back-office-automation

(43)
Legend
Anand Tumuluru and the Arithmetic of Dinner
Founder · Executive · Engineer

Anand Tumuluru and the Arithmetic of Dinner

He built business systems at Flipkart, worked at Uber and opened a restaurant with friends. At Loop AI, Anand Tumuluru is bringing those experiences to a question every delivery order leaves behind: what did the restaurant actually earn?

anand-tumuluru · loop-aiRead →
Company
Hyperscience knows why the truck arrived before the invoice
Ai · Saas · Enterprise

Hyperscience knows why the truck arrived before the invoice

The freight was delivered. The paperwork was still travelling. Hyperscience turns that familiar office absurdity into a practical test of enterprise AI.

intelligent-document-processing · document-automationRead →
Company
Constrafor puts a price on the wait to get paid
Fintech · Saas · Ai

Constrafor puts a price on the wait to get paid

The construction fintech pairs contracts and insurance checks with cash for approved invoices. Its wager: a better back office can keep a building site moving.

construction-fintech · invoice-financingRead →
Company
The Meal Was Sold. Where Did the Money Go?
Ai · Saas · Enterprise

The Meal Was Sold. Where Did the Money Go?

Loop AI began with the least glamorous question in food delivery: why does a busy night produce such a confusing bank deposit? Its answer has grown from reconciliation software into a shared operating system for restaurant finance, marketing and operations.

restaurant-tech · delivery-reconciliationRead →
Company
The Company That Hired the Missing Middle
Ai · Saas · Enterprise

The Company That Hired the Missing Middle

BackOps found a lucrative place to put AI: the awkward stretch between spotting a supply-chain problem and actually fixing it. Its agents do not merely point at the fire - they gather the paperwork, cross the portals, ask for approval, and close the loop.

supply-chain-ai · logistics-automationRead →
Company
Sonovate Found Its Fortune in the 90-Day Gap Between Work and Payment
Fintech · Saas · Enterprise

Sonovate Found Its Fortune in the 90-Day Gap Between Work and Payment

Recruiters pay people this Friday and may not collect from clients until next quarter. Sonovate turned that awkward interval into a specialist lender, a software platform and, most recently, a testing ground for digital workers.

invoice-finance · recruitment-financeRead →
Company
Inside Real Estate Bought the Pieces. Now It Wants to Run the Whole Brokerage
Saas · Enterprise · Ai

Inside Real Estate Bought the Pieces. Now It Wants to Run the Whole Brokerage

The Utah software company stitched kvCORE, BoomTown and Brokermint into one operating system for real estate. Its next bet is that brokerages want AI to do the busywork without surrendering their data, brand or existing stack.

real-estate-software · proptechRead →
Legend
Saurabh Chauhan Is Teaching the Back Office to Run Itself
Founder · Operator · Executive

Saurabh Chauhan Is Teaching the Back Office to Run Itself

The Peakflo co-founder spent years watching businesses wrestle with spreadsheets. Now he is turning those stubborn workflows into work that software can actually finish.

saurabh-chauhan · peakfloRead →
Company
Datatruck Wants to Be the Operating System Trucking Runs On
Logistics · Ai · Saas

Datatruck Wants to Be the Operating System Trucking Runs On

A Chicago-founded startup is betting that trucking's back office - the spreadsheets, the phone tag, the paperwork - is a software problem AI can finally solve. About 500 carriers are already running on it.

trucking-tms · ai-nativeRead →
Company
Ambria (YC W24)
Ai · Enterprise · Saas

Ambria (YC W24)

Ambria is a San Francisco startup building AI agents for the industrial world - production-ready agents that automate back-office operations across manufacturing and distribution. Founded by UIUC classmates Praneeth Guduguntla and Arman Rafati, the company went through Y Combinator's Winter 2024 batch, where it first launched as Glimmer, an AI search engine for massive PDFs, before turning its document-reasoning expertise toward the paperwork-heavy back offices of industrial companies.

