Your partner in scaling independent accounting firms

Founded by veterans from finance and technology industries, Root Financial is a pioneering technology company focused on democratizing the financial services industry.

The accounting industry is changing. AI is automating back-office and junior level work. Competition from private equity backed firms is intensifying. 75% of CPAs met the retirement age in 2020.

Yet clients still need trusted advisors, and AI helps accountants to provide better services more efficiently. There is no better time to launch your own firm.

Our mission is to make it easy for every accountant to be an entrepreneur.

We equip the next generation of firm owners with an AI-powered tools to support everything from business formation and client acquisition to back office and routine work — giving accountants the superpowers, and making running independent firms easier than ever before.

Founded by team from

Why Choose Root Financial?

Designed for accountants

Purpose-built solutions that fit the way you work and the clients you serve.

Designed for accountants

Purpose-built solutions that fit the way you work and the clients you serve.

Designed for accountants

Purpose-built solutions that fit the way you work and the clients you serve.

One stop shop

From firm formation and client acquisition to day-to-day operations, everything you need is in one place.

One stop shop

From firm formation and client acquisition to day-to-day operations, everything you need is in one place.

One stop shop

From firm formation and client acquisition to day-to-day operations, everything you need is in one place.

AI native approach

AI-enabled automation built right in to keep your firm efficient and ahead of the curve.

AI native approach

AI-enabled automation built right in to keep your firm efficient and ahead of the curve.

AI native approach

AI-enabled automation built right in to keep your firm efficient and ahead of the curve.