Radar · Finance & Accounting Tech in California
Best Finance & Accounting Tech Companies in California, United States
The 771 best Finance & Accounting Tech companies in California, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Navan.
By Rohit KhannaTrends & Stories
771companies tracked
$17.1Bdisclosed funding
14unicorns
364have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING TECH × CALIFORNIA
Our analysis of 50 Finance & Accounting Tech companies
$10.3b in tracked funding; 100% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.
50companies analysed
100%cloud-native stacks
2025funding peak (by rounds)
9unicorns
2017median founding year
1.7Mcombined LinkedIn audience
59%of audience held by top 3
5companies hiring publicly (12 mo)
Ranked: Best Finance & Accounting Tech companies in California
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Navan Provider of a platform for business travel and expense management 90AI top 15%Funding top 18%Patents top 20%Innovation top 21% All 15 signals ▾AItop 15% Fundingtop 18% Patentstop 20% Innovationtop 21% Newstop 23% Partnerstop 23% Techtop 24% Customerstop 24% Talenttop 28% Growthtop 30% Producttop 33% Fin. healthtop 43% Markettop 47% Globaltop 48% Moatbottom 44% AI: Holds AI/ML patents (G06N-family CPC) Funding: Raised $1.3B across 13 rounds · 13 rounds over 11 yrs (1.2/yr) rank vs industry peers · Fliar Intelligence Index 90/100 | $1.3B | 8 mo ago | Public | 847 | Ariel Cohen CEO and Co-Founder | 23 patents AI-driven LLM prompting, context management, and secure virtual identifier generation for enterprise applications | 1 partnership |
| 2 | Tradeshift 🦄 Provider of cloud platform for e-invoicing, AP automation, and global compliance | $1.2B | 34 mo ago | Series G | — | Gert Sylvest Co-founder | — | 1 award |
| 3 | Tipalti 🦄 Cloud-based procurement and invoice management solutions for businesses 76Funding top 16%Moat top 26%Tech top 29%Market top 30% All 11 signals ▾Fundingtop 16% Moattop 26% Techtop 29% Markettop 30% Growthtop 38% Talenttop 38% Producttop 41% Globaltop 42% Innovationtop 46% Newstop 46% Customersbottom 39% Funding: Raised $553M across 8 rounds · 8 rounds over 12 yrs (0.7/yr) Moat: Editorial + unicorn rating 9/10 · Unicorn rank vs industry peers · Fliar Intelligence Index 76/100 | $553M | 8 mo ago | Series F | 288 | Oren Zeev Co-Founder & Chairman | — | — |
| 4 | Chargebee 🦄 Cloud-based billing and revenue management solutions | $470M | 27 mo ago | Series H | 501 | Saravanan Ponnuswamy Co-Founder & CTO | — | 3 awards |
| 5 | Globality 🦄 Provider of AI-driven platform for sourcing and procurement process automation 69Funding top 20%AI top 23%Moat top 32%Tech top 33% All 12 signals ▾Fundingtop 20% AItop 23% Moattop 32% Techtop 33% Markettop 37% Producttop 41% Talenttop 42% Growthtop 43% Globalbottom 48% Patentsbottom 32% Newsbottom 32% Innovationbottom 30% Funding: Raised $368M across 7 rounds · 7 rounds over 11 yrs (0.6/yr) AI: Classified as an agentic-AI company · Product described with: ai-driven rank vs industry peers · Fliar Intelligence Index 69/100 | $368M | 19 mo ago | Series E | 171 171 → 101 (-41%) | Lior Delgo Co-Founder & President | 3 patents AI-driven ontology-based entity matching for data integration | 1 award |
| 6 | Zip 🦄 Provider of a platform for procurement orchestration, intake, and spend management 74Funding top 18%Moat top 25%Patents top 32%Market top 35% All 10 signals ▾Fundingtop 18% Moattop 25% Patentstop 32% Markettop 35% Techtop 35% Producttop 36% Talenttop 38% Growthtop 40% Innovationtop 41% Globalbottom 46% Funding: Raised $358M across 6 rounds · 6 rounds over 6 yrs (1.0/yr) Moat: Editorial + unicorn rating 9/10 · IP moat: 25 patents rank vs industry peers · Fliar Intelligence Index 74/100 | $358M | 19 mo ago | Series D | 218 | Lu Cheng Co-Founder & CTO | 25 patents Reusable segmented closure mechanisms for containers and portable air filtration solutions | 1 job opening · 1 launch |
| 7 | FloQast 🦄 Provider of accounting workflow automation and compliance management software solutions | $292M | 26 mo ago | Series E | 518 518 → 874 (+69%) | — | — | — |
| 8 | Earnin Provider of a platform for accessing earned wages and financial tools 67Customers top 18%Funding top 21%Tech top 30%Moat top 31% All 10 signals ▾Customerstop 18% Fundingtop 21% Techtop 30% Moattop 31% Markettop 37% Producttop 40% Growthtop 50% Talentbottom 49% Newsbottom 46% Globalbottom 39% Customers: Play-Store rating 4.75★ across 294,082 ratings (1 apps) · Review volume +6% in 6 mo Funding: Raised $190M across 5 rounds · 5 rounds over 12 yrs (0.4/yr) rank vs industry peers · Fliar Intelligence Index 67/100 | $190M | 9 mo ago | Series C | 242 242 → 597 (+147%) | Ram Palaniappan Founder & CEO | — | 1 launch |