ai-agents · manufacturingRead →
Company
Avallon AI
Ai · Fintech · Saas

Avallon AI

Avallon AI is a New York-based Y Combinator (Spring 2025) startup building AI agents that automate insurance claims operations from intake to resolution. Its agents answer phones, chase down employers and providers, read medical reports, and enter data directly into claims systems - work that traditionally consumes weeks of adjuster time. Avallon sells to insurance carriers, MGAs, and third-party administrators (TPAs), and raised a $4.6M seed round led by Frontline Ventures in November 2025.

insurance · insurtechRead →
Company
BitBoard
Ai · Saas · Developer Tools

BitBoard

BitBoard is a San Francisco startup (Y Combinator Spring 2025) that lets AI agents like Claude, ChatGPT and Cursor build hosted dashboards and recurring reports. Connected through the MCP protocol, it turns throwaway AI chat sessions into persistent, reproducible workbooks that teams can share and re-run. The company launched in 2025 as AI back-office workers for healthcare clinics before refocusing its product on agent-built analytics.

bitboard · ai-agentsRead →
Company
Definite
Ai · Fintech · Saas

Definite

Definite is a Y Combinator (S26) startup building the data layer for finance agents. It plugs read-only into a company's ERP, ledger, payroll, and payments systems and compiles everything into one clean, always-current model of the books. Finance teams can then build back-office agents in plain English on top of that model - without engineers or data pipelines. The system reads and reconciles, but never writes back and never moves money.

definite · finance-agentsRead →
Company
Hemut
Ai · Logistics · Saas

Hemut

Hemut is an AI-native operating system for trucking companies. It replaces the fragmented, legacy back-office software that carriers and brokers rely on with a single platform that automates dispatch, load booking, quoting, tracking, accounting, and inbound/outbound phone calls using AI agents. Founded in 2024 and part of Y Combinator's Spring 2025 batch, Hemut targets mid-sized fleets in the roughly $875B American trucking market.

trucking-software · tmsRead →
Story
The Boring Industry Quietly Becoming a Trillion-Dollar Category
Ai · Enterprise · Fintech

The Boring Industry Quietly Becoming a Trillion-Dollar Category

Intelligent document processing is the unglamorous layer under every regulated industry - the plumbing that turns the mortgage packets, claims files and bank statements no computer could read into data a compliance team will stake a lawsuit on. Reading the page was never the hard part; proving it was read correctly is. As sovereign wealth funds and top-tier VCs write nine-figure checks into 'document processing,' three tribes are fighting over the same ground, and the real prize is not the document. It is permission for software to make the decision a human used to sign.

intelligent-document-processing · document-aiRead →
Company
Pango
Ai · Saas · Ecommerce

Pango

Pango is an agentic operating system for e-commerce back-office operations. Founded in Stockholm in 2025 by Steve Rahimi and Lukasz Reszczynski, it connects a merchant's store, warehouse and carriers, then runs deliveries, tracking, returns, refunds and claims on autopilot. The company says it automates roughly 99% of returns and shipping operations and cuts operating costs by about 20%, and is part of Y Combinator's Summer 2026 batch.

returns-management · refund-automationRead →
Company
Rulebase
Ai · Fintech · Saas

Rulebase

Rulebase is a Y Combinator (F24) fintech building AI 'coworkers' that automate back-office operations for banks and fintechs. Its software reviews 100% of customer interactions across phone, email, and chat in real time to catch compliance breaches, policy violations, and fraud - including account takeovers and voice-clone scams - then routes disputes, QA reports, and follow-ups into tools teams already use like Zendesk, Jira, and Slack. Founded in 2024 by Gideon Ebose and Chidi Williams, the company raised a $2.1M pre-seed led by Bowery Capital.

rulebase · yc-f24Read →
Company
Toothy AI
Ai · Health · Saas

Toothy AI

Toothy AI builds HIPAA-compliant AI agents that run the insurance side of a dental practice - verifying patient coverage, filing and correcting claims, chasing denials, and posting payments. Using voice AI to make payer phone calls and portal automation to check eligibility, Toothy aims to take the roughly 160 hours a month that clinics spend on insurance busywork off staff plates. A Y Combinator Winter 2025 company founded in 2024 by Johnny Chen and Matthew Kerrigan, it sells a subscription service to dental clinics looking to collect more, faster, with smaller back-office teams.

