Radar · Finance & Accounting Tech in San Francisco
Best Finance & Accounting Tech Companies in San Francisco, United States
The 309 best Finance & Accounting Tech companies in San Francisco, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Tradeshift.
By Rohit KhannaTrends & Stories
309companies tracked
$8.8Bdisclosed funding
10unicorns
189have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING TECH × SAN FRANCISCO
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
1.6Mcombined LinkedIn audience
67%of audience held by top 3
6companies hiring publicly (12 mo)
Ranked: Best Finance & Accounting Tech companies in San Francisco
| # | Company | Disclosed funding | Last round | Stage | Employees | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Tradeshift 🦄 Provider of cloud platform for e-invoicing, AP automation, and global compliance | $1.2B | 34 mo ago | Series G | — | WordPressApple iCloud MailGoogle Workspace+32 | — | 1 award |
| 2 | Carta 🦄 Software-based equity management solutions | $1.2B | 58 mo ago | Series G | 882 | ContentfulCart FunctionalitySentry+37 | — | 1 award |
| 3 | Gusto 🦄 Cloud-based payroll, benefits, and HR software for small and medium-sized businesses | $718M | 49 mo ago | Series E | 5,876 5,876 → 4,457 (-24%) | Amazon WebstoreSentryApple iCloud Mail+46 | 30 patents Targeted amplicon sequencing for disease diagnostics and engineered microbial therapeutics | — |
| 4 | Chargebee 🦄 Cloud-based billing and revenue management solutions | $470M | 27 mo ago | Series H | 501 | Cart FunctionalityWordPressSentry+38 | — | 3 awards |
| 5 | 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 | WebflowApple iCloud MailGoogle Workspace+30 | 25 patents Reusable segmented closure mechanisms for containers and portable air filtration solutions | 1 job opening · 1 launch |
| 6 | Enable 🦄 Provider of rebate management software for pricing and commercial strategies | $274M | 31 mo ago | Series D | 627 | WebflowThinkificProton Mail+31 | 13 patents Visual guidance for microlaparoscopic needle insertion and voice‑driven multimedia content search | — |
| 7 | Found Accounting and bookkeeping management solutions for small businesses | $119M | 24 mo ago | Series B | 35 | ContentfulTurbopackstyled-components+28 | — | — |
| 8 | Settle Provider of procurement, accounts payable automation, and working capital solutions | $96M | 34 mo ago | Series B | 109 | Node.jsRadix UITailwind CSS+31 | — | — |
| 9 | 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 | — | WebflowGSAPHubSpot+14 | — | 1 launch · 3 partnerships |
| 10 | Klarity Account receivables and billing management platform | $90M | 23 mo ago | Series B | — | SanityTurbopackNode.js+29 | — | — |
| 11 | Collective Cloud-based back-office platform for self-employed and businesses | $82M | 12 mo ago | Series C | 61 | Apple iCloud MailGoogle WorkspaceMUI+25 | 12 patents Integrated data-driven platforms for targeted healthcare devices and ad personalization | 1 award |
| 12 | 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 | WebflowSentryApple iCloud Mail+30 | — | 1 partnership |
| 13 | 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 | WebflowCart FunctionalityAmazon Web Services+27 | — | — |
| 14 | 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 | Webflow EcommerceWebflowWordPress+26 | — | 1 launch |
| 15 | 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 | WebflowApple iCloud MailGoogle Workspace+32 | — | — |
| 16 | Levelpath Provider of an AI-native platform for procurement, sourcing, and contract management | $44M | 11 mo ago | Series B | 26 | SentryApple iCloud MailGoogle Workspace+9 | — | 1 job opening · 1 partnership |
| 17 | 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 | SentryApple iCloud MailGoogle Workspace+22 | — | — |
