Best Finance & Accounting Tech Companies in Ohio, United States
The 49 best Finance & Accounting Tech companies in Ohio, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Patriot Software.
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 Ohio
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Patriot Software Online accounting and payroll software | $17M | 57 mo ago | Series A | Mike Kappel Founder/CEO/Board Member | 2002 | Amazon WebstoreWordPressMySQL+30 | — | — |
| 2 | BuyerQuest Provider of procure-to-pay software | $15M | 109 mo ago | Acquired | — | 2011 | Cart FunctionalityApple iCloud MailMicrosoft 365+25 | 3 patents Automated catalog management for e‑procurement platforms | — |
| 3 | Integrated Mobile Wireless telecom device and cost management for mobility | $5M | 238 mo ago | Series A | Greg Pugh Founder | 2004 | — | — | — |
| 4 | Group Management Services Provider of risk management, employee benefits, payroll and tax management services | $5M | 76 mo ago | Funding Raised | — | 1996 | WordPress Site EditorWordPressMySQL+27 | 154 patents Advanced cosmetic and dermatological formulations using natural extracts and encapsulation technologies | — |
| 5 | Parcel Treasury management solutions for DAOs | $3M | 59 mo ago | Seed | Anubhav Girdhar Founder | 2020 | — | 3 patents Enhancing e‑commerce platforms with integrated CRM and localized website content | — |
| 6 | HubiFi Financial automation and analysis platform for high transaction businesses | $2M | 5 mo ago | Series A | William Kaper Co-Founder & CTO | 2023 | Webflow EcommerceWebflowSentry+23 | — | 1 partnership |
| 7 | WVC RubixCloud Cloud-based accounting services | $2M | 75 mo ago | Funding Raised | — | 2014 | — | — | — |
| 8 | FocusCFO Provider of accounting services | $1M | 61 mo ago | Seed | Brad Martyn Founder | 2001 | HubSpot CMS HubZohoGSAP+26 | — | 1 job opening |
| 9 | MedaSync AI-based software for data intelligence and workflow automation | $550K | 11 mo ago | Seed | Ryan Edgerly CEO | 2016 | — | — | 1 partnership |
| 10 | GetSqrl SaaS document reminder service | $550K | 150 mo ago | Seed | Ryan Watson Co-Founder & CEO | 2013 | — | — | — |
| 11 | Innovative Card Solutions Prepaid card solutions and technology platforms empowering electronic payments and financial literacy | $300K | 109 mo ago | Seed | Wyatt Goins Co-Founder & COO | 2007 | — | — | — |
| 12 | Beyond Software Project accounting and project management software | $250K | 145 mo ago | Seed | — | 2008 | HubSpot CMS HubZohoHubSpot+19 | — | — |
| 13 | AirCFO Provider of accounting, bookkeeping, payroll and tax compliance services | $169K | 76 mo ago | Funding Raised | Justin McLoughlin Founder & CEO | 2013 | WebflowGSAPOptinMonster+19 | — | 1 launch |
Top 12 Finance & Accounting Tech companies in Ohio
#1
Series A · Columbus, Ohio · founded 2023$2.5Mraised▾
Financial automation and analysis platform for high transaction businesses. It offers a real-time data-driven decision-making platform for businesses. It offers solutions for integrating financial sources, ledger management, audits, financial reporting, financial monitoring, and more.
- Feb 2026Series A$9.5M
- Jun 2024Seed$2.5M
#2
Seed · Cleveland, Ohio · founded 2016 · 5 employees$550Kraised▾
AI-based data intelligence and workflow automation software. Solutions offered by the company include cost analytics, case management, and business intelligence. Cost analytics assists in the identification of high-cost medications and equipment. Case management aids in the management of patient stay, monitoring clinical changes, and service costs, and transitions.
