Bank sync and CSV import
Connect a bank account and Jupid imports transactions automatically. The site also says you can start from a CSV or bank export if you do not want to connect a bank first.
Jupid
Jupid is AI accounting software for freelancers and LLCs that categorizes transactions, finds deductions, and generates a Schedule C. It supports bank sync, CSV import, terminal access, and message-based expense handling.
Overview
Jupid is AI accounting software for freelancers and LLCs. It connects to bank accounts or imports a CSV, categorizes transactions, finds deductions, and prepares a Schedule C so books stay organized for tax time.
The product is designed to reduce manual bookkeeping by keeping vendor context across transactions and surfacing tax-relevant details as users work. The site says it can be used from the web, from Claude Code and other MCP-enabled tools, and through WhatsApp or iMessage for message-based expense handling.
Core features
Automatic categorization with vendor memory
Jupid categorizes transactions automatically, learns vendor patterns over time, and assigns tax treatment and Schedule C line mapping from those categories.
Schedule C generation
The product generates a Schedule C from organized transactions so gross receipts, expenses, net profit, and other lines are filled in for tax preparation.
Terminal and MCP access
Jupid can be queried from Claude Code and other MCP-compatible tools, with report generation and book lookups from the terminal.
Chat-based expense handling
The site says Jupid also works in WhatsApp and iMessage, letting users categorize expenses or check deductions through text messages.
Accounting and support extras
Pricing materials say the service includes financial reports, quarterly tax estimates, due date alerts, CPA review, 24/7 AI support, and LLC formation.
Common use cases
Ongoing freelance bookkeeping
Freelancers can connect accounts, let Jupid categorize spending, and review deductions without building a spreadsheet first.
Year-round LLC tax prep
LLC owners can keep books organized throughout the year so tax-time work is closer to a prepared filing package than a cleanup project.
Terminal-based finance queries
Founders who work in Claude Code or Cursor can ask questions about spending and generate reports from the terminal instead of switching apps.
Message-based expense checks
People who prefer texting can classify transactions or ask whether something looks business-related through WhatsApp or iMessage.
CSV-first onboarding
Users who start from a bank export can upload a CSV, categorize historical transactions, and then decide whether to connect live bank feeds later.
Pros and Cons
Pros
- Automates transaction categorization and keeps vendor context over time.
- Generates a Schedule C from categorized activity, which supports tax prep and filing.
- Offers multiple input and interaction modes, including bank sync, CSV import, terminal access, and texting.
- Includes CPA review, 24/7 AI support, and financial reporting on the paid plan.
Cons
- The site says state filing fees are paid separately when applicable.
- The most detailed workflow and support claims are drawn from the site’s own marketing pages, so independent verification is limited from the provided sources.
FAQ
Is Jupid free to try?
Yes. The pricing page says the JUPID plan starts at $50/month, and the home page says the first 100 transactions are free with no credit card required.
Can I use Jupid without connecting my bank right away?
Jupid says it integrates with 10,000+ banks and credit card providers through Plaid. The home page also says bank connection is optional if you want to upload a CSV or bank export first.
What does Jupid produce for tax filing?
According to the site, Jupid generates a Schedule C from categorized transactions and fills in gross receipts, expenses, net profit, and related lines.
What support and interfaces does Jupid offer?
The home page says Jupid works in Claude Code, Cursor, WhatsApp, and iMessage, and the pricing page describes 24/7 AI support plus CPA review as needed.
Does Jupid support state tax filing?
The pricing page says federal filing and all 50 states are supported, while state filing fees are paid separately when applicable.
Quick Facts
- Category
- AI accounting
- Primary users
- Freelancers and LLCs
- Website
- jupid.com
- Pricing
- Paid plan starts at $50/month; first 100 transactions are free
- Integrations
- Plaid-connected banks and credit cards; Claude Code, Cursor, WhatsApp, iMessage
- Tax output
- Schedule C generation
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