FlyFin AI

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

Headquarters

HQ city

San Jose

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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).
2. 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

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core 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

Named customers2 records

Segments5 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability6 records

Feature5 records

Partnerships

Seven partnerships are on record, tiered core.

• CCH (Tax Software)coreTechnology or IntegrationIntegration 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)coreTechnology or IntegrationIntegration with UltraTax enables seamless data transfer for professional tax firms using this widely-adopted tax preparation software.
• Drake SoftwarecoreTechnology or IntegrationPartnership with Drake Software provides compatibility with another major professional tax preparation platform, allowing flexible integration options for accounting firms.
• Lacerte (Tax Software)coreTechnology or IntegrationLacerte integration enables professional tax preparers to leverage FlyFin's AI capabilities while utilizing their preferred software platform.
• ProSeries (Tax Software)coreTechnology or IntegrationProSeries integration rounds out FlyFin's compatibility with major professional tax software platforms used by accounting firms.
• PlaidcoreTechnology or IntegrationPlaid 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 FirmscoreChannel Partner/ Reseller/ DistributorCPA 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

Broad 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

• Xx.com/FlyFin_tax
• Facebookfacebook.com/FlyFinAI
• LinkedInlinkedin.com/company/flyfin-ai

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FlyFin AI