Company lists · Data refreshed September 2026

Top 25 Accounting workflow automation software companies based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 398 companies tracked

RevenueBase identified 398 accounting workflow automation software companies headquartered in the United States as of September 2026 and tracks 16,851 professional contacts across them, including 6,322 with verified work emails. New York is the largest hub.

This list covers accounting workflow automation software companies 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 27, 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 27, 2026 86% judged on-target in blind review

398Companies

16,851Contacts tracked

6,322Verified emails

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The 25 largest accounting workflow automation software companies based in the United States

Ranked by team size

Top 25 of 398 accounting workflow automation software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to accounting workflow automation software companies: 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	Blackline	Indirect evidence	Woodland Hills, CA, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,947 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
2	KOFAX	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,171 contacts →
	Indirect evidence “We moved!” Source: RevenueBase Database · checked Sep 27, 2026
3	Floqast	Partial evidence	Sherman Oaks, CA, United StatesHQ checked Sep 27, 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 27, 2026
4	Billtrust	Indirect evidence	Nashville, TN, United StatesHQ checked Sep 27, 2026	501-1,000	833 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
5	YOOZ	Partial evidence	Aimargues, TX, United StatesHQ checked Sep 27, 2026	501-1,000	570 contacts →
	Partial evidence “Yooz is the most intelligent financial operations automation solution that fights waste, risk, fraud, and errors - all while driving growth and profitability.” Source: RevenueBase Database · checked Sep 27, 2026
6	ZENI	Partial evidence	Palo Alto, CA, United StatesHQ checked Sep 27, 2026	201-500	414 contacts →
	Partial evidence “Zeni is an AI bookkeeping software backed by a dedicated finance team.” Source: RevenueBase Database · checked Sep 27, 2026
7	Fortis	Indirect evidence	Plano, TX, United StatesHQ checked Sep 27, 2026	201-500	359 contacts →
	Indirect evidence “Payments shouldn’t live outside your business systems.” Source: RevenueBase Database · checked Sep 27, 2026
8	CARET	Strong evidence	Del Mar, CA, United StatesHQ checked Sep 27, 2026	201-500	331 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
9	Finally	Partial evidence	Miami, FL, United StatesHQ checked Sep 27, 2026	201-500	331 contacts →
	Partial evidence “Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.” Source: RevenueBase Database · checked Sep 27, 2026
10	Zone & CO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	201-500	253 contacts →
	Indirect evidence “2025 Deloitte Technology Fast 500™ 2025 Inc.” Source: RevenueBase Database · checked Sep 27, 2026
11	Greenslate	Indirect evidence	Burbank, CA, United StatesHQ checked Sep 27, 2026	201-500	243 contacts →
	Indirect evidence “Leveraging two decades of experience in the entertainment industry, GreenSlate advances the business of content production by seamlessly integrating people, process, and…” Source: RevenueBase Database · checked Sep 27, 2026
12	ADRA	Indirect evidence	Plano, TX, United StatesHQ checked Sep 27, 2026	501-1,000	216 contacts →
	Indirect evidence “Adra combined with Trintech in 2019.” Source: RevenueBase Database · checked Sep 27, 2026
13	Pairsoft	Partial evidence	Miami, FL, United StatesHQ checked Sep 27, 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 27, 2026
14	TABS	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	148 contacts →
	Partial evidence “Tabs is an AI-native revenue platform for modern finance and accounting teams.” Source: RevenueBase Database · checked Sep 27, 2026
15	Safesend	Strong evidence	Ann Arbor, MI, United StatesHQ checked Sep 27, 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 27, 2026
16	Berkone	Strong evidence	Bethlehem, PA, United StatesHQ checked Sep 27, 2026	201-500	140 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
17	Netgain Solutions	Strong evidence	Englewood, CO, United StatesHQ checked Sep 27, 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 27, 2026
18	Cloudit Automation & Accounting Services LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 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 27, 2026
19	XCM Solutions, LLC	Strong evidence	Kennesaw, GA, United StatesHQ checked Sep 27, 2026	1,001-5,000	128 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
20	Dataserv	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 27, 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 27, 2026
21	Trullion	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 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 27, 2026
22	consark.ai	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	111 contacts →
	Indirect evidence “Consark is an Autonomous Finance Close Platform that deploys Noa AI agents to execute the close continuously throughout the month and help automate record-to-report process.” Source: RevenueBase Database · checked Sep 27, 2026
23	auditoria.ai	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 27, 2026	51-200	110 contacts →
	Indirect evidence “We help finance teams work faster, reduce manual effort, and improve cash performance using agentic AI built specifically for finance.” Source: RevenueBase Database · checked Sep 27, 2026
24	QOUNT	Partial evidence	Plano, TX, United StatesHQ checked Sep 27, 2026	51-200	110 contacts →
	Partial evidence “Traditional practice management software helps firms organize work.” Source: RevenueBase Database · checked Sep 27, 2026
25	Paymerang, A Corpay Brand	Partial evidence	Richmond, VA, United StatesHQ checked Sep 27, 2026	201-500	106 contacts →
	Partial evidence “Paymerang provides a streamlined finance automation platform that brings Accounts Payable departments into the modern age.” Source: RevenueBase Database · checked Sep 27, 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 workflow automation software companies. 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 workflow automation software companies.
Partial evidence: Its own public description names part of accounting workflow automation software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name accounting workflow automation software companies. 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 398 accounting workflow automation software companies based in the United States

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

As of Sep 27, 2026

37.5%Verified-email coverage

42.3Average contacts per company

1-10Median size (employees)

7.3%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

206

11-50

108

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 398 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 workflow automation software companies, 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 workflow automation software companies”. 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 workflow automation software companies), 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 workflow automation software companies, 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, 6,322 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 27, 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 workflow automation software companies by metro

Accounting workflow automation software companies in New York29
Accounting workflow automation software companies in San Francisco28

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 workflow automation software companies, 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 workflow automation software companies are there based in the United States?

RevenueBase identified 398 accounting workflow automation software companies 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?

Blackline, headquartered in Woodland Hills, tops this list with the largest team on record.

Which city has the most accounting workflow automation software companies?

New York leads with 29 headquartered companies, followed by San Francisco (28) and Austin (12).

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 6,322 verified decision-maker contacts tracked across these 398 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 27, 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.