cash-flow-management
(3)
Plooto
Plooto is a Toronto-based fintech that automates accounts payable and accounts receivable for small and medium-sized businesses and the accounting firms that serve them. It unifies invoice capture, approval workflows, domestic and international payments, and two-way reconciliation with QuickBooks, Xero, and NetSuite - giving finance teams one place to control money moving in and out. More than 10,000 organizations across North America use the platform.
KeepingCount
KeepingCount is an industry-focused outsourced accounting and bookkeeping platform that takes the finance function off business owners' plates. Founded in 2023 by Jeff Russell and backed by Housatonic Partners, the company is building vertical-specific brands - real estate, construction, e-commerce, vacation rentals, life sciences, consumer products and professional services - staffed by accountants who specialize in each industry rather than the traditional geography-based generalist model. KeepingCount delivers accounting, advisory (CFO/controller), tax and payroll services on platforms like Sage Intacct and QuickBooks Online, managing more than $250 million in annual client revenue.
Noam Mills
Noam Mills is the co-founder and CEO of Panax, an AI-native cash flow management platform for mid-market and enterprise finance teams. Before fintech, she was an elite epee fencer who ranked first in the world among under-20 competitors and became the first Israeli to fence epee at the Olympics, at Beijing 2008. She studied economics at Harvard, earned a Harvard MBA, and built a finance career across BCG, FIMI Opportunity Funds, SparkBeyond, and Mixtiles before founding Panax in 2022.