| 9 | AppZen Provider of AI-powered software for expense auditing and accounts payable 76Funding top 19%AI top 20%Moat top 31%Growth top 33% All 12 signals ▾Fundingtop 19% AItop 20% Moattop 31% Growthtop 33% Producttop 34% Innovationtop 37% Talenttop 38% Newstop 41% Patentstop 42% Markettop 46% Techbottom 47% Globalbottom 45% Funding: Raised $103M across 6 rounds · 6 rounds over 11 yrs (0.5/yr) AI: Classified as an agentic-AI company · Holds AI/ML patents (G06N-family CPC) rank vs industry peers · Fliar Intelligence Index 76/100 | $103M | 8 mo ago | Series D | 141 | Kunal Verma Co-Founder and CTO | 7 patents AI-powered invoice/expense automation with fraud detection and line-item image-text matching | 3 launchs |
| 10 | Bretton AI Developer of an AI platform for financial crime compliance solutions 40Funding top 24%Talent top 38%Moat top 40%Global bottom 48% All 6 signals ▾Fundingtop 24% Talenttop 38% Moattop 40% Globalbottom 48% Techbottom 43% Marketbottom 35% Funding: Raised $94.8M across 4 rounds · 4 rounds over 9 yrs (0.4/yr) Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 40/100 | $95M | 4 mo ago | Series B | — | Alex Jin Co-Founder | — | 1 launch · 3 partnerships |
| 11 | Klarity Account receivables and billing management platform | $90M | 23 mo ago | Series B | — | Nischal Nadhamuni CTO & Founder | — | — |
| 12 | Finexio Provider of accounts payable automation and payment processing solutions for businesses | $84M | 18 mo ago | Series B | 94 | — | — | — |
| 13 | Collective Cloud-based back-office platform for self-employed and businesses | $82M | 12 mo ago | Series C | 61 | Bugra Akcay Co-Founder | 12 patents Integrated data-driven platforms for targeted healthcare devices and ad personalization | 1 award |
| 14 | Metronome Usage-based invoice management solutions for small businesses 60Funding top 24%Talent top 28%Moat top 31%Growth top 35% All 8 signals ▾Fundingtop 24% Talenttop 28% Moattop 31% Growthtop 35% Techtop 39% Marketbottom 41% Globalbottom 32% Newsbottom 20% Funding: Raised $78.0M across 4 rounds · 4 rounds over 4 yrs (1.0/yr) Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 60/100 | $78M | 15 mo ago | Acquired | 50 | Ledion Bitincka Co-Founder and CTO | — | 1 partnership |
| 15 | Doss Provider of cloud platform for operations, resource planning, and data management 55Funding top 21%Product top 30%Talent top 33%Growth top 35% All 9 signals ▾Fundingtop 21% Producttop 30% Talenttop 33% Growthtop 35% Techtop 38% Innovationtop 39% Moattop 48% Globalbottom 36% Marketbottom 26% Funding: Raised $73.0M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) Product: 12 distinct product lines · Company stage: Series B rank vs industry peers · Fliar Intelligence Index 55/100 | $73M | 2 mo ago | Series B | 12 | Wiley Jones Co-Founder & CEO | — | — |
| 16 | Anrok Provider of automated sales tax compliance software for modern commerce 53Funding top 20%Talent top 28%Growth top 35%Moat top 39% All 8 signals ▾Fundingtop 20% Talenttop 28% Growthtop 35% Moattop 39% Newstop 49% Techbottom 44% Globalbottom 37% Marketbottom 35% Funding: Raised $71.9M across 4 rounds · 4 rounds over 5 yrs (0.8/yr) Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 53/100 | $72M | 7 mo ago | Series C | 40 | Kannan Goundan Co-Founder and Chief Technology Officer | — | 1 launch |
| 17 | Pactum Developer of an agentic AI platform for enterprise procurement negotiations | $55M | 13 mo ago | Series C | 93 | Kristjan Korjus Co-Founder and CTO | — | 1 expansion |
| 18 | Laurel Cloud based employee time tracking software for the legal sector 60Funding top 24%Growth top 28%AI top 30%Moat top 31% All 10 signals ▾Fundingtop 24% Growthtop 28% AItop 30% Moattop 31% Talenttop 38% Producttop 40% Techtop 47% Globalbottom 37% Marketbottom 28% Newsbottom 18% Funding: Raised $53.4M across 4 rounds · 4 rounds over 9 yrs (0.4/yr) Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 60/100 | $53M | 10 mo ago | Series C | 23 | Ryan Alshak Co-Founder & CEO | — | — |
| 19 | Fieldguide Provider of an AI-native platform for audit and advisory firms 60Growth top 18%Funding top 26%News top 29%Talent top 38% All 12 signals ▾Growthtop 18% Fundingtop 26% Newstop 29% Talenttop 38% Moattop 39% AItop 45% Producttop 45% Techtop 46% Marketbottom 38% Innovationbottom 37% Globalbottom 37% Partnersbottom 35% Growth: Headcount 16 → 45 (+181%) across vintages · Fresh capital in last 24 mo Funding: Raised $47.1M across 4 rounds · 4 rounds over 6 yrs (0.7/yr) rank vs industry peers · Fliar Intelligence Index 60/100 | $47M | 4 mo ago | Series C | 45 | Chris Szymansky Co-Founder & CTO | — | 1 launch · 1 partnership · 1 award |
