Best Finance & Accounting Tech Companies in Colorado, United States
The 54 best Finance & Accounting Tech companies in Colorado, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Avalara MyLodgeTax.
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 Colorado
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Avalara MyLodgeTax Cloud-based tax filling & management solutions for businesses 96Innovation top 7%Tech top 14%Patents top 19%Market top 20% All 13 signals ▾Innovationtop 7% Techtop 14% Patentstop 19% Markettop 20% Fundingtop 20% Globaltop 24% Moattop 31% Growthtop 33% Newstop 35% Producttop 35% Talenttop 36% Fin. healthtop 41% AItop 45% Innovation: 190 patents (top 3% of patent-holders) · 9 new-product events in 24 mo Tech: 82 technologies across 7/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 96/100 | $343M | 59 mo ago | Unfunded | — | 2003 | TurbopackSentryApple iCloud Mail+37 | 190 patents Automated cross‑border tax calculation and compliance services for online transactions | 1 job opening |
| 2 | PaySimple Online Payment and Invoicing for small business | $137M | 116 mo ago | Series B | — | 2006 | WordPress Block EditorWordPressApple iCloud Mail+27 | — | — |
| 3 | Billing Platform Provider of cloud-based platform for automating enterprise revenue lifecycle processes | $104M | 29 mo ago | Series C | Leonid Solomonik Co-Founder & CTO | 2009 | Cart FunctionalityWordPressApple iCloud Mail+29 | — | 1 launch |
| 4 | Oildex Cloud-based oil and gas accounting software | $38M | — | Acquired | — | 1999 | — | — | — |
| 5 | Netgain Solutions Developer of NetSuite native software for accounting and financial management | $35M | 27 mo ago | Series C | Nathan Smart Co-Founder & President | 2018 | WebflowSentrySalesforce+24 | — | 1 launch · 1 partnership |
| 6 | Brightwave AI-based financial management platform | $21M | 20 mo ago | Series A | Brandon Kotara Co-Founder | 2023 | SentryApple iCloud MailGoogle Workspace+23 | — | 5 launchs · 1 partnership |
| 7 | Commerce Sync Automated bookkeeping connector for QuickBooks and Xero, simplifying sales data transfer | $20M | 125 mo ago | Acquired | — | 2005 | — | — | — |
| 8 | Income Lab Developer of software for retirement income planning and financial advising | $5M | 17 mo ago | Series A | Johnny Poulsen Co-Founder & CEO | 2018 | WordPressMySQLPHP+26 | — | 1 expansion |
| 9 | Equa Start Cloud-based document creation and version management solutions | $5M | 61 mo ago | Seed | — | 2018 | — | — | — |
| 10 | BodeTree Financial performance management for SMBs | $3M | 146 mo ago | Seed | — | 2010 | — | — | — |
| 11 | Deduction Provider of AI-powered tax preparation and filing services with CPA oversight | $3M | 8 mo ago | Seed | Jonathan Kieliszak Co-Founder & CTO | 2024 | WebflowApple iCloud MailGoogle Workspace+19 | — | — |
| 12 | ResourceX Cloud-based platform for financial planning and budgeting | $2M | 37 mo ago | Acquired | Chris Fabian Co-Founder | 2015 | — | — | — |
| 13 | Avalara MyLodgeTax Cloud-based tax compliance automation software for businesses of all sizes | $2M | 143 mo ago | Acquired | Robert Stephens Co-Founder | 2003 | — | — | — |
| 14 | Inbuild Technologies Developer of AI-powered invoice processing software integrating with construction platforms | $125K | 37 mo ago | Seed | Ian Sharp Co-Founder & COO | 2021 | — | — | — |
Top 12 Finance & Accounting Tech companies in Colorado
#1
Seed · Denver, Colorado · founded 2024$2.8Mraised▾
Provider of AI-powered tax preparation and filing services with CPA oversight. The service organizes financial documents and offers advice throughout the year. Returns are verified by professional CPAs to ensure accuracy. The platform secures sensitive information and provides a vault for document storage.
- Nov 2025Seed$2.8M
#2
Series A · Boulder, Colorado · founded 2023$21Mraised▾
AI-based financial management platform. It offers an AI-based research assistant that provides economic analysis on demand. It offers solutions for financial insights, scenario analysis, and thoughtful analysis on various financial topics, including macroeconomic trends, breaking news, and individual equities.
- Oct 2024Series A$15M
- Jun 2024Seed$6M
#3
Series A · Denver, Colorado · founded 2018 · 17 employees$5Mraised▾
Developer of software for retirement income planning and financial advising. The software provides tools for tax planning, annuity planning, and Social Security optimization. It offers features such as retirement stress tests and interactive planning views. The software aims to help advisors provide clear directions for clients navigating retirement.
