excel-add-in
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Cashboard
Cashboard is a New York-based, Y Combinator-backed (S22) startup building a semantic layer that sits between a company's financial data and AI. It stores the metrics, data models, mappings and permissions that let AI agents - and finance teams - produce accurate, governed FP&A work: reports, dashboards and analysis pulled from 900+ connected systems. Founder Julian Rowlands frames the goal as turning AI into a 'trusted FP&A machine' and, eventually, the 'solo CFO.' The company raised a $5M seed led by FINTOP Capital in July 2026.
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.