Company lists · Data refreshed September 2026

Top 25 Accounting process automation consultants based in the United States

Name: Accounting process automation consultants based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 937 companies tracked

RevenueBase identified 937 accounting process automation consultants headquartered in the United States as of September 2026 and tracks 8,973 professional contacts across them, including 3,045 with verified work emails. New York is the largest hub.

This list covers accounting process automation consultants headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review

937Companies

8,973Contacts tracked

3,045Verified emails

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The 25 largest accounting process automation consultants based in the United States

Ranked by team size

Top 25 of 937 accounting process automation consultants based in the United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to accounting process automation consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Floqast	Partial evidence	Sherman Oaks, CA, United StatesHQ checked Sep 30, 2026	501-1,000	885 contacts →
	Partial evidence “FloQast is the AI Accounting Transformation Platform built by accountants, for accountants.” Source: RevenueBase Database · checked Sep 30, 2026
2	Techolution	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	201-500	636 contacts →
	Partial evidence “Techolution is the world’s leading FEA – Full Enterprise Automation specialist.” Source: RevenueBase Database · checked Sep 30, 2026
3	Makosi	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	201-500	324 contacts →
	Partial evidence “For over 15 years, Makosi has been redefining what’s possible in the accounting and audit industry with cutting-edge, tech-powered workforce solutions.” Source: RevenueBase Database · checked Sep 30, 2026
4	Intuit Accountants	Partial evidence	Mountain View, CA, United StatesHQ checked Sep 30, 2026	10001+	186 contacts →
	Partial evidence “This page serves the accounting, bookkeeping, and tax professional community who are at the heart of everything we do at Intuit.” Source: RevenueBase Database · checked Sep 30, 2026
5	Pairsoft	Partial evidence	Miami, FL, United StatesHQ checked Sep 30, 2026	51-200	172 contacts →
	Partial evidence “PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft…” Source: RevenueBase Database · checked Sep 30, 2026
6	SSI Consulting	Partial evidence	Vienna, VA, United StatesHQ checked Sep 30, 2026	201-500	165 contacts →
	Partial evidence “Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Source: RevenueBase Database · checked Sep 30, 2026
7	Naviant	Strong evidence	Madison, WI, United StatesHQ checked Sep 30, 2026	51-200	161 contacts →
	Strong evidence “Naviant, a recognized leader in intelligent automation and process consulting, helps organizations reimagine work.” Source: RevenueBase Database · checked Sep 30, 2026
8	Safesend	Strong evidence	Ann Arbor, MI, United StatesHQ checked Sep 30, 2026	201-500	140 contacts →
	Strong evidence “SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience.” Source: RevenueBase Database · checked Sep 30, 2026
9	Netgain Solutions	Strong evidence	Englewood, CO, United StatesHQ checked Sep 30, 2026	51-200	136 contacts →
	Strong evidence “Netgain empowers accounting teams to eliminate broken and inefficient operations and gain back valuable time with modern technology and automation.” Source: RevenueBase Database · checked Sep 30, 2026
10	Cloudit Automation & Accounting Services LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	201-500	130 contacts →
	Partial evidence “If you are running your own accounting and tax consulting practice, you must like this by all means.” Source: RevenueBase Database · checked Sep 30, 2026
11	Black Diamond Advisory	Indirect evidence	Golden, CO, United StatesHQ checked Sep 30, 2026	51-200	129 contacts →
	Indirect evidence “Black Diamond is the leading Digital Finance Transformation firm and OneStream Diamond Partner.” Source: RevenueBase Database · checked Sep 30, 2026
12	Dataserv	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 30, 2026	51-200	124 contacts →
	Strong evidence “Since 1994, DataServ has delivered Accounts Payable invoice automation solutions that enable accounting teams to eliminate data entry, increase accuracy, and focus on higher-value…” Source: RevenueBase Database · checked Sep 30, 2026
13	Trullion	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	115 contacts →
	Partial evidence “Trullion is revolutionizing the accounting world with its AI-powered platform designed for finance teams, accountants, and auditors.” Source: RevenueBase Database · checked Sep 30, 2026
14	Premier Consulting & Integration	Indirect evidence	Red Bank, NJ, United StatesHQ checked Sep 30, 2026	51-200	109 contacts →
	Indirect evidence “We Make Your Business Operations Comfortable.” Source: RevenueBase Database · checked Sep 30, 2026
15	Boston Financial Advisory Group	Partial evidence	Monroeville, PA, United StatesHQ checked Sep 30, 2026	51-200	109 contacts →
