Expert Accounting Meets Operational Intelligence.
One Partner.
Most startups hire an accountant and separately piece together their operations stack. MATAX does both. And connects them. Investor-ready financials, automated workflows, and 20+ years helping startups scale.
300+ startups served · $800M+ in client fundraising supported · Up to 80% reduction in manual back-office tasks
MATAX is a San Francisco-based accounting and AI automation firm. Since 2006, we've helped more than 300 U.S. startups and scaling SaaS companies run cleaner books, smarter operations, and faster back-office workflows. Unlike traditional accounting firms, MATAX combines Xero-certified startup bookkeeping with custom no-code automation and agentic AI systems, so your financial data and your operational execution work together instead of in silos. We don't do taxes. We do transformation.
Sound familiar?
The Problems Every Scaling Startup Faces
Most early-stage companies share the same operational blind spots.
Your books are always behind
Your Series A close is in three weeks and your accountant just sent Q2 numbers. Your burn rate report is outdated. Your board wants a forecast you can't produce because last month's books aren't closed yet. Investors are asking questions, and you're scrambling instead of leading.
Your tools don't talk to each other
Stripe payments hit your bank but don't match Xero. Shopify orders sync to one system, but not to inventory or accounting. Your ops lead copies data from HubSpot to a spreadsheet, then pastes it into Slack. You have 12 tools and zero integration. Every handoff is a chance for errors.
Manual work drains your best people
Your head of finance spends 15 hours a week on data entry instead of strategy. Your ops manager manually sends invoice reminders, updates project trackers, and generates reports that should build themselves. You hired smart people, then buried them in busywork.
No real operational visibility
A board member asks your customer acquisition cost and you need two days to calculate it. Your co-founder asks about cash runway and gets a different number from three sources. You can't see burn rate, revenue trends, or project profitability in one place, so every decision feels like a guess.
There's a better way. Let's build it.
AI Is Everywhere. Systems Thinking Is Rare.
Every startup has access to the same AI tools. The difference is whether those tools are connected to clean financial data, proven workflows, and experienced oversight. The startups that win in 2026 aren't running the most tools. They're the ones with the right foundation, the right systems, and the right partner tying it all together.
That's what CoreOps™ is: accounting infrastructure at the foundation, intelligent automation in the middle, and real-time visibility at the top. Built by a team that's done it 300+ times over 20 years.
What we do
Two Engines. One Partner. Zero Gaps.
MATAX is one of the only U.S. accounting firms that combines Xero-certified startup accounting with hands-on AI automation and operations infrastructure design. That means your financial data and your back-office systems are built to work together, not bolted together after the fact.
Startup Accounting & Bookkeeping
Investor-ready books, outsourced bookkeeping, and fractional CFO services built for startups from seed to Series B. Clean, real-time financial reporting powered by Xero's cloud-based accounting platform. Monthly bookkeeping, payroll processing, cash flow forecasting, and runway tracking: everything your startup finance function needs, run by a team that understands how startups grow. We've helped clients navigate over $800M in fundraising with financials that pass due diligence scrutiny.
- ✓ Monthly bookkeeping, bank reconciliation & financial close
- ✓ Accounts payable & accounts receivable management
- ✓ Payroll processing
- ✓ Cash flow forecasting, burn rate & runway tracking
- ✓ Investor reporting, board decks & financial reporting
- ✓ Fractional advisory, unit economics & startup CFO services
CoreOps™: AI-Powered Operations & Automation
No-code workflow automation and agentic AI systems that cut manual work, without an engineering team. We audit your current workflows, map your standard operating procedures (SOPs), and build custom no-code automations and AI agents that handle the repetitive work your team shouldn't be doing. From onboarding automation to revenue operations pipelines, we design startup operations infrastructure that scales with you. Our clients see up to 80% reduction in manual back-office tasks.
- ✓ Workflow audit & SOP documentation
- ✓ No-code automation (Make, Zapier, n8n)
- ✓ Agentic AI deployment & autonomous workflow design
- ✓ Onboarding automation & client workflow design
- ✓ Revenue operations (RevOps) pipeline builds
- ✓ Tool integration & full app stack design
- ✓ Ongoing optimization & scaling operations support
Proven results
Numbers That Speak for Themselves
After 20+ years serving startups, the results are clear.
What founders say
Trusted by Startup Leaders Across the U.S.
"I know that we have MATAX in our corner and that is huge. Now with our finances up to date, we have more time to think creatively."
"The MATAX team can always be counted on to be one step ahead, and quite often anticipate our needs and are quite supportive beyond just ensuring our financials are in order. I'm thankful they're a part of our team."
"Having MATAX handle our financials and operations gave us the credibility we needed with investors. Their support was invaluable during due diligence."
"MATAX built financial models, labor burden calculators, and visualization tools that completely changed how we understand our numbers. We'd be in a completely different place without them."
Our approach
The CoreOps™ Process
Every engagement follows our proven four-step process: we learn your business before we build anything, and we stay with you after we do.
Deep Diagnostic & Design
We assess your current state with fresh eyes: every tool in your stack, how data flows between them, your team's actual workload and pain points, and your growth trajectory. We don't just identify problems. We design the solution.
LearnBuild & Implement
We set up your accounting system the right way, implement integrations and automations, create playbooks and documentation, configure dashboards, and test everything thoroughly before go-live.
BuildStrategic Partnership
We become an extension of your team, managing and improving your accounting and operations as you grow. Strategic advisory, continuous optimization, proactive problem-solving, and the kind of support that scales with you. Same team, before, during, and after.
GrowTrain Your People
When it makes sense for your business to bring these functions in-house, we train your team to own the systems we built. Hands-on training, clear documentation, patient troubleshooting. Your people will be able to operate independently. And we'll continue supporting you as you transition.
Empower
This isn't a one-time setup. We become an extension of your team, managing and improving your accounting and operations as you grow.
Questions?
Frequently Asked
Ready to Stop Running Your
Startup on Manual?
MATAX combines startup bookkeeping, fractional CFO services, and AI-powered back-office automation into one integrated partnership. We're a U.S.-based, fully remote team with 20+ years of startup expertise, and we're ready to build something better with you.
We Give Entrepreneurs Their Time Back®
Book Your Free Discovery Call →No commitment · 30-minute call · Actionable insights guaranteed
2025 Advisory Innovator of the Year
2024 US People’s Choice Finalist
Two-Time Partner of the Year
As an award-winning Xero Partner and member of Xero’s Advisory Council (XPAC), MATAX seamlessly integrates features like expenses, project tracking, invoicing, financial statements, custom reporting, payment services, e-commerce bookkeeping, payroll, and more to create a comprehensive window into your business. Our Xero Accountants build an efficient hub for all your accounting activities, allowing you to see where you are and where you're going.
Unlike traditional accounting firms, MATAX uses AI to handle routine data entry, reconciliations, and basic reporting, freeing our team to focus entirely on strategic advisory work. We've helped hundreds of startup founders transform their accounting from a necessary burden into a strategic growth driver.
This means you get the support, advice, and insights that only a 100% Xero Certified Advisor firm can provide, enhanced by cutting-edge technology that makes your business more efficient and scalable.
