Company lists · Data refreshed September 2026
Top 25 AI financial process automation companies based in San Francisco, United States
RevenueBase identified 70 company matches for AI financial process automation companies associated with 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 company matches for AI financial process automation companies associated with San Francisco, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 30, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 2 | 270 contacts → | ||||
Exact match “Ottimate is an AI-powered Accounts Payable automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 3 | 78 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 4 | 78 contacts → | ||||
Exact match “Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 5 | 71 contacts → | ||||
Exact match “Campfire is the AI-native ERP for for high-growth companies.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 6 | 60 contacts → | ||||
Exact match “Two Dots builds AI underwriting technology that automates and solves problems traditional systems can't.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 7 | 50 contacts → | ||||
Exact match “Savant is the AI automation platform for finance, tax, and accounting teams.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 8 | 50 contacts → | ||||
Exact match “At Adept, we are building a future where AI helps every employee focus on meaningful work.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 9 | 47 contacts → | ||||
Exact match “Informed helps financial institutions fund more loans faster while reducing risk and fraud.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 10 | 47 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 11 | 47 contacts → | ||||
Exact match “Wexa is an AI-first enterprise automation platform designed to revolutionize organizational productivity.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 12 | 34 contacts → | ||||
Exact match “We build AI that works while you don't.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 13 | 33 contacts → | ||||
Exact match “Faster Close Powered by AI Truewind gives your accountants agents to automate the monthly rollforwards.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 14 | 28 contacts → | ||||
Exact match “Fulcrum provides insurance agencies and brokers with AI automations for time consuming manual tasks including proposal creation, policy checking, coverage comparisons and more.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 15 | 25 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 16 | 23 contacts → | ||||
Exact match “At Alltius, we help insurance and banking enterprises unlock the real value of AI-by turning complex workflows into compliance-ready, outcome-driven automations.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 17 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 18 | 17 contacts → | ||||
Exact match “Fazeshift is an AI-driven accounts receivable platform designed to help enterprises automate invoicing, cash application, and collections-improving efficiency, reducing errors…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 19 | 17 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 20 | 14 contacts → | ||||
Exact match “We're redefining efficiency with AI-driven automation.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “Numeral specializes in advanced financial automation solutions, designed for high-volume businesses.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 22 | 13 contacts → | ||||
Exact match “Eloquent AI is the first AI Operator built specifically for financial services to automate complex, regulated customer service operations beyond frontline support.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “Sirius helps entrepreneurs make more money while having fun running their business.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Our mission is to give accountants their time back.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Finic helps enterprises neutralize coordinated fraud attacks before they become the major incidents.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “AI financial process automation companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
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 access 528 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with San Francisco, United States whose business descriptions match “AI financial process automation companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 528 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
AI financial process automation companies by metro in the United States
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “AI financial process automation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI financial process automation companies are there based in San Francisco, United States?
RevenueBase identified 70 company matches for AI financial process automation companies associated with San Francisco, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Tradeshift tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most AI financial process automation companies?
New York leads the United States with 95 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 528 professional contacts with verified work emails tracked across these 70 companies; direct dials are available where recorded.
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 SmartSearch, 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
Company intelligence · public preview
Top 25 AI financial process automation companies based in San Francisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 70 matching company records for AI financial process automation companies based in San Francisco, United States, with 1,778 tracked contacts and 528 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 30, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI financial process automation companies based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Tradeshifttradeshift.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 359 contacts → |
“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.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ottimateottimate.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ascenduseascend.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Pallettrypallet.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 78 contacts → |
“Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Campfirecampfire.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 71 contacts → |
“Campfire is the AI-native ERP for for high-growth companies.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  TWO Dotstwodots.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 60 contacts → |
“Two Dots builds AI underwriting technology that automates and solves problems traditional systems can't.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Savant Labssavantlabs.ioHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 50 contacts → |
“Savant is the AI automation platform for finance, tax, and accounting teams.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ADEPTadept.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 50 contacts → |
“At Adept, we are building a future where AI helps every employee focus on meaningful work.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  informed.iqinformediq.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 47 contacts → |
“Informed helps financial institutions fund more loans faster while reducing risk and fraud.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  NUVOnuvo.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wexa AIwexa.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 47 contacts → |
“Wexa is an AI-first enterprise automation platform designed to revolutionize organizational productivity.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Mindpalmindpal.coHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 34 contacts → |
“We build AI that works while you don't.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Truewindtruewind.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 33 contacts → |
“Faster Close Powered by AI Truewind gives your accountants agents to automate the monthly rollforwards.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fulcrumwithfulcrum.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 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.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  cimba.aicimba.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 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.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  alltius.aialltius.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 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.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Praxiepraxie.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Fazeshiftfazeshift.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 17 contacts → |
“Fazeshift is an AI-driven accounts receivable platform designed to help enterprises automate invoicing, cash application, and collections-improving efficiency, reducing errors…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wurthywurthy.coHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Rifa AIrifa.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“We're redefining efficiency with AI-driven automation.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Numeralgonumeral.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Numeral specializes in advanced financial automation solutions, designed for high-volume businesses.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Eloquent AIeloquentai.coHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Eloquent AI is the first AI Operator built specifically for financial services to automate complex, regulated customer service operations beyond frontline support.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | sirius.expertsirius.expert HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 11 contacts → |
“Sirius helps entrepreneurs make more money while having fun running their business.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Combinelycombinely.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“Our mission is to give accountants their time back.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  FINICfinic.aiHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Finic helps enterprises neutralize coordinated fraud attacks before they become the major incidents.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 70 company matches
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AI financial process automation companies: dataset insights
September 30, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
70 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 30, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI financial process automation companies by metro in the United States
Questions about this company list
What does Exact match mean for AI financial process automation companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI financial process automation companies did RevenueBase find based in San Francisco, United States?
