financial-analysis
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Jack O'Hara and the cost of a late answer
Before founding Translucent AI, Jack O'Hara ran technology teams inside large organizations. Now he is building software around a question that followed him out of the CIO's office: how quickly can a business understand its own numbers?
Kristian Marquez and the question a spreadsheet cannot answer
A New York childhood, a Marine Corps commission, and years inside growing companies brought Kristian Marquez to an unglamorous conviction: a founder needs to know what customers will pay for. At FinStrat Management, he has made that question the starting point for the numbers.
Baker Hill Turned a Banker’s Spreadsheet Problem Into a $7 Billion-a-Month Lending Machine
Baker Hill has spent four decades turning tax returns, ticklers and credit memos into software. Its next act is an AI-era platform for community lenders - and a reminder that automation only works after a bank cleans up the way it works.
Rohan Parikh Is Teaching AI to Show Its Work
The Keye co-founder spent years inside the spreadsheets that drive financial decisions. Now he is building an AI diligence platform around a stubborn Wall Street rule: every important number must survive a second look.
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.
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.