Best Finance & Accounting Tech Companies in Pennsylvania, United States
The 69 best Finance & Accounting Tech companies in Pennsylvania, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: SunGard.
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 Pennsylvania
| # | Company | Last round | Disclosed funding | Employees | Founded | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ActiveWorx Accounts payable solutions for businesses | — | — | 22 | 1996 | Marty Michael CEO & President | — | — | — |
| 2 | Alloy Silverstein Business intelligence and accounting solution | — | — | 1 | 1959 | Steven Shapiro Founder | WordPressMySQLPHP+27 | — | 1 job opening |
| 3 | AppComputing Cloud-based budgeting, planning, consolidation, and reporting software for diverse industries | — | — | 6 | 2008 | Jack Yu Founder & CEO | — | — | — |
| 4 | ATG Accounting management solutions for small businesses | — | — | 11 | 1991 | — | WordPressMySQLPHP+22 | — | — |
| 5 | Bill Warrior Account receivable automation | — | — | — | 2015 | Morgan Lynch Founder & CEO | — | — | — |
| 6 | brentmark Brentmark is a software firm that offers financial planning services for estate, financial and retirement… | — | — | 5 | 1985 | — | Cart FunctionalityRubyTinyMCE+11 | — | — |
| 7 | Business Intelligence Technologies Online platform for financial planning and analysis | — | — | 23 | 2001 | — | — | 28 patents Advanced data visualization, UI layout optimization, and multi-perspective analytics for business intelligence. | — |
| 8 | Cigna Provider of health insurance, dental plans and medicare coverage | — | — | 72,500 | 1792 | Aarthi Chandrasekaran Director | Apple iCloud MailSalesforceVideoJS+27 | — | — |
Top 12 Finance & Accounting Tech companies in Pennsylvania
#1
Series B · Cranberry Township, Pennsylvania · founded 2017 · 36 employees$60Mraised▾
Software-based platform offering financial analytics solutions. It offers solutions for spending analytics, expense management, invoice management, variance reporting, approvals, procurement management, forecasting solutions, and more.
- Oct 2025Series B$40M
- Oct 2024Series A$20M
#2
Series A · Philadelphia, Pennsylvania · founded 2012 · 24 employees$3.3Mraised▾
Beneration provides invoice auditing & benefits administration software for businesses. It offers VerifiaBill software for invoice consolidation, reporting, and auditing solutions. It also offers CoverageSpace software for benefits administration and HR management solutions.
- Dec 2025Series A$3.3M
- Dec 2025Conventional Debt—
#3
Series A · Philadelphia, Pennsylvania · founded 2017 · 38 employees$16.1Mraised▾
Provider of cloud-based EDI solutions to the logistics industry. Product offerings include a solution to store supply chain data, provide integration solutions for external systems via APIs/EDI. It also provides solutions for tracking and automating agent bookings.
- Jan 2025Series A$825K
- May 2022Series A$11.1M
- Apr 2021Series A$5M
#4
Acquired · Philadelphia, Pennsylvania · founded 2012 · 16 employees$227.6Mraised▾
Provider of financial management tools for small businesses and freelancers. It offers expense tracking, invoicing, and tax filing solutions. The platform provides automated expense categorization, payment tracking, and invoice management. It also offers support from experts for bookkeeping and value-added tax.
- Apr 2024Series D$87.9M
- Aug 2022Conventional Debt$35.9M
- Jul 2022Series C$3.3M
- Dec 2021Series C$35.9M
#5
Series A · Bethlehem, Pennsylvania · founded 2012 · 24 employees$100Kraised▾
Data automation solutions for the electronics industry, ensuring clean, connected data. The company offers a suite of software products designed to streamline data management across the supply chain. Its offerings include solutions for trade document and data processing, customer-facing API enablement, part data management, part data syndication, and supplier data intake. The platform connects systems, partners, and data sources, facilitating seamless data flow. It provides data security through SOC compliance and proprietary encryption technology. The company's services cater to businesses seeking to accelerate transactions, maintain data accuracy, and improve overall operational efficiency through data automation. It is a B2B, SaaS, software company.
- Nov 2025Series A—
- Nov 2015Seed$100K
#6
Acquired · Wayne, Pennsylvania · founded 1982 · 25000 employees$2.1Braised▾
SunGard Data Systems provides software and processing solutions to financial services industry in the United States and internationally. The company operates in four segments: Financial Systems, Higher Education, Public Sector, and Availability Services.
- Mar 2014Conventional Debt$1.3B
- Aug 2009Conventional Debt$316M
- Jan 2004Conventional Debt$500M
#7
Series B · Philadelphia, Pennsylvania · founded 2018 · 84 employees$67.3Mraised▾
SaaS-based performance management system for sales professionals. It offers features solutions for sales compensation, commission tracking, forecasting of earnings, performance and goals tracking, KPIs and dashboards etc. It is available for multiple subscription plans depending on the size of the business.
- Apr 2022Series B$41M
- Jul 2021Series A$21.3M
- Apr 2021Seed—
- Mar 2019Seed$3.5M
#8
Seed · Philadelphia, Pennsylvania · founded 2024$1.5Mraised▾
Financial management platform for businesses. It offers solutions for business valuations, risk management, revenue management, succession, estate, tax planning, and more. It also offers solutions for liquidity management.
- Oct 2023Seed$1.5M
#9
Series B · Philadelphia, Pennsylvania · founded 2002 · 33 employees$16.9Mraised▾
Neat is a Cloud-based Digital Filing Systems for the home and small business, Neat provides indocument identification and helps users to easily organize, store, find, secure, and use information. Its NeatDesk product is a high-speed desktop scanner and Digital Filing System that transforms all the paper on a person’s desk into organized digital files. NeatReceipts is a application that uses smatphone camera to scan business cards, receipts, documents, and more – in a size that is ideal for travel. Is a winner of the Philly 100 and the Deloitte Fast 50, In 2012, Neat was named the Technology Company of the Year by the Philadelphia Alliance for Capital and Technology (PACT).
- Mar 2016Series B$1.1M
- Jun 2010Series B$2.8M
- Aug 2009Series B$7.5M
- Aug 2006Series A$5.5M
#10
Seed · Wilkes Barre, Pennsylvania · founded 2021 · 7 employees$3Mraised▾
Billing management solutions for SaaS enterprises. It offers solutions for quotes management, invoice processing, financial reporting management, credit management, and more. It also offers payment management solutions.
- Aug 2022Seed—
- Nov 2021Seed$3M
#11
Series B · Blue Bell, Pennsylvania · founded 1997$20.5Mraised▾
Exploring the essence of ingredients for delicious and safe food experiences. This company delves into the world of food ingredients, focusing on safety and taste. They explore the relationship between ingredients and their impact on health and well-being. They aim to enhance food experiences by carefully selecting and utilizing ingredients. They are dedicated to providing information and insights into the world of food ingredients, promoting informed choices for consumers and businesses alike. They explore the latest trends and innovations in the food industry, offering a comprehensive understanding of ingredients and their applications. They are committed to quality and safety, ensuring that all ingredients meet the highest standards.
- May 2007Series B$7.5M
- Jun 2004Series B$13M
#12
Acquired · Philadelphia, Pennsylvania · founded 2016 · 3 employees$3.2Mraised▾
Provider of SaaS-based data aggregation and analytics platform. It enables financial advisors and wealth managers to monitor and manage their portfolio performance. Provides benchmark tools to compare performance against their peers.
- Nov 2021Series A—
- May 2021Series A$100K
- Jul 2019Series A$40K
- Mar 2018Series A$3M
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.