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
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18 businesses
Sourced product detail plus founders, customers, workflow, pricing, origins or business model.
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
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
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
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
Thyme is the AI platform for financial advisors. We help you run meetings, onboard clients, and parse documents, so that you can focus on client relationships.
Founders · Product · How it works
- Founded
- 2024
- Team
- 2 people
Greenboard is the AI-native system of action for SEC and FINRA compliance: archiving, supervision, employee, marketing and firm compliance on one platform.
Founders · Product · How it works
- Founded
- 2023
- Team
- 35 people
Pulley is the cap table and equity management platform that helps founders and finance teams manage their equity. For early stage companies, Pulley helps founders get started on hiring and fundraising, avoid expensive equity…
Customers · Founders · Product
- Founded
- 2020
- Team
- 68 people
Campfire is the AI-native ERP built for lean finance teams. Automate reconciliations, close faster, and scale revenue without adding headcount.
Founders · Product · How it works
- Founded
- 2023
- Team
- 105 people
A live model of each customer, built from their Slack, Linear and Pylon.
Founders · Product
- Founded
- 2026
- Team
- 2 people
our founders our companies our team stories Podcasts Pilot is the largest provider of bookkeeping, tax preparation and CFO services for startups and small businesses. It combines intelligent software with world-class accountants to…
Customers · Product
AI-powered, ledger-integrated close management for accounting firms and teams. Automate manual work, gain real-time visibility, and close the books faster.
Founders · Product
- Founded
- 2020
- Team
- 80 people
Smarter business banking designed for small business owners. Manage your bookkeeping, taxes, and invoicing all from your business checking account.
Pricing · Product
Usage-based billing and quote-to-cash for AI companies: real-time metering, credits and commits, CPQ, invoicing and revenue recognition in one platform.
Customers · Product
Setup your entire back-office in one place. - Banking: Bank Accounts, Corporate Cards, Payments, Treasury - Bookkeeping & Tax: Keep you books in order and file income taxes at the end of the year - Payroll and Benefits: US Payroll in…
Founders · Product
- Founded
- 2021
- Team
- 12 people
The world’s most important organizations deserve the world’s best financial infrastructure. We’re here to make sure they do. At Givefront, we've built a modern financial management platform designed specifically for nonprofits. With…
Founders · Product
- Founded
- 2023
- Team
- 6 people
Multi-currency, multi-market, multi-time zone — Aspire does business like you do. Business accounts, corporate cards, FX, and expense management for 50,000+ businesses.
Founders · Product
- Founded
- 2018
- Team
- 500 people
Simplify expense management with Brex's finance platform. From company cards to banking, Brex helps you drive growth, automate processes, & earn more.
Origins · Product
- Founded
- 2017
- Team
- 1000 people