Miami-based, a provider of AI-powered solutions for professional services, announces a $3 million seed investment led by Harlem Capital.

This initial funding round, supported by Operator Collective, New Enterprise Associates (NEA Angel Fund), Florida Opportunity Fund, Glass Family Office, and select angel investors, aims to revolutionize client service and cross-selling revenue streams for accounting and legal firms.

Notably, combines AI, user behavior, and industry insights to provide professional services firms with innovative cross-selling opportunities. This strategy positions as the first platform to tap into new revenue potentials for service-oriented businesses.

The investment will fuel further development of's AI models and user-centric products, focusing on client satisfaction, scalable growth, and revenue optimization.

"Our AI solutions, designed for today's competitive market, help firms proactively meet client needs, boosting both service quality and revenue," says Timothy Keith, CEO and co-founder of

Furthermore, highlighting the platform's innovative approach, Keith adds,

" tackles a common challenge in professional services: the hesitation around offering new services due to lack of familiarity. Our platform simplifies this, ensuring firms can confidently expand their service offerings."

Clients in the beta program, including Suzanne Reed from LBMC, also share this view. They appreciate how the platform uniquely equips professionals to suggest services more proactively and with deeper understanding.

As prepares for a broader launch in 2025, it continues to fine-tune its offerings with input from its early adopters.

"Our platform is about empowering professionals to become more versatile in their sales approaches, supported by AI-driven insights," notes Nnamdi Anyanwu, co-founder and CTO of


Finally,'s recent seed funding round supports its mission to develop an AI-led platform for professional services firms, focusing on improving cross-selling strategies.

The platform aims to address the challenges of selling additional services within firms by providing data-driven recommendations, facilitating a more informed and confident approach to client service expansion.

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