Inkle

What Inkle does

Inkle is an accounting and tax SaaS platform designed to help U.S. startups manage their compliance from inception. It provides software and services for automating deadline alerts, state and federal filings, and AI-powered bookkeeping. Inkle offers on-demand, scalable, and affordable solutions delivered over chat with US-licensed professionals. The platform aims to simplify complex financial processes, giving founders clarity and control to make informed decisions and fuel growth. Inkle supports accrual accounting, provides various financial reports, and ensures data security with SOC 2 Type 2 compliance and encryption.

Products

• Inkle TaxA chat-based solution powered by certified CPAs for hassle-free federal, state, and franchise tax filings, ensuring accuracy, compliance, and ease.
• Inkle BooksModern accounting software backed by certified bookkeepers and accountants, automating transactions, categorizing expenses with AI, and maintaining accurate records.
• Inkle IncorporateAssisted services for smooth US incorporation, specifically curated for Indian founders (with Clerky) and US founders (with Stripe Atlas), handling filings while founders focus on growth.
• Inkle Dissolution ServiceAn in-house team ensures a smooth and fully compliant dissolution process for businesses, handling all necessary filings to wind down with peace of mind.
• Inkle Transfer Pricing PaymentsFacilitates quick fund transfers for US-based entities to India against invoices with next-day settlements, transparent pricing, complete compliance, and dedicated chat support.
• Inkle Connector for AI Agents (Claude/ChatGPT)Allows users to access Inkle financial data (tax filings, financial reports, invoices, compliance updates) directly within Claude or ChatGPT using natural language questions.
• Registered AgentProvides a permanent address and virtual mailbox services, including mail scanning and package forwarding.
• MailroomA virtual mailbox service to scan mail and forward packages.
• Invoicing ToolA tool for creating and managing invoices.

Key capabilities

• Automated deadline alerts
• State and federal filings automation
• AI-powered bookkeeping
• Chat support with US-licensed professionals
• Call agent support
• Ticket system for issues
• Secure document storage vault
• Shopping cart for billing items
• Unlimited bank account integration
• Automated revenue data ingestion with Stripe
• Cash financials
• Bank reconciliation
• Accrual financials
• Rule-based categorization
• AI-suggested categorization
• Automated asset depreciation
• Multi-currency handling
• AI-enabled receipt matching
• Accrual automation
• Revenue metrics
• Priority support
• Monthly bookkeeper access
• Monthly review calls
• Monthly standard financials
• Standard chart of accounts
• Monthly payroll entries in books
• State-wise compliance and sales tax warnings
• Quarterly estimated tax warnings
• Revenue recognition
• Compliance dashboard
• Deadline Tracker
• Filing inbox
• Filing data
• CPAs
• Team collaboration
• Encryption for data in transit and at rest
• Multi-factor authentication (MFA)
• SOC 2 Type 2 compliant
• Read-only access for AI connectors
• OAuth 2.0 secured for AI connectors
• Automated data syncing for bookkeeping
• Smart validation for financial records
• Customizable reports and financial insights
• Expert-led onboarding
• Instant financial insights (burn, runway, cash position)
• Audit-ready financials
• Modern chat support with tax professionals
• Proactive tax planning
• Automated tools for dissolution
• Cost-effective dissolution solutions
• Federal Closure of EIN service
• Board Resolutions assistance
• State Withdrawals assistance
• FX conversion calculator for transfer pricing
• Dashboard for transfer pricing with customized permissions
• Up-front, fixed, and aggressive FX rates for transfer pricing
• Pre-fixed purpose codes for transfer pricing
• Foreign Inward Remittance Advice (FIRA) within 24 hours for transfer pricing

Use cases

• Managing US tax and compliance for startups
• Automating bookkeeping and financial record-keeping
• Handling cross-border payments and transfer pricing
• Incorporating new businesses in the US
• Dissolving US entities compliantly
• Generating financial reports (Income Statements, Balance Sheets, Cash Flow Statements)
• Tracking payroll expenses
• Connecting bank accounts for data synchronization
• Checking tax filing status and upcoming deadlines
• Monitoring pending payments and outstanding action items
• Tracking customer invoices and vendor bills
• Getting financial summaries per customer and vendor lists
• Managing multi-entity financials
• Ensuring audit-readiness for financials
• Reducing manual bookkeeping tasks
• Making informed financial decisions
• Staying compliant with IRS and state laws
• Preparing for investor due diligence
• Outsourcing compliance without losing control

AI approach

Inkle uses AI for bookkeeping, specifically for suggesting categorization of transactions and receipt matching. It also offers a connector to AI agents like Claude and ChatGPT to access financial data using natural language questions.

Tech named: AI-suggested categorization, AI-enabled receipt matching, AI-driven technological systems (91Squarefeet case study), Claude, ChatGPT

Industries served

• Software Development
• SaaS
• Technology
• Retail Tech

What it says sets it apart

• Combines software and services with US-licensed professionals
• AI-powered bookkeeping and categorization
• On-demand, scalable, and affordable solutions
• Chat-based support with quick response times
• Comprehensive platform for accounting, taxes, and compliance
• SOC 2 Type 2 compliant for high security
• Specialization in US tax and compliance for startups, including cross-border entities
• Integration with AI agents like Claude and ChatGPT for financial data access
• Guaranteed compliance and penalty-free filings
• Proactive tax planning and year-round strategy
• Expert guidance and automated tools for company dissolution
• Transparent and efficient transfer pricing payments with next-day settlements
• Dedicated account managers for consistent support