dental · revenue-cycle-managementRead →
Company
Wealor
Ai · Fintech · Saas

Wealor

Wealor is a San Francisco startup building an AI-native platform for wealth managers. It creates a single source of truth across wealth management, tax, and legal, then runs specialized AI agents that automate back-office work directly inside firms' existing legacy systems using APIs and browser automation. Backed by Y Combinator (Spring 2026 / P26), it targets an industry that oversees roughly $90 trillion on infrastructure built decades ago, where advisors report spending most of their day on administrative work rather than with clients.

wealor · wealth-managementRead →
Legend
Steijn Pelle
Founder · Executive · Operator

Steijn Pelle

Steijn Pelle is the co-founder and CEO of Lassie, a San Francisco AI company building an autonomous back-office worker that runs the financial admin of independent businesses, starting with dental and medical practices. A Dutch transplant to Silicon Valley with roughly 15 years in startups, he cut his teeth on consumer growth at HealthTap, Coinbase and Robinhood before founding Lassie in 2021. In June 2026 the company raised a $35M Series A led by Andreessen Horowitz, bringing total funding to $47M, while operating in more than 700 practices across 49 states.

steijn-pelle · lassieRead →
Company
Opsigo
Saas · Enterprise · Fintech

Opsigo

Opsigo is a Jakarta-based travel technology company that helps travel agencies and corporations run business travel end to end. Founded in 2014, its cloud platform bundles an online booking engine, a corporate travel-and-expense management system (Opsicorp), and a mid-to-back office finance engine (Opsifin). Opsigo aggregates content from more than 200 airlines and 300,000+ hotels, connects 40+ Indonesian travel agencies, and processes over IDR 1 trillion in transactions per month, positioning itself as the digital backbone for a market where conventional agencies still dominate.

travel-technology · corporate-travel-managementRead →
Company
Cape.ai
Ai · Fintech · Enterprise

Cape.ai

Cape.ai (formerly Cape Privacy) is a New York-based enterprise AI company building an agentic automation platform purpose-built for financial services. Founded in 2018 by Che Wijesinghe and Gavin Uhma, Cape lets banks, asset managers and insurers automate document-heavy back-office work - enhanced due diligence, SOC-report and third-party risk analysis, KYC/AML onboarding and regulatory reporting - using AI agents that are fully cited, auditable and deployable on-premise or in a private cloud so sensitive data never leaves the customer's environment.

agentic-ai · financial-services-aiRead →
Company
Equal Parts
Ai · Fintech · Insurtech

Equal Parts

Equal Parts is an Austin-based insurance company that acquires established independent insurance agencies and equips them with shared infrastructure and AI-driven automation. Founded in March 2025 by Mike Witte, Graham Yennie and Mike Meller, it positions itself as a growth network - preserving each agency's identity and local relationships while standardizing back-office workflows so agents can focus on clients. The company raised a $23M Series A led by Inspired Capital in February 2026 and aims to become a top-5 insurance distributor by acquiring 25 agencies in 2026 and reaching $1B in premiums.

insurance · insurtechRead →
Story
The Freight Back Office Is Up for Grabs — And Everyone Wants Pallet's Lunch
Pallet · Happyrobot · Vooma

The Freight Back Office Is Up for Grabs — And Everyone Wants Pallet's Lunch

A competitive map of the freight-AI automation field, positioning Pallet against the venture-backed newcomers HappyRobot and Vooma, the entrenched TMS software vendors, and the offshore BPO shops that have long run the logistics back office. Pallet, a San Francisco startup that raised $27M Series B (bringing total funding to $50M), sells CoPallet, an 'AI workforce' that completes end-to-end logistics workflows inside TMS, WMS and ERP systems 10x faster and at roughly half the cost of human staffing. The story surveys how each rival attacks the same back-office spend and where Pallet's end-to-end, system-of-record approach differs.

