Best Finance & Accounting Tech Companies in Chicago, United States
The 53 best Finance & Accounting Tech companies in Chicago, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: SpringCM.
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.
Ranked: Best Finance & Accounting Tech companies in Chicago
| # | Company | Last round | Disclosed funding | Employees | Stage | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Bectran Cloud platform optimizing order-to-cash lifecycle with AI and automation | — | — | 33 | Unfunded | 2010 | SalesforceIntercomBootstrap+22 | — | 1 partnership |
| 2 | Chainifi Software-based platform for payment and financial analytics solutions | — | — | — | Funding Raised | 2021 | — | — | — |
| 3 | Clarcity Integrated travel and expense management solution for businesses of all sizes | — | — | 9 | Funding Raised | 2010 | — | — | — |
| 4 | Cobalt Solutions Compensation solutions: consulting, software, and training for simplified pay management | — | — | — | Unfunded | 2015 | — | 93 patents Biotechnological methods for microbial fermentation, product purification, and growth inhibitor removal. | — |
| 5 | eAlliance Corporation Accounting software for businesses | — | — | — | Unfunded | 2002 | — | — | — |
| 6 | Evolution Collect Debt collection software solution for efficient debt recovery and agency management | — | — | — | Funding Raised | 2012 | — | — | — |
| 7 | Finrails Accounts payable solutions for businesses | — | — | — | Unfunded | 2015 | — | — | — |
| 8 | Harvard Collection Services Compassionate debt collection agency specializing in government, utilities, education, medical, and real… | — | — | — | Unfunded | 1982 | Cart FunctionalityWooCommerceWordPress+23 | — | — |
Top 12 Finance & Accounting Tech companies in Chicago
#1
Series B · Chicago, Illinois · founded 2022 · 61 employees$35Mraised▾
Provider of AI-powered automation software for K-1, K-3, and 990 tax reporting. This software automates the receipt and production of K-1s, streamlining the process for both investors and advisors. It also offers automated 990 exempt reporting and filing, including e-filing capabilities. The platform integrates with various other software solutions and provides support, training, and onboarding services. The software aims to reduce manual effort, costs, and risks associated with alternative investment tax compliance.
- Apr 2026PE$175M
- Sep 2024PE$20M
- Dec 2022Series B$15M
#2
Series B · Chicago, Illinois · founded 1991 · 46 employees$43.5Mraised▾
OnShore Security provides cybersecurity services. Provides real-time monitoring, correlation, and analysis of an organization's network. The company uses IDS (intrusion detection system) technologies and collect data from cloud-placed sensors, firewalls, network devices etc and correlate data into company's proprietary SIEM (security information and event management) to provide end-to-end security.
- Feb 2026Series B$31M
- Oct 2024Series A$12M
- Jan 2023Unattributed$500K
#3
Series B · Chicago, Illinois · founded 2020 · 94 employees$56Mraised▾
AI and SaaS-based revenue cycle management tool for healthcare providers. It provides an end-to-end revenue cycle platform to provide operational insights, patient access, collecting data, claims management, navigating payer portals, and more.
- Sep 2024Series B$10M
- Mar 2023Series B$45.1M
- Dec 2021Series A$8.9M
#4
Series C · Chicago, Illinois · founded 2015 · 158 employees$67Mraised▾
AI-based suite solutions for finance and accounting management. It offers solutions for bookkeeping, financial reporting, account reconciliation, budgeting, forecasting, tax management, tax filing, auditing, and more. It also offers solutions for advisory strategy and HR management.
- Jun 2023Series C$25M
- Sep 2021Series B—
- Aug 2021Series B—
- Jul 2021Series B$25M
#5
Series C · Chicago, Illinois · founded 2002 · 115 employees$117.1Mraised▾
Cloud based platform offering software for time tracking. The platform offers features such as time tracking, invoice management, reporting, accounting software integration, and more. It also offers project management, payment processing, and resource management solutions.
- Jan 2022Series C$100M
- May 2019Series B$14M
- May 2014Series A$413.2K
- May 2014Conventional Debt—
#6
Series B · Chicago, Illinois · founded 2007 · 97 employees$23Mraised▾
AI-based spend analysis and management solution for businesses. Its products include Virtuosi, a machine learning-enabled spend analytics platform that helps organizations gain insights from the data, Vitesse, a tail spend management solution, Sourceforce App for analytics, and reporting functionality for procurement project management and savings tracking.
