Path · Small LLCs
Organized books for your LLC —
without the accountant price tag.
Single- and multi-member LLCs that need clean books and CPA-ready summaries without justifying a full-time accountant year-round.
What small LLCs get with Victally
Multi-Company Support
Manage multiple LLCs under one account. Switch between companies instantly without logging out.
Year-Round Document Storage
Upload and organize records across multiple tax years. Stay audit-ready with a fully searchable document vault.
1099 Filing Management
Track every contractor paid over $600 and manage your 1099-NEC filing obligations across the LLC.
CPA-Ready Reports
Generate a comprehensive PDF tax summary your CPA can use directly — saving billable hours come filing time.
Your finances, analyzed by AI
Victally's AI engine analyzes your real financial data to deliver personalized insights and forward-looking forecasts — no spreadsheets, no guesswork.
AI Insights
Current State Analysis
- Financial health snapshot based on your real data
- Identified strengths and areas for improvement
- Top opportunities to increase net profit
- Immediate action steps — 0 to 30 days
AI Forecast
Predictive Modeling
- 90-day income and expense projections
- 3 growth scenarios: conservative, moderate, aggressive
- Risk assessment and early warning signals
- Strategic roadmap tailored to your business
AI Tax Advisor
Tax Reduction Strategies
- Personalized strategies to legally reduce your tax bill
- Identify missed deductions and retirement opportunities
- Dollar-amount savings estimates per strategy
- Quick wins + year-end planning checklist
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