| 20 | Levelpath Provider of an AI-native platform for procurement, sourcing, and contract management | $44M | 11 mo ago | Series B | 26 | Raimonds Samofals Co-Founder & Head of Engineering | — | 1 job opening · 1 partnership |
| 21 | Thatch Provider of health cards for employees for health benefits 40Funding top 26%Tech top 31%Moat top 38%Talent top 38% All 6 signals ▾Fundingtop 26% Techtop 31% Moattop 38% Talenttop 38% Globalbottom 37% Marketbottom 27% Funding: Raised $43.6M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) Tech: 36 technologies across 5/8 capability areas · Cloud: Amazon S3, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 40/100 | $44M | 14 mo ago | Series B | 8 | Adam Stevenson Co-Founder | — | — |
| 22 | Arkestro AI-powered procurement platform to optimize buying decisions for enterprises | $42M | 13 mo ago | Series A | 82 | Robert Desantis Co-Founder & CEO | 8 patents AI-powered procurement analytics for supplier selection, pricing reasonableness, and recommendation orchestration | — |
| 23 | Parker Provider of business expense card solutions for e-commerce businesses | $37M | 19 mo ago | Series B | 37 | — | — | 1 job opening |
| 24 | RightRev Revenue recognition management reporting solutions for businesses | $30M | 13 mo ago | Series A | 49 | Jagan Reddy Founder & CEO | — | — |
| 25 | Monograph Budget tracking solutions for architecture, landscape, and interior firms | $29M | 16 mo ago | Series B | 40 | Moe Amaya Co-Founder | — | — |
| 26 | Leapfin Cloud-based revenue analytics & management solutions for businesses | $26M | 18 mo ago | Series A | 25 | Raymond Lau Co-Founder & CEO | — | — |
| 27 | Miter Provider of management software for construction contractors 57Tech top 27%Growth top 28%Funding top 32%Moat top 48% All 7 signals ▾Techtop 27% Growthtop 28% Fundingtop 32% Moattop 48% Talentbottom 49% Marketbottom 40% Globalbottom 32% Tech: 40 technologies across 5/8 capability areas · Cloud: Cloudflare, Vercel Growth: Web rank 1,000,000 → 500,000 YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 57/100 | $26M | 12 mo ago | Series B | 24 | Tobin Paxton Co-Founder & COO | — | — |
| 28 | Condor Software-based financial management platform for clinical industries 29Funding top 27%News top 29%Talent top 38%Tech top 45% All 9 signals ▾Fundingtop 27% Newstop 29% Talenttop 38% Techtop 45% Moattop 48% Innovationbottom 46% Productbottom 45% Globalbottom 32% Marketbottom 21% Funding: Raised $24.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) News: 3 BI events in 12 mo (of 5 tracked, 3 types) · +200% YoY rank vs industry peers · Fliar Intelligence Index 29/100 | $24M | 3 mo ago | Series A | 8 | John Sammataro Co-Founder | — | — |
| 29 | BRM AI-powered vendor and procurement management solutions for finance and compliance | $22M | 18 mo ago | Series A | — | Fabian Frank Co-Founder | — | 2 launchs |
| 30 | Auditoria.AI AI-driven audit automation solutions for enterprises | $22M | 16 mo ago | Series B | 15 | Adina Simu Co-Founder & CPO | 5 patents AI-driven enterprise data integration and automated business document processing | 1 launch |
| 31 | Lettuce Automated accounting and tax management software 62Tech top 24%Growth top 28%Funding top 33%Moat top 36% All 7 signals ▾Techtop 24% Growthtop 28% Fundingtop 33% Moattop 36% Talentbottom 49% Marketbottom 42% Globalbottom 37% Tech: 59 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services Growth: Web rank 5,000,000 → 1,000,000 YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 62/100 | $21M | 7 mo ago | Series A | — | Ran Harpaz Founder & CEO | — | — |
| 32 | Gigs Provider of platform for telecom services | $20M | 18 mo ago | Series B | 50 | Victor De Maizière Founder's Associate | — | — |
| 33 | Kick Provider of bookkeeping, audit risk, tax saving, and other accountant services 60AI top 20%Tech top 25%Funding top 33%Growth top 35% All 6 signals ▾AItop 20% Techtop 25% Fundingtop 33% Growthtop 35% Globalbottom 29% Marketbottom 28% AI: Classified as an AI company Tech: 44 technologies across 5/8 capability areas · Cloud: Amazon Alb, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 60/100 | $20M | 7 mo ago | Series B | 11 | — | — | — |
| 34 | Comulate Revenue automation and intelligence platform for brokers | $20M | 16 mo ago | Series B | — | Jordan Katz Co-Founder & CEO | — | — |
