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Levelup Intelligence Inc.
Levelup Intelligence Inc. provides advanced financial reporting and portfolio management software designed for accounting firms and financial institutions. The platform integrates with major accounting tools like QuickBooks and Xero to offer centralized dashboards, real-time analytics, and AI-powered data standardization for small-to-medium-sized business portfolios.
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Levelup Intelligence Inc. at a glance
Levelup Intelligence Inc. is an ai/ml company. Its most recent funding round raised $225,000 in March 2026. Xcout tracks 1 named person at Levelup Intelligence Inc., including Jon Willson (Executive Officer). Xcout recorded 14 job postings from Levelup Intelligence Inc. in the last 90 days, naming tools such as Salesforce, NetSuite, Zendesk.
Levelup Intelligence Inc. leadership
- Jon WillsonExecutive Officer
Levelup Intelligence Inc. funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $225,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at Levelup Intelligence Inc.
Xcout recorded 14 job postings from Levelup Intelligence Inc. in the last 90 days, from a hiring record Xcout has kept since September 2026.
Tools named in Levelup Intelligence Inc.'s job postings
The weekly hiring trend, the roles and locations behind it — see Levelup Intelligence Inc.'s hiring signals →
Tech stack
Levelup Intelligence Inc. competitors
A few of Levelup Intelligence Inc.'s closest competitors — see the full list of competitors and alternatives →
Cranston AI provides an AI-powered back-office platform designed for CPA and accounting firms to automate tax preparation, bookkeeping, and practice management workflows. The platform integrates with existing accounting software and email tools to draft returns, handle client document requests, and manage monthly reconciliations for review by firm professionals.
Luca IQ provides professional tax software and workflow automation platforms designed exclusively for accounting and CPA firms. The platform streamlines operations from client document intake and workpaper preparation to review, e-signatures, and IRS e-filing.
Miivo AI Inc provides an AI-powered business intelligence, reputation management, and lead generation platform designed for small and growing businesses. The platform offers tools for verified B2B lead generation, cross-channel reputation monitoring with AI-driven sentiment analysis, and financial insights, supported by human consultants.
Insighting provides an AI-driven sales intelligence platform designed for B2B companies, wholesalers, and distributors. The platform integrates with ERP systems to deliver real-time, actionable insights, including churn detection, upsell opportunities, revenue analysis, and smart notifications to help sales teams capture revenue without manual analysis.
Balance provides fractional accounting and financial operations services for businesses such as startups, agencies, and e-commerce companies. Its platform combines AI automation with dedicated human accountants to deliver real-time, audit-ready books and natural-language financial insights.
Artifact AI offers firms AI-powered solutions to address staffing shortages and talent crunches in the accounting industry. Headquartered in New York, the company provides agentic AI systems and expands its software development services to the U.S. market.
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More on Levelup Intelligence Inc. in Xcout Intel
- 1 named person with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access