Best Finance & Accounting Tech Companies in Utah, United States
The 66 best Finance & Accounting Tech companies in Utah, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Brex.
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 Utah
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Brex 🦄 Provider of financial software platform, cards, banking, expense, and accounting 87Funding top 15%Moat top 18%Patents top 20%Innovation top 22% All 12 signals ▾Fundingtop 15% Moattop 18% Patentstop 20% Innovationtop 22% Customerstop 24% Techtop 25% Talenttop 28% Newstop 29% Markettop 37% Growthtop 38% Producttop 41% Globaltop 47% Funding: Raised $1.2B across 11 rounds · 11 rounds over 9 yrs (1.2/yr) Moat: Editorial + unicorn rating 10/10 · IP moat: 128 patents rank vs industry peers · Fliar Intelligence Index 87/100 | $1.2B | 17 mo ago | 67 | Henrique Dubugras Founder and Chairman | Amazon WebstoreSentryApple iCloud Mail+37 | 128 patents Real-time financial data ingestion, synchronization, alerting, and caching for transaction platforms | 1 launch |
| 2 | Divvy 🦄 Spend management solutions for businesses | $448M | 65 mo ago | 377 | Blake Murray Co-Founder & CEO | — | — | — |
| 3 | TaxBit 🦄 Crypto tax management and accounting solutions for individuals and businesses | $237M | 25 mo ago | 183 | Justin Woodward Co-Founder | WordPress Site EditorWordPressApple iCloud Mail+34 | — | 1 partnership |
| 4 | Canopy Developer of practice management platform for accounting and tax firms 62Funding top 20%Customers top 22%Tech top 27%Moat top 28% All 12 signals ▾Fundingtop 20% Customerstop 22% Techtop 27% Moattop 28% Newstop 36% Talenttop 38% Producttop 43% Markettop 45% Patentstop 49% Growthbottom 48% Innovationbottom 46% Globalbottom 33% Funding: Raised $186M across 14 rounds · 14 rounds over 12 yrs (1.2/yr) Customers: Play-Store rating 4.65★ across 2,359 ratings (2 apps) · Review volume +33% in 6 mo rank vs industry peers · Fliar Intelligence Index 62/100 | $186M | 14 mo ago | 104 | Davis Bell CEO | HubSpot CMS HubSentryApple iCloud Mail+31 | 48 patents Patents concentrated in electrical & electronics | 2 launchs |
| 5 | Sirion 🦄 AI-powered contract lifecycle management platform | $171M | 41 mo ago | — | Aditya Gupta Co-Founder & CTO | WordPressMySQLPHP+18 | — | — |
| 6 | Deepsee Analytics Provider of AI agents designed for financial services process automation 69AI top 8%Funding top 33%Growth top 35%Tech top 36% All 8 signals ▾AItop 8% Fundingtop 33% Growthtop 35% Techtop 36% Talenttop 38% Moattop 39% Marketbottom 40% Globalbottom 29% AI: Classified as an agentic-AI company Funding: Raised $30.7M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 69/100 | $31M | 5 mo ago | 48 | Ken Saunders Co-Founder & CFO & COO | WordPress Block EditorWordPressApple iCloud Mail+34 | — | 1 partnership · 1 award |
| 7 | UpWell AI-powered AR automation software for logistics, streamlining invoicing and payments | $20M | 16 mo ago | 346 | — | — | — | — |
| 8 | Everee Cloud-based payroll managemet solutions for HR management 55Funding top 34%Growth top 35%Tech top 37%Talent top 38% All 10 signals ▾Fundingtop 34% Growthtop 35% Techtop 37% Talenttop 38% AItop 45% Customerstop 50% Productbottom 47% Globalbottom 32% Marketbottom 28% Newsbottom 27% Funding: Raised $13.7M across 3 rounds · 3 rounds over 8 yrs (0.4/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 55/100 | $14M | 2 mo ago | 30 30 → 42 (+40%) | Tyler Ploeger Co-Founder | WordPressApple iCloud MailGoogle Workspace+40 | — | — |
| 9 | Elements App-based financial monitoring solutions for businesses | $9M | 41 mo ago | 42 | — | SentryApple iCloud MailGoogle Workspace+11 | 23 patents Gel‑infused foam cushioning for mattresses and upholstered seating with quilting integration | — |
| 10 | MobiChord TEM & EMM solutions provider | $6M | 67 mo ago | 13 | — | — | — | — |
