# Cashboard

> Cashboard is a New York-based, Y Combinator-backed (S22) startup building a semantic layer that sits between a company's financial data and AI. It stores the metrics, data models, mappings and permissions that let AI agents - and finance teams - produce accurate, governed FP&A work: reports, dashboards and analysis pulled from 900+ connected systems. Founder Julian Rowlands frames the goal as turning AI into a 'trusted FP&A machine' and, eventually, the 'solo CFO.' The company raised a $5M seed led by FINTOP Capital in July 2026.

- **Founded:** 2021
- **Headquarters:** New York, New York, United States
- **Founders:** Julian Rowlands (Co-Founder & CEO)
- **Team size:** ~11 employees
- **Products:** Semantic Layer, AI Agent Workflows (MCP), Self-Serve Dashboards, Excel Add-In, 900+ Integrations
- **Notable:** Graduated Y Combinator Summer 2022 (S22) batch, Raised $5M seed led by FINTOP Capital (July 2026); $5.13M total funding, Built 900+ finance-system integrations into a single governed semantic layer

## Products & services

- **Semantic Layer** — A governed source of truth storing data, metrics, mappings and permissions - includes a Data Dictionary (vendor/category mapping to approved vocabulary), Data Models (raw tables transformed into analysis-ready datasets), a Report Library (saved metrics, dashboards, reports) and row- and column-level Permissions.
- **AI Agent Workflows (MCP)** — MCP integration that lets LLMs like Claude query Cashboard's governed definitions to produce accurate, permissioned FP&A analysis and reports.
- **Self-Serve Dashboards** — Leadership-facing dashboards backed by Cashboard's metric definitions for consistent, real-time reporting.
- **Excel Add-In** — Pulls live data using Cashboard definitions directly into spreadsheets, replacing brittle VLOOKUPs with governed numbers.
- **900+ Integrations** — Connectors spanning accounting (NetSuite, Ramp, Stripe), payroll (ADP Workforce Now), CRM (Salesforce, HubSpot), planning (Workday Adaptive Planning) and warehouses (Snowflake, Quicksight).

## Achievements

- Graduated Y Combinator Summer 2022 (S22) batch
- Raised $5M seed led by FINTOP Capital (July 2026); $5.13M total funding
- Built 900+ finance-system integrations into a single governed semantic layer
- SOC 2 Type II certified
- Customer Alpine Energy reports 4x faster speed-to-insight

## Latest updates

- **2026-07** — Closed a $5M seed round led by FINTOP Capital to build an AI semantic layer for finance.
- **2026** — Launched semantic-layer product with Claude/MCP agent workflows, self-serve dashboards and an Excel add-in across 900+ integrations.

## Links

- Website: https://cashboard.co
- LinkedIn: https://www.linkedin.com/company/cashboardhq

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Profile page: https://yespress.io/cashboard-backed-by-yc
Published by YesPress — https://yespress.io
Last updated: 2026-07-31