This tracks some of the companies reshaping the office of the CFO with AI.
Companies
41 companies tracked across 6 categories.
| Company | Category | Stage | Total Funding Raised | Last Round | Investors |
|---|---|---|---|---|---|
| AI ERP & Accounting — AI-native replacements for legacy ERP and accounting software. Automate GL, bookkeeping, bank rec. | |||||
| Campfire | AI ERP & Accounting | Series B | $100M+ | $65M Series B (Oct 2025) | Accel, Ribbit Capital |
| Rillet | AI ERP & Accounting | Series B | $100M+ | $70M Series B (Aug 2025) | a16z, ICONIQ, Sequoia |
| Zeni | AI ERP & Accounting | Series B | $47.5M | $34M Series B (Oct 2021) | Elevation Capital, Saama Capital |
| Truewind | AI ERP & Accounting | Series A | $17M+ | $13M Series A (Dec 2024) | Rho Capital, Thomson Reuters Ventures, YC |
| AppZen | AI ERP & Accounting | Series D | $290M | $180M Series D (Sep 2025) | Riverwood Capital |
| Vic.ai | AI ERP & Accounting | Series C | $90M+ | $52M Series C (Dec 2024) | Costanoa Ventures, Creandum |
| Digits | AI ERP & Accounting | Series B | $85M | $65M Series B (Oct 2021) | Benchmark, Ribbit Capital, GV |
| Nominal | AI ERP & Accounting | Seed | — | — | — |
| Auditoria.AI | AI ERP & Accounting | Series B | $60M+ | $38M Series B (Mar 2025) | TCV, Coatue |
| Maximor | AI ERP & Accounting | Seed | $9M | $9M Seed (Feb 2025) | — |
| Doss | AI ERP & Accounting | Seed | — | — | — |
| DualEntry | AI ERP & Accounting | Seed | — | — | — |
| Everest | AI ERP & Accounting | Seed | — | — | — |
| Quanta | AI ERP & Accounting | Seed | — | — | — |
| Financial Close & Audit — Automate the monthly/quarterly close process, lease accounting (ASC 842), revenue recognition (ASC 606). | |||||
| Numeric | Financial Close & Audit | Series B | $89M | $51M Series B (Nov 2025) | IVP, Founders Fund, Menlo Ventures |
| Trullion | Financial Close & Audit | Series B | $33.5M | $15M Series B (Apr 2023) | Scale Venture Partners, Aleph VC |
| FloQast | Financial Close & Audit | Series D | $240M+ | $100M Series D (May 2021) | Meritech Capital, ICONIQ, Norwest |
| Workiva (WK) | Financial Close & Audit | Public | — | — | — |
| Klarity | Financial Close & Audit | Series A | — | — | Bain Capital Ventures |
| Tabs | Financial Close & Audit | Seed | — | — | Bain Capital Ventures |
| FP&A & Planning — AI-native financial planning, budgeting, forecasting, and scenario analysis replacing spreadsheets and legacy tools. | |||||
| Pigment | FP&A & Planning | Series C | $210M+ | $145M Series C (Jul 2023) | Meritech Capital, Greenoaks, Blossom Capital |
| Aleph | FP&A & Planning | Series B | $46M | $29M Series B (Sep 2025) | Khosla Ventures, YC |
| Abacum | FP&A & Planning | Series B | $90M+ | $60M Series B (Jun 2025) | Scale Venture Partners, Cathay Innovation, YC |
| Runway | FP&A & Planning | Series A | $29M | $27M Series A (Jan 2023) | a16z, Garry Tan, Dylan Field |
| Summation | FP&A & Planning | Seed/Series A | $35M | $35M (Sep 2024) | — |
| Datarails | FP&A & Planning | Series B | $93M | $50M Series B (Mar 2022) | Zeev Ventures, Innovation Endeavors, Vertex |
| Cube | FP&A & Planning | Series B | $60M+ | $30M Series B (Feb 2022) | Battery Ventures, Mayfield Fund |
| Iris Finance | FP&A & Planning | Seed | $6.2M | $6.2M Seed (Mar 2025) | — |
| Strategic Finance & Investment Banking AI — AI for investment banking analysts, corporate development, and strategic finance teams. | |||||
| Rogo | Strategic Finance | Series B | $75M | $50M Series B (Apr 2025) | Thrive Capital, JPMorgan Growth Equity, Tiger Global |
| Julius | Strategic Finance | Seed | $11M | $10M Seed (Jul 2025) | Bessemer Venture Partners, YC, 8VC |
| Daloopa | Strategic Finance | Series B | $31M | $13M Strategic Investment (Jul 2025) | Pavilion Capital, Two Sigma Ventures |
| Tax Automation — AI-native sales tax compliance, indirect tax automation, and tax filing for e-commerce and SaaS. | |||||
| Kintsugi | Tax Automation | Series A | $18M | $18M Series A (Apr 2025) | Vertex Inc. (strategic) |
| Numeral | Tax Automation | Seed | — | — | YC |
| Avalara | Tax Automation | PE-owned | Acq. $8.4B | Acquired by Vista Equity (Oct 2022) | Vista Equity Partners |
| Fonoa | Tax Automation | Series B | $90M+ | $60M Series B (Aug 2022) | Index Ventures, FTV Capital |
| Black Ore | Tax Automation | Seed | — | — | Bain Capital Ventures |
| Treasury & Cash Management — AI-powered cash visibility, forecasting, liquidity planning, and bank connectivity. | |||||
| Kyriba | Treasury | Growth/PE | $230M+ | $160M Growth (Feb 2019) | Bridgepoint, General Atlantic |
| Nilus | Treasury | Seed+ | $18.6M | $10M Seed+ (Jan 2025) | Felicis, Bessemer, Vesey Ventures |
| Panax | Treasury | Series A | $15.5M | $10M Series A (May 2024) | Team8, TLV Partners |
| Trovata | Treasury | Series B | $60M+ | $35M Series B (Sep 2022) | JPMorgan Payments, Goldman Sachs, Capital One |