Cleo

AI-first ERP for modern finance and accounting teams.

Campfire is an AI-native ERP that replaces legacy systems like NetSuite, unifying the general ledger, revenue automation and month-end close on one platform. Embedded AI agents draft journal entries, reconcile accounts and answer finance questions in natural language. Founded in 2023, it serves high-growth companies including Replit, PostHog and Decagon.

AI agents that investigate fraud, disputes, and AML cases end-to-end.

Roe AI is an agentic investigation platform for financial-crime teams. Its agents read structured and unstructured data from existing systems, follow a team's standard operating procedures, and produce cited, examiner-ready dispositions for fraud, chargeback dispute, and AML cases. It is used by card issuers, BNPL providers, marketplaces, and crypto compliance teams.

AI agents that automate compliance — KYB, KYC, AML and due diligence.

Compliance automation platform whose AI agents run KYB (Know Your Business) and KYC verification, AML and sanctions screening, document verification, and enhanced due diligence for fintechs, banks, lenders, and crypto exchanges. Returns case decisions in minutes instead of hours, with audit-ready reasoning.

AI agents for finance teams — chat with your data, automate reporting.

Finance automation platform whose AI agents let teams query financial systems in natural language — no SQL required — and automate reporting workflows like flux analysis, AR aging, and revenue forecasting. It connects to ERPs (NetSuite, QuickBooks), data warehouses (Snowflake), and billing systems, and exports analysis in multiple formats.

AI agents that investigate financial fraud for institutions.

Finic builds AI agents that automate fraud investigations for banks and fintechs. Its agents connect to existing tools through the browser like a human analyst, pull structured and unstructured data, triage cases, and write up case notes — letting fraud-ops teams clear far more reviews without added headcount. Founded by engineers from Robinhood's identity team.

AI bookkeeping and finance concierge for startups.

Zeni is an AI-powered bookkeeping and accounting platform that pairs machine-learning automation with a team of human finance experts. It categorizes transactions, reconciles accounts, pays bills and runs reimbursements, then surfaces real-time burn, runway and cash metrics on the Zeni Dashboard, with optional fractional-CFO services. It targets venture-backed startups and growing SMBs.

AI-native platform that automates tax preparation and review for accounting firms.

Accrual is an AI-native accounting platform for firms that unifies tax preparation and review in one system. AI agents read client inputs, organize documents, flag missing data, and generate draft returns for professional sign-off, with source-document tracing and audit controls. Founded by engineers from Stripe and Brex, it currently focuses on individual tax returns.

AI bookkeeping that turns statements and workpapers into ledger-ready entries.

Truewind is an AI accounting platform that converts bank statements and workpapers into general-ledger-ready journal entries, reconciliations, and flux analysis. It pairs an AI agent with a human accounting team and syncs natively with QuickBooks Online, Sage Intacct, and Intuit Enterprise Suite, targeting accounting firms, startups, and family offices closing their books.

AI agent for spreadsheets that builds and edits financial models in Excel and Sheets.

An AI agent purpose-built for spreadsheet work, from cleaning data and writing formulas to building full financial models — DCFs, LBOs, and three-statement models — from a natural-language prompt. It runs as a web app and as native add-ins for Excel and Google Sheets, with a Windows CLI for power users. Built for analysts who live in spreadsheets rather than as a generic chatbot bolted onto a grid.

Earnings calls, transcripts, and AI chat across thousands of public companies.

Quartr is a financial research platform that turns clunky investor-relations pages into a podcast-style experience — live earnings calls, searchable transcripts with text-to-audio, investor presentations, and filings across 13,000+ public companies. AI chat lets users question 50M+ documents with answers linked to the source. It ships as a free mobile app, the Quartr Pro web platform, and a real-time data API used by 700+ financial institutions and AI companies.