Business Details
20 Years
experience
Trusted AI-Powered Accounting Solutions for Startups
MATAX is a U.S.-based accounting firm specializing in AI-powered solutions for startups and growing businesses. Founded in 2006, our mission is to help entrepreneurs reclaim their time through cutting-edge automation, cloud-based systems, and workflow optimization. Our team acts as an extension of your business, combining technical expertise with strategic advisory work to transform accounting from a burden into a growth driver. As a two-time Xero Partner of the Year and member of Xero's Advisory Council, we deliver investor-ready financials, real-time data accuracy, and scalable solutions tailored to SaaS, e-commerce, and tech companies.With decades of collective experience, our certified advisors and technologists implement ethical AI, automate repetitive tasks, and provide actionable insights that fuel sustainable growth. We prioritize transparency, fixed pricing, and 24/7 support to ensure our clients focus on innovation while we handle operational complexities.
Services
Accounting & Bookkeeping
App Integration
AI-Powered Business Services
Client Advisory Services
eCommerce Solutions
Workflow Automation
Tax Preparation Support
Financial Reporting
Startup Advisory
Xero Integration
Details
- Year established: 2006
Highlights and features
- Award-winning Xero Partner with 20+ years of startup expertise
- AI-powered automation saves founders 10+ hours weekly
- Investor-ready financials and real-time data accuracy
- 24/7 personalized support with U.S.-based team
- Transparent fixed pricing with no hidden fees
Associations and certifications
- Xero Partner
- Xero Advisory Council
What people say
Life-saver
Intelligent, knowledgeable
Game changer
Proactive, responsive
Instrumental for growth
Services
Accounting & Bookkeeping
Our Xero-certified team handles daily transactions, financial reporting, and investor-ready bookkeeping for startups. We combine AI automation with human expertise to ensure accuracy, compliance, and strategic insights. Clients gain real-time visibility into cash flow, expenses, and growth metrics while reducing administrative burdens.
AI-Powered Workflow Automation
We implement ethical AI solutions to automate repetitive tasks across accounting, document management, and business operations. Our systems reduce manual work by 65%, improve forecasting accuracy by 90%, and enable teams to focus on strategic growth initiatives through intelligent automation frameworks.
Xero Integration
As a two-time Xero Partner of the Year, we connect accounting systems with CRM, payment processors, and e-commerce platforms. Our integrations ensure seamless data flow between tools like Shopify, Gusto, and Salesforce while maintaining financial accuracy and operational efficiency.
Client Advisory Services
Our advisors help startups optimize financial operations through budgeting, cash flow forecasting, and scenario modeling. We provide tailored guidance on scaling operations, investor readiness, and technology implementation to support growth from pre-revenue to enterprise-level businesses.
eCommerce Solutions
Specialized services for multi-channel sellers include sales tax tracking, inventory management, and A2X integrations. We automate financial processes for Amazon FBA, Shopify, and WooCommerce merchants to ensure accurate reporting and scalable operations in competitive markets.
People
Julie DeVincenzi
Managing Partner/COO
With over 20 years of technology leadership, Julie oversees MATAX's operations and cloud accounting integrations. She specializes in simplifying complex business processes through modern tools and has shaped MATAX's approach to scalable financial systems since 2014.
Dawn Hatch
Founding Partner / Certified AI Specialist
Dawn founded MATAX in 2006 after leading operations for tech startups. As a Xero Partner Advisory Council member, she combines technical expertise with practical implementation to help founders streamline operations through AI-powered accounting solutions.
Cheng Vang
Senior Client & Accounting Manager
Cheng leads client accounting services with a focus on innovative workflows. Her expertise in financial insights and operational efficiency helps small businesses implement forward-thinking solutions that drive growth and long-term success.
Dan Quigley
Lead Accounting Technologist
Dan specializes in merging technology with traditional accounting practices. As an expert in automated processes and Xero integrations, he ensures MATAX's services combine cutting-edge innovation with reliable financial management for clients.
Questions
What accounting services do you provide for startups?
We offer Xero setup, monthly bookkeeping, financial reporting, accounts management, cash flow analysis, and investor-ready reporting tailored to startups' scaling needs.
How does AI automation benefit my business?
Our ethical AI solutions automate repetitive tasks like document processing and email management, saving 10+ hours weekly while reducing errors and enabling teams to focus on strategic work.
Do you work with e-commerce businesses?
Yes, we specialize in multi-channel sales reconciliation, inventory management, and A2X integrations for Shopify and Amazon sellers to ensure accurate financial tracking.
How quickly can you onboard new clients?
Most startups are fully operational within 1-2 weeks, including system setup, historical data review, and initial automation implementation.
What makes MATAX different from traditional firms?
We combine Xero expertise with AI automation and operational workflow optimization, acting as a strategic growth partner rather than just an accounting service.
Can you integrate with our existing tools?
Yes, we connect Xero with 1,000+ apps including Salesforce, Stripe, Shopify, and Gusto to create unified financial ecosystems tailored to your business needs.
