A finance team that runs on its own software.

Median does your bookkeeping, reporting, and financial analysis for you, with AI doing the volume and real accountants in the loop on your books. We categorize and post transactions every business day, so the books stay current, reports are there the moment you need them, and a real answer comes from the accountant who knows your books.

The people building Median.

Median was founded by an operator who has run startup finances and an engineer who has built accounting software at scale. Before Median, they worked together on a tech-enabled accounting and tax service for startups.

Jacob Sheldon

Co-founder and CEO

Jacob runs Median and works directly with the founders and operators whose books we keep. He has spent most of his career on the finance side of early-stage companies, first from the inside and then building the software for it.

From 2019 to 2021 he ran SiliconCFO, a fractional CFO practice that handled the finances for early-stage startups. That is where he saw how late and how thin most small-company books are. He then co-founded Shiny, a marketplace for fractional executives that was acquired by Vendux, and led product for the solar installation marketplace at Hohm Energy.

Before starting Median he was Product Lead for a tech-enabled accounting and tax service for startups, where he built and grew the product to more than 500 accounting customers and more than 1,000 tax customers. Median is the service he wanted his clients to have back then: books posted every business day, reporting built for the business, and a real accountant on the account.

Augusto Morais

Co-founder and CTO

Augusto leads engineering at Median and built the platform the service runs on, end to end: our own general ledger, the connections to banks, Stripe, Ramp, and payroll, and the AI that categorizes and posts transactions every business day. He shipped it live with real client books in April 2026, a few months after starting.

Before Median he led engineering end to end on a tech-enabled accounting and tax service for startups, building the infrastructure and operational platforms behind it as it grew to more than 500 accounting customers and more than 1,000 tax customers. His background spans cloud architecture, distributed systems, and data infrastructure, with a focus on the automated workflows finance and accounting teams depend on.

He and Jacob worked side by side on that product for eighteen months. Both left because they could see what the next version should look like and wanted to build it from scratch. Median is that version.

Roy Munoz

Tax lead · Enrolled Agent

Roy works with Median on business and individual tax preparation and filing, coordinating directly with Jacob and our clients. He has prepared thousands of returns, with experience across federal and state filings.

His advisory work focuses on S corporations and entity selection, helping business owners evaluate the structure that fits their situation.

CFO partners

When a client needs CFO work beyond the books, such as a raise, a sale, or board preparation, we introduce you to one of the fractional CFOs we partner with. Each runs an independent practice. Introductions are free; you agree scope and fees directly with the CFO.

Regis HaeglerSeries A through growth stage, with a focus on SaaS, healthcare, and fintech.

Patrick McCarthyEarly-stage and owner-led SaaS and services companies.

Gregg MischnerFMX Partners. PE-backed and founder-led distribution and consumer companies.

Founders deserve to know their numbers.

The people who most need clean, current financials, the founders and operators making calls every week on runway, hiring, and spend, are too often the ones left waiting on books that close weeks late and answers that take days.

So we built the firm we wanted to hire: one that posts to the books every business day and turns them into reports and answers the moment you need them. Accounting as a product that keeps your books current, with a real person on your account whenever you need one.

Three things we will not compromise on.

Daily, not monthly.

Founders make decisions every week, so we work the books every business day rather than batching them to month-end. Daily bookkeeping is the product. If we ever go back to touching your books once a month, we have stopped being Median.

A real person on your account.

AI does the volume, and a real accountant who knows your business owns the judgment. When you have a question, the answer comes from someone who has your books, in your tool of choice, on business days. Complex questions follow an agreed scope and timeline.

A rate card you can read in a minute.

Essential is $200 a month under $250K in annual revenue. Growth is $500 from $250K to $1M. Financial account count does not change either flat plan. Above $1M, we scope the work with you. Reports are included, and separately priced services are listed on the pricing page.

Talk to a real person about your books.

Want to learn more? Let's hop on a call.

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