Integrated Accounting Solutions

What Integrated Accounting Solutions does

Integrated Accounting Solutions (legal entity: Integrated Accounting Solutions NYC, Inc.), founded in 2003 and headquartered at 5 Union Square West, New York, with a support office in Brooklyn, is a privately held software developer that builds and sells Loan Assistant, a Windows-desktop loan servicing application designed as an add-on for Intuit's QuickBooks. The product synchronizes loan data bidirectionally and in real time with both QuickBooks Desktop and QuickBooks Online, supporting unlimited loans, credit lines, and entities, and serves both lender-side and borrower-side servicing workflows. Loan Assistant handles residential and commercial mortgages, construction loans, motor finance, education loans, installment sales, and investor participation pools, and includes IRS 1098/1096 automated reporting, escrow tracking, multi-currency support (including Canadian dollars), and configurable amortization methods (Actual/365, Actual/360, 30/365, 30/360).

The commercial model is a flat-fee annual subscription sold directly via the company website (iasolutions.info) with a 30-day self-serve trial and an inside-sales team for mid-market inquiries. Pricing is structured in four tiers: Professional ($999/year), Premium ($1,299/year), Premium Accrual ($1,500/year), and a Stand-Alone Premium variant that excludes QuickBooks integration. The company employs 11-50 people, sells to SMB and micro-business lenders in North America, and has named Michael Genis as CEO and co-founder. Marketing relies on product-led download, YouTube tutorials, organic social, a free online loan calculator, and email; the core technology partnership is with Intuit/QuickBooks.

Customer evidence consists of five named SMB testimonials (e.g., Hammond Finance LLC, Jana Vargas of an unnamed retail technology firm, Don Ross operating in Canada, and a long-standing user since 2016), indicating a long-tail customer base rather than enterprise concentration. No funding rounds, M&A, leadership changes, regulatory actions, or AI capabilities are disclosed in the available data, and revenue figures are not publicly shared.

Name

Integrated Accounting Solutions

Legal name

Integrated Accounting Solutions NYC, Inc

Website

https://iasolutions.info

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Integrated Accounting Solutions builds Loan Assistant, a Windows-desktop loan servicing add-on for QuickBooks that manages unlimited loans and credit lines. The firm sells flat-fee annual subscriptions ($999-$1,500) directly to SMB and micro-business lenders in North America.

Ownership category

akta.pro rank

Product category

Loan Servicing Software

NAICS

Activities Related to Credit Intermediation (5223)

SIC

Services-Computer Integrated Systems Design (7373)

akta.pro industry

PRIMARYFSALALAC

Product, Pricing & Eligibility (PPE) / Rate Lock & Pricing Engines

Financial & Insurance/Mortgage & Housing Finance/Mortgage Technology, Underwriting & Valuation Services (LOS/AUS/Appraisal)

Keywords

• Loan servicing software
• QuickBooks integration
• Loan management
• Lending accounting
• Amortization software

Headquarters

HQ city

Brooklyn

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Subscription (Professional): Annual subscription license for Loan Assistant Professional. Includes unlimited loans/credit lines, single user, up to 2 QuickBooks company integrations, amortized/balloon/interest-only loans, adjustable rate loans, revolving/non-revolving credit lines, installment sales, and escrow collection.
2. Software Subscription (Premium): Annual subscription for Premium tier adding unlimited QuickBooks company connections, IRS 1098 reporting, customized documents, investor participation module, network/multiuser for up to 3 users, and customer communications module.
3. Software Subscription (Premium Accrual): Annual subscription for Premium Accrual tier adding accrual accounting module and network/multiuser for up to 5 users.
4. Stand-Alone Premium License: All Premium features excluding QuickBooks integration. Includes built-in trial balance reporting. Available without annual subscription for one-time use.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Integrated Accounting Solutions develops and sells Loan Assistant, a desktop and QuickBooks-integrated loan servicing software application for lenders, borrowers, and investors. It enables management of unlimited loans and credit lines (mortgages, construction, motor finance, education, installment sales, investor participation) with real-time bidirectional synchronization to QuickBooks Desktop and Online, amortization and interest calculations, escrow tracking, IRS 1098/1096 reporting, and customizable borrower statements.

