financial-analysis
(2)
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.