Company lists · Data refreshed September 2026

Top 25 Cash flow software companies based in the United States

RevenueBase identified 96 cash flow software companies headquartered in the United States as of September 2026 and tracks 3,622 professional contacts across them, including 371 with verified work emails. New York is the largest hub.

This list covers cash flow software companies headquartered in the 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 27, 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 27, 2026 86% judged on-target in blind review
96Companies
3,622Contacts tracked
371Verified emails
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The 25 largest cash flow software companies based in the United States

Ranked by team size
Top 25 of 96 cash flow software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to cash flow software 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
1Indirect evidenceMenlo Park, CA, United StatesHQ checked Sep 27, 202651-200249 contacts →

Indirect evidence

“Your financial life doesn't fit in a single category.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceDetroit, MI, United StatesHQ checked Sep 27, 202651-20099 contacts →

Indirect evidence

“Autobooks is simple banking that works for small businesses.”

Source: RevenueBase Database · checked Sep 27, 2026
3Strong evidenceBoston, MA, United StatesHQ checked Sep 27, 202651-20072 contacts →

Strong evidence

“Centime is the leading cash management suite that helps fast-growing businesses easily control and manage cash flow.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceDelaware, DE, United StatesHQ checked Sep 27, 202611-5054 contacts →

Indirect evidence

“Fuelfinance is an all-in-one financial solution tailor-made for growing SMEs.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceRocklin, CA, United StatesHQ checked Sep 27, 202651-20034 contacts →

Indirect evidence

“HostBooks transforms and enriches your accounting experience through its structured and automated cloud-based accounting platform.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5027 contacts →

Indirect evidence

“Sequence is the money layer for AI agents.”

Source: RevenueBase Database · checked Sep 27, 2026
7Strong evidenceWestminster, MD, United StatesHQ checked Sep 27, 202611-5019 contacts →

Strong evidence

“DTS helps merchants, banks, systems, and devices keep tabs on cash with simple & synchronized cash management software.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 27, 202611-5018 contacts →

Indirect evidence

“The need for proper accounting is undeniable, but business owners shouldn’t need an advanced degree to know if their business is making money or not.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202611-5016 contacts →

Indirect evidence

“Klear is bringing working capital management into the 21st century.”

Source: RevenueBase Database · checked Sep 27, 2026
10Strong evidenceChicago, IL, United StatesHQ checked Sep 27, 20261-1014 contacts →

Strong evidence

“ONEBIT helps independent business owners manage their cash flow by providing AI-driven insights from their sales and expenses in one mobile-friendly platform.”

Source: RevenueBase Database · checked Sep 27, 2026
11Strong evidenceRaleigh, NC, United StatesHQ checked Sep 27, 202611-5014 contacts →

Strong evidence

“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceMiddletown, United StatesHQ checked Sep 27, 202611-5012 contacts →

Indirect evidence

“A good sign you need to update your CFO’s stack is when your team is doing manual tasks repeatedly or if more of the time is spent on gathering data rather than driving insights,”…”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidencePhoenix, AZ, United StatesHQ checked Sep 27, 202611-5011 contacts →

Partial evidence

“Sperse offers a suite of software applications to modernize business management with better intelligence, connectivity, and automation.”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceMemphis, TN, United StatesHQ checked Sep 27, 202611-5010 contacts →

Partial evidence

“We help CFO's gain total visibility and accountability for all cash, and payment activities across all locations.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceSheridan, WY, United StatesHQ checked Sep 27, 202611-507 contacts →

Indirect evidence

“Akounto, redefining the financial ecosystem for Small businesses, Freelancers, and Startups.”

Source: RevenueBase Database · checked Sep 27, 2026
16Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202611-506 contacts →

Partial evidence

“ZarMoney isn’t your typical off-the-shelf accounting software – it was built carefully and meticulously through several years of development to be the next-generation cloud…”

Source: RevenueBase Database · checked Sep 27, 2026
17Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 20261-106 contacts →

Strong evidence

“aqeel is an innovative financial platform designed to help small and medium businesses better manage cash flow - the lifeblood of any company.”

Source: RevenueBase Database · checked Sep 27, 2026
18Strong evidenceAmerican Fork, UT, United StatesHQ checked Sep 27, 20261-105 contacts →

Strong evidence

“ClearGrowth is a Cash-Flow FinTech, that uses AI Accounting to increase our Customer's bank balance.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceUnderhill, VT, United StatesHQ checked Sep 27, 202611-505 contacts →

Indirect evidence

“Ledgr is a business service, insights, and analytics company that specializes in helping small business owners and entrepreneurs simplify their financial environments.”

Source: RevenueBase Database · checked Sep 27, 2026
20Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202611-505 contacts →

Strong evidence

“Tola combines accounts payable, receivable and cash flow management with working capital, helping save businesses time and money.”

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“Cheqly is revolutionizing the way startups and small to medium-