All-in-one platform

Every feature. All together.

Bookkeeping, multi-business taxes, investments, estate, and documents — seven modules, one AI-native tenant. Jump to any of them.

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How HaraPro compares

Point solutions manage fragments.
HaraPro connects the whole financial system.

QuickBooks, tax tools, wealth apps, and estate platforms each solve one slice. HaraPro unifies your books, businesses, tax strategy, investments, documents, and AI agents in one tenant.

✕ The old stack

Disconnected tools. Disconnected data. Disconnected decisions.

QuickBooksBookkeeping
KeeperTax planning
MonarchPersonal finance
Trust & WillEstate planning
Bank portalsTransactions
Google DriveDocuments
SpreadsheetsManual tracking
Investment appsInvestments
Manual exports and imports
Duplicate and outdated data
No real-time tax or cash view
No business or owner-level context
vs.
HaraPro HaraPro

One tenant. One data model. One financial brain.

Everything connected. Everything updated. Everything working for you.
BooksTransactions
BusinessesStructures
TaxLive forecast
InvestmentsPerformance
EstatePlanning
FilesSecure
AI AgentsInsights
Net income · YTD
$769,771
+0.4% vs 2024
Tax liability · 2025
$267,574
Est. total tax
Cash available
$2.47M
across 7 accounts
Top tax strategy
$26,600
Est. savings
Connected data. Live insights. Smarter decisions.Your finances, fully connected and always up to date.
AI Agents · Built in

Six agents. One financial brain.

Not chatbots bolted on — agents wired into your data, answering real questions and doing real work.

HaraPro Classifier Agent — teach it a rule and it applies to every future import
Flagship agent

Classifier Agent

Teach it once and it never forgets. The Classifier learns from a 4-layer memory — global patterns, your tenant’s preferences, your corrections, and session context — across 49 categories and 17 tax tags.

Classifier AgentLIVE
“Categorize my latest import.”
Sorted 142 transactions across 4 businesses. 3 need review — a $12,400 transfer looks like an intercompany loan, not income. Link it?
Insights AgentLIVE
Proactive · this morning
Apex Holdings is missing a 1099 from a vendor you paid $18,200 — and your Q3 estimate ($14,750) is due in 9 days.
Advisor AgentLIVE
Ask anything
“Buy the $92K SUV through Smith Capital or personally?”
Through Smith Capital. §179 + bonus depreciation ≈ $32,600 first-year deduction vs $0 personally — keeps your AGI under the QBI phase-out.
Estate EngineLIVE
Knowledge · this trust
Extracted grantor, 2 successor trustees, 3 beneficiaries, FL situs. It owns 2 of your 5 LLCs. Generate assignments for the other 3?
Onboarding AgentLIVE
First-run setup
“I have 3 LLCs and an S-corp.”
Created all 4 businesses, set Smith Capital as your S-corp, linked Chase + Mercury. Pro fits your 4 businesses — upload statements and I’ll classify them.
Support AgentLIVE
Help · instant
“How do I give my CPA access to just the tax folder?”
File Vault → Tax → Share → add your CPA as “Viewer.” They’ll see only that folder. Want me to open the share dialog?

Built for accuracy.
Trusted for what matters.

Bank-grade security
Human-in-the-loop confidence
Audit-ready transparency
See all six agents
HaraPro bookkeeping — transactions, reconciliation, and AI classification
Bookkeeping & Accounting

Books, reconciled.

Every transaction classified and reconciled across all your businesses — consolidated or standalone, in real time.

  • Multi-business P&L & balance sheets
  • Plaid feeds across 12,000+ institutions
  • AI classification — 49 categories, 17 tax tags
  • Transaction-to-loan linking + CPA-ready exports
See everything in Bookkeeping
HaraPro Tax Center — live forecast and strategies
Tax Intelligence

Your IRS forecast, live.

A real-time federal and state tax forecast that recalculates with every transaction — plus the strategies to lower it.

  • Real-time federal & state forecast
  • Deduction simulator — model it before you spend
  • §179 + §280F depreciation, automatic
  • Quarterly estimates + IRS-form PDFs
See everything in Tax
HaraPro Portfolio Overview — wealth, investments, and tax-smart opportunities
Investments & Wealth

Wealth, consolidated.

Brokerage, retirement, real estate, and alternatives — net worth across every business and account in one view.

  • Consolidated net worth across everything
  • Brokerage, retirement, real estate, alternatives
  • Solo 401(k) & Defined Benefit modeling
  • Backdoor Roth + 1031 exchange tracking
See everything in Investments
HaraPro Estate Planning — estate value, trust funding, gifting, and documents
Estate Planning

Estate, connected.

25 document types — extracted, generated, and guided. Your business structure and your estate, linked.

  • 25 document types — extract, generate, guide
  • AI pulls grantor, trustees & beneficiaries
  • Multi-state compliance checks
  • Business-to-estate linking
See everything in Estate
HaraPro Structure Builder — holding companies, operating LLCs, trusts, and family
Businesses & Family

Structure, visualized.

A live org chart of your holding companies, operating LLCs, trusts, and family — with every ownership link visible.

  • Visual org chart of every business
  • LLC, S-Corp, C-Corp, Trust, DBA & more
  • Family tree + dependents & tax credits
  • Shareholder & ownership tracking
See everything in Businesses
HaraPro Document Vault — formation docs, tax returns, contracts, and compliance by business
File Vault & Documents

Every document. Encrypted. Yours.

One encrypted vault across every business, account, transaction, and estate record — searchable and exportable anytime.

  • AES-256 encrypted, tenant-isolated vault
  • Full version history on every file
  • Full-text search across everything
  • Role-based sharing + one-click export
See everything in File Vault
All your domainsOne connected system
AI nativeIntelligent automation
Bank-level security256-bit encryption
Real-time syncAlways up to date
Built for scaleFrom 1 LLC to enterprise

See it in action.
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