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.
The 25 largest AI finance automation companies based in San Francisco, United States
Ranked by team size| # | Company | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Strong evidence | 270 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | Strong evidence | 78 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | Indirect evidence | 78 contacts → | |||
“Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 4 | Strong evidence | 50 contacts → | |||
“Savant is the AI automation platform for finance, tax, and accounting teams.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 5 | Partial evidence | 47 contacts → | |||
“Informed helps financial institutions fund more loans faster while reducing risk and fraud.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 6 | Partial evidence | 47 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | Partial evidence | 33 contacts → | |||
“Faster Close Powered by AI Truewind gives your accountants agents to automate the monthly rollforwards.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 8 | Strong evidence | 28 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | Partial evidence | 25 contacts → | |||
“Most financial decisions are made without expertise, analysis, or data.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 10 | Indirect evidence | 25 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | Strong evidence | 23 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | Partial evidence | 20 contacts → | |||
“Traversaal builds advanced AI agents designed to enhance enterprise productivity.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 13 | Strong evidence | 18 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | Strong evidence | 17 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | Strong evidence | 14 contacts → | |||
“Numeral specializes in advanced financial automation solutions, designed for high-volume businesses.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 16 | Strong evidence | 13 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | Indirect evidence | 12 contacts → | |||
“At HYPERC, we turn profit into a real-time metric.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 18 | Partial evidence | 9 contacts → | |||
“Accountstory builds AI powered sales software to help you grow your business.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 19 | Partial evidence | 6 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | Strong evidence | 6 contacts → | |||
“Boost.money is a cutting-edge AI platform empowering Financial Institutions and Lenders to revolutionize lending decisions.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 21 | Indirect evidence | 5 contacts → | |||
“Finic helps enterprises neutralize coordinated fraud attacks before they become the major incidents.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 22 | Indirect evidence | 5 contacts → | |||
“Your accounts, always accurate.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 23 | Partial evidence | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | Strong evidence | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 25 | Partial evidence | 4 contacts → | |||
“At Vizmatch, we're dedicated to reshaping the world of business analytics and corporate finance.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
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: AI finance automation 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 AI finance automation companies.
- Partial evidence
- Its own public description names part of AI finance automation companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name AI finance automation 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 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, 2026Companies by employee count
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
- AI finance automation companies in New York77
- AI finance automation companies in San Francisco55
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.
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