| 11 | Suralink Provider of cloud-based platform for accounting firms to manage client requests | $6M | 48 mo ago | 38 | — | HubSpot CMS HubSentryAmazon Web Services+22 | — | 2 launchs · 2 awards |
| 12 | Donde Travel as a benefit enabler for companies | $5M | 51 mo ago | 8 | — | WebflowAmazon Web ServicesTypekit+17 | — | — |
| 13 | Jump Developer of an AI platform for financial advisor workflow automation | $5M | 24 mo ago | — | Adam Kirk Co-Founder & CTO | SalesforceIntercomRadix UI+23 | 2 patents User-generated broadcast content logging and optimized additive barcodes for catalog scanning | — |
| 14 | Capshare Cloud based cap table and equity management platform | $3M | 107 mo ago | 30 | — | — | — | — |
| 15 | ZipBooks Simple accounting software with online invoicing and intelligent business insights | $2M | 119 mo ago | 2 | — | WordPressMySQLPHP+23 | — | — |
| 16 | Spera Accounts payable/receivables management for freelancers | $2M | 106 mo ago | 16 | — | — | 2 patents Integrating cryptocurrency payment processing with transaction systems for e‑commerce. | — |
| 17 | KPMG Tech-enabled bookkeeping services | $1M | 126 mo ago | 46 | — | — | 177 patents AI governance, security analytics, and collaborative platforms for enterprise AI deployment | — |
| 18 | Deductr Tax deductions tracking and monitoring solution. | $1M | 159 mo ago | 13 | Raj Bhaskar CEO | — | — | — |
| 19 | Taabl Online platform for offering stock purchase | $500K | 68 mo ago | 3 | Shawn Watkins Co-Founder & CEO | — | — | — |
| 20 | VEKTR VEKTR®: Customizable software solutions for business intelligence, audits, and compliance | $321K | 74 mo ago | 27 | — | — | — | — |
| 21 | Avii AI interfaced workflow automation and management platform for the finance sector | $250K | 77 mo ago | 29 | Lyle Ball CEO | — | — | — |
Top 12 Finance & Accounting Tech companies in Utah
#1
Brex 🦄Acquired · Draper, Utah · founded 2017 · 67 employees$1.2Braised▾
Provider of financial software platform, cards, banking, expense, and accounting. The platform offers tools for corporate cards, expense management, travel, bill pay, banking, and treasury services. It provides solutions for startups, mid-size companies, and enterprises. The platform includes features for spend control, expense automation, vendor payments, and accounting automation.
- Jan 2025Conventional Debt$235M
- Oct 2021Series D$300M
- Aug 2021Venture Debt$150M
- Apr 2021Series D$425M
#2
Series A · Salt Lake City, Utah · founded 2010 · 30 employees$13.7Mraised▾
Cloud-based payroll management solutions for HR management. It offers white-label and AI-based payroll management solutions for same day pay and instant payment solutions. Platform offers solutions for multi-industry temporary staffing, HR, delivery, heavy industry and more.
- Apr 2026Series A$4.5M
- Apr 2020Series A$10M
- 2018Seed$3.7M
#3
Series A · Salt Lake City, Utah · founded 2017 · 48 employees$30.7Mraised▾
Provider of AI agents designed for financial services process automation. These agents analyze data and automate banking tasks, providing transparency for compliance teams. The agents streamline labor-intensive tasks, improve operational efficiency, and unlock new revenue opportunities. They integrate with existing systems, enriching them with contextual intelligence to address financial market complexities.
- Jan 2026Series A—
- Mar 2021Series A$22.6M
#4
Series C · Lehi, Utah · founded 2014 · 104 employees$185.5Mraised▾
Developer of practice management platform for accounting and tax firms. The platform offers client management, document handling, workflow automation, and billing functionalities. It aims to streamline operations and enhance client relationships. The platform provides tools for task management, client portals, and payment processing.