| 35 | Quanta Automated accounting and finance platform for startups 19Funding top 35%Talent top 38%Patents top 39%Innovation top 46% All 8 signals ▾Fundingtop 35% Talenttop 38% Patentstop 39% Innovationtop 46% Globalbottom 42% Moatbottom 40% Marketbottom 19% Fin. healthbottom 15% Funding: Raised $19.7M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 19/100 | $20M | 6 mo ago | Series A | — | Theodora Chu Co-Founder & CEO | 89 patents Fluid handling pumps/meters and vehicle anchoring systems for industrial applications | — |
| 36 | Torpago 🦄 Software-based platform for corporate cards and spend management solutions | $17M | 11 mo ago | Series B | 31 | Brent Jackson CEO & Founder | — | — |
| 37 | Docyt App & cloud-based accounting, bookkeeping, and invoicing solutions for businesses | $15M | 10 mo ago | Series A | 132 132 → 198 (+50%) | — | — | — |
| 38 | Koala AI-powered sales platform to prioritize leads and improve engagement | $15M | 15 mo ago | Series A | 6 | Tido Carriero Co-Founder | — | — |
| 39 | Juno AI-powered tax preparation platform for tax professionals 60Patents top 21%Innovation top 33%Funding top 35%Talent top 38% All 8 signals ▾Patentstop 21% Innovationtop 33% Fundingtop 35% Talenttop 38% Globaltop 42% AItop 45% Techbottom 49% Marketbottom 37% Patents: 42 patents matched (strict assignee match) · 22 filings since 2022 vs 5 in 2017-21 Innovation: 42 patents (top 35% of patent-holders) · 22 filings since 2022 vs 5 in 2017-21 rank vs industry peers · Fliar Intelligence Index 60/100 | $12M | 2 mo ago | Seed | — | Dave Haase Co-Founder | 42 patents Advanced waste recycling systems for shredding, washing, and odor control | — |
| 40 | Fintary Automated payout solutions for revenue operations | $10M | 7 mo ago | Series A | — | Qiyun Cai Co-Founder & CEO | — | — |
| 41 | OLarry Tax advisory firm that provides comprehensive tax services to individuals and businesses | $10M | 10 mo ago | Series A | — | Becky Hobbs Co-Founder & COO | — | — |
| 42 | Salsa Provider of payroll infrastructure platform | $10M | 13 mo ago | Series A | 26 | Juan Barroso Co-founder & CTO | — | — |
| 43 | SkySelect Provider of an AI-powered platform for aircraft parts procurement and sourcing 50Talent top 28%Funding top 36%AI top 45%News top 46% All 8 signals ▾Talenttop 28% Fundingtop 36% AItop 45% Newstop 46% Moattop 48% Techbottom 46% Globalbottom 43% Marketbottom 38% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated Funding: Raised $9.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 50/100 | $9M | 3 mo ago | Series A | 56 | Rain Opik Co-Founder | — | 1 job opening · 2 partnerships |
| 44 | KonstructIQ Provider of accounting solutions for contractors and subcontractors 67Tech top 26%Growth top 28%Funding top 44%Talent top 45% All 7 signals ▾Techtop 26% Growthtop 28% Fundingtop 44% Talenttop 45% Productbottom 48% Globalbottom 25% Customersbottom 1% Tech: 54 technologies across 5/8 capability areas · Cloud: Amazon Alb, Amazon Cloudfront Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 67/100 | $8M | 1 mo ago | Series A | — | Irv Henderson Co-Founder & CEO | — | — |
| 45 | Kintsugi Cloud-based platform for sales tax management | $7M | 14 mo ago | Series B | 2 | Pujun Bhatnagar Co-Founder & CEO | — | 1 launch |
| 46 | Xifin Cloud-based billing & revenue cycle management solutions for diagnostic service providers | $6M | 9 mo ago | Acquired | 861 861 → 719 (-16%) | Lale White Executive Chairman and CEO | 4 patents AI-powered multimodal medical image analysis and automated diagnostic recommendation with visual annotation | 2 internships |
| 47 | Zocks AI-based communication management platform for financial advisors | $6M | 4 mo ago | Series B | — | Ákos Ratku Co-Founder | — | 3 launchs · 1 award |
| 48 | Mazlo Mazlo is a specialized fintech platform designed specifically for nonprofits and fiscal sponsors | $4M | 9 mo ago | Seed | — | Sean Anderson Co-Founder & CPO | — | 1 partnership |
| 49 | Sphere Online platform offering leadership training | $4M | 6 mo ago | Series A | 22 | Adrian Sarstedt Co-Founder | 3 patents Green building product recommendation platforms and web-based performance analytics for products/services | — |
| 50 | Inscope Financial management platform for businesses | $4M | 4 mo ago | Series A | — | Kelsey Gootnick Co-Founder & COO | — | — |
Top 12 Finance & Accounting Tech companies in California
#1
Public · Palo Alto, California · founded 2015 · 847 employees$1.3Braised▾
Public · Palo Alto, California · founded 2015 · 847 employees
Provider of a platform for business travel and expense management. The platform offers tools for booking trips, managing expenses, and processing payments. It provides features such as travel program management, analytics, and support services. The platform also allows for expense tracking, corporate card integration, and security measures.