| 18 | Arkestro AI-powered procurement platform to optimize buying decisions for enterprises | $42M | 13 mo ago | Series A | 82 | WordPressMySQLPHP+39 | 8 patents AI-powered procurement analytics for supplier selection, pricing reasonableness, and recommendation orchestration | — |
| 19 | Parker Provider of business expense card solutions for e-commerce businesses | $37M | 19 mo ago | Series B | 37 | ContentfulNode.jsTailwind CSS+30 | — | 1 job opening |
| 20 | Monograph Budget tracking solutions for architecture, landscape, and interior firms | $29M | 16 mo ago | Series B | 40 | WebflowSentryCanny+27 | — | — |
| 21 | 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 | 13 mo ago | Series B | 24 | SentryNode.jsTailwind CSS+26 | — | — |
| 22 | Bitwave Accounting solutions for crypocurrencies | $22M | 20 mo ago | Series A | 5 | WebflowApple iCloud MailGoogle Workspace+20 | — | 1 partnership |
| 23 | BRM AI-powered vendor and procurement management solutions for finance and compliance | $22M | 18 mo ago | Series A | — | Framer SitesReactCloudflare+12 | — | 2 launchs |
| 24 | 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 | — | HubSpot CMS HubApple iCloud MailMaterial Design Lite+33 | — | — |
| 25 | Gigs Provider of platform for telecom services | $20M | 18 mo ago | Series B | 50 | StoryblokApple iCloud MailGoogle Workspace+21 | — | — |
| 26 | Comulate Revenue automation and intelligence platform for brokers | $20M | 16 mo ago | Series B | — | WebflowSentryApple iCloud Mail+19 | — | — |
| 27 | 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 | — | — | 89 patents Fluid handling pumps/meters and vehicle anchoring systems for industrial applications | — |
| 28 | Torpago 🦄 Software-based platform for corporate cards and spend management solutions | $17M | 11 mo ago | Series B | 31 | WordPressBugHerdMySQL+25 | — | — |
| 29 | Koala AI-powered sales platform to prioritize leads and improve engagement | $15M | 15 mo ago | Series A | 6 | InstatusNode.jsRadix UI+16 | — | — |
| 30 | Zentist Provider of billing solutions for dentists | $14M | 21 mo ago | Series C | 138 | WebflowZohoVimeo+34 | — | — |
| 31 | Fintary Automated payout solutions for revenue operations | $10M | 7 mo ago | Series A | — | WebflowApple iCloud MailGoogle Workspace+12 | — | — |
| 32 | Salsa Provider of payroll infrastructure platform | $10M | 13 mo ago | Series A | 26 | WebflowAmazon Web Servicescore-js+12 | — | — |
| 33 | Comprehensive Platform offering compensation management software | $9M | 14 mo ago | Series A | 39 | Node.jsGoogle Sign-inTailwind CSS+21 | — | — |
| 34 | 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 | PrismicNode.jsAmazon Web Services+14 | — | 1 job opening · 2 partnerships |
| 35 | Fondo Provider of bookkeeping, tax preparation, and tax credit services for startups | $8M | 19 mo ago | Seed | 64 | Webflow EcommerceCart FunctionalityWebflow+31 | — | 4 launchs |
| 36 | Anatomy Provider of AI-powered solutions for healthcare financial operations and reconciliation | $8M | 18 mo ago | Series A | — | WebflowAmazon Web Servicescore-js+14 | — | 1 partnership |
| 37 | Kintsugi Cloud-based platform for sales tax management | $7M | 14 mo ago | Series B | 2 | Framer SitesApple iCloud MailGoogle Workspace+24 | — | 1 launch |
| 38 | Stackpack Provider of a vendor intelligence platform for finance and operations teams | $6M | 13 mo ago | Seed | — | SanityNode.jsRadix UI+26 | — | 1 launch · 1 partnership |
| 39 | Zocks AI-based communication management platform for financial advisors | $6M | 4 mo ago | Series B | — | DudaReactstyled-components+28 | — | 3 launchs · 1 award |
| 40 | Taxo Developer of data extraction and reasoning engine for healthcare administration | $6M | 14 mo ago | Seed | — | — | — | — |
| 41 | Mazlo Mazlo is a specialized fintech platform designed specifically for nonprofits and fiscal sponsors | $4M | 9 mo ago | Seed | — | — | — | 1 partnership |
