cfo-tools

(16)
Company
The Startup That Thinks AI Finance Needs Better Plumbing, Not Another Dashboard
Fintech · Ai · Saas

The Startup That Thinks AI Finance Needs Better Plumbing, Not Another Dashboard

Viewz raised $7 million to rip out the tangle of apps behind every finance team and replace them with one governed ledger. The bet: fix the pipes before you bolt on the AI.

viewz · ai-financeRead →
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
Finmo
Fintech · Saas · Enterprise

Finmo

Finmo is a Singapore-based fintech building a Treasury Operating System (TOS) - a single, API-driven platform that unifies global payments, multi-currency accounts, cash visibility and forecasting, FX risk management, and working-capital optimisation for finance teams. Founded in 2021 and led by CEO David Hanna, the company holds payment licenses across multiple markets and raised an oversubscribed US$18.5 million Series A in February 2025, bringing total funding to roughly US$27 million.

treasury-management · treasury-operating-systemRead →
Company
Aleph
Fintech · Saas · Ai

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.

fp&a · financial-planning-and-analysisRead →
Company
Blue Onion
Fintech · Ai · Saas

Blue Onion

Blue Onion is a New York-based fintech company that builds an automated financial subledger and reconciliation platform for e-commerce and retail brands. Its data engine ingests transactions from order systems, payment processors, marketplaces and bank accounts, then reconciles every order, payout, fee, refund and deposit into a single source of truth - letting finance teams close their books daily with guaranteed accuracy and feed clean, structured financial data into AI workflows.

fintech · reconciliationRead →
Company
Hyperbots Inc.
Ai · Fintech · Saas

Hyperbots Inc.

Hyperbots is an agentic AI company building finance and accounting co-pilots for mid-market enterprises. Its platform automates core workflows - procure-to-pay, order-to-cash, expense management and analytics - by converting unstructured financial documents into structured, ERP-ready data. Founded in 2023 and headquartered in Dover, Delaware with engineering in Bengaluru, the company reports 99.8% document accuracy and up to 80% straight-through processing, and in 2025 raised a $6.5M Series A co-led by Arkam Ventures and Athera Venture Partners to expand in the U.S. and launch HyperLM, a large language model trained specifically on finance data.

agentic-ai · finance-automationRead →
Company
Omnea
Ai · Saas · Enterprise

Omnea

Omnea is an AI-native procurement orchestration platform that turns the slow, fragmented process of requesting, vetting, buying and renewing suppliers into a single, governed workflow. Founded in 2022 by former Tessian executives Ben Freeman and Ben Allen, the London- and New York-based company gives employees one 'front door' to make purchase requests in natural language, then automatically routes those requests to the right people and systems while tracking spend, risk and renewals. It serves enterprises including Spotify, Wise, MongoDB, Albertsons and Adecco, and has raised over $75M from Insight Partners, Khosla Ventures, Accel and others.

procurement · source-to-payRead →
Company
Zenskar
Fintech · Saas · Ai

Zenskar

Zenskar is an AI-native billing and revenue automation platform for complex B2B businesses. It combines usage-based billing, revenue recognition (ASC 606/IFRS 15), collections, usage metering and SaaS analytics into a single order-to-cash system, layering AI agents on top so finance teams can automate invoicing, dunning and month-end close without engineering support. Founded in 2021 by Apurv Bansal and Saurabh Agarwal, the New York-based company has raised roughly $24-63M and serves SaaS, cloud infrastructure, AI and fintech companies with dynamic pricing, prepaid credits, multi-entity and multi-currency needs.

billing-automation · revenue-automationRead →
Legend
Lyndsey Bunting
Founder · Executive · Operator

Lyndsey Bunting

Lyndsey Bunting is the CEO and co-founder of Blue Onion, a New York-based financial data platform that automates reconciliation and bookkeeping for retail and ecommerce brands. A Wharton-trained finance operator who served as VP of Finance at Birchbox and CFO at Resonance Companies, she started Blue Onion in 2020 to fix the messy, manual reconciliation work she lived through every month. The company went through Y Combinator, has reconciled more than $30 billion in transactions across 200-plus brands, and raised a $10 million Series A led by Viola FinTech in 2025 to build the clean data layer that AI-powered finance teams will run on.

lyndsey-bunting · blue-onionRead →
Company
Fazeshift
Ai · Fintech · Saas

Fazeshift

Fazeshift is a San Francisco AI company building autonomous agents that run the accounts receivable process end to end - generating invoices, matching payments, chasing collections, reconciling cash and updating systems of record. Founded in 2023 by Caitlin Leksana and Timmy Galvin and launched out of Y Combinator's Summer 2024 batch, the company sits as an intelligent control layer across ERPs, CRMs, bank portals and email, and says it now automates more than 90% of manual AR work for its enterprise customers.

accounts-receivable-automation · ai-agentsRead →
Company
Growfin
Fintech · Saas · Ai

Growfin

Growfin is a B2B SaaS company that builds an AI-powered accounts receivable (AR) automation platform - effectively a 'Finance CRM' - that helps finance teams track invoices, automate collections, match and post payments, and forecast cash inflow. Founded in 2020 by ex-Freshworks product and engineering leaders Aravind Gopalan and Raja Jayaraman, the company connects finance, sales, and customer success teams to accelerate cash collection and give CFOs visibility and predictability over receivables.

accounts-receivable · ar-automationRead →
Company
Numeric
Ai · Fintech · Saas

Numeric

Numeric is a San Francisco-based, AI-native accounting platform that automates the month-end close for controllers, CFOs and senior accountants. Founded in 2020 by Parker Gilbert, Anthony Alvernaz and Andrew Bihl, it unifies close management, analytics and cash reconciliation into one system, using AI to draft flux (variance) explanations, reconcile accounts and flag anomalies in transaction data. Companies including Brex, Plaid, Wealthfront, OpenAI and Betterment use Numeric to close their books faster and with fewer manual steps. The company has raised roughly $89 million to date, capped by a $51 million Series B in November 2025.

numeric · numeric.ioRead →
Company
Rillet
Fintech · Ai · Saas

Rillet

Rillet is an AI-native ERP built by accountants that automates the month-end close, recognizes revenue in real time, and surfaces SaaS metrics directly from the general ledger. Founded by former N26 US CEO Nicolas Kopp and CTO Stelios Modes, the San Francisco company positions itself as a modern replacement for legacy systems like NetSuite and QuickBooks, letting finance teams close their books in days instead of weeks. Backed by Sequoia, Andreessen Horowitz, and ICONIQ, Rillet has raised over $100M and serves 500+ scaling companies.

ai-native-erp · accounting-softwareRead →
Company
Tabs
Ai · Fintech · Saas

Tabs

Tabs is an AI-native revenue platform that automates the contract-to-cash cycle for B2B finance and accounting teams. Its AI agents read messy customer contracts, generate and send invoices, chase collections, reconcile payments, and handle revenue recognition - turning manual back-office work into software. Founded in 2023 in New York by operators from Latch, Tabs serves 200+ customers including Cursor and Statsig, and raised a $55M Series B led by Lightspeed in September 2025, bringing total funding past $91M.

tabs · ai-billingRead →
Company
Panax
Fintech · Ai · Saas

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.

cash-management · treasuryRead →
Company
Ottimate
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 →