Fliar Intelligence Index™ 90how this company ranks against its industry peers
AI
top 15%Funding
top 18%Patents
top 20%Innovation
top 21%News
top 23%Partners
top 23%AI: Holds AI/ML patents (G06N-family CPC)
Funding: Raised $1.3B across 13 rounds · 13 rounds over 11 yrs (1.2/yr) · Last round Series G (Oct 2025)
Patents: 28 patents matched (strict assignee match) · 27 filings since 2022 vs 0 in 2017-21 · Latest publication 2026
Audience (LinkedIn): 220k LinkedIn followers — 12.8% of this cohort's audience
Activity (LinkedIn): 1 partnerships (incl. Navan) announced in 12 mo
Funding rounds
- Oct 2025Series G$300M
- Dec 2022Conventional Debt$400M
- Oct 2022Conventional Debt$150M
- Oct 2022Series G$154M
Founders & team
Investors
SVB, Goldman Sachs, Comerica, Coatue, Lightspeed Venture Partners, Zeev Ventures
Tech stack
6SenseAdobe Audience ManagerAdrollAdroll Cmp SystemAmazon AdvertisingAmazon Webstore
#2
Tipalti 🦄Series F · Foster City, California · founded 2010 · 288 employees$553Mraised▾
Tipalti 🦄
Series F · Foster City, California · founded 2010 · 288 employees
Cloud-based procurement and invoice management solutions for businesses. The company offers solutions such as financial and compliance risk, PO matching, VAT compliance, payment reconciliation, automated TAX complaince, corporate cards, expense management, procurement, ERP integrations, and more.
Fliar Intelligence Index™ 76how this company ranks against its industry peers
Funding
top 16%Moat
top 26%Tech
top 29%Market
top 30%Growth
top 38%Talent
top 38%Funding: Raised $553M across 8 rounds · 8 rounds over 12 yrs (0.7/yr) · Last round Venture Debt (Sep 2025)
Moat: Editorial + unicorn rating 9/10 · Unicorn · 10 curated direct competitors tracked
Tech: 51 technologies across 6/8 capability areas · Cloud: Amazon Alb, Amazon S3 · Devops: Envoy
Audience (LinkedIn): 66k LinkedIn followers — 3.8% of this cohort's audience
Funding rounds
- Sep 2025Venture Debt$200M
- May 2023Conventional Debt$150M
- Dec 2021Series F$270M
- Oct 2020Series E$150M
Founders & team
Investors
Zeev Ventures, Durable Capital Partners, 01 Advisors, Greenoaks, JPMorgan Chase, Hercules Capital
Tech stack
Alpine.JsAmazon AlbAmazon S3Amazon Web ServicesAmplitudeApplication Request Routing
#3
Series B · San Francisco, California · founded 2022 · 12 employees$73Mraised▾
Series B · San Francisco, California · founded 2022 · 12 employees
Provider of cloud platform for operations, resource planning, and data management. The platform offers modules for inventory, procurement, order management, and finance. It also provides tools for warehouse management, production planning, and project management. The platform integrates data and automates changes through chat prompts.
Fliar Intelligence Index™ 55how this company ranks against its industry peers
Funding
top 21%Product
top 30%Talent
top 33%Growth
top 35%Tech
top 38%Innovation
top 39%Funding: Raised $73.0M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) · Last round Series B (Mar 2026)
Product: 12 distinct product lines · Company stage: Series B
Talent: 3 named leaders on record · 2 C-suite/founder profiles curated
Audience (LinkedIn): 8k LinkedIn followers
Funding rounds
- Mar 2026Series B$55M
- Apr 2025Series A$18M
Founders & team
Investors
Theory Ventures, Madrona, Premji Invest, Greyhound Capital, Commerce Ventures, Pathlight Ventures
Tech stack
AstroCart FunctionalityCloudflareCloudflare Bot ManagementCookieyesCore-Js
#4
Series B · San Francisco, California · founded 2015$94.8Mraised▾
Series B · San Francisco, California · founded 2015
Developer of an AI platform for financial crime compliance solutions. The platform offers agents that work within existing compliance systems. These agents automate tasks such as browsing internal and external sources, analyzing data, and taking action. The platform uses reasoning models and provides auditability and governance. It integrates with compliance tools for anti-money laundering investigations, enhanced due diligence, and customer reviews.
