Company lists · Data refreshed September 2026

Top 25 AI finance automation companies based in San Francisco, United States

RevenueBase identified 74 AI finance automation companies headquartered in San Francisco, United States as of September 2026 and tracks 1,226 professional contacts across them, including 400 with verified work emails and 362 with mobile numbers. New York is the largest hub.

This list covers AI finance automation companies headquartered in San Francisco, 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 7, 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 7, 2026 86% judged on-target in blind review
74Companies
1,226Contacts tracked
400Verified emails
362Mobile numbers
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The 25 largest AI finance automation companies based in San Francisco, United States

Ranked by team size
Top 25 of 74 AI finance automation companies based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 7, 2026. RevenueBase Smart Search rates how each company's information relates to AI finance automation 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202651-200270 contacts →

“Ottimate is an AI-powered Accounts Payable automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance…”

Source: company website · checked Sep 7, 2026
2Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202651-20078 contacts →

“Ascend is the only complete financial operations platform built for the insurance industry, combining AI-powered accounting automation, payments, and premium financing in a single…”

Source: company website · checked Sep 7, 2026
3Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 2026201-50078 contacts →

“Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.”

Source: company website · checked Sep 7, 2026
4Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202651-20050 contacts →

“Savant is the AI automation platform for finance, tax, and accounting teams.”

Source: company website · checked Sep 7, 2026
5Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202651-20047 contacts →

“Informed helps financial institutions fund more loans faster while reducing risk and fraud.”

Source: company website · checked Sep 7, 2026
6Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202651-20047 contacts →

“Nuvo is the AI order-to-cash network that combines customer onboarding, credit & risk management, and accounts receivable in a unified platform, built on top of Nuvo's proprietary…”

Source: company website · checked Sep 7, 2026
7Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202611-5033 contacts →

“Faster Close Powered by AI Truewind gives your accountants agents to automate the monthly rollforwards.”

Source: company website · checked Sep 7, 2026
8Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202611-5028 contacts →

“Fulcrum provides insurance agencies and brokers with AI automations for time consuming manual tasks including proposal creation, policy checking, coverage comparisons and more.”

Source: company website · checked Sep 7, 2026
9Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202611-5025 contacts →

“Most financial decisions are made without expertise, analysis, or data.”

Source: company website · checked Sep 7, 2026
10Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202611-5025 contacts →

“Cimba watches your data continuously across all your tools, surfaces the signals that matter, and delivers the Next Best Action to the right person, before you even ask.”

Source: company website · checked Sep 7, 2026
11Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202611-5023 contacts →

“At Alltius, we help insurance and banking enterprises unlock the real value of AI-by turning complex workflows into compliance-ready, outcome-driven automations.”

Source: company website · checked Sep 7, 2026
12Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 20261-1020 contacts →

“Traversaal builds advanced AI agents designed to enhance enterprise productivity.”

Source: company website · checked Sep 7, 2026
13Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202611-5018 contacts →

“At Rapid Labs, we’re dedicated to developing innovative AI-driven solutions across industries like Retail, Healthcare, Legal, Finance and more.”

Source: company website · checked Sep 7, 2026
14Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202611-5017 contacts →

“Wurthy is the AI Agent Platform built to help small and medium-sized businesses run smarter-by automating day-to-day operations, delivering real-time financial diagnostics, and…”

Source: company website · checked Sep 7, 2026
15Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202611-5014 contacts →

“Numeral specializes in advanced financial automation solutions, designed for high-volume businesses.”

Source: company website · checked Sep 7, 2026
16Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202611-5013 contacts →

“Eloquent AI is the first AI Operator built specifically for financial services to automate complex, regulated customer service operations beyond frontline support.”

Source: company website · checked Sep 7, 2026
17Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202651-20012 contacts →

“At HYPERC, we turn profit into a real-time metric.”

Source: company website · checked Sep 7, 2026
18Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 20261-109 contacts →

“Accountstory builds AI powered sales software to help you grow your business.”

Source: company website · checked Sep 7, 2026
19Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 202611-506 contacts →

“Banker AI provides GenAI agents that support lending and portfolio management processes, integrating seamlessly with existing underwriting and investment platforms to bring…”

Source: company website · checked Sep 7, 2026
20Strong evidenceSan Francisco, United StatesHQ checked Sep 7, 202611-506 contacts →

“Boost.money is a cutting-edge AI platform empowering Financial Institutions and Lenders to revolutionize lending decisions.”

Source: company website · checked Sep 7, 2026
21Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 20261-105 contacts →

“Finic helps enterprises neutralize coordinated fraud attacks before they become the major incidents.”

Source: company website · checked Sep 7, 2026
22Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 20261-105 contacts →

“Your accounts, always accurate.”

Source: company website · checked Sep 7, 2026
23Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 20261-104 contacts →

“Most teams are bought in on AI but they don't have the internal bandwidth to figure out what to build, evaluate tools, and get systems into production.”

Source: company website · checked Sep 7, 2026
24Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 20261-104 contacts →

“Portali is an AI startup focused on developing an intelligent automation platform for the digital transformation of data in accounting and bookkeeping.”

Source: company website · checked Sep 7, 2026
25Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 7, 20261-104 contacts →

“At Vizmatch, we're dedicated to reshaping the world of business analytics and corporate finance.”

Source: company website · checked Sep 7, 2026

Showing 25 of 74 AI finance automation companies based in San Francisco, United States

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AI finance automation companies based in San Francisco, United States at a glance

As of Sep 7, 2026
32.6%Verified-email coverage
29.5%Mobile-number coverage
16.6Average contacts per company
1-10Median size (employees)
104.1%Largest-city concentration · New York
Sep 7, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
22
51-200
9
201-500
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 AI finance automation 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 San Francisco, United States whose own description of what they do matches “AI finance automation 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 AI finance automation 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 AI finance automation companies, and records with no verified work email. Companies headquartered outside San Francisco 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, 400 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 7, 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.

AI finance automation companies by metro in the United States

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 AI finance automation 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 AI finance automation companies are there based in San Francisco, United States?

RevenueBase identified 74 AI finance automation companies headquartered in San Francisco, 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?

Ottimate, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most AI finance automation companies?

New York leads with 77 headquartered companies, followed by San Francisco (55) and New York City (15).

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 400 verified decision-maker contacts tracked across these 74 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 7, 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.