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Founded in 2018, Taxy.io built an AI-powered platform that automates workflows for tax and legal advisors. Over 40 employees support 1,700+ advisory firms using the software to serve their clients more efficiently. In 2025, Visma – a leading European provider of business-critical software – acquired the company.
Invest in growth without losing control
Two successful funding rounds. Their own product further developed towards a holistic AI solution. Now, Taxy.io needed to scale.
But CFO Daniel Kirch faced a dilemma: How do you fund growth in a capital-intensive business – long sales cycles, strict regulations – without diluting equity or ceding control?
"We wanted a strong funding position and stable cash buffer with diverse capital sources. But without spending all our time fundraising or jumping from VC round to VC round."
The real question wasn't whether they needed capital. It was when, how much, and which instrument would get them to profitability with a plan.
What Taxy.io needed:
- Flexible funding that wouldn't dilute equity
- A complete view of their financials to steer the business
- A funding plan showing exactly when capital was needed – and how it would affect runway and cash balance.
Capital OS: The platform that answers any financial question
The answer was re:cap’s Capital OS. It’s the first platform that covers the complete funding process end-to-end.
Analysis: What is my status quo and what do I need?
For Taxy.io, everything started with clarity. The Capital OS connects bank accounts, accounting, budget, revenue, payables, receivables, and business plan into one view.
Daniel could finally see patterns: "I can track what drives costs, how runway develops, where deviations happen."
Forecast: How much funding do I need, and when?
With this foundation, the team built weekly and monthly forecasts. "We modeled scenarios: What if hiring delays? What if we miss growth targets or face a major investment?" Daniel explains.
- Timing and amount they need to fulfill their business plan
- Growth financing with external funds
- Growth financing from existing funds
The models were clear: Taxy.io needed external capital. The team developed a funding plan showing exactly how much cash was needed, when, and how it would affect runway and balance.
Funding: Access to capital
Taxy.io secured a flexible, non-dilutive €1.5M credit line from re:cap. It gave the team room to maneuver and optionality, helped them reach profitability, and built a predictable cash buffer.
“The Capital OS connects everything finance-related. We could track investments, spot deviations early, and act. That gives me peace of mind. I know the company is financially sound and I have options for the future.”
How Taxy.io used the Capital OS
- Daily dashboard: cash balance, burn rate, runway, deviations
- Forecasts: 13-week for operations, monthly for strategy
- Funding plan: timing, amounts, impact on cash position
- Integrated funding: drawdown, repayment, covenant monitoring
Always investor-ready
Taxy.io grew to serve thousands of tax and legal professionals across Germany. The AI solution became a market leader.
This attracted attention from larger companies. In early 2025, Visma – an international software provider – approached with an acquisition offer.
"We had all numbers ready, which accelerated the process. And we knew we had financial backing. That strengthened our negotiating position," Daniel says.
Visma acquired Taxy.io in August 2025. Within Visma's structure, Taxy.io can expand nationally and internationally, reaching over 2 million Visma customers.
Confidently to the exit
The Capital OS helped Taxy.io manage funding from seed to exit efficiently and without dilution. “The Capital OS brings together what I need to steer my company. I never decide under pressure – always from strength.”
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