Features
Automated data ingestion and structuring from connected systems
Real-time dashboards for ARR, retention, churn, burn, gross margin
Investor-ready data rooms that update automatically
Forecasting engine with time-series models for growth predictions
Scenario tracking and 'Forecasting Studio' to simulate bets
Benchmarks to compare performance against peers
Gilion Decks for creating dynamic fundraising presentations
Shareable dynamic dashboards for investors
Built-in funding products: Growth Loan and Seasonal Credit
Support for equity and credit fundraising storytelling
Automated reporting and monitoring for investment teams
Enterprise-level security with SOC 2 Type II, GDPR, CCPA
Spaces feature for tailored user experiences
Available in the UK (expansion announced Aug 2025)
Redesigned platform interface (May 2025)
Physical and economic nexus monitoring in 80+ countries
Automatic registration when nexus threshold exceeded (Autoregister)
Auto-file and remit taxes (Autofile) with on-time guarantee
Tax calculation API with accurate rates
Exemption certificate collection and verification
Virtual mailbox for state and local tax mail
Automatic tax code classification
CSV import for transaction data
Detailed filing history and reporting dashboard
White-glove support (chat, email, meetings)
Penalty-backed filing guarantee (Standard & Pro)
Voluntary disclosure agreements (Pro tier)
Global coverage in 80+ countries (Pro tier)
Free up to 50 exemption certificates
Integrations with Shopify, Stripe, Amazon, Walmart, QuickBooks, Orb, NetSuite, Google Drive
