ai-agents-finance
(3)
Peakflo
Peakflo is a Singapore-founded, Y Combinator-backed (W22) finance automation platform that puts B2B accounts receivable and accounts payable on autopilot. It connects to accounting systems and ERPs to automate invoice collections, bill payments, expense reimbursements and reconciliation, helping finance teams get paid faster, cut vendor payment time and reclaim thousands of hours a month. Positioned as the AI-native alternative to legacy AP/AR tools for the mid-market and Southeast Asia.
Streetbeat
Streetbeat is a Palo Alto-based AI company building what it calls the most secure AI platform for regulated financial services. Its flagship product, StreetbeatPRO, gives wealth managers, banks and brokerages a set of agentic AI tools for investing, risk management, portfolio analysis and client engagement - built with compliance guardrails like audit trails, hallucination prevention and automated MiFID suitability checks. Founded in 2021 by serial entrepreneur Damian Scavo, the company says its platform is used by more than 4,000 advisors across 15 countries and raised a $15 million Series A in October 2025.
TERA
TERA is an AI-native spend management and finance automation platform that gives businesses a single command center for corporate cards, accounts payable, procurement, and payments. Built around a team of autonomous AI agents that capture receipts, code bills, enforce policy, route approvals, and post to the ERP, TERA aims to replace spreadsheets and manual finance ops with real-time, self-driving workflows. Founded by Madhu Tera in Acton, Massachusetts, the company markets itself to finance teams across healthcare, manufacturing, e-commerce, logistics, and agritech.