| 42 | Makers Hub Provider of accounts payable automation software integrating with QuickBooks | $4M | 18 mo ago | Seed | 2 | Tailwind CSSAmazon Web ServicesReact+20 | — | 1 launch |
| 43 | Sphere Online platform offering leadership training | $4M | 7 mo ago | Series A | 22 | WebflowRiveSwiper+15 | 3 patents Green building product recommendation platforms and web-based performance analytics for products/services | — |
| 44 | Campfire Software-based accounting solutions platform for startups | $4M | 11 mo ago | Series A | — | ContentfulAmazon Web ServicesNetlify+20 | 24 patents AR collaboration and cross‑platform interactive experiences via wearable headsets and devices | — |
| 45 | Beam Provider of construction and financial management software for construction businesses | $4M | 16 mo ago | Series A | 10 | WebflowKnockout.jsAmazon Web Services+23 | 82 patents Patents concentrated in chemistry & materials | — |
| 46 | Inscope Financial management platform for businesses | $4M | 4 mo ago | Series A | — | WebflowAmazon Web ServicesGSAP+20 | — | — |
| 47 | Open Ledger Developer of accounting application programming interface for software as a service | $3M | 14 mo ago | Acquired | — | WebflowAmazon Web ServicesPostHog+17 | — | — |
| 48 | Truewind Provider of AI-powered platform automating financial document processing and reconciliation | $3M | 17 mo ago | Series A | 8 | Framer SitesApple iCloud MailUIKit+20 | — | — |
| 49 | Visible Provider of tools for investor relations, venture fundraising, and portfolio monitoring | $2M | 12 mo ago | Seed | 14 | BootstrapAtlassian StatuspageAmazon Web Services+16 | 22 patents Online reputation management and sentiment analysis for consumer-generated media | — |
| 50 | Fazeshift Provider of AI-driven solution automating accounts receivable workflows and cash application | $125K | 1 mo ago | Series A | — | WebflowApple iCloud MailAmazon Web Services+23 | — | — |
Top 12 Finance & Accounting Tech companies in San Francisco
#1
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
#2
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
#3
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
#4
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
#5
Series C · San Francisco, California · founded 2016 · 23 employees$53.4Mraised▾
Series C · San Francisco, California · founded 2016 · 23 employees
Cloud based employee time tracking software for the legal sector. It leverages machine learning algorithms that automatically captures the time spent by lawyers. It collects and analyzes time spent on tasks by individuals, companies, and IT professionals. It creates a visual datasheet of time entries to manage tasks chronologically. It can be integrated with billing systems.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Funding
top 24%Growth
top 28%AI
top 30%Moat
top 31%Talent
top 38%Product
top 40%Funding: Raised $53.4M across 4 rounds · 4 rounds over 9 yrs (0.4/yr) · Last round Series C (Aug 2025)
Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo
AI: Classified as an AI company · Product described with: machine learning
Audience (LinkedIn): 9k LinkedIn followers
Funding rounds
- Aug 2025Series C—
- Jun 2025Series C$100M
- Mar 2022Series B$36.5M
- Nov 2019Series A$13.2M
Founders & team
Investors
ACME, Anthos Capital, Upfront Ventures, Initialized Capital, The House Fund, TimeVentures
Tech stack
Amazon SesAmazon Web ServicesApple Icloud MailCdnjsCloudflareCloudflare Bot Management
#6
Series A · San Francisco, California · founded 2023$19.7Mraised▾
Series A · San Francisco, California · founded 2023
Automated accounting and finance platform for startups. It offers a platform that automates bookkeeping and tax processes for growing startups. It offers services and software features to handle finances and replace external spreadsheets for startups. Its features include month-end closing, bookkeeping, tax filing, and more.