pallet · happyrobotRead →
Story
The Brokers Who Taught a Machine to Move Freight
Pallet · Ai Logistics · Freight Brokerage

The Brokers Who Taught a Machine to Move Freight

Pallet builds an AI logistics workforce that automates the manual back-office work at the heart of freight brokerages. Its AI agents handle load entry, appointment scheduling, driver document processing, proof-of-delivery, and invoice auditing directly inside existing systems like McLeod and DAT, keeping humans in the loop for oversight and edge cases. The company says brokerages process loads up to 10x faster, cut processing errors by 30%, and save 50% on back-office labor. Founded in 2022 by former Retool engineers Sushanth Raman and Andrew Spencer, Pallet has raised $50 million to date, including a $27M Series B led by General Catalyst.

pallet · ai-logisticsRead →
Company
Anvil
Saas · Developer Tools · Ai

Anvil

Anvil is a San Francisco software company that turns paper-heavy back-office processes into programmable digital workflows. Its API-first platform bundles PDF generation and filling, no-code webforms, embedded e-signatures (Etch), and workflow automation so developers and product teams can collect data, generate compliant documents, and get them signed without stitching together multiple tools. Founded in 2018 by Mang-Git Ng and Ben Ogle, Anvil serves customers across insurance, financial services, HR, real estate, healthcare, and education, and has raised $10M in Series A funding.

document-automation · pdf-apiRead →
Company
Auditoria.AI
Ai · Fintech · Saas

Auditoria.AI

Auditoria.AI is a Santa Clara-based enterprise software company that builds agentic AI agents for corporate finance teams, automating accounts payable and accounts receivable workflows across major ERP systems. Its SmartBots act as digital teammates that digitize invoices, chase collections, answer vendor and customer inquiries, and surface real-time cash intelligence - all governed by company policies and auditable at every step. Founded in 2019 by serial entrepreneur Rohit Gupta, the company processes more than $9B in invoicing and $2.4B in collections annually and raised a $38M Series B in early 2025.

finance-automation · agentic-aiRead →
Company
Boon
Ai · Saas · Enterprise

Boon

Boon builds AI agents that automate the paperwork-heavy back office of physical industries. Founded in 2023 by ex-Samsara product leader Deepti Yenireddy, the San Mateo company first launched a workflow platform for commercial fleets - handling order entry, load sourcing, compliance and fuel optimization - and has since pushed into construction, where its agents run preconstruction workflows from blueprint to bid, including takeoffs, clash detection and bid leveling. Boon raised $20.5M across seed and a $15.5M Series A led by Redpoint Ventures and Marathon in December 2024.

boon · getboon.aiRead →
Company
Kognitos
Ai · Enterprise · Saas

Kognitos

Kognitos is a Mountain View-based enterprise AI company that lets business users automate back-office operations by writing instructions in plain English. Its patented neurosymbolic platform, Koncierge, pairs the language understanding of large language models with a deterministic symbolic execution engine, aiming to run automations that are auditable and free of hallucinations. Founded in 2020 by former Nutanix CTO Binny Gill, the company pitches itself as a modern alternative to legacy RPA tools like UiPath and has raised roughly $85M across seed, Series A, and a $25M Series B.

neurosymbolic-ai · agentic-aiRead →
Company
Liberate
Ai · Fintech · Saas

Liberate

Liberate is a San Francisco-based startup building insurance-native AI agents that automate the industry's most operational, phone-heavy work - quoting policies, filing claims, servicing endorsements - across voice, email, SMS, and digital channels. Its voice assistant, Nicole, handles inbound and outbound calls, while reasoning AI agents plug directly into carriers' core systems to complete end-to-end tasks rather than just answer questions. In October 2025 the company raised a $50M Series B led by Battery Ventures at a $300M valuation, after scaling from 10,000 monthly automations to 1.3 million automated resolutions and processing more than $100B in premium volume.

insurance-ai · voice-aiRead →