Launched January 7, 2025
Lucid

Lucid

One Solution for All Your Business Finances

Subscription243 impressions#431 of its week2 comments

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  • Adil Valizada· 1y ago

    Professional reports in seconds. Directors love the clarity and depth. Makes us look great!

  • Dima Finance· 1y ago

    Powerful, intuitive tools: Includes cash flow forecasting, KPI tracking, scenario comparisons, hiring plans, and board/investor-ready reporting.

Bookkeeping, Taxes, Tax Credits, and CFO Services - all in one, powered by real-time AI and backed by a team of experts. Smart tech meets smarter humans. We handle the numbers. You lead the business.

Lucid is an AI-powered platform that handles bookkeeping, tax filings, R&D credits and CFO services in one place.

for
Founders, CFOs and business owners of small to mid-size companies.
pricing
paid
works withQuickBooksXero

Key features

7 features of Lucid
  • Bookkeeping — Automated bookkeeping with dedicated accountants and monthly financial reporting.
  • Tax Filings — Accurate federal, state and 1099 filings handled by tax experts.
  • R&D Tax Credits — Expert assistance to claim R&D credits with performance-based fees.
  • CFO Services — Dedicated CFOs provide scenario planning, budgeting and KPI dashboards.
  • AI Financial Plans — Instant creation of best-case, worst-case and actual financial scenarios.
  • Real-time Insights — Live data updates power cash-flow, runway and growth forecasts.
  • 24/7 Slack Support — Round-the-clock support via Slack for bookkeeping, taxes and credit claims.

Use cases

  • Generate monthly financial statements and tax-ready packages for a startup.
  • Claim R&D tax credits and receive performance-based billing.
  • Create investor-ready fundraising decks with scenario-based forecasts.
  • Monitor cash-flow and runway in real time for a growing e-commerce brand.

Lucid FAQ

Is tax filing included with Lucid’s bookkeeping?+

No, bookkeeping and tax services are separate; you can choose either or both.

How is Lucid’s bookkeeping priced?+

Pricing is tiered based on your total monthly business expenses; higher spend means a higher tier.

How much do Lucid’s tax services cost?+

Tax service fees depend on entity type and complexity, with an average around $2,000.

What does Lucid charge for R&D credits?+

Lucid charges a performance-based percentage of the savings; if no credit is claimed, you pay nothing.

Can Lucid help claim state R&D credits?+

Yes, though only Georgia offers a payroll-based credit; other states require profitability for income-tax credits.

Summarized by DevHunt from lucid.now · Sep 28, 2026. Details may change; check the official site.