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Tagged: ap-automation
6 resultsSort
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Company
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Company
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Fintech · Saas · Ai
Flex
Flex is an AI-native private banking platform for high-net-worth, middle-market business owners. It bundles credit, business and personal banking, payments, AP automation, expense management, and ERP-style tooling into a single super app aimed at owner-operators of $3M-$100M revenue companies.
fintech · private-bankingRead →
Ai · Fintech · Saas
Ottimate
Ottimate (formerly Plate IQ) is an AI-powered accounts payable automation platform that captures, codes, verifies, and pays invoices end-to-end. Founded in 2014 to fix the back-office mess inside restaurants, it now serves CFOs and AP teams across hospitality, healthcare, construction, retail, and grocery.
ap-automation · invoice-automationRead →
Executive · Operator · Founder
Shawn Lane
Shawn Lane is the Chief Executive Officer of Ottimate, an AI-powered accounts payable automation and payments platform serving mid-market businesses across hospitality, healthcare, construction, retail, and manufacturing. With more than 30 years of experience scaling enterprise SaaS and supply chain software companies - from Procter & Gamble to i2 Technologies to E2open - Lane brings rare operational depth to one of fintech's fastest-growing categories. His career is a through-line of companies that challenged legacy processes with intelligent automation, and Ottimate is his biggest stage yet.
ceo · accounts-payableRead →
Founder · Executive · Operator
Zaid Rahman
Zaid Rahman is the founder and CEO of Flex, an AI-native private bank and finance super app targeting mid-market business owners with $3M-$100M in revenue. A Thiel Fellow who left Columbia University to build companies, he previously founded Volley (an AI knowledge startup backed by JPMorgan and Zuckerberg Ventures) and an EdTech platform that was acquired. Inspired by watching his father's Dubai construction business nearly collapse due to a payment default, he co-founded Flex in 2022 to build the all-in-one financial platform that mid-market owners never had. Flex has raised $490.5M in total funding, reached $3B in annualized TPV, and became the first US fintech to launch a Visa Infinite Business credit card.
fintech · founderRead →
Ai · Fintech · Saas
Zip
Zip is the AI platform for enterprise procurement, pioneering the intake-to-procure category and connecting the fragmented world of corporate spending into one orchestrated system. Founded in 2020 by Rujul Zaparde, Lu Cheng, and Felix Meng, Zip has processed over $500 billion in spend across 7.4 million suppliers, saved enterprise customers $6.8 billion, and raised $371 million at a $2.2 billion valuation - including the largest procurement tech investment in over two decades. With 50+ purpose-built AI agents, Zip is turning one of the most paper-heavy, approval-laden corners of corporate life into a fast, intelligent, and auditable process.
procurement · aiRead →
Executive · Operator · Founder
Barrett Boston
Barrett Boston is the former Chief Executive Officer of Ottimate (formerly Plate IQ), a San Francisco-based AI-powered accounts payable automation platform. Appointed CEO in October 2021 following FTV Capital's majority investment, Boston transformed the company from a restaurant-focused invoice tool into a multi-industry AP automation leader serving hospitality, healthcare, grocery, retail, construction, and manufacturing sectors. Under his leadership, Ottimate rebranded from Plate IQ, raised $160 million in Series B funding, launched an industry-first AI engine for AP, and introduced Conversational AP - an AI assistant for finance teams. Boston stepped down in March 2026, passing the CEO role to Shawn Lane. His career spans IBM, TravelClick, TriNet, and Merrill Lynch, with an MBA from Harvard Business School and a BA in Economics from Duke University.
ceo · fintechRead →