- Apr 2025Series C$70M
- Apr 2025Series C$36.5M
- May 2024Series C$35M
- Dec 2021Series C$35M
#5
Seed · South Jordan, Utah · founded 2016 · 346 employees$20.1Mraised▾
AI-powered AR automation software for logistics, streamlining invoicing and payments. This is a B2B tech company offering a SaaS platform that transforms accounts receivable workflows using Artificial Intelligence. It helps logistics companies improve cash flow by automating legacy processes and enhancing customer experience. The platform uses AI to resolve invoice exceptions, enabling faster payments and access to capital. It analyzes data to predict cash flow, automates invoice sending and reminders, and matches documents in real-time. The software seamlessly integrates with TMS, ERP, and accounting systems, ensuring accurate invoicing with AI-powered business rules. Customers can make payments easily with multiple options, and receive notifications at key billing stages. Key features include smart invoices, integrated payments, exception management, custom reminders, and real-time integrations.
- Feb 2025Seed$6.5M
- Nov 2017Seed$20.1M
#6
TaxBit 🦄Series B · Salt Lake City, Utah · founded 2018 · 183 employees$237Mraised▾
Crypto tax management and accounting solutions for individuals and businesses. It offers tools for crypto tax computation, portfolio analytics, tax audit, returns filing, and more. It also offers tax computation for cryptocurrencies, equities, commodities, and all fiat currencies. It is available for multiple subscriptions based on the number of transactions.
- Apr 2024Series B—
- May 2022Series B—
- Aug 2021Series B$130M
- Mar 2021Series A$100M
#7
Sirion 🦄Acquired · Lehi, Utah · founded 2012$170.9Mraised▾
AI-powered contract lifecycle management platform. The company focuses on AI-native solutions that automate contract storage, drafting, negotiation, obligation tracking, and analytics. The platform provides a legal contract lifecycle management software and a CLM tool that allows users to create, measure, analyze, and manage contracts. It also offers solutions such as procuremet, sales, finance, legal operations, and more. It also provides a cloud-based repository to store the data. It includes a contract review feature to identify deviations in the contracts.
- Jan 2023Series D$25M
- Apr 2022Series D$85M
- May 2019Series C$44M
- Jul 2016Series B$12.2M
#8
Divvy 🦄Acquired · Lehi, Utah · founded 2016 · 377 employees$447.5Mraised▾
Cloud-based spend management solutions for businesses. Its features include expense tracking, digitizing receipts, real-time transaction information, sends & requests funds for cards, and virtual cards. It also provides travel management solutions.
- Jan 2021Series D$165M
- Apr 2019Series C$200M
- Jan 2019Conventional Debt$250M
- Oct 2018Conventional Debt—
#9
Unfunded · Salt Lake City, Utah · founded 2022$4.6Mraised▾
Developer of an AI platform for financial advisor workflow automation. The platform offers features such as meeting assistance, client engagement tools, and workflow automation. It provides integrations with various systems and configurable compliance settings. The platform aims to streamline administrative tasks and enhance client interactions for financial advisors.
#10
Seed · South Jordan, Utah · founded 2009 · 42 employees$9Mraised▾
App-based financial monitoring solutions for businesses. It offers solutions for financial health tracking, expense analytics, a framework for showing recurring value, and more. It also offers data collection tools for users. The app is available for Android and iOS users.
- Jan 2023Seed$5M
- Dec 2021Seed$4M
#11
Series A · Salt Lake City, Utah · founded 2014 · 38 employees$6.3Mraised▾
Provider of cloud-based platform for accounting firms to manage client requests. The platform offers tools for managing document requests, workpaper preparation, secure file sharing, and electronic signatures. It provides integrations with other accounting software. The platform supports audit, tax, advisory, and internal audit functions.
- Jun 2022Series A—
- Aug 2019Series A$5.2M
- Aug 2018Seed$850K
- Nov 2014Seed$188.8K
#12
Seed · Salt Lake City, Utah · founded 2020 · 8 employees$4.8Mraised▾
The company offers travel as a benefits solution for companies. Companies use Donde to attract and retain their employees by giving leaves and joining bonuses.
- Mar 2022Seed$4.8M
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.