The saved snapshot records 70 matching company records, 1,778 tracked contacts and 528 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 30, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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
Cite this list
RevenueBase Data Team. Top 25 AI financial process automation companies based in San Francisco, United States. Snapshot: September 30, 2026. https://revenuebase.ai/companies/ai-financial-process-automation-companies/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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
Company intelligence · public preview
Top 25 AI financial process automation companies based in San Francisco, United States
RevenueBase records 70 matching company records for AI financial process automation companies based in San Francisco, United States, with 1,778 tracked contacts and 528 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 30, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI financial process automation companies based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Tradeshifttradeshift.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 359 contacts → |
“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.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ottimateottimate.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ascenduseascend.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Pallettrypallet.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 78 contacts → |
“Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Campfirecampfire.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 71 contacts → |
“Campfire is the AI-native ERP for for high-growth companies.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | TWO Dotstwodots.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 60 contacts → |
“Two Dots builds AI underwriting technology that automates and solves problems traditional systems can't.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Savant Labssavantlabs.io HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 50 contacts → |
“Savant is the AI automation platform for finance, tax, and accounting teams.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ADEPTadept.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 50 contacts → |
“At Adept, we are building a future where AI helps every employee focus on meaningful work.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | informed.iqinformediq.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 47 contacts → |
“Informed helps financial institutions fund more loans faster while reducing risk and fraud.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | NUVOnuvo.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wexa AIwexa.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 47 contacts → |
“Wexa is an AI-first enterprise automation platform designed to revolutionize organizational productivity.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Mindpalmindpal.co HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 34 contacts → |
“We build AI that works while you don't.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Truewindtruewind.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 33 contacts → |
“Faster Close Powered by AI Truewind gives your accountants agents to automate the monthly rollforwards.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fulcrumwithfulcrum.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 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.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | cimba.aicimba.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 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.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | alltius.aialltius.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 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.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Praxiepraxie.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fazeshiftfazeshift.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 17 contacts → |
“Fazeshift is an AI-driven accounts receivable platform designed to help enterprises automate invoicing, cash application, and collections-improving efficiency, reducing errors…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wurthywurthy.co HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 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…” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Rifa AIrifa.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“We're redefining efficiency with AI-driven automation.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Numeralgonumeral.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Numeral specializes in advanced financial automation solutions, designed for high-volume businesses.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Eloquent AIeloquentai.co HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Eloquent AI is the first AI Operator built specifically for financial services to automate complex, regulated customer service operations beyond frontline support.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | sirius.expertsirius.expert HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 11 contacts → |
“Sirius helps entrepreneurs make more money while having fun running their business.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Combinelycombinely.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“Our mission is to give accountants their time back.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | FINICfinic.ai HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Finic helps enterprises neutralize coordinated fraud attacks before they become the major incidents.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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AI financial process automation companies: dataset insights
September 30, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
70 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 30, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI financial process automation companies by metro in the United States
Questions about this company list
What does Exact match mean for AI financial process automation companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI financial process automation companies did RevenueBase find based in San Francisco, United States?
The saved snapshot records 70 matching company records, 1,778 tracked contacts and 528 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 30, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 AI financial process automation companies based in San Francisco, United States. Snapshot: September 30, 2026. https://revenuebase.ai/companies/ai-financial-process-automation-companies/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- AI financial process automation companies based in Toronto, Canada
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