Company lists · Data refreshed September 2026

Top 25 Accounting workflow automation companies based in the United States

RevenueBase identified 706 company matches for accounting workflow automation companies associated with the United States as of September 2026 and tracks 27,415 professional contacts across them, including 11,409 with verified work emails. New York is the largest hub.

This list covers company matches for accounting workflow automation companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built
706Companies
27,415Contacts tracked
11,409Verified emails
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The 25 largest accounting workflow automation companies based in the United States

Ranked by team size
Top 25 of 706 company matches for accounting workflow automation companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBellevue, WA, United StatesHQ recorded Sep 30, 20265,001-10,0006,014 contacts →

Exact match

“SAP Concur is the world’s leading brand for integrated travel, expense, and invoice management solutions, driven by a relentless pursuit to simplify and automate these everyday…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2Exact matchRaleigh, NC, United StatesHQ recorded Sep 30, 20261,001-5,0001,964 contacts →

Exact match

“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3Exact matchWoodland Hills, CA, United StatesHQ recorded Sep 30, 20261,001-5,0001,947 contacts →

Exact match

“BlackLine (Nasdaq: BL) is building the trust infrastructure for the AI era of finance: a future where intelligence and integrity rise together across the work of finance.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4Exact matchIrvine, CA, United StatesHQ recorded Sep 30, 20261,001-5,0001,171 contacts →

Exact match

“We moved!”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5Exact matchBellevue, WA, United StatesHQ recorded Sep 30, 20261,001-5,0001,154 contacts →

Exact match

“Nintex helps organizations unlock the power of agentic business orchestration by combining workflow orchestration, agentic AI, low-code development, and process intelligence to…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6Exact matchSherman Oaks, CA, United StatesHQ recorded Sep 30, 2026501-1,000885 contacts →

Exact match

“FloQast is the AI Accounting Transformation Platform built by accountants, for accountants.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7Exact matchNashville, TN, United StatesHQ recorded Sep 30, 2026501-1,000833 contacts →

Exact match

“If you’re a finance pro ready to transform accounts receivable, or a bold thinker looking to do meaningful work, Billtrust is where you belong.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8Exact matchAimargues, TX, United StatesHQ recorded Sep 30, 2026501-1,000570 contacts →

Exact match

“Yooz is the most intelligent financial operations automation solution that fights waste, risk, fraud, and errors - all while driving growth and profitability.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9Exact matchPalo Alto, CA, United StatesHQ recorded Sep 30, 2026201-500414 contacts →

Exact match

“Zeni is an AI bookkeeping software backed by a dedicated finance team.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10Exact matchDel Mar, CA, United StatesHQ recorded Sep 30, 2026201-500331 contacts →

Exact match

“CARET brings the latest in technology and automation to over legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11Exact matchMiami, FL, United StatesHQ recorded Sep 30, 2026201-500331 contacts →

Exact match

“Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Sep 30, 2026201-500324 contacts →

Exact match

“For over 15 years, Makosi has been redefining what’s possible in the accounting and audit industry with cutting-edge, tech-powered workforce solutions.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13Exact matchBoston, MA, United StatesHQ recorded Sep 30, 2026201-500253 contacts →

Exact match

“2025 Deloitte Technology Fast 500™ 2025 Inc.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14Exact matchBurbank, CA, United StatesHQ recorded Sep 30, 2026201-500243 contacts →

Exact match

“Leveraging two decades of experience in the entertainment industry, GreenSlate advances the business of content production by seamlessly integrating people, process, and…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15Exact matchPlano, TX, United StatesHQ recorded Sep 30, 2026501-1,000216 contacts →

Exact match

“Adra combined with Trintech in 2019.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-200207 contacts →

Exact match

“Nanonets agents understand key details in files – like invoices, POs, BoL & clinical documents – work through complex processes and act with transparency, making them the most…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17Exact matchMiami, FL, United StatesHQ recorded Sep 30, 202651-200172 contacts →

Exact match

“PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Sep 30, 202651-200148 contacts →

Exact match

“Tabs is an AI-native revenue platform for modern finance and accounting teams.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19Exact matchAnn Arbor, MI, United StatesHQ recorded Sep 30, 2026201-500140 contacts →

Exact match

“SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20Exact matchBethlehem, PA, United StatesHQ recorded Sep 30, 2026201-500140 contacts →

Exact match

“For 88 years, we’ve delivered workflow automation solutions to more than clients, many of whom are marking a decade or more of partnering with our team.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21Exact matchEnglewood, CO, United StatesHQ recorded Sep 30, 202651-200136 contacts →

Exact match

“Netgain empowers accounting teams to eliminate broken and inefficient operations and gain back valuable time with modern technology and automation.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Sep 30, 2026201-500130 contacts →

Exact match

“If you are running your own accounting and tax consulting practice, you must like this by all means.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23Exact matchKennesaw, GA, United StatesHQ recorded Sep 30, 20261,001-5,000128 contacts →

Exact match

“Founded in 2002, XCM® Solutions, LLC has grown into a leading provider of cloud-based workflow productivity tools for tax, accounting, finance and operations professionals.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24Exact matchSt. Louis, MO, United StatesHQ recorded Sep 30, 202651-200124 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25Exact matchEnglewood, CO, United StatesHQ recorded Sep 30, 202651-200121 contacts →

Exact match

“EXELA TECHNOLOGIES SERVICES is an information technology and services company based out of 1 RUE DE LA MARE BLANCHE, Noisiel, Îledefrance, France.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase

Showing 25 of 706 accounting workflow automation companies based in the United States

See the full list, filter by size, metro and specialty, and access 11,409 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Accounting workflow automation companies based in the United States at a glance

As of Sep 30, 2026
41.6%Verified-email coverage
38.8Average contacts per company
1-10Median size (employees)
7.5%Largest-city concentration · New York
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
413
11-50
191
51-200
66
201-500
18
501-1,000
6
1,001-5,000
8
5,001-10,000
2

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 706 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “accounting workflow automation companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 11,409 professional contacts with verified work emails across the full matched dataset. 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.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “accounting workflow automation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many accounting workflow automation companies are there based in the United States?

RevenueBase identified 706 company matches for accounting workflow automation companies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

SAP Concur tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most accounting workflow automation companies?

New York leads with 53 company records, followed by San Francisco (40) and Austin (18).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 11,409 professional contacts with verified work emails tracked across these 706 companies; direct dials are available where recorded.

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 SmartSearch, 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.