About
Filed is an AI tax preparer that works inside existing software (CCH Axcess, UltraTax, Lacerte, Drake). Raised $17.2M pre-seed/seed from Northzone, Day One Ventures, J Ventures, Neo, Raine. Processes 3x more returns without new hires. Customers cut turnaround from 7 days to overnight. Tens of thousands of returns processed Q1 2025. Review cycles reduced 30-50%. Automates full return lifecycle.
Key Facts
- [1]Funding: Total funding: $17M. Last round: May 2025. Stage: Seed.
- [2]Employees: Employee count: 11-50.
- [3]Website: Official website: filedd.com.
- [4]AI Technology: Core AI/ML technologies: Predictive ML.
- [5]Region: Region: Americas (United States).
Founder
Brenda Romero
Founder & CEO
AI Technology
Predictive ML
Traditional ML algorithms for classification, regression, and scoring models
Classification
Market Segments
Tech Stack Layers
Details
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Frequently Asked Questions
What is Filed?
Filed is an AI tax preparer that works inside existing software (CCH Axcess, UltraTax, Lacerte, Drake). Raised $17.2M pre-seed/seed from Northzone, Day One Ventures, J Ventures, Neo, Raine. Processes 3x more returns without new hires. Customers cut turnaround from 7 days to overnight. Tens of thousands of returns processed Q1 2025. Review cycles reduced 30-50%. Automates full return lifecycle. Filed is classified in the Enterprise Finance segment at the Applications layer of the financial AI stack.
Who founded Filed?
Filed was founded by Brenda Romero (Founder & CEO).
How much funding has Filed raised?
Filed has raised $17M in total funding, placing the company at the Seed stage. The most recent round closed in May 2025. Among 79 funded Enterprise Finance companies, Filed ranks #65 by total capital raised. (Source: AIFI Map directory.)
What AI technology does Filed use?
Filed primarily leverages Predictive ML technology. Traditional ML algorithms for classification, regression, and scoring models. Within the Enterprise Finance segment, 58 companies use this technology.
What market segment does Filed operate in?
Filed operates in the Enterprise Finance market segment. AI enterprise finance companies are automating and enhancing the financial operations of businesses — from accounting and treasury management to financial planning, analysis, and corporate finance.
Who are Filed's competitors?
Companies similar to Filed in the Enterprise Finance space include Unit21 ($92M raised), Kaaj ($4M raised), Lendbuzz ($310M raised), Ramp ($2.3B raised), Brex ($1.5B raised). These companies operate in related areas of financial AI: Unit21 focuses on ai-powered fraud and aml platform. Kaaj focuses on agentic ai for small-business lending automation. Lendbuzz focuses on ai auto financing for underserved populations. (Based on AIFI Map classification data.)
What products does Filed offer?
Filed builds applications-layer solutions for the financial services industry. The company's core offering: AI automates tax prep within existing software. The platform is powered by Predictive ML technology.