	Partial evidence “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Source: RevenueBase Database · checked Sep 30, 2026
16	vic.ai	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	51-200	102 contacts →
	Strong evidence “Vic.ai is pioneering the use of autonomy and intelligence to digitally transform accounting and finance processes to improve productivity, decision-making, and ROI.” Source: RevenueBase Database · checked Sep 30, 2026
17	Numeric	Strong evidence	San Francisco, NY, United StatesHQ checked Sep 30, 2026	51-200	90 contacts →
	Strong evidence “Numeric is an AI accounting automation platform, built to take manual work off accountants' plates so they can focus on what’s impactful.” Source: RevenueBase Database · checked Sep 30, 2026
18	Fourlane	Indirect evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	51-200	84 contacts →
	Indirect evidence “Fourlane is the country's #1 QuickBooks Consulting Firm.” Source: RevenueBase Database · checked Sep 30, 2026
19	Pallet	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	201-500	78 contacts →
	Indirect evidence “Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Source: RevenueBase Database · checked Sep 30, 2026
20	Symtrax	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	51-200	75 contacts →
	Partial evidence “Symtrax delivers solutions that streamline AP/AR processing, ensure compliance, and integrate seamlessly with the ERP systems of mid-sized and large companies.” Source: RevenueBase Database · checked Sep 30, 2026
21	Karma CPA Services LLP	Partial evidence	New York, United StatesHQ checked Sep 30, 2026	51-200	64 contacts →
	Partial evidence “Our accounting team utilizes online technology to help scale up your business by managing your Bookkeeping and Accounting, with a personalized touch.” Source: RevenueBase Database · checked Sep 30, 2026
22	Oasis Solutions	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 30, 2026	11-50	63 contacts →
	Indirect evidence “Oasis Solutions helps small and mid-sized businesses modernize and amplify their operations with AI-driven ERP consulting.” Source: RevenueBase Database · checked Sep 30, 2026
23	Redhammer	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 30, 2026	51-200	58 contacts →
	Indirect evidence “RedHammer: Driving Financial Clarity and Strategic Growth in Construction Founded in 2011, RedHammer has evolved from serving Hawaii’s construction companies to becoming a…” Source: RevenueBase Database · checked Sep 30, 2026
24	Kaiser Consulting Your Accounting And Compliance Partner	Indirect evidence	Powell, OH, United StatesHQ checked Sep 30, 2026	51-200	56 contacts →
	Indirect evidence “We are now Acclarity.” Source: RevenueBase Database · checked Sep 30, 2026
25	NIMBL	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 30, 2026	51-200	54 contacts →
	Partial evidence “Nimbl's purpose is to enable committed leaders to expand the impact they're making in the world by harnessing the power of people & process.” Source: RevenueBase Database · checked Sep 30, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting process automation consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names accounting process automation consultants.
Partial evidence: Its own public description names part of accounting process automation consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name accounting process automation consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 937 accounting process automation consultants based in the United States

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Accounting process automation consultants based in the United States at a glance

As of Sep 30, 2026

33.9%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

5.1%Largest-city concentration · New York

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

719

11-50

152

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 937 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting process automation consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “accounting process automation consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting process automation consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among accounting process automation consultants, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 3,045 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Accounting process automation consultants by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting process automation consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many accounting process automation consultants are there based in the United States?

RevenueBase identified 937 accounting process automation consultants headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Floqast, headquartered in Sherman Oaks, tops this list with the largest team on record.

Which city has the most accounting process automation consultants?

New York leads with 48 headquartered companies, followed by San Francisco (25) and Los Angeles (20).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 3,045 verified decision-maker contacts tracked across these 937 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.