- Aug 2025Seed—
- Feb 2024Seed$1.6M
- Jul 2018Seed$550K
- May 2018Grant (prize money)$25K
#3
Series A · Canton, Ohio · founded 2002 · 325 employees$16.8Mraised▾
Online accounting and payroll software for small businesses. Helps employers automate their payroll, manage taxes, track vendor payments, income, expenses, and record payments. Also provides additional time, attendance software, and HR software for an extra cost.
- Oct 2021Series A—
- Feb 2019Series A$4M
- Jan 2019Series A$5.9M
- Oct 2018Seed$1.7M
#4
Acquired · Cleveland, Ohio · founded 2011 · 28 employees$15.4Mraised▾
BuyerQuest is a provider of procure-to-pay software. Its features include the management of e-procurement, spending and indirect spend, procure-to-pay processes, suppliers, supplier ordering, invoice automation, catalogues, procurement of services and integration with ERP systems. It includes a B2B marketplace that networks suppliers and contracted vendors for procurement. Its clients include Disney.
- Jun 2017Series A$3M
- Feb 2017Conventional Debt$4M
- Sep 2015Series A$7.4M
- Jan 2013Series A$4M
#5
Seed · Delaware, Ohio · founded 2020 · 10 employees$3Mraised▾
Treasury management solutions for DAOs. Offers multiple features including field optimizations, recurring payouts, strategic asset management, and more. It also provides mass payout solutions.
- Sep 2021Seed$2.5M
#6
Funding Raised · Columbus, Ohio · founded 1996 · 16 employees$4.6Mraised▾
Provider of risk management, employee benefits, payroll and tax management services
- Apr 2020Conventional Debt$4.6M
#7
Series A · Columbus, Ohio · founded 2004 · 68 employees$5Mraised▾
Integrated Mobile provided software to track wireless devices and manage mobility costs in enterprise. Company was merged with BroadSource when Enhanced Equity, the chief investor in IMI sold the company to Tripp Rackley, an investor in BroadSource.
- Sep 2006Series A$5M
#8
Seed · Columbus, Ohio · founded 2001 · 158 employees$1.1Mraised▾
Provider of accounting services
- Jul 2021Conventional Debt$905K
- Mar 2019Seed$226K
#9
Funding Raised · Maumee, Ohio · founded 2014 · 105 employees$1.8Mraised▾
WVC RubixCloud provides cloud-based accounting services for businesses such as franchise restaurants, real estate, family offices, and professional services firms. It offers services for accounting data collection, analysis, and reporting.
- Apr 2020Conventional Debt$1.8M
#10
Seed · Cincinnati, Ohio · founded 2013 · 3 employees$550Kraised▾
Sqrl is a document reminder service for accounting firms that reminds individual clients to submit every needed file to their accountant so that the documents can be processed. Sqrl provides a web application to create, track, auto-remind, and gather requests from individuals or large groups of people. Files collected by Sqrl are automatically synced to the user’s cloud storage account. Sqrl also delivers critical analytics to the sender about their clients, enabling them to gather information faster and make strategic pricing and business decisions.
- Jan 2014Seed$550K
#11
Seed · Cincinnati, Ohio · founded 2007$300Kraised▾
Prepaid card solutions and technology platforms empowering electronic payments and financial literacy. The company delivers prepaid card programs and technology platforms at the forefront of the electronic payments market, improving existing payment processes. They offer prepaid card solutions that provide a safe and convenient way to make purchases, pay bills, and get cash. The company's solutions offer financial literacy education, money management tools, eliminate the cost of processing paper checks, streamline delivery of payments, and allow integration with brands. They are an electronic payments technology company offering prepaid solutions for corporations, universities, financial institutions, non-profit organizations, and government agencies.
- Jun 2017Seed$50K
- Aug 2011Seed$250K
#12
Funding Raised · Cleveland, Ohio · founded 2013 · 19 employees$169.3Kraised▾
airCFO is a cloud-based accounting, finance and tax partner for startups across the United States. Our team helps you know what's ahead, and keeps your back-office in order so your team can focus on what they do best.
- Apr 2020Conventional Debt$169.3K
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.