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

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
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
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
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
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

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
Workflow automation

Postal offers a modern virtual mailbox for businesses. Postal provides an official address for government, IRS, and vendor communications so companies don't have to use an apartment / shared office address. Postal's AI summarizes…

Founders · Product · How it works

Founded
2022
Team
4 people
Workflow automationReference

Boya Makes it easy for businesses in Africa to issue corporate expense cards instantly and great software to control and track spending. For example, if you run a pharmaceutical company, you can use Boya to instantly issue Visa cards to…

Founders · Product · How it works

Founded
2021
Team
9 people
Industry softwareReference

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
Workflow automation

Afternoon.co empowers founders to make better business decisions with real time financial metrics. We pair managed AI bookkeeping and tax services, to reduce administrative burden on founders. Accountants struggle serving 4 million+…

Founders · Product · How it works

Founded
2024
Team
4 people
AnalyticsReference

SubscriptionFlow is an AI-based customizable revenue management platform that helps SMBs optimize subscription revenue. It monitors user activity to identify customers at risk of churning and automatically alerts the sales team. For…

Founders · Product · How it works

Founded
2021
Team
9 people
Workflow automationReference

기업 경영에 필수적인 증권·의결·주식보상·영업보고를 디지털 플랫폼과 전문 컨설팅으로 통합 관리합니다. 국내 유수 상장기업과 혁신 스타트업이 신뢰하는 쿼타북과 함께 시작하세요.

Founders · Product · How it works

Founded
2019
Team
50 people
AI agent

End-to-end AI accounting agents that learn your processes and do the work directly in the tools your team already uses.

Founders · Product

Founded
2026
Team
2 people
AI agent

Cranston prepares tax and accounting work inside the software your firm already uses. Your team reviews every judgment call.

Pricing · Product

Founded
2025
Team
2 people
Industry software

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 agent

Clerked's AI clerks find invoices in your inbox, match every line to the PO and receipt, catch billing errors before you pay them, and answer your vendors, inside the ERP you already run.

Founders · Product

Founded
2025
Team
3 people
AI agentReference

Pideaky helps offline LatAm SMBs manage and accelerate their cash flow through AI collection agents, which remind, collect, and negotiate bills on behalf of SMBS in Latam. We focus on the massively underserved $70B/year customer…

Founders · Product

Founded
2021
Team
3 people
Industry softwareReference

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
AI agent

Tabula ist die erste KI-Plattform, die Buchhalter zu Buchhaltungsmanagern macht – Belege automatisch buchen, Automatisierung komplexer Sachverhalte und DATEV-Integration.

Founders · Product

Founded
2024
Team
13 people