Product overview

Integrated Accounting Solutions offers Loan Assistant, a loan servicing software add-on for QuickBooks that enables efficient management of multiple loans and credit lines. The product portfolio consists of four license tiers (Professional at $999/year, Premium at $1,299/year, Premium Accrual at $1,500/year, and Stand-Alone Premium for non-QuickBooks users), plus a free online loan calculator. The Professional package serves as the entry-level offering with basic QuickBooks integration for single users, while Premium and Premium Accrual tiers add unlimited QuickBooks company connections, investor tracking, multi-user access, and accrual accounting. The Stand-Alone variant provides full Premium features without QuickBooks integration for users requiring standalone functionality.

Differentiator

Problem solved

Functional benefit

Brands

• Loan Assistant Professional: Loan servicing software add-on for QuickBooks that allows managing multiple loans and credit lines. Available in Professional, Premium, and Premium Accrual packages.
• Loan Assistant Premium
• Loan Assistant Premium Accrual
• Loan Assistant Stand-Alone
• Free Loan Calculator

Products and services

• Loan Assistant Professional

Named customers5 records

Segments6 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature8 records

Partnerships

One partnership is on record.

• Intuit (QuickBooks)coreTechnology or IntegrationCore technology integration partner. Loan Assistant is designed as an add-on for QuickBooks Desktop and QuickBooks Online. All transactions are posted instantaneously to QuickBooks companies. Supports multiple QuickBooks company connections. Works with US and Canadian versions of QuickBooks.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• nCino: Cloud banking platform with loan origination and account opening capabilities for financial institutions. Broader incumbent with overlapping lending functionality across commercial, consumer, and small business.
• Encompass by ICE Mortgage Technology: Industry-leading loan origination system (LOS) used by mortgage lenders across the US. Broader incumbent serving the full mortgage lifecycle at enterprise scale, overlapping with Loan Assistant's mortgage and construction lending use cases.
• Temenos: Global banking software platform offering retail, business, and lending modules. Broader incumbent serving banks with end-to-end capabilities that include loan servicing functionality comparable to Loan Assistant.
• Black Knight (ICE): Major mortgage technology provider offering origination, servicing, and closing solutions. Broad incumbent serving the entire mortgage ecosystem at scale, including the Empower and MSP servicing platforms relevant to Loan Assistant's market.
• MeridianLink: Provides loan origination, account opening, and digital lending software to banks, credit unions, and lenders. Comparable lending workflow functionality but targeted at mid-to-large financial institutions.
• Fiserv: Large financial services technology provider offering core banking, lending, and loan servicing solutions. Overlaps with Loan Assistant's loan-management use cases within a much broader financial services platform.

Direct peers

• LoanPro: Cloud-native loan servicing and lending software platform targeting SMB and mid-market lenders. Highly comparable direct competitor offering amortization, payment processing, investor tracking, and reporting on a subscription SaaS basis.
• Calyx Software: Provides loan origination software primarily for mortgage lenders and brokers. Comparable in offering technology infrastructure for lending workflows including processing, underwriting, and compliance.
• Bryt Software: Loan servicing and credit portfolio management software for lenders and capital providers. Comparable in offering amortization, payment processing, and borrower reporting with API-first architecture.
• Built Technologies: Construction loan management software for lenders and developers. Comparable in providing specialized loan servicing for the construction lending vertical — one of Loan Assistant's stated use cases — including draw management, inspection tracking, and reporting.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCxHLFpXyPXHBBup8PBNrXDw
• Facebookfacebook.com/loansoftware
• LinkedInlinkedin.com/company/integrated-accounting-solutions-nyc-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Integrated Accounting Solutions