Company lists · Data refreshed September 2026

Top 25 AI financial process automation companies based in New York, United States

RevenueBase identified 95 AI financial process automation companies headquartered in New York, United States as of September 2026 and tracks 3,014 professional contacts across them, including 872 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers AI financial process automation companies headquartered in New York, 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
95Companies
3,014Contacts tracked
872Verified emails
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The 25 largest AI financial process automation companies based in New York, United States

Ranked by team size
Top 25 of 95 AI financial process automation companies based in New York, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to AI financial process 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
1Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 2026201-500636 contacts →

Partial evidence

“Techolution is the world’s leading FEA – Full Enterprise Automation specialist.”

Source: RevenueBase Database · checked Sep 30, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 30, 2026201-500377 contacts →

Indirect evidence

“Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.”

Source: RevenueBase Database · checked Sep 30, 2026
3Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 202651-200148 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 30, 2026
4Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 202651-200120 contacts →

Partial evidence

“Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the…”

Source: RevenueBase Database · checked Sep 30, 2026
5Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 202651-200115 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
6Strong evidenceNew York, NY, United StatesHQ checked Sep 30, 202651-200111 contacts →

Strong 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 30, 2026
7Strong evidenceNew York, NY, United StatesHQ checked Sep 30, 202651-200102 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
8Indirect evidenceNew York, NY, United StatesHQ checked Sep 30, 202651-200101 contacts →

Indirect evidence

“At GlobalTask, we turn the challenges of the FSI industry into concrete opportunities.”

Source: RevenueBase Database · checked Sep 30, 2026
9Strong evidenceNew York, NY, United StatesHQ checked Sep 30, 202651-20096 contacts →

Strong evidence

“Zenskar is an AI-native revenue automation that solves real-world complexity.”

Source: RevenueBase Database · checked Sep 30, 2026
10Strong evidenceNew York, NY, United StatesHQ checked Sep 30, 202611-5084 contacts →

Strong evidence

“At Cognext.ai, we are building XEN, an execution-grade AI analyst that automates AI-powered analyst tasks across regulatory, risk, and finance workflows at large financial…”

Source: RevenueBase Database · checked Sep 30, 2026
11Strong evidenceNew York, NY, United StatesHQ checked Sep 30, 2026201-50074 contacts →

Strong evidence

“Revolutionizing Insurance with AI-Powered Automation We help clients navigate and capitalize on InsurTech trends through cutting-edge Intelligent Process Automation Solutions…”

Source: RevenueBase Database · checked Sep 30, 2026
12Indirect evidenceNew York, NY, United StatesHQ checked Sep 30, 202651-20067 contacts →

Indirect evidence

“Our mission at Metaprise is to empower businesses to transcend horizons, restrictions, and norms and enable fast, worldwide B2B payments at scale.”

Source: RevenueBase Database · checked Sep 30, 2026
13Strong evidenceNew York, United StatesHQ checked Sep 30, 202651-20052 contacts →

Strong evidence

“DOKKA is an agentic accounting automation platform that gives finance teams AI agents to execute repetitive accounting work across accounts payable and financial close.”

Source: RevenueBase Database · checked Sep 30, 2026
14Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 202651-20038 contacts →

Partial evidence

“At Farsight, we’re building the AI that does the real work of finance.”

Source: RevenueBase Database · checked Sep 30, 2026
15Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 202651-20038 contacts →

Partial evidence

“DualEntry is the first ERP built AI-native from the ground up.”

Source: RevenueBase Database · checked Sep 30, 2026
16Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 202611-5030 contacts →

Partial evidence

“CharliAI builds AI exposure control infrastructure for regulated enterprises.”

Source: RevenueBase Database · checked Sep 30, 2026
17Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 202611-5029 contacts →

Partial evidence

“Ledge is an AI-powered platform where a team of agents works alongside finance teams to keep the books current and the close in motion.”

Source: RevenueBase Database · checked Sep 30, 2026
18Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 202611-5027 contacts →

Partial evidence

“Sequence is the money layer for AI agents.”

Source: RevenueBase Database · checked Sep 30, 2026
19Indirect evidenceNew York, NY, United StatesHQ checked Sep 30, 202611-5026 contacts →

Indirect evidence

“Stratyfy optimizes high-stakes decisions in credit risk, fraud, and compliance.”

Source: RevenueBase Database · checked Sep 30, 2026
20Indirect evidenceNew York, United StatesHQ checked Sep 30, 202651-20024 contacts →

Indirect evidence

“Maximor is an autonomous finance platform for the modern Office of the CFO.”

Source: RevenueBase Database · checked Sep 30, 2026
21Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 202651-20024 contacts →

Partial evidence

“Reveal Group, an Ashling Partners Company, is your Intelligent Automation services company.”

Source: RevenueBase Database · checked Sep 30, 2026
22Partial evidenceNew York, NY, United StatesHQ checked Sep 30, 202611-5024 contacts →

Partial evidence

“AutoCash | AI-Driven Cash Intelligence Finance leaders are under constant pressure to deliver faster insights, greater accuracy, and strategic impact-while legacy systems and…”

Source: RevenueBase Database · checked Sep 30, 2026
23Strong evidenceNew York, NY, United StatesHQ checked Sep 30, 20261-1023 contacts →

Strong evidence

“We are deploying the world's first digital AI Accountant and Financial workers.”

Source: RevenueBase Database · checked Sep 30, 2026
24Indirect evidenceNew York, NY, United StatesHQ checked Sep 30, 202611-5016 contacts →

Indirect evidence

“Until now, people have had to learn and adapt to software.”

Source: RevenueBase Database · checked Sep 30, 2026
25Strong evidenceNew York, United StatesHQ checked Sep 30, 202611-5016 contacts →

Strong evidence

“AI-Powered Automation for Every User.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 25 of 95 AI financial process automation companies based in New York, United States

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AI financial process automation companies based in New York, United States at a glance

As of Sep 30, 2026
28.9%Verified-email coverage
31.7Average contacts per company
11-50Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
43
11-50
32
51-200
17
201-500
3

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 95 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 AI financial process 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 New York, United States whose own description of what they do matches “AI financial process 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 financial process 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 financial process automation companies, and records with no verified work email. Companies headquartered outside New York 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, 872 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.

AI financial process 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 financial process 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 financial process automation companies are there based in New York, United States?

RevenueBase identified 95 AI financial process automation companies headquartered in New York, 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?

Techolution, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most AI financial process automation companies?

New York leads the United States with 95 headquartered companies, followed by San Francisco (70) and Austin (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 872 verified decision-maker contacts tracked across these 95 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.