Fliar Intelligence Index™ 19how this company ranks against its industry peers
Funding
top 35%Talent
top 38%Patents
top 39%Innovation
top 46%Global
bottom 42%Moat
bottom 40%Funding: Raised $19.7M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) · Last round Series A (Dec 2025)
Talent: 2 named leaders on record · 2 C-suite/founder profiles curated
Patents: 90 patents matched (strict assignee match) · 1 filings since 2022 vs 18 in 2017-21 · Latest publication 2022
Audience (LinkedIn): 4k LinkedIn followers
Funding rounds
- Dec 2025Series A$15M
- Feb 2025Seed$4.7M
Founders & team
Investors
Accel, base case, Comma Capital, Designer Fund, Operator Collective
#7
Zip 🦄Series D · San Francisco, California · founded 2020 · 218 employees$358Mraised▾
Zip 🦄
Series D · San Francisco, California · founded 2020 · 218 employees
Provider of a platform for procurement orchestration, intake, and spend management. The platform offers features such as procure-to-pay automation, supplier onboarding, and sourcing. It includes risk orchestration, an AI procurement concierge, global payments, and vendor cards. The platform provides solutions for procurement, finance, accounting, IT, security, and legal teams. It serves startups, mid-market, and enterprise-level organizations across various industries.
Fliar Intelligence Index™ 74how this company ranks against its industry peers
Funding
top 18%Moat
top 25%Patents
top 32%Market
top 35%Tech
top 35%Product
top 36%Funding: Raised $358M across 6 rounds · 6 rounds over 6 yrs (1.0/yr) · Last round Series D (Oct 2024)
Moat: Editorial + unicorn rating 9/10 · IP moat: 25 patents · Unicorn
Patents: 25 patents matched (strict assignee match) · 16 filings since 2022 vs 8 in 2017-21 · Latest publication 2026
Audience (LinkedIn): 52k LinkedIn followers — 3.3% of this cohort's audience · 41 engagements/post (2.6× cohort median)
Hiring (LinkedIn): 1 hiring post in 12 mo (public) · hiring: Principal Product Manager, Global Payments Platform and Controls, AI Forward Deployed Engineer
Activity (LinkedIn): 1 product launches announced in 12 mo
Funding rounds
- Oct 2024Series D$190M
- May 2023Series C$100M
- May 2022Series B$43M
- Aug 2020Seed$150K
Founders & team
Investors
Y Combinator, CRV, Tiger Global Management, DST Global, Alkeon Capital Management, Adams Street Partners
Tech stack
Amazon S3Amazon SesAmazon Web ServicesApple Icloud MailCloudflareCloudflare Browser Insights
#8
Series A · San Francisco, California · founded 2023$21Mraised▾
Series A · San Francisco, California · founded 2023
Automated accounting and tax management software. It offers an automated tax and accounting system designed for businesses. It offers solutions for accounting, business registration, bookkeeping, tax management, business banking, transaction management, and more.
Fliar Intelligence Index™ 62how this company ranks against its industry peers
Tech
top 24%Growth
top 28%Funding
top 33%Moat
top 36%Talent
bottom 49%Market
bottom 42%Tech: 59 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services · Devops: Envoy
Growth: Web rank 5,000,000 → 1,000,000 YoY · Fresh capital in last 24 mo
Funding: Raised $21.0M across 4 rounds · 4 rounds over 2 yrs (2.0/yr) · Last round Series A (Oct 2025)
Audience (LinkedIn): 4k LinkedIn followers
Funding rounds
- Oct 2025Series A$28M
- Aug 2025Series A$3M
- Aug 2024Series A$15M
- Mar 2024Series A$6M
Founders & team
Investors
Zeev Ventures, Viola FinTech
Tech stack
AccessibeAdobe Audience ManagerAmazon CloudfrontAmazon Web ServicesAmbassadorApple Icloud Mail
#9
Series C · San Francisco, California · founded 2018 · 61 employees$82Mraised▾
Series C · San Francisco, California · founded 2018 · 61 employees
Cloud-based back-office platform for self-employed and businesses. It features solutions for accounting, tax estimates, payroll processing, tax savings, income tax returns, and more. It also offers business management solutions.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 32k LinkedIn followers — 2.0% of this cohort's audience
Activity: 1 awards announced in 12 mo
Funding rounds
- May 2025Series C$71M
- Jul 2023Series B$50M
- May 2021Series A$20M
- Sep 2020Seed$8.7M
Founders & team
Investors
