Finance Startups

Vendr provides a SaaS pricing intelligence platform and AI-powered negotiation tools for procurement, finance, and IT teams to benchmark software costs and reduce overpayment. The company aggregates transaction data from thousands of SaaS purchases to deliver data-driven negotiation strategies and autonomous contract negotiation capabilities.

7 investors

Palomma provides AI-powered financial services and payment infrastructure for the real estate sector in Latin America, serving tenants, landlords, and property management companies. The platform handles the full rental lifecycle with products including payments, payment protection, advance disbursement, and flexible payment options.

6 investors

Keye is an AI-powered due diligence platform that transforms raw deal files and financial data into structured, actionable insights for private equity investors. The platform performs calculations and analysis to accelerate deal evaluation and decision-making.

5 investors

Levro provides a multicurrency account and payments platform that allows businesses to hold and transact in over 30 currencies at exchange rates significantly lower than traditional banks and money transfer services. The platform serves US and international companies with international customers, distributed payroll, or multi-country vendor payments, and includes features for currency hedging, recipient management, and payment reconciliation.

5 investors

Numeral provides a platform for sales tax and VAT compliance, helping e-commerce brands and SaaS companies register for and manage tax obligations across multiple jurisdictions.

5 investors

Pry Financials made financial planning software that gave startups budgeting, forecasting, and scenario modeling tied to their accounting data. Acquired by Brex in 2022.

5 investors

Sphere automates tax compliance and trade regulations for cross-border commerce by using AI to read, interpret, and monitor trade law across jurisdictions. The company processes transaction data and produces tax determinations for goods and services crossing international borders.

5 investors

Aleph is a financial planning and analysis (FP&A) tool built with a spreadsheet-first approach that integrates company-wide data. It serves finance teams who need to understand historical data, monitor current performance, and forecast future results.

4 investors

Apero is a healthcare software platform that provides scheduling, visit notes, revenue cycle management, patient billing, prescriptions, and financial reporting for medical practices. The product serves practices of all sizes and emphasizes fast implementation and reduced administrative burden.

4 investors

Blue Onion provides a unified financial data platform for e-commerce businesses that reconciles transaction data across multiple systems to create a single source of truth. The platform enables faster financial close processes, clearer margin visibility, and more accurate AI-powered financial operations without requiring engineering implementation.

4 investors

FINNY is a growth platform that identifies and targets financial prospects for advisors through data aggregation and automated outreach, enabling personalized client acquisition at scale.

4 investors

LiveFlow builds agentic accounting software that automates month-end close, account reconciliation, accounts receivable management, and journal entry drafting for multi-entity physical businesses. The platform also offers FP&A capabilities for consolidation, reporting, and budgeting, purpose-built for construction, healthcare, food & beverage, and retail operations.

4 investors

Modus is an AI-powered sales planning and performance platform that integrates data from HRIS, ATS, Salesforce, and other sources to provide real-time sales intelligence for enterprise sales teams. The platform detects revenue gaps, ramp delays, territory misalignments, and rep underperformance while benchmarking compensation and capacity against industry data.

4 investors

Casca provides business loan eligibility checks, with a focus on helping small businesses access SBA loans.

3 investors

Cedalio builds AI agents for accounts payable and procurement that automate invoice processing, validation, and fiscal compliance across multiple workflows. The platform serves mid-market and enterprise finance teams managing high-volume invoicing, particularly in regulated industries like utilities, retail, and corporate real estate in Latin America.

3 investors

Elevate provides data integration and automation software for private equity firms and portfolio companies, enabling system integration acceleration and automated close processes.

3 investors

Kinter provides AI-powered accounting automation that handles expense management, payroll, accruals, and account reconciliation by directly integrating with NetSuite and QuickBooks to accelerate financial close processes.

3 investors

ModelML builds machine learning solutions for the financial services industry, leveraging expertise from senior professionals across banking and investment management.

3 investors

OKCredit provides digital bookkeeping and collections management software for small retailers and traders, enabling invoice tracking, customer credit management, and payment reminders via SMS and WhatsApp.

3 investors

Ottimate (formerly Plate IQ) is AI-driven accounts payable automation software that handles the full invoice lifecycle, including invoice coding, approval routing, payment, PO matching, and spend management. Originally built for the restaurant industry in 2014, it now serves AP managers, controllers, and CFOs across any industry.

3 investors

A broker-dealer providing institutional equities trading services.

3 investors

VectorShift provides an institutional intelligence platform for investment firms to analyze and track deal data, portfolio companies, and contracts in centralized workflows with real-time visibility and risk flagging. The platform serves private equity, venture capital, and other institutional investors requiring secure, compliance-grade data management.

3 investors

Veryfi builds an AI-powered data extraction and processing platform that converts unstructured documents like receipts and invoices into actionable business insights. The platform serves enterprises and startups across industries seeking to automate document-based workflows and reduce manual data entry.

3 investors

YearEnd provides tax planning and filing services for startup employees, integrating with their financial accounts to forecast tax liability, suggest optimization strategies, and optionally prepare tax returns.

3 investors