Fliar Intelligence Index™ 40how this company ranks against its industry peers
Funding
top 24%Talent
top 38%Moat
top 40%Global
bottom 48%Tech
bottom 43%Market
bottom 35%Funding: Raised $94.8M across 4 rounds · 4 rounds over 9 yrs (0.4/yr) · Last round Series B (Feb 2026)
Talent: 2 named leaders on record · 2 C-suite/founder profiles curated
Moat: Soonicorn · 9 curated direct competitors tracked
Audience (LinkedIn): 8k LinkedIn followers
Activity (LinkedIn): 1 product launches · 3 partnerships (incl. Berlin AI) announced in 12 mo
Funding rounds
- Feb 2026Series B$75M
- May 2025Series A$15M
- Nov 2023Seed$4.8M
- Jan 2017Seed$20K
Founders & team
Investors
Sapphire Ventures, Greylock Partners, Thomson Reuters Ventures, Canvas Ventures, Y Combinator, TIAA
Tech stack
CloudflareCloudflare Bot ManagementCore-JsGoogle AnalyticsGoogle Tag ManagerGoogle Workspace
#5
Series C · Palo Alto, California · founded 2012 · 242 employees$190.1Mraised▾
Series C · Palo Alto, California · founded 2012 · 242 employees
Provider of a platform for accessing earned wages and financial tools. The platform offers tools for accessing earned wages before payday. It also provides features for balance alerts, credit monitoring, and savings options. The platform aims to help users manage their finances.
Fliar Intelligence Index™ 67how this company ranks against its industry peers
Customers
top 18%Funding
top 21%Tech
top 30%Moat
top 31%Market
top 37%Product
top 40%Customers: Play-Store rating 4.75★ across 294,082 ratings (1 apps) · Review volume +6% in 6 mo · Marquee-customer mentions: top 30% of tracked companies
Funding: Raised $190M across 5 rounds · 5 rounds over 12 yrs (0.4/yr) · Last round Conventional Debt (Sep 2025)
Tech: 37 technologies across 6/8 capability areas · Cloud: Amazon Web Services, Cloudflare · Devops: Envoy, Nginx
Audience (LinkedIn): 204k LinkedIn followers — 11.9% of this cohort's audience · 46 engagements/post (2.9× cohort median)
Activity (LinkedIn): 1 product launches announced in 12 mo
Funding rounds
- Sep 2025Conventional Debt$150M
- Dec 2018Series C$125M
- Sep 2017Series B$39M
- Jan 2017Series A$22M
Founders & team
Investors
Ribbit Capital, Felicis Ventures, Andreessen Horowitz, March Capital, Matrix, DST Global
Tech stack
Alpine.JsAmazon Web ServicesApple Icloud MailCloudflareCloudflare Bot ManagementCore-Js
#6
Series C · Sacramento, California · founded 2016 · 45 employees$47.1Mraised▾
Series C · Sacramento, California · founded 2016 · 45 employees
Provider of an AI-native platform for audit and advisory firms. The platform offers end-to-end engagement management, insights, analytics, and integration with productivity tools. It delivers a modern client experience through its client hub. The platform automates engagements across practice areas and methodologies. It supports financial audit, risk advisory, regulatory compliance, cybersecurity, and IT audit.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Growth
top 18%Funding
top 26%News
top 29%Talent
top 38%Moat
top 39%AI
top 45%Growth: Headcount 16 → 45 (+181%) across vintages · Fresh capital in last 24 mo
Funding: Raised $47.1M across 4 rounds · 4 rounds over 6 yrs (0.7/yr) · Last round Series C (Feb 2026)
News: 4 BI events in 12 mo (of 13 tracked, 4 types) · +300% YoY · Top themes: Funding, Contracts, Capital raise
Audience (LinkedIn): 15k LinkedIn followers · 48 engagements/post (3.0× cohort median)
Activity (LinkedIn): 1 product launches · 1 partnerships · 1 awards (incl. Maloney + Novotny LLC) announced in 12 mo
Funding rounds
- Feb 2026Series C$75M
- Mar 2024Series B$30M
- Mar 2022Series A$17M
- Aug 2020Seed$150K
Founders & team
Investors
Y Combinator, Bessemer Venture Partners, 8VC, Floodgate, Association of International Certified Professional Accountants, Goldman Sachs
Tech stack
Adobe Audience ManagerAosCdnjsCloudflareCloudflare Bot ManagementCore-Js
#7
Series D · San Jose, California · founded 2012 · 141 employees$102.5Mraised▾
Series D · San Jose, California · founded 2012 · 141 employees
Provider of AI-powered software for expense auditing and accounts payable. The company offers autonomous accounts payable, email management, and global e-invoicing compliance. It provides automated auditing for expense reports and corporate card programs. The AI platform offers low-code automation, pre-built application library, and integration with existing systems. The company's solutions address fraud detection, operational expenditure reduction, and regulatory compliance.