General Catalyst, QED Investors, Expa, Sound Ventures, Gradient Ventures, Singh Capital Partners
Tech stack
AppcuesApple Icloud MailBootstrapCloudflareCloudflare Bot ManagementCloudflare Browser Insights
#10
Series B · San Francisco, California · founded 2022 · 26 employees$44.5Mraised▾
Series B · San Francisco, California · founded 2022 · 26 employees
Provider of an AI-native platform for procurement, sourcing, and contract management. The platform offers features such as intake-to-procure, contract management, and supplier risk mitigation. It also provides invoice automation and pipeline forecasting. The platform aims to unify procurement processes and transform how work gets done. It helps teams streamline procurement, automate tasks, and connect stakeholders. The platform also provides enterprise-wide visibility and empowers stakeholders from various teams.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 16k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public)
Activity: 1 partnerships (incl. TKO Group Holdings) announced in 12 mo
Funding rounds
- Jun 2025Series B$55M
- Sep 2023Series A$30M
- 2023Seed$14.5M
Founders & team
Investors
Redpoint Ventures, NewView Capital, World Innovation Lab, Menlo Ventures, Benchmark, Battery Ventures
#11
Series B · San Francisco, California · founded 2022$5.5Mraised▾
Series B · San Francisco, California · founded 2022
AI-based communication management platform for financial advisors. It offers a platform that captures industry-specific insights from client conversations. It automatically saves key details on clients' financial situations, investment goals, and life events to provide real-time insights and data. It also offers APIs and applications for businesses.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 6k LinkedIn followers
Activity: 3 product launches · 1 awards announced in 12 mo
Funding rounds
- Jan 2026Series B$45M
- Mar 2025Series A$13.8M
- Feb 2024Seed$5.5M
Founders & team
Investors
Lightspeed Venture Partners, Global Founders Capital, Motive Partners, Expanse Venture Partners, Entree Capital, 14Peaks
Tech stack
Amazon Web ServicesCloudflareCloudflare Bot ManagementCookieyesCore-JsDuda
#12
Acquired · San Francisco, California · founded 2020 · 50 employees$78Mraised▾
Acquired · San Francisco, California · founded 2020 · 50 employees
Usage-based invoice management solutions for small businesses. It features solutions for invoice generation, custom credit pools, cost-basis tracking, tiering, and more. It offers cloud marketplace integrations, and automates order-to-cash with integrations for accounting, quoting, & invoicing platforms.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Funding
top 24%Talent
top 28%Moat
top 31%Growth
top 35%Tech
top 39%Market
bottom 41%Funding: Raised $78.0M across 4 rounds · 4 rounds over 4 yrs (1.0/yr) · Last round Series C (Feb 2025)
Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Moat: Editorial + unicorn rating 8/10 · Soonicorn · 9 curated direct competitors tracked
Audience (LinkedIn): 17k LinkedIn followers
Activity (LinkedIn): 1 partnerships (incl. Metronome) announced in 12 mo
Funding rounds
- Feb 2025Series C$50M
- Jan 2024Series B$43M
- Feb 2022Series A$30M
- Seed$5M
Founders & team
Investors
Andreessen Horowitz, General Catalyst, New Enterprise Associates, Greyhound Capital, Activant Capital, Workday
Tech stack
Amazon AlbAmazon CloudfrontAmazon SesAmazon Web ServicesApple Icloud MailAws Certificate Manager
Funding & investor landscape
$8.8Btotal disclosed funding
179companies funded
458disclosed rounds
2rounds last 90 days
Most active investors
BoxGroup9 rounds
Accel8 rounds
Notable founders
Everette Doss
Owner · Doss
Wiley Jones
Co-Founder & CEO · Doss
Alex Jin
Co-Founder · Bretton AI
Will Lawrence
Co-Founder & CEO · Bretton AI
Kannan Goundan
Co-Founder and Chief Technology Officer · Anrok
Michelle Valentine
Co-founder & CEO · Anrok
Rain Opik
Co-Founder · SkySelect
Soufiane Houri
Co-Founder · SkySelect
Ryan Alshak
Co-Founder & CEO · Laurel
Kourosh Zamani
Co-Founder · Laurel
Theodora Chu
Co-Founder & CEO · Quanta
Helen Hastings
Co-Founder · Quanta
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 SIGNALS · United States
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.
