Your finances, organized.
Your taxes, optimized.

Your AI financial command center. Bookkeeping, multi-business taxes, investments, and estate planning — unified in one AI-native platform.

Real-time tax forecasts. Tax strategy recommendations. Live P&L and balance sheets. Investments, retirement, trusts — and much more.

Free forever for 1 business No credit card required 14-day trial on all paid plans
HaraPro real-time tax strategies dashboard
AES-256 encryptionin transit & at rest
Tenant-isolatednever shared across customers
Private AIyour data never leaves your tenant
Bank-grade via Plaidwe never see your password
Export or delete anytimeno lock-in
200+ features · one tenant · one platform

Everything your businesses need. In one place.

HaraPro unifies your entire financial command center — across clients, businesses, and data.

HaraPro financial command center

Bookkeeping & accounting

Multi-business GL, bank feeds, AI coding, reconciliation, and intercompany tracking.

  • Feeds across 12,000+ institutions
  • AI codes & categorizes automatically
  • CPA-ready, always reconciled
Reconciliation status
Bank feed10m ago
AI classified5m review
Reconcileddone

Tax intelligence & simulation

Real-time projections, AI strategies, and unlimited what-if simulations across your businesses.

  • Live liability forecast vs. prior year
  • AI strategies with dollar savings
  • Side-by-side what-if scenarios
Potential tax savings
$113K12 strategies applied
$268K$154K

Estate planning

Extract, generate, and guide estate documents — trusts, wills, POAs, and beneficiary letters.

  • Extracts grantor, trustees & beneficiaries
  • 25 document types, state-aware
  • Exposure & gifting tracker
Estate-tax exposure
$0under exemption
3 documents generated

Investments & wealth

A real-time view of your wealth, allocation, and tax-smart opportunities.

  • Multi-account portfolio overview
  • SAFE, note & LP/LLC tracking
  • Tax-loss harvesting alerts
Portfolio value
$1.77M
Tax-loss harvest · ~$47 found

Businesses & family

Every LLC, S-Corp, and trust — ownership, structure, and relationships in one map.

  • Visual structure builder
  • Ownership % across businesses
  • Family & dependent mapping
Your structure
3 LLCs1 S-Corp2 Trusts
Ownership mapped end-to-end

Compliance & documents

Formation docs, returns, contracts, and filings — organized by business, with expiry alerts.

  • Document Vault by business
  • Expiring-soon & expired flags
  • AI document analysis
Documents
4by business
3 expiring1 expired
— AI-native architecture —

Six AI agents. One financial brain.

HaraPro's agents classify, forecast, extract, generate, recommend, and support across the entire platform — working together in real time.

Secure by design Your data. Your control. Privacy first
The moat

Three things no other platform does.

Everyone can do bookkeeping. Nobody else links your bank transactions to your loan instruments, turns your estate documents into structured data you can act on, or forecasts your tax bill in real time.

HaraPro — structure, dashboard, and tax center

Transaction-to-loan linking

Bank payments auto-link and settle against convertible notes, SAFEs, intercompany loans, and vehicle financing — balances update themselves.

Not in Mint, Monarch, QuickBooks, Kubera, Empower, or Lacerte.

AI Estate Engine

Extract any Trust or Will PDF, generate the documents you're missing, and follow a guided flow to build your own estate plan — 25 document types.

No estate platform extracts, generates, and guides in one place.

Live tax engine

A real-time IRS forecast that moves with every transaction, plus unlimited Hara simulations to shrink the bill before you spend a dollar.

QuickBooks shows P&L. Keeper finds deductions. Only HaraPro forecasts live.
Who it's for

Built for people whose finances outgrew QuickBooks.

Whether you manage multiple businesses, family assets, tax complexity, or client portfolios — HaraPro is one connected system for books, taxes, businesses, documents, and decisions.

Most common

Multi-business owners

You run 2–10 LLCs, S-Corps, or trusts and need one place to see P&L, tax position, and structure — without eight tabs open.

Consolidated P&L · YTD
$2,486,589
↑ 18.6% vs prior year
Multi-business P&LIntercompanyTax forecast
Popular

High-net-worth families

Trusts, pour-over wills, durable POAs, healthcare directives, and FBAR/FATCA tracking — all alongside your businesses, books, and taxes.

Trusts
Invest
Real estate
Docs
Estate planningGlobal assetsTax strategy
Opportunity

Business vehicles

OBBB §163(h)(4) deducts up to $10K/yr car-loan interest on US-assembled vehicles through 2028. §179, §280F, mileage, and per-vehicle P&L — automatic.

Vehicle P&L · 2025 YTD
$179,823
23 vehicles
87%
Per-vehicle P&LMileage trackingTax deductions

Freelancers & consultants

Tired of messy books and surprise tax bills? Clean P&L and quarterly estimates on autopilot — Filing Wizard included from $29/mo.

Q2 estimated tax
$4,752
Due Jun 15
Quarterly estimatesExpense trackingFiling Wizard
Partner-ready

CPAs & wealth advisors

Manage clients with per-client feature control and consolidated dashboards — flat per-client pricing, no revenue share. White-label available on Enterprise.

Smith Family Office7 LLCs$1.2MActive
Apex Holdings Corp4 LLCs$847KActive
Catherine S. Trust2 LLCs$312KActive
See Partner Program →

RIAs & multi-family offices

Enterprise multi-location support, SSO, and deeper audit logging — built for practices managing HNW clients across teams.

48
Households
$612.4M
AUM tracked
132
Businesses
SSO & rolesAudit logsMulti-location

Your finances, organized. Your taxes, optimized.

Connect a bank and see your live tax forecast in minutes. Free for one business, no credit card.