Fliar Intelligence Index™ 76how this company ranks against its industry peers
Funding
top 19%AI
top 20%Moat
top 31%Growth
top 33%Product
top 34%Innovation
top 37%Funding: Raised $103M across 6 rounds · 6 rounds over 11 yrs (0.5/yr) · Last round Series D (Sep 2025)
AI: Classified as an agentic-AI company · Holds AI/ML patents (G06N-family CPC) · Product described with: ai-powered
Moat: Editorial + unicorn rating 8/10 · IP moat: 7 patents · Soonicorn
Audience (LinkedIn): 35k LinkedIn followers — 2.0% of this cohort's audience
Activity (LinkedIn): 3 product launches announced in 12 mo
Funding rounds
- Sep 2025Series D$180M
- Sep 2019Series C$50M
- Oct 2018Series B$35M
- Nov 2017Series A$13M
Founders & team
Investors
Lightspeed Venture Partners, Redpoint Ventures, Resolute Ventures, 500 Global, Bloomberg Beta, SVB
Tech stack
6SenseAmazon S3Amazon Web ServicesAosCdnjsCloudflare
#8
Series A · San Diego, California · founded 2003 · 8 employees$24Mraised▾
Series A · San Diego, California · founded 2003 · 8 employees
Software-based financial management platform for clinical industries. It automates and manages clinical accruals, financial insights, cash planning, accruals, financial planning, analytics, audits, scenario cash planning, and more. It also offers solutions for vendor management, document management, and more.
Fliar Intelligence Index™ 29how this company ranks against its industry peers
Funding
top 27%News
top 29%Talent
top 38%Tech
top 45%Moat
top 48%Innovation
bottom 46%Funding: Raised $24.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Series A (Mar 2026)
News: 3 BI events in 12 mo (of 5 tracked, 3 types) · +200% YoY · Top themes: Funding
Talent: 2 named leaders on record · 2 C-suite/founder profiles curated
Audience (LinkedIn): 5k LinkedIn followers
Funding rounds
- Mar 2026Series A$24M
Founders & team
Investors
Insight Partners, Felicis Ventures, 645 Ventures, SNR, Prebysfdn, Bramalea Partners
Tech stack
Amazon CloudfrontAmazon S3Amazon Web ServicesApple Icloud MailCloudflareCloudflare Bot Management
#9
Series C · San Francisco, California · founded 2020 · 40 employees$71.9Mraised▾
Series C · San Francisco, California · founded 2020 · 40 employees
Provider of automated sales tax compliance software for modern commerce. The platform offers real-time monitoring and automated filing across numerous countries. It integrates with billing, payment, and HR systems to automate manual tasks. The software calculates tax in real time and simplifies reporting.
Fliar Intelligence Index™ 53how this company ranks against its industry peers
Funding
top 20%Talent
top 28%Growth
top 35%Moat
top 39%News
top 49%Tech
bottom 44%Funding: Raised $71.9M across 4 rounds · 4 rounds over 5 yrs (0.8/yr) · Last round Series C (Oct 2025)
Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Growth: Fresh capital in last 24 mo
Audience (LinkedIn): 12k LinkedIn followers
Activity (LinkedIn): 1 product launches announced in 12 mo
Funding rounds
- Oct 2025Series C$55M
- Mar 2024Series B$30M
- Mar 2022Series A$20M
- Jun 2021Seed$4.3M
Founders & team
Investors
Index Ventures, Sequoia Capital, Khosla Ventures, Intuit, Spark Capital, Sapphire Ventures
Tech stack
Apple Icloud MailCloudflareCloudflare Bot ManagementCore-JsFacebook PixelGoogle Analytics
#10
Seed · Rancho Santa Fe, California · founded 2023$12Mraised▾
Seed · Rancho Santa Fe, California · founded 2023
AI-powered tax preparation platform for tax professionals. It is a tax software platform that offers a range of tools, including tax preparation automation, advisory services, and client intake and delivery functionalities. It provides a unified platform for end-to-end tax workflows, integrating with other tax software solutions to automate data entry and improve accuracy.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Patents
top 21%Innovation
top 33%Funding
top 35%Talent
top 38%Global
top 42%AI
top 45%Patents: 42 patents matched (strict assignee match) · 22 filings since 2022 vs 5 in 2017-21 · Latest publication 2025
Innovation: 42 patents (top 35% of patent-holders) · 22 filings since 2022 vs 5 in 2017-21
Funding: Raised $12.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Seed (Apr 2026)
Funding rounds
- Apr 2026Seed$12M
Founders & team
Investors
Bonfire Ventures, Impression Ventures, Xfund
Tech stack
Alpine.JsCloudflareCloudflare Bot ManagementCookieyesGodaddyGoogle Analytics
#11
Series A · Los Altos, California · founded 2023$8.3Mraised▾
Series A · Los Altos, California · founded 2023
Provider of accounting solutions for contractors and subcontractors. The platform provides solutions such as invoicing, payments, and cash flow management. It also provides a centralized solution for financial processes, facilitating payment management and more.
