Entity + EIN + banking setup in one dashboard for freelancers.
Indie maker freelancers struggle to set up proper business entities and EINs, exposing them to compliance risks and blocking access to business banking.
SoloBankr orchestrates full formalization: entity selection, EIN procurement, and direct business bank account applications with pre-verified partners. It monitors compliance post-setup with reminders. Unlocks banking access immediately, shielding from personal liability risks.
Indie makers and solo freelancers building software products or side hustles aiming to formalize their operations
End-to-end flow with bank API pre-approvals, 1-week full setup vs. months manually.
professional
Quiz-based choice: LLC/Sole Prop/DBA with pros/cons.
One-click both entity docs and EIN filing.
Pre-fill bank apps with entity/EIN data.
Ongoing reminders for filings, taxes.
Instant checks for bank eligibility.
Visual pipeline from entity to banking.
Import to bank for bookkeeping start.
Personalized deadlines post-setup.
Video call for Enterprise.
Side-by-side bank features.
QuickBooks sync.
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| text | No | |
| setup_status | text | Yes |
| updated_at | timestamp | No |
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| user_id | uuid | No |
| entity_type | text | No |
| bank_id | uuid | Yes |
| progress | int | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| setup_id | uuid | No |
| type | text | No |
| due_date | timestamp | Yes |
| completed | bool | No |
Relationships:
/api/setupsStart new setup
/api/setups/:id/progressUpdate progress
/api/banks/:id/applyPre-fill bank app
/api/tasksList compliance tasks
/api/users/setupGet current setup status
No filings or banks
1 setup
None
| Month | Users | Conversion | MRR | ARR |
|---|---|---|---|---|
| Month 1 | 120 | 3% | $140 | $1,680 |
| Month 6 | 1,000 | 6% | $2,160 | $25,920 |
Entity, EIN, banking: All connected. Access pro tools without the hassle.
Partner with 3 indie maker newsletters for affiliate beta, cold email 50 Gumroad top sellers about formalization pains, host Twitter Space on 'side hustle to business'.
Banking only
No entity/EIN
Full upstream setup
Tech banking
EIN required upfront
Provides the EIN + more
Bank partner network effects + setup data for better matching.
Fintech boom + IRS e-filing; 2024 sees 15M US freelancers seeking pro status.
Bank partner churn
Diversify 5+ banks
Complex flow dropoff
A/B test steps
Higher CAC from ads
Community first
Success: 80% want bundled
Success: 100% bank approval
Success: 15% conv
Other validated startup ideas you might find interesting
AI-powered RFP response generator that slashes govtech proposal time from weeks to hours.
Real-time RFP alerts & matching for govtech solos to beat long sales cycles.
Compliance templates & trackers to navigate gov sales bureaucracy solo.
Real-time compliance monitoring that syncs across time zones without manual checks.
Automated compliance reports scheduled perfectly for every timezone.
AI-powered alerts that predict compliance risks across global teams.