Accounting automation startup Ready Plan Go has raised $750,000 in pre-seed funding to eliminate the repetitive back-office tasks that keep accountants from higher-value client work.
The round includes investment from Mistral Venture Partners and 15 angel investors across Montréal’s startup ecosystem, including Andrew Lockhead (CEO, Stay22) and Firat Gezen (former president, General Dynamics Canada). The raise follows the company’s wins at Startupfest, where it secured $175,000 in prizes, including the 2SLGBTQIA+ Prize and FinTech Grant.
Automating the Accounting Back Office
Founded by Nima Jalalvandi and a team of business and accounting professionals, Ready Plan Go describes itself as an “AI-powered back office” for accountants. The platform automates document collection, data extraction, and tax form entry — tasks that traditionally consume most of a firm’s time during tax season.
“We want to make accounting work more meaningful,” said Nima Jalalvandi, Co-founder and CEO. “By automating the paperwork, we give accountants more time for what really matters — advising clients and planning their financial futures.”
The platform integrates directly with leading tax software systems such as Drake and ProSeries, while AI agents handle multiple stages of the tax preparation process. A human remains in the loop to ensure context, compliance, and accuracy.
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Tackling the Accounting Labor Shortage
The accounting profession is facing a severe talent crunch: more than 80% of licensed professionals are expected to retire within a decade, while fewer young professionals are entering the field. A 2024 Robert Half survey found that 90% of accounting firms are already struggling to fill positions.
Ready Plan Go sees this as a pivotal opportunity. By automating repetitive work, the company enables smaller firms to operate efficiently despite shrinking headcounts.
Its business model also includes acquiring books of business from retiring tax professionals — preserving client relationships while transitioning firms onto its AI platform. The company recently signed its first major U.S. client in Pennsylvania and plans to expand aggressively across the U.S. market.
Building Accuracy and Trust in AI
While large language models (LLMs) handle most data extraction and processing, Ready Plan Go maintains a “human-verification-first” approach.
“If the system isn’t 100% sure, a human reviews the work,” Jalalvandi said. “Ninety-nine percent accuracy isn’t enough when people’s finances are on the line.”
The company is also pursuing SOC 2 certification to ensure strong data security and privacy compliance. Clients’ customers must explicitly consent to data usage within AI workflows.
A Growing Market for AI-Driven Accounting
Academic research supports the potential of AI in accounting. A Stanford University study of 277 accountants found that firms using AI tools completed monthly statements a week faster and served more clients without increasing staff. However, concerns remain over AI errors (62% of respondents) and data security (43%).
Ready Plan Go’s focus on precision and transparency aims to address both challenges while redefining how accountants work.
About Ready Plan Go
Ready Plan Go is a Montréal-based AI platform automating the administrative workload of accounting firms. Its intelligent back-office software collects, analyzes, and processes financial data — allowing accountants to focus on client strategy and advisory. By blending automation with human oversight, the company helps firms scale operations, cut costs, and improve service quality in an industry facing major transformation.
