Built for solopreneurs
By long-time solopreneurs
I. Renaissance of the Solo Business
For most of human history, people worked for themselves. The smith, the tanner, the healer, the merchant – each ran a one-person business powered by skill, reputation, and ownership.
Over time, the rise of large organizations buried that independence beneath layers of administration and complexity.
Today, AI is undoing that shift. It gives individuals the leverage once reserved for companies, freeing them to focus on their craft rather than their paperwork.
Monty exists to support this return to empowered work – helping solopreneurs run with the clarity, confidence, and autonomy that once defined how humans made their living.
II. Origins
For the past two years, we built AI systems for wealth management firms serving the world’s top 1%. We worked inside the machinery that quietly optimizes their finances – the data flows, the strategies, the precision normally reserved for those with family offices and private advisors.
But the more we built, the clearer it became that this leverage shouldn’t belong only to the privileged. It should serve the people who create real value through risk and grit: entrepreneurs. The ones betting on themselves, building for others, and shaping the future one hard-earned step at a time.
III. Monty Today
Monty tackles one of the oldest and most draining burdens of solo work: preparing for taxes. For generations, one-person businesses have shouldered a task designed for teams – gathering records, sorting transactions, and proving every legitimate deduction. It’s meticulous, essential, and wildly inefficient for anyone trying to run a business on their own.
Monty changes the equation. It connects to your business and personal accounts, reading every line with the precision of an expert and the stamina no human could match. Transactions are categorized automatically. Missing deductions – especially the ones hiding in personal spend where no CPA dares to look line-by-line – are surfaced instantly.
The result is simple but transformative: clean books, maximum deductions, and a tax season that feels less like a yearly reckoning and more like a quiet confirmation that your finances have been handled all along.
IV. Our Vision
We believe the age of the solopreneur is only beginning. Millions of people are choosing to build their own path – to create value on their terms, to serve their customers directly, and to take ownership of their financial future. Yet the systems that manage money, taxes, and long-term planning were built for large companies, not for individuals carrying the full weight of their business alone.
Monty exists to change that. Our first step is removing the burden of tax, but our mission reaches further: to optimize every part of a solopreneur’s financial life – from daily cash flow to long-term planning, from investing to estate decisions.
We’re building a world where one-person businesses have the same clarity, sophistication, and strategic guidance once reserved for the wealthy few. A world where your ambition isn’t limited by administrative friction, and where your work directly fuels the life you want for yourself and your family.
Monty will become the modern financial concierge for solo business owners – always present, always working, and always aligned with your future. This isn’t just better software; it’s a new foundation for how independent people build stability, wealth, and possibility.
Maximize Your Tax Write-Offs
Let AI handle the tax work, so you can focus on the real work.
01
Connect your accounts
Securely link your cards and banks via Plaid or upload PDF & CSV statements.
02
Discover your deductions
AI scans every transaction to uncover missed write-offs and save you money.
03
Export your report
Export a report ready to send to your CPA or input into your filing software.
AI tax prep for
one-person businesses