Finic

AI-driven spend management, corporate cards, and accounts payable.

Ramp is a finance platform for corporate cards, expense management, and accounts payable that layers AI agents across the full spend lifecycle. Agents read expense policies, flag fraud, code transactions, source vendors, and review bills, automating work that finance teams used to do by hand. Used by over 70,000 companies.

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-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-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.

AI agents that build analyst-grade financial research from filings, calls, and your dataroom.

Brightwave is an enterprise AI research platform for finance that deploys agents to synthesize filings, earnings-call transcripts, sell-side reports, news, expert calls, and internal documents into citation-backed deliverables. Rather than answering one-off questions, it produces 'living documents' that update as new information lands. It targets hedge funds, asset managers, and deal teams, and integrates into Microsoft Office and the browser.

Source-linked financial data extracted from filings, feeding analyst models, AI agents, and LLMs.

Daloopa automatically extracts and standardizes fundamental financial data — from SEC filings, investor presentations, and earnings materials — for 5,500+ global tickers with up to 14 years of history, linking every number back to its source document for auditability. Analysts use it to build and update models faster, cutting time spent during earnings season. The same data is exposed to AI tools via API, an Excel add-in, and Model Context Protocol connectors for ChatGPT, Claude, Perplexity, and Rogo.

Autonomous AI for accounts payable and finance operations.

Vic.ai is an AI-first accounts payable and autonomous finance platform that ingests, reads, codes, and approves invoices with minimal human intervention. Beyond invoice processing it spans bill pay, expense management, a vendor portal, and AP analytics, with agentic features for the AP inbox and finance workflows. It connects to ERPs including SAP, Oracle NetSuite, Workday, Microsoft Dynamics, and Sage Intacct. The company is jointly headquartered in New York and Oslo.