Startup Set

Medium
Accounting · Accountant, founders

Company formation: steps, documents and a status portal.

Coding Ideas

Built in this build

  • Formation step tracking
  • Document checklist
  • Founder status portal
  • Process templates (sole/LLC/corp)
  • Application records
  • Settings
  • Comparison summary for entity type choice
  • Missing document list
  • Average formation time

Vision (needs external services)

  • Founder notice on step completion
  • Document upload
  • Email

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Formation step tracking
  • Document checklist
  • Founder status portal

Admin modules

  • Process templates (sole/LLC/corp)
  • Application records
  • Settings

AI capabilities

  • Comparison summary for entity type choice
  • Missing document list

Automations

  • Founder notice on step completion

Analytics & reports

  • Average formation time

Integrations

  • Document upload
  • Email

Mobile

  • Founder mobile tracking

Roles & permissions

  • Accountant
  • Founder

Accounting

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