What does Paybook_ do?

Paybook is a financial hub offering a fintech data-connectivity API, financial transparency publishing, and personal finance tracking.

Who are Paybook_'s investors?

Paybook_'s investors include Ausum Ventures, Avalancha Ventures, Mantis Capital.

How much funding has Paybook_ raised?

Paybook_ has disclosed $10.8M raised across 2 rounds.

Where is Paybook_ headquartered?

Paybook_ is headquartered in West Lake Hills, US.

Paybook_

West Lake Hills, US · Founded 2011 · Delaware corporation · 30 employees on LinkedIn · 3 known investors

Paybook offers a customizable financial management solution for personal, social, and business use, aimed at automating expense and income tracking and reducing manual data entry. Its tools focus on financial processes such as expense reconciliation and financial data organization.

Also known as Paybook

Data & Infrastructure Fintech SaaS

Founders & leadership

Gerardo TrevinoNamed on SEC filing

Board

Eduardo AlexanderBoard director

Investors · 3

Ausum VenturesSan Francisco

Avalancha VenturesNew York · $300K – $2M

Mantis CapitalSanta Monica · $100K – $1M

Reported raises · per SEC filings

Form D private placements

$10.8M disclosed across 2 rounds · 2013–2022

▶$10MraisedMar 2023 · 33 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Monique WellsExecutive Officer, Director
Travis FoxhallDirector
Gerardo TrevinoExecutive Officer, Director

Offering amount: $10M
Amount sold: $10M
First sale: Oct 2022
Incorporated: Corporation, Delaware
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

▶$875KraisedJul 2015 · 9 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Gerardo TrevinoExecutive Officer, Director
Eduardo AlexanderDirector

Amount sold: $875K
Minimum investment: $50K
First sale: Nov 2013
Incorporated: Corporation, Delaware, 2012
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Company profile

researched Aug 2026

Paybook operates a financial hub built around automation, efficiency, collaboration and transparency. Its solutions are aimed at individuals, businesses, freelancers, governments, nonprofits and other organizations, with separate interfaces tailored to each type of user.

The company markets three products. Syncfy is an API for fintech developers that integrates software with financial institutions, tax authorities and utility service providers, and includes a widget that lets developers embed Paybook's connectivity portal into their own applications. Glass allows organizations to publish financial information and fund campaigns in order to support accountability toward followers and stakeholders. Finances automatically tracks and manages personal, social and business transactions in one place, and is offered free of charge, with technical support not currently enabled for that service.

Business model

Paybook offers a set of software products, including a developer-facing integration API (Syncfy), a financial publishing and campaign funding tool (Glass), and a consumer transaction tracking application (Finances) that is provided free of charge.

▸Full profile — technology, go-to-market

Technology

Syncfy provides API-based connectivity to financial institutions, tax authorities and utility service providers, plus an embeddable connectivity widget. Paybook states it uses multi-layer security including dedicated firewalls and VPN services, AES 256-bit encryption for data in transit, and read-only data access so funds cannot be moved or transferred from within the app.

Go-to-market

Paybook distributes its products directly through its website, with self-service account log-in and a help center, and offers Syncfy to developers for embedding into third-party applications.

Individuals, businesses, freelancers, governments, nonprofits and other organizations, as well as fintech developers integrating financial data into their own software.

Compiled by commissioned research from 5 cited public sources — announcements, filings, and press listed under research sources below.

Competitors · 7

by search overlap

Checkbook8 shared keywordsCheckbook offers a push payments platform for disbursing payments at scale via digital checks, ACH, real-time payments, push-to-card, virtual cards, and printed or mailed checks. It provides a RESTful API, an online dashboard, and a white-label marketplace for businesses handling mass disbursements and payout flows.

Plaid6 shared keywordsPlaid provides financial infrastructure and APIs that enable developers to build financial technology products and services. The platform serves fintech companies, developers, and financial institutions by offering consumer-facing applications and backend tools for financial data connectivity.

Wrapbook6 shared keywordsWrapbook provides production payroll and accounting software for film, television, and commercial production teams. The platform handles crew payments, vendor payments, invoice processing, and financial reporting with AI-assisted automation and support from experienced paymasters.

Intuit®5 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.

Fresh Books4 shared keywordsFreshBooks is a cloud-based accounting and invoicing platform designed for small service-based businesses. The software helps business owners manage invoicing, accounting, and financial connections with customers.

Debtbook4 shared keywordsDebtBook offers cloud-based treasury, debt, cash, investment, lease, subscription, and contract management software for public finance teams, with tools for GASB 31/40/72/87/96 compliance and financial reporting. It serves state and local governments, higher education, healthcare, and nonprofit accounting teams.

Paycor4 shared keywordsPaycor provides human capital management and payroll services for business leaders and frontline managers. The platform offers talent management, workforce management, benefits administration, and compliance tools.

Companies competing with Paybook_ for the same Google search keywords, organic and paid, via search-intersection analysis.

Legal entities · 1

corporate structure

Paybook_Delaware

▸Research sources · 5

primary sources listed

Paybook_paybook.com · web

5 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Paybook_ do?: Paybook is a financial hub offering a fintech data-connectivity API, financial transparency publishing, and personal finance tracking.
Who are Paybook_'s investors?: Paybook_'s investors include Ausum Ventures, Avalancha Ventures, Mantis Capital.
How much funding has Paybook_ raised?: Paybook_ has disclosed $10.8M raised across 2 rounds.
Where is Paybook_ headquartered?: Paybook_ is headquartered in West Lake Hills, US.