AI TOOL PROFILE
Mainstreet: Back Office Solutions for Small Business
- Finance and Accounting
- Tax Software
- Small business owners
- Startups
- Non-technical business owners
Pricing
Bookkeeping plans range from $299 to $549 per month. Tax credit discovery is charged as 20% of the recovered credit value.
At a glance
- Best for
- Small business owners, Startups, Non-technical business owners
- Key use cases
- Automating Monthly Bookkeeping, Identifying Tax Savings, Business Entity Setup, Annual Tax Compliance
- Official website
- Visit mainstreet official website
How AI is used
Mainstreet is a financial technology platform that combines AI automation with human oversight to handle bookkeeping and tax tasks. It is designed for startups and small businesses that require more support than traditional DIY software provides.
The platform supports automated transaction categorization and reconciliation to help businesses maintain organized books. Beyond daily accounting, it includes tools for tax credit discovery to identify credits, such as the Federal R&D tax credit, that businesses may otherwise miss.
Buyers should consider which level of support they need, as service tiers range from basic bookkeeping to full tax preparation and filing. Users should confirm which plan aligns with their transaction volume and tax needs.
Key Features
Automated Bookkeeping
Uses AI to categorize transactions and reconcile accounts with professional oversight.
Tax Credit Discovery
Identifies eligible federal and state tax credits, including R&D credits, and supports the claiming process.
Tax Preparation and Filing
Provides federal and state tax filing and year-round tax support on qualifying plans.
Entity Formation Guidance
Offers support for business structure selection, LLC, S-Corp, or C-Corp formation, and compliance monitoring.
Financial Reporting
Generates monthly financial statements and reporting to track business performance.
Use Cases
Automating Monthly Bookkeeping
Using the platform to categorize expenses and reconcile bank statements to reduce manual data entry.
Identifying Tax Savings
Using AI-powered discovery to find and claim federal or state tax credits.
Business Entity Setup
Receiving guidance on entity selection and handling the registration of EINs and state requirements.
Annual Tax Compliance
Managing federal and state tax filings through a dedicated tax expert.
FAQ
How much does Mainstreet cost?
- Bookkeeping plans start at $299 per month for the Essential tier, $399 for Standard, and $549 per month for the Bookkeeping & Tax plan.
How is the tax credit discovery service priced?
- Tax credit discovery uses performance-based pricing, charging 20% of the actual credit value received with no upfront costs.
Does Mainstreet offer a free trial?
- Yes, Mainstreet offers a 30-day free trial that does not require a credit card.
Who is Mainstreet designed for?
- It is designed for small businesses and startups that want to automate their financial back office.
Source category: Finance & Accounting
Source subcategory: Tax Software
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