- Jan 2025Series A$3.8M
- Jul 2023Seed$550.2K
- Apr 2022Seed$1.9M
- Sep 2021Seed$1.7M
#4
Series C · Englewood, Colorado · founded 2009 · 198 employees$104Mraised▾
Provider of cloud-based platform for automating enterprise revenue lifecycle processes. The platform supports subscriptions and usage-based pricing models. It offers features such as billing, payments, financial management, and revenue recognition. The platform provides tools for accounts receivable automation, e-invoicing, and customer portals.
- Jan 2024Series C$90M
- Dec 2019Series B$10M
- Aug 2017Series A$4M
#5
Series C · Littleton, Colorado · founded 2018 · 83 employees$35Mraised▾
Developer of NetSuite native software for accounting and financial management. The software automates tasks, reconciliations, amortizations, and provides real-time visibility with audit-ready reports. Products include solutions for financial close, cash management, asset management, and lease accounting. The software integrates with other platforms for e-commerce, CRM, and more.
- Apr 2024Series C$35M
#6
Unfunded · Centennial, Colorado · founded 2003 · 2601 employees$343Mraised▾
Cloud-based tax filling & management solutions for businesses. It offers solutions for short-term rental tax, rates, due dates, filing requirements, tax filing payment history, and more. It also offers solutions for tax returns, remit tax payments, and renewing each license.
#7
Series B · Denver, Colorado · founded 2006 · 3016 employees$137.3Mraised▾
PaySimple provides SaaS online payment solutions targeted to small businesses. Key features include recurring billing, electronic invoicing, hosted online payments, telephone payments, ACH debits, credit card processing and echeck processing. The company differentiates itself by offering integrated invoicing and payment acceptance in one system. Typically these need to be integrated externally, often with two different companies. In addition, PaySimple offers hosted customizable features, such as online payment pages, that businesses can set up and customize without requiring technical experience or security certifications. Provides one view dashboard for merchants to view and manage all the payments and their customers. Has more than 10k small business merchants as their customers.
- Oct 2016PE$115M
- Sep 2011Series B$16M
- Sep 2009Series A$4M
- Apr 2008Series A$2.2M
#8
Acquired · Denver, Colorado · founded 2015 · 11 employees$2.4Mraised▾
Cloud-based platform for financial planning and budgeting. It provides data analysis and data application tools for the government to program budgeting, open-source data publishing, budget performance metrics, budget analyzer, etc.
- Jun 2023Seed$500K
- Jan 2023Seed$350K
- Nov 2021Seed$1.5M
#9
Acquired · Denver, Colorado · founded 2005 · 16 employees$19.9Mraised▾
Automated bookkeeping connector for QuickBooks and Xero, simplifying sales data transfer. This is a SaaS platform that provides automated solutions for businesses seeking to streamline their accounting processes. It offers a cloud-based service that automates the transfer of sales data into accounting software, eliminating manual data entry and saving time. The platform offers features like effortless data sync automation, historical data syncing, and different sync modes (Summary, Customer, or Categories). It caters to various industries, including restaurants, retail, multi-location businesses, and salons. It offers subscription-based pricing plans and provides support via email and chat. The core value proposition is to simplify bookkeeping, ensure accurate data transfer, and provide cost-effective solutions for businesses using QuickBooks Online, QuickBooks Desktop, and Xero.
- Jan 2016Series C—
- Aug 2012Conventional Debt$3.6M
- Sep 2011Series C$7.1M
- Jan 2010Series C$2.7M
#10
Acquired · Denver, Colorado · founded 1999 · 76 employees$38Mraised▾
Oildex is a provider cloud-based oil and gas accounting software with workflow automation and electronic document exchange. It features solutions for invoicing, financial reporting, analytics, sales & supplier management, price tracking, etc.
#11
Seed · Denver, Colorado · founded 2018 · 12 employees$5Mraised▾
Equa Start provides cloud-based document creation and version management solutions. It allows teams to design agreements, manage organizational challenges and documentation solutions. It enables users to track document versions, clean documents and provides permission access. It also provides business agreements, document formations and notification management solutions.
- Jun 2021Seed$390K
- May 2021Conventional Debt$2.5M
- Mar 2021Seed$2.3M
#12
Seed · Denver, Colorado · founded 2010 · 1 employees$3.2Mraised▾
BodeTree’s online tool, connects with a small business’ day-to-day accounting software to create a comprehensive snapshot of the company’s financials, forecasts, and valuation. BodeTree also helps small businesses set growth goals and strategy, and provides an easy way to apply for and access loans. BodeTree works with QuickBooks to create an online financial analytics dashboard complete with professional reports and deep insights that typically require the use of an expensive consultant. The company claims it is currently being used by 35,000 customers.
- May 2014Seed$2M
- Apr 2013Seed$1.2M
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.