelancers and self-employed individuals. Closely mirrors FlyFin's positioning as a freelancer-first, mobile-centric filing experience with chat-based CPA support.
- Cash App Taxes (Block, formerly Credit Karma Tax): Free, AI-assisted DIY tax filing product within Block's consumer fintech ecosystem. Directly comparable to FlyFin as a no-cost/free-tier consumer 1040 product targeting gig workers and freelancers, with the strength of an integrated payments platform behind it.
Emerging players
- Bonsai: All-in-one financial platform for freelancers and self-employed, combining invoicing, contracts, expenses, and tax estimation/computation. Comparable to FlyFin on freelancer tax workflows, with broader scope into adjacent freelance business tooling.
- Found: Banking and bookkeeping platform built specifically for self-employed individuals, including automated expense tracking and tax preparation features. Comparable to FlyFin on the freelancer financial-management workflow, with a different primary anchor (banking vs. tax filing).
- Pilot: Tech-enabled accounting, tax, and bookkeeping service for small businesses and startups, including dedicated accountants and software. Comparable to FlyFin's CPA Firm Partnership Platform go-to-market for B2B accounting firms automating filings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
FlyFin AI social profiles
Digital presenceFlyFin AI compliance and trust
Trust signalCompliance2 records
FlyFin AI financial estimates
Financial estimateRevenue estimate
Valuation estimate
FlyFin AI leadership team
Management profileNumber of profiles
Profiles2 records
FlyFin AI funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FlyFin AI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FlyFin AI
What does FlyFin AI do?
FlyFin AI is an AI-powered tax preparation platform that automatically identifies tax deductions across 200+ categories by analyzing connected financial accounts via Plaid, then pairs the AI output with dedicated human CPAs who prepare, review, and e-file federal and state tax returns for freelancers, self-employed individuals, gig workers, and small business owners. The service is delivered through annual subscription plans and includes full audit insurance, with a separate B2B platform enabling CPA and accounting firms to automate client tax filings.
Is FlyFin AI a public or private company?
FlyFin AI is a private company. It is classified as venture growth investor backed and is currently operating.
When was FlyFin AI founded?
FlyFin AI was founded in 2020. It employs 1 to 10 people.
Where is FlyFin AI based?
FlyFin AI is headquartered in San Jose, United States, in the North America region.
How does FlyFin AI make money?
Two revenue lines are on record. Subscription Plans (Standard & Premium) is the primary driver. The others are tax Filing Service.
Who are FlyFin AI's main competitors?
Broad incumbents on record are TurboTax (Intuit), H&R Block and Xero. Direct peers are TaxAct, QuickBooks Self-Employed (Intuit), Keeper and Cash App Taxes (Block, formerly Credit Karma Tax). Emerging players are Bonsai, Found and Pilot.
Does FlyFin AI have an API?
No public API is recorded for FlyFin AI.