Company lists · Data refreshed September 2026
Top 25 AI financial process automation companies based in San Francisco, United States
RevenueBase identified 70 AI financial process automation companies headquartered in San Francisco, United States as of September 2026 and tracks 1,778 professional contacts across them, including 528 with verified work emails. Across the United States, New York is the largest hub for this category (95 companies); San Francisco follows with 70.
This list covers AI financial process 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 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.
The 25 largest AI financial process automation companies based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 359 contacts → | ||||
Strong evidence “Leading AP automation software | Reduce processing cost by 90%| For large and mid-sized companies | Our customers include DHL, Danone, HSBC, Kuehne + Nagel, and Air France KLM.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 270 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 78 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 78 contacts → | ||||
Indirect evidence “Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 71 contacts → | ||||
Partial evidence “Campfire is the AI-native ERP for for high-growth companies.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 60 contacts → | ||||
Partial evidence “Two Dots builds AI underwriting technology that automates and solves problems traditional systems can't.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 50 contacts → | ||||
Strong evidence “Savant is the AI automation platform for finance, tax, and accounting teams.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 50 contacts → | ||||
Partial evidence “At Adept, we are building a future where AI helps every employee focus on meaningful work.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 47 contacts → | ||||
Partial evidence “Informed helps financial institutions fund more loans faster while reducing risk and fraud.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 47 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 47 contacts → | ||||
Strong evidence “Wexa is an AI-first enterprise automation platform designed to revolutionize organizational productivity.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 34 contacts → | ||||
Partial evidence “We build AI that works while you don't.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 33 contacts → | ||||
Partial evidence “Faster Close Powered by AI Truewind gives your accountants agents to automate the monthly rollforwards.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 28 contacts → | ||||
Strong evidence “Fulcrum provides insurance agencies and brokers with AI automations for time consuming manual tasks including proposal creation, policy checking, coverage comparisons and more.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 25 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 23 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 20 contacts → | ||||
Partial evidence “Praxie is an AI workspace for business operations that lets non-technical teams build apps, analytics, and agentic workflows on top of existing solutions within a unified business…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 17 contacts → | ||||
Partial evidence “Fazeshift is an AI-driven accounts receivable platform designed to help enterprises automate invoicing, cash application, and collections-improving efficiency, reducing errors…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 17 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | 14 contacts → | ||||
Strong evidence “We're redefining efficiency with AI-driven automation.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 21 | 14 contacts → | ||||
Strong evidence “Numeral specializes in advanced financial automation solutions, designed for high-volume businesses.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 22 | 13 contacts → | ||||
Strong evidence “Eloquent AI is the first AI Operator built specifically for financial services to automate complex, regulated customer service operations beyond frontline support.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 23 | 11 contacts → | ||||
Indirect evidence “Sirius helps entrepreneurs make more money while having fun running their business.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 24 | 7 contacts → | ||||
Indirect evidence “Our mission is to give accountants their time back.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence “Finic helps enterprises neutralize coordinated fraud attacks before they become the major incidents.” Source: RevenueBase Database · checked Sep 30, 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 financial process 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 financial process automation companies.
- Partial evidence
- Its own public description names part of AI financial process 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 financial process 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 70 AI financial process automation companies based in San Francisco, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 528 reachable decision-makers.
Free signup · no credit card
AI financial process automation companies based in San Francisco, United States at a glance
As of Sep 30, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 70 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 San Francisco, 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 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, 528 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 San Francisco, United States?
RevenueBase identified 70 AI financial process 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?
Tradeshift, headquartered in San Francisco, 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 528 verified decision-maker contacts tracked across these 70 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.
Ready to reach these companies? Verified emails and direct dials for all 70 AI financial process automation companies based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
AI financial process automation companies by geography
- AI financial process automation companies based in Toronto, Canada
- AI financial process automation companies based in Paris, France
- AI financial process automation companies based in Bangalore, India
- AI financial process automation companies based in Hyderabad, India
- AI financial process automation companies based in Pune, India
- AI financial process automation companies based in London, United Kingdom
- AI financial process automation companies based in New York, United States
- AI financial process automation companies based in Australia
- AI financial process automation companies based in Brazil
- AI financial process automation companies based in Canada
- AI financial process automation companies based in France
- AI financial process automation companies based in Germany
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI financial process automation companies based in Toronto, Canada
- AI financial process automation companies based in Paris, France
- AI financial process automation companies based in Bangalore, India
- AI financial process automation companies based in Hyderabad, India
- AI financial process automation companies based in Pune, India
- AI financial process automation companies based in London, United Kingdom