- Jun 2023Series B$8M
- Jul 2021Series B$15M
- Jan 2020Series A$3M
#7
Acquired · Chicago, Illinois · founded 2005 · 161 employees$136.1Mraised▾
SpringCM provides cloud enterprise content and contract management solutions for businesses. It features on-demand workflow automation and document management for the legal and sales team in a web-based environment. The platform manages the contract lifecycle from contract creation through negotiation, approvals, signature, archiving, and renewals. The product includes workflow, mobile, and security features that eliminate time-consuming manual steps in critical business processes. It integrates with Salesforce and provides visibility into the status of contracts. Its major clients are ADP, Aetna, AthenaHealth, and CableOne.
- Jun 2018Conventional Debt$10.5M
- Feb 2017Series E$25M
- Jun 2016Conventional Debt—
- Jun 2016Series D$17.5M
#8
Series A · Chicago, Illinois · founded 2018 · 9 employees$305Kraised▾
SymmetRE is an online deposit administration solution for real estate owners and operators. The platform offers its solutions to landlords and property managers to reward residents through security deposit optimization. The platform can be integrated with ERP software and deposit accounts.
- Feb 2025Series A$5M
- Aug 2018Seed$305K
#9
Series C · Chicago, Illinois · founded 2010 · 30 employees$31.4Mraised▾
Eved provides a spend management and payments platform for businesses. Offers a complete Source-to-Pay cloud-based technology solution that automates the buying and selling of meetings.
- Sep 2020Series C$1.9M
- Dec 2015Series C$14.4M
- Jan 2013Series B$1.7M
- Jan 2012Series B$9.5M
#10
Seed · Chicago, Illinois · founded 2021 · 7 employees$660Kraised▾
Provider of the nonprofit financial management platform. It offers solutions such as automated financial compliance, consolidated transaction processing, and more. The platform can be integrated with fundraising, finance, and program data.
- May 2024Seed$15K
- Dec 2022Seed$625K
- Jun 2022Seed$20K
#11
Acqui-Hired · Chicago, Illinois · founded 2014 · 18 employees$8.5Mraised▾
TurboAppeal is a software tool that assists attorneys and clients in automating and streamlining the cumbersome process of filing property tax appeals. It’s proprietary machine-learning algorithm mines through extremely large datasets to not only assure the most accurate evidence is generated but to also cleanse and verify customer data. It charges 30% of user's first year's savings and service is free in case of unsuccessful appeal. The company has been recognized by Tech Cocktail as the runner-up for National Startup of the Year in 2015.
- Oct 2016Series A$4M
- Jan 2016Seed$3M
- May 2015Seed$1.5M
#12
Seed · Chicago, Illinois · founded 2018 · 11 employees$2Mraised▾
AI & cloud-based cash flow management solutions for small businesses. It assists in making financial decisions through cash flow forecasting and financial projections. Offers accounting integration software- QuickBooks, Xero, and stripe. Available for monthly and yearly subscriptions.
- Apr 2022Seed$2M
- 2019Grant (prize money)$50K
Funding & investor landscape
Notable founders
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
How research on Fintech is moving in the United States
A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 907 United States-affiliated papers.
- Film Independent54
- United States Department of Commerce26
- Community Partners22
- University of Virginia18
- International Monetary Fund12
- Financial services42
- Database transaction16
- Payment15
- Scalability12
- Credit risk11
- Financial services7→190
- Financial inclusion2→74
- Payment2→50
- Mobile payment3→29
- Leverage (statistics)1→21
- Financial services9→149
- Financial inclusion1→56
- Payment2→27
- Investment (military)1→19
- Cryptocurrency1→17
Where fintech is researched across United States
Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.
Who's filing fintech patents in the United States
United States fintech patent filing is accelerating — 20 filings from 16 assignees (2016–2025), led by Mastercard International, Verifone, Financial Cloud Innovations; annual filings 1→7.
- Mastercard International20
- Verifone4
- Financial Cloud Innovations2
- Atombeam Technologies2
- Salah ALI Khalil1
- LNW Gaming1
- Kassetty Nikhil1
- DR Mariappan RAJA1
Common questions
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.