Gen AI is reshaping the office of the CFOs and startups and projects are emerging. This is a live article that lays them out.
What to Expect from Gen AI Finance Apps
Address the last-mile: Finance automation already handles the bulk work—OCR, reconciliation, treasury. Gen AI will tackle what still happens on calls and spreadsheets: edge case journals, month-end flux analysis, complex accruals.
User interface revolution: Most CFO software predates dynamic UI. The next generation will replace hard-coded configurations with agentic workflows and dynamic dashboards.
Work where finance teams live: Tools that work with Microsoft and Google have structural advantages. Finance teams spend their day in Excel, Word, and PowerPoint. Just like Cursor and Claude Code work alongside engineers in their code editor, AI that works natively in these environments wins.
Disrupt from simple to complex: Start with analyst tasks—AP/AR automation, variance analysis, basic dashboards. Move to complex modeling and decision-making as models improve.
Startups
| Domain | Jobs to be done | Selected AI companies |
|---|---|---|
| Accounting | ||
| Accounting | I need to keep my books | Rillet, Campfire, Truewind |
| Accounts payable | I need to manage procurement I need to manage corporate and employee expenses |
Airwallex, Ramp, Brex, Appzen |
| Accounts receivable | I need to bill my customers and collect money from them | Airwallex, Stripe, Chargebee |
| Close & consolidation | I need to close my books on time I need to see a combined view of the entities in my business I need to create and track intercompany movements easily |
BlackLine, FloQast |
| Financial reporting | I need to produce periodic reports for my business | Workiva |
| Financial Planning & Analysis | ||
| Planning & budgeting | I need insights about my business I need to develop a budget for my business |
Pigment, Runway, Summation, Cashboard, Aleph |
| Financial modeling & analysis | I need to build and maintain complex financial models I need to create insightful slides I need to write insightful reports |
Rogo, Julius, Manus |
| Office productivity tools | I need a tool for financial analysis and slides | Bricks |
| Corporate Development | ||
| M&A | I need to source and screen potential acquisition targets I need to conduct due diligence effectively |
|
| Research | I need to get insights about industries and companies I need to benchmark my business against my peers to gain insights |
Claude Financial Services |
| Tax | ||
| Tax compliance | I need to automate tax compliance and filing processes | Avalara, TaxJar, Kintsugi, Numeral |
| Transfer pricing | I need to document and analyze transfer pricing | |
| Treasury | ||
| Treasury management | I need to forecast cash flows and manage my cash, debt and capital | Kyriba, Trovata, Nilus, Panax |
| Audit | ||
| External audit | I need to plan and perform financial audits efficiently | Trullion |
| Internal audit | I need to plan and perform internal audits efficiently | |
Projects
- FinRobot - An open-source AI agent platform for financial analysis using LLMs
- LLMs in Finance - A curated collection of resources, papers, and tools for applying large language models in finance
- AI Financial Agent - A Python-based AI agent for automated financial analysis and portfolio management
- LangManus - Open source representation of Manus' multi-agent system