research sentiment over time
201620212026
enthusiastic · positive · guarded tone
Tone is overwhelmingly optimistic and intensifying — the enthusiastic (strongly-positive) share moved 23% → 38% across 2016–2026.
top research entities
- Film Independent54
- United States Department of Commerce26
- Community Partners22
- University of Virginia18
- International Monetary Fund12
leading researchers
Crypto Education Research Lab · Kapil Dharika · Bibitayo Ebunlomo Abikoye · Adesola Oluwatosin Adelaja · Stanley Chidozie Umeorah · Pingale, Mandar Vijay · Hajwane, Shaeena Samir · Rogers, Anuoluwapo
▲
Breakthroughs97 · 11%
▲ 0%→11% share
0 median citations96% since 2021mostly methods-led
Financial services breakthrough research surged from 0% to 11% field-share, with 41 brand-new papers signaling rapid emerging focus.
rising sub-themes (early→recent)
- Financial services42
- Database transaction16
- Payment15
- Scalability12
- Credit risk11
Newly emergingFinancial services 0→41 · Database transaction 0→15 · Payment 0→14
Landmark E.T.-RNN · 87 cites
◆
Advancements352 · 39%
▲ 28%→41% share
▲1.5× share momentum0 median citations95% since 2021mostly empirical
Financial inclusion advancement papers exploded from 2 to 74, reflecting intensifying US fintech equity research.
rising sub-themes (early→recent)
- Financial services7→190
- Financial inclusion2→74
- Payment2→50
- Mobile payment3→29
- Leverage (statistics)1→21
Newly emergingTransformative learning 0→37 · Database transaction 0→34 · Financial literacy 0→32
Landmark Fintech Adoption Drivers for Innovation for SMEs in Indonesia · 143 cites
▼
Concerns281 · 31%
▼ 56%→29% share
▼0.5× share momentum0 median citations83% since 2021mostly empirical
Concern-flagged cryptocurrency papers rose from 1 to 17, with big data and financial market risks newly emerging.
rising sub-themes (early→recent)
- Financial services9→149
- Financial inclusion1→56
- Payment2→27
- Investment (military)1→19
- Cryptocurrency1→17
Newly emergingFinancial market 0→22 · Big data 0→18 · Corporate governance 0→18
Landmark The FinTech Opportunity · 433 cites
RESEARCH HOTSPOTS · United States
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.
New York25 · +0.24
Seattle14 · +0.21
Philadelphia13 · +0.19
Boston12 · +0.34
Los Angeles8 · +0.42
Ann Arbor8 · +0.49
SF Bay Area5 · +0.42
Chicago5 · +0.08
Atlanta5 · +0.36
PATENT SIGNAL · United States
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.
20 filings16 assigneespeak 7/yr2016–2025
filing momentum (YoY 2016–2025)
top patent filers
- Mastercard International20
- Verifone4
- Financial Cloud Innovations2
- Atombeam Technologies2
- Salah ALI Khalil1
- LNW Gaming1
- Kassetty Nikhil1
- DR Mariappan RAJA1
Common questions
How many Finance & Accounting Tech companies are there in San Francisco, United States?
Radar tracks 309 indexable Finance & Accounting Tech companies headquartered in San Francisco, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Tech companies in San Francisco, United States?
The Finance & Accounting Tech companies in San Francisco, United States on this list have raised a combined $8.8B in disclosed equity funding across 179 funded companies.
Which is the highest-funded Finance & Accounting Tech company in San Francisco, United States?
Tradeshift is the highest-funded Finance & Accounting Tech company in San Francisco, United States, with $1.2B in disclosed equity funding.
How many Finance & Accounting Tech companies in San Francisco, United States are funded?
179 of the 309 Finance & Accounting Tech companies in San Francisco, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Tech unicorns are there in San Francisco, United States?
10 Finance & Accounting Tech companies in San Francisco, United States on this list are valued at $1B or more.
Who are the top investors in San Francisco, United States Finance & Accounting Tech companies?
The most active investors in San Francisco, United States Finance & Accounting Tech companies on this list include Y Combinator, 500 Global, General Catalyst, Alumni Ventures, BoxGroup.
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.