finance-automation
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BILL and Brex Are Fighting for the Same Finance Desk
One began with invoices, the other with cards. Their race toward an all-in-one finance desk reveals what CFOs gain, what they risk, and why ownership now matters.
Caitlin Leksana Found a Startup in the Spreadsheet Nobody Wanted to Open
A mechanical engineer, a failed crypto startup and a hundred nervous cold messages led Caitlin Leksana to an overlooked corner of finance. Now she is building Fazeshift around a deceptively hard question: why is getting paid still managed by hand?
Aravind Gopalan Is Turning the Awkward Business of Asking for Money Into Software
After selling one startup and learning to scale products inside Freshworks, Gopalan went looking for an unglamorous, expensive problem. He found it in the gap between revenue on paper and cash in the bank.
Ramp and BILL Are Selling Two Different Kinds of Control
The expense tools look increasingly alike. The choice comes down to whether finance wants a standalone command center or spend management inside a broader back-office suite.
Quadient
A century-old maker of postage meters quietly turned itself into a software company. Here is how Quadient bet its future on the mail nobody thinks about - the bills, statements and packages that decide whether a customer stays.
Peakflo
Peakflo is a Singapore-founded, Y Combinator-backed (W22) finance automation platform that puts B2B accounts receivable and accounts payable on autopilot. It connects to accounting systems and ERPs to automate invoice collections, bill payments, expense reimbursements and reconciliation, helping finance teams get paid faster, cut vendor payment time and reclaim thousands of hours a month. Positioned as the AI-native alternative to legacy AP/AR tools for the mid-market and Southeast Asia.
Rohit Gupta
Rohit Gupta is the co-founder and CEO of Auditoria.AI, a Santa Clara startup that builds AI agents for corporate finance teams. A serial entrepreneur with more than 25 years in enterprise software, he previously founded the cloud-security company Palerra (acquired by Oracle in 2016) and ran the Remedy IT Service Management division at BMC Software. He started Auditoria in 2019 to bring automation to the back office of finance, and in 2025 raised a $38M Series B to push the company into the agentic-AI era.
Concourse
Concourse builds enterprise-grade AI agents purpose-built for corporate finance teams. The platform connects directly to a company's existing financial stack - ERPs, accounting systems, data warehouses and billing platforms - and lets finance, accounting and data teams query, analyze and report on their numbers using natural language. Every result is traceable back to the underlying SQL and Python logic, addressing the accuracy and audit demands that generic LLMs cannot meet. Founded in 2023 by former Jeeves operators Matthieu Hafemeister and Ted Michaels, the New York company raised a $12M Series A in January 2026 and counts Palo Alto Networks, Front and Tecovas among its customers.
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.
Parabola
Parabola is a San Francisco-based no-code data automation platform that lets operations and finance teams turn messy, recurring, spreadsheet-driven processes into transparent, auditable AI-powered workflows. Users describe a process in plain language or drag-and-drop building blocks, and Parabola builds a documented agent that pulls data from PDFs, emails, spreadsheets and APIs, cleans and transforms it, and runs on a schedule. Founded by Alex Yaseen and backed by OpenView, Matrix, and Thrive Capital, the company focuses on ecommerce, retail, CPG, freight and logistics teams that need to automate work that traditionally required an engineer.
Qobra
Qobra is a sales compensation and commission-management platform that helps operations, finance and sales teams replace spreadsheets with automated, real-time commission calculations. Founded in Paris in 2020, its no-code builder lets teams design pay plans, connect CRM and data-warehouse sources, run validation workflows and give every rep live visibility into what they are earning. The company has certified over $1B in commissions and serves 350+ customers including ElevenLabs, GoCardless, Factorial and Make.
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.
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.