Fliar Intelligence Index™ 67how this company ranks against its industry peers
Tech
top 26%Growth
top 28%Funding
top 44%Talent
top 45%Product
bottom 48%Global
bottom 25%Tech: 54 technologies across 5/8 capability areas · Cloud: Amazon Alb, Amazon Cloudfront · Observability: Microsoft Clarity
Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo
Funding: Raised $8.3M across 2 rounds · 2 rounds over 3 yrs (0.7/yr) · Last round Series A (Apr 2026)
Audience (LinkedIn): 4k LinkedIn followers
Funding rounds
- Apr 2026Series A$4.8M
- Aug 2023Series A$3.5M
Founders & team
Tech stack
Amazon AlbAmazon CloudfrontAmazon S3Amazon Web ServicesChakra UiCloudflare
#12
Series A · San Francisco, California · founded 2011 · 56 employees$9Mraised▾
Series A · San Francisco, California · founded 2011 · 56 employees
Provider of an AI-powered platform for aircraft parts procurement and sourcing. The platform offers self-service software and full-service options for procurement and order tracking. It provides sourcing and purchase order optimization for cost savings and lead-time reduction. The platform also offers full-service procurement to increase purchasing capacity. It allows supply chain visibility, improves on-time delivery, and scales procurement.
Fliar Intelligence Index™ 50how this company ranks against its industry peers
Talent
top 28%Funding
top 36%AI
top 45%News
top 46%Moat
top 48%Tech
bottom 46%Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Funding: Raised $9.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Series A (Mar 2026)
AI: Product described with: ai-powered
Audience (LinkedIn): 8k LinkedIn followers
Hiring (LinkedIn): 1 hiring post in 12 mo (public) · hiring: Pre-Sales & Implementation Manager
Activity (LinkedIn): 2 partnerships (incl. Armac) announced in 12 mo
Funding rounds
- Mar 2026Series A$9M
Founders & team
Investors
Verb Ventures, The Rock Creek Group, SmartCap, Bain Capital Ventures, Lux Capital, Correlation Ventures
Tech stack
Amazon SesAmazon Web ServicesCloudflareGoogle Font ApiGoogle WorkspaceGsap
Funding & investor landscape
$17.1Btotal disclosed funding
334companies funded
887disclosed rounds
5rounds last 90 days
Most active investors
Accel15 rounds
Techstars14 rounds
Notable founders
Ariel Cohen
CEO and Co-Founder · Navan
Ilan Twig
Cofounder and CTO · Navan
Oren Zeev
Co-Founder & Chairman · Tipalti
Chen Amit
Co-Founder & CEO · Tipalti
Everette Doss
Owner · Doss
Wiley Jones
Co-Founder & CEO · Doss
Alex Jin
Co-Founder · Bretton AI
Will Lawrence
Co-Founder & CEO · Bretton AI
Ram Palaniappan
Founder & CEO · Earnin
Chris Szymansky
Co-Founder & CTO · Fieldguide
Jin Chang
Co-Founder & CEO · Fieldguide
Kunal Verma
Co-Founder and CTO · AppZen
Prism market signals · United States · country-scoped Prism corpus, 3,466,406 docs
Market landscape — 10 sub-themes by coverage
Share of Finance & Accounting Tech coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
RESEARCH FROM California · institutions
What California researches in fintech
Southern California University for Professional Studies, USC, and UC Irvine lead California's fintech research, focusing predominantly on crowdfunding and financial distress prediction, with a cautiously contested tone (mean stance 0.22).
29 papersstance +0.2221% breakthrough46% concern
local research themes
FinTech, Crowdfunding, Digital FinanceFinancial Distress and Bankruptcy PredictionBlockchain Technology Applications and SecurityImbalanced Data Classification TechniquesMicrofinance and Financial InclusionEconomic Growth and Development
top institutions
- Southern California University for Professional Studies7
- University of Southern California7
- University of California, Irvine7
- Lincoln University - California3
- California University of Pennsylvania3
Common questions
How many Finance & Accounting Tech companies are there in California, United States?
Radar tracks 771 indexable Finance & Accounting Tech companies headquartered in California, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Tech companies in California, United States?
The Finance & Accounting Tech companies in California, United States on this list have raised a combined $17.1B in disclosed equity funding across 334 funded companies.
Which is the highest-funded Finance & Accounting Tech company in California, United States?
Navan is the highest-funded Finance & Accounting Tech company in California, United States, with $1.3B in disclosed equity funding.
How many Finance & Accounting Tech companies in California, United States are funded?
334 of the 771 Finance & Accounting Tech companies in California, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Tech unicorns are there in California, United States?
14 Finance & Accounting Tech companies in California, United States on this list are valued at $1B or more.
Who are the top investors in California, United States Finance & Accounting Tech companies?
The most active investors in California, United States Finance & Accounting Tech companies on this list include Y Combinator, 500 Global, Accel, Andreessen Horowitz, Lightspeed Venture Partners.
Rohit KhannaTrends & Stories
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.