fp&a
(8)
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.
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.
Paro
Paro is a Chicago-based, AI-powered marketplace that connects businesses and accounting firms with vetted fractional finance and accounting experts - from bookkeepers and controllers to fractional CFOs. Founded in 2015, it pairs its proprietary matching algorithms across 60+ industries and 250+ skill sets with data tools and advisory insight, aiming to become the go-to resource for finance and accounting solutions as the profession faces a deepening talent shortage.
Drivetrain
Drivetrain is an AI-native financial planning and analysis (FP&A) platform that helps CFOs and finance teams at mid-market and enterprise companies plan, forecast, and report with a spreadsheet-like interface. Founded in 2021 by former Google and Elevation Capital operators, it connects to 800+ business systems (ERP, CRM, HRIS, billing, data warehouses) and uses its Drive AI suite - model generation, an AI analyst, anomaly detection, and natural-language data transforms - to turn raw data into live financial models. In 2025 it shipped the first Model Context Protocol (MCP) server for finance, letting teams query permission-controlled financial data through assistants like Claude and ChatGPT.
LiveFlow
LiveFlow is an AI-native accounting and financial operations platform that connects tools like QuickBooks Online and Xero to live dashboards in Google Sheets and Excel, automating financial reporting, multi-entity consolidation and month-end close. Founded in 2021 by former Revolut employees, the Y Combinator-backed company has grown from a spreadsheet-sync tool into 'Flow,' an agentic ERP used by more than 6,000 businesses - including Wendy's and Crumbl Cookies - and accounting firms such as BDO and KLR.
Abacum
Abacum is an AI-native financial planning and analysis (FP&A) platform built for the office of the CFO. Founded in 2020 by former finance operators Julio Martinez and Jorge Lluch, it pulls financial and operational data into one place so finance teams can forecast revenue, model scenarios, plan headcount, automate reports, and trade spreadsheet drudgery for strategic decision-making. Backed by Scale Venture Partners, Atomico, Y Combinator and others, Abacum has raised over $90M and serves hundreds of mid-market companies across 31 countries, including Strava, Aiven, JG Wentworth and Mastercam.
Anaplan
Anaplan is a cloud platform for connected enterprise planning. It lets finance, supply chain, sales, and HR teams model the same business in real time, on a single multidimensional engine called Hyperblock, instead of fighting over disconnected spreadsheets. Founded in 2006 in a barn in Yorkshire, England, the company now serves more than 2,400 customers worldwide - including roughly half the Fortune 50 - and is privately held by Thoma Bravo after a $10.7 billion take-private in 2022.