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TruePilot (Juno)

TruePilot (Juno) AI Agent
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Overview

Juno automates tax prep for accounting firms: AI extracts data from 100+ document types, builds traceable workpapers, flags errors, and pushes completed returns into Drake, Lacerte, ProConnect, and CCH.

TruePilot rebranded to Juno, an AI tax preparation platform built by CPA David Haase for small and mid-size accounting firms. Juno ingests client source documents — W-2s, 1099s, K-1s, balance sheets, blurry phone photos, and 100+ other formats — and extracts data into validated workpapers where every number links back to its source document. The platform automates workpaper preparation, supports team collaboration with field-level review flags, compares source docs against return fields to catch mismatches, and pushes approved data directly into tax software (Drake, Lacerte, ProConnect, CCH Axcess) without re-keying. Juno's "clear box" approach keeps humans in control: nothing moves to the return until a preparer signs off, and the AI surfaces exceptions rather than black-box guesses. Business returns (1120, 1120-S, 1065) integrate with QuickBooks and Xero for P&L mapping and non-deductible expense flagging.

Autonomy level

87%

Reasoning: The agent demonstrates high autonomy through AI-driven automation in review management and customer interactions, featuring tools like pre-generated response prompts and predictive analytics while maintaining human oversight for quality control. Its architecture integrates real-time processing with foundational LLMs for contextual decision-making.

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Some of the use cases of TruePilot (Juno):

  • Extracting data from messy client documents into traceable tax workpapers in minutes.
  • Reducing manual data entry by pushing hundreds of fields directly into tax software.
  • Catching return errors by comparing source documents against prepared fields automatically.
  • Scaling 1040 and business-return capacity without proportional preparer headcount.
  • Maintaining CPA oversight with full audit trails from source doc to filed return.

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Popularity level: 40%

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