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Sourced product detail plus founders, customers, workflow, pricing, origins or business model.

Workflow automation

Alguna is the AI-native quote-to-revenue platform for B2B companies: CPQ, subscription and usage-based billing, invoicing, payment collection, and revenue recognition in one system of record.

Customers · Founders · Pricing · Product

Founded
2023
Team
10 people
Workflow automation

Finto automates your invoice-to-pay process with AI agents. From invoice receipt to journal entry - no clicking required. Integrates with SAP, DATEV & Business Central.

Founders · Origins · Product · How it works

Founded
2025
Team
10 people
Workflow automation

Levers is an accounts receivable management SaaS that helps B2B companies reduce overdue payments, accelerate cash collection, and boost cashflow. Our software integrates with your accounting system and streamlines your AR process using…

Customers · Founders · Product · How it works

Founded
2022
Team
8 people
Workflow automationReference

Jutsoo is the AI bookkeeper you chat with. Upload a statement and it captures, codes, and reconciles every transaction. You review and sign off. Books an accountant would approve.

Customers · Founders · Product · How it works

Founded
2021
Team
12 people
Workflow automation

AI accounting agents for construction and manufacturing. Capture, match, and post AP to your ERP and run AR collections under your own approval policies.

Customers · Founders · Product · How it works

Founded
2025
Team
4 people
Analytics

AI-powered investment research platform that helps investors analyze financial documents, earnings calls, and market data with advanced document search and table matching technology.

Founders · Origins · Product · How it works

Founded
2023
Team
4 people
Workflow automation

Indinero provides accounting services, bookkeeping and accounting, tax services, and virtual CFO services to businesses large and small.

Customers · Founders · Product · How it works

Founded
2010
Team
250 people
AI agent

Oxus automates the repetitive work behind every audit using AI, so your team can focus on judgment, risk, and decision-making.

Customers · Founders · Product · How it works

Founded
2025
Team
3 people
Workflow automationReference

AI-native Tax workflow Platform for accounting firms from client request to delivery. We raised $18m from patient investors who are onboard to help us grow and serve tens of thousands of accounting firms. We're not in this market to…

Founders · Product · How it works

Founded
2021
Team
50 people
Workflow automationReference

Logica helps finance teams with forecasting & budgeting. The software provides a drag and drop interface for building financial models that can be updated and shared in real time and connects with accounting and analysis tools for…

Founders · Product · How it works

Founded
2020
Team
2 people
Industry softwareReference

Connect every client’s QuickBooks file to live reports in Google Sheets and Excel. Templates, consolidation and dashboards for accounting firms.

Founders · Product · How it works

Founded
2021
Team
51 people
Industry software

Elevate your financial advice firm with Saturn AI, the leading AI solution for Financial Advisory, designed to harness data insights, automate workflows like annual reviews and streamline administrative tasks.

Founders · Product · How it works

Founded
2023
Team
18 people
AI agent

Make your ERP AI-native, without replacing it. FullSeam automates close, reporting, and accounting workflows with built-in controls and audit trails.

Founders · Product · How it works

Founded
2026
Team
3 people
Copilot & assistant

Finlens automates month-end close for accounting firms on QuickBooks Online. AI transaction categorization, automated reconciliation, accruals, journal entries, and close checklists — all in one place. Setup in one day, zero migration.

Founders · Product · How it works

Founded
2024
Team
6 people
Industry softwareReference

Founded with the purpose of empowering anyone to work for themselves, Bonsai is the trusted back-office software solution for 500,000+ small businesses and self-employed around the world. Bonsai helps individuals and teams manage…

Customers · Founders · Product

Founded
2016
Team
25 people
AI agent

Bluebook is building AI agents for accounting firms to accelerate research, reconciliations and monthly closings. We allow professionals to serve 200 clients instead of just 20. With research time cut by 30% accountants can provide more…

Founders · Product · How it works

Founded
2024
Team
4 people
Industry softwareReference

Alaan is an AI-native finance platform for businesses in the Middle East. One platform for corporate cards, expense management, cross-border payments, accounting automation, treasury, business banking, and more, with AI doing the work…

Founders · Product · How it works

Founded
2021
Team
250 people
Workflow automation

Dimely reads signed contracts, validates billing and revenue terms, and syncs clean data into NetSuite, Stripe, and Maxio for SaaS finance teams.

Customers · Founders · Product

Founded
2024
Team
3 people
Workflow automationReference

UpLink's founding team worked as auditors and software engineers at PwC where they saw firsthand how difficult it was to collect thousands of documents from clients. Alex Maher and Alex Grant met working on PwC’s big data analytics…

Founders · Product · How it works

Founded
2021
Team
4 people
Workflow automationReference

Synder reconciles every channel and processor into one ledger that ties to the bank – every fee, refund, payout, and chargeback matched to the order behind it. Everything downstream inherits that. Your close, your margin questions…

Founders · Product · How it works

Founded
2019
Workflow automation

Magnetic scans client documents - from handwritten charity notes to excel spreadsheet Schedule Cs to multi-state K-1s - and enters them into tax software automatically, saving hours of tedious data entry. The accounting profession…

Founders · Product · How it works

Founded
2024
Team
10 people
Industry softwareReference

Fieldguide is the agentic AI platform for audit and advisory firms. Field Agents run planning, testing, and review—trusted by 50% of the top 100 firms.

Founders · Product · How it works

Founded
2020
Team
200 people