ai-native-finance
(3)
Aleph
Aleph is an AI-native financial planning and analysis (FP&A) platform that lets finance teams keep working in the spreadsheets they already know while syncing live data from 150+ source systems. Founded in 2020 by Albert Gozzi and Santiago Perez De Rosso and part of Y Combinator's Summer 2021 batch, the New York company pairs a web-based data platform with Excel and Google Sheets add-ins and AI that automates data cleaning, variance analysis, and reporting. Backed by Khosla Ventures, Bain Capital Ventures, Picus Capital, and Y Combinator, Aleph serves customers including Webflow, Turo, Notion, Zapier, Harvey, and Chess.com.
Panax
Panax is an AI-native cash management platform that unifies bank and ERP data into a single live financial picture for lean finance and treasury teams. Built by finance professionals, it automates the manual grind of cash categorization, forecasting, reconciliation and reporting while keeping the finance team as the final decision maker. Panax targets mid-market and large companies in traditional industries - manufacturing, logistics, real estate - that have complex treasury needs but no army of treasury analysts.
Julio Martinez
Julio Martinez is the co-founder and CEO of Abacum, an AI-native financial planning and analysis (FP&A) platform he launched with Jorge Lluch during the first week of Spain's COVID-19 lockdown in April 2020. A former M&A lawyer turned Citigroup banker turned fintech venture builder, he built the product he wished he had had during two decades inside finance. Abacum has raised more than $100 million from investors including Atomico, Creandum, Scale Venture Partners, Cathay Innovation and Y Combinator, and now serves hundreds of mid-market companies across more than 30 countries from offices in New York, London and Barcelona.