Convey
Convey is a San Francisco AI workforce platform that lets non-technical operators build, train, and manage "digital teammates" - AI workers that take over repetitive operational tasks like invoice processing, financial reconciliation, and campaign reporting without any engineering. Founded in 2025 by former DoorDash early engineer Rohan Chopra with Stanford friends Will Harvey and Diego Canales, Convey raised a $38M Series A led by Andreessen Horowitz in June 2026 and says it has completed more than one million hours of real work for enterprises including NBCUniversal, Unity, Samsara, and Faire.
Matthieu Hafemeister
Matthieu Hafemeister is the co-founder and CEO of Concourse, a New York startup building AI agents for corporate finance teams. A former fintech partner at Andreessen Horowitz and head of growth at Jeeves, he started Concourse in 2023 with Ted Michaels and raised a $12M Series A led by Standard Capital in early 2026, bringing total funding to about $27M.
Eric Glyman
Eric Glyman is the co-founder and CEO of Ramp, the New York fintech that turned the corporate credit card upside down by rewarding companies for spending less, not more. A Las Vegas native and Harvard economics graduate, he first built the price-tracking app Paribus, sold it to Capital One in 2016, then launched Ramp in 2019 with Karim Atiyeh and Gene Lee. In under seven years he grew Ramp to more than 40,000 business customers and a $32 billion valuation, championing a vision of AI-run 'self-driving money' where finance work happens in the background without anyone asking.
Madhu Tera
Madhu Tera is the founder and CEO of TERA (tera.cloud), an AI-powered finance automation platform that bundles corporate cards, expense management, accounts payable, procurement and payments into a single command center for finance teams. Before founding TERA in 2018, Madhu spent years as a solutions architect inside the engine rooms of American finance - Fidelity Investments and State Street - an experience that shaped a conviction that small and mid-size businesses are badly underserved by traditional banks. TERA today reports more than 1,200 customers across healthcare, manufacturing, e-commerce, agritech and logistics.
Gregg Mojica
Gregg Mojica is the founder and CEO of Kinter.ai, the AI-accounting company that grew out of Alloy Automation, the integration platform he co-founded with Sara Du in 2019 (YC W20). He started coding at 12, shipped three apps before he turned 18, got into Cornell and skipped it to build payments infrastructure at First Data/Fiserv, then helped build Alloy into the connective tissue for thousands of ecommerce and AI-agent workflows backed by a16z and Bain Capital Ventures. Today his AI Accountants close the books for enterprises including Amazon, Mastercard and UPS.
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.
Ramp
Ramp is a finance operations platform that combines corporate cards, expense management, bill pay, procurement, travel, treasury and accounting automation into one system. Built to save businesses time and money, it uses AI to cut manual finance work, enforce spend controls, and surface savings. Founded in 2019 by Harvard friends Eric Glyman, Karim Atiyeh and Gene Lee, Ramp serves 70,000+ organizations and reached a $44B valuation in June 2026.
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.
Klarity
Klarity is a San Francisco enterprise AI company that watches how work actually gets done inside a company - passively, across apps - and turns that mess into a structured map of processes, SOPs, and improvement opportunities. Founded by a Harvard lawyer and an MIT computer scientist, it started by automating contract review for finance teams and has expanded into a Context Graph platform used by OpenAI, DoorDash, Stripe, Salesforce, Zoom, and Cloudflare to bend the G&A cost curve.
Andrew Antos
Andrew Antos is the Czech-born Founder and CEO of Klarity, a San Francisco-based AI platform that automates document-intensive workflows for enterprise finance and accounting teams. Born in Brno one year before communism fell, he grew up in a family of scientists, studied law in Europe, then pivoted to entrepreneurship after Harvard Law School and an MIT startup course. He co-founded Klarity in 2017 with Nischal Nadhamuni, raised $90M+ from Y Combinator, Scale Venture Partners, Nat Friedman, and Daniel Gross, and counts DoorDash, Zoom, Cloudflare, and OpenAI among his customers. Klarity's AI platform achieves 82%+ pass-through rates on contract and invoice processing, reduces month-end close by 2-3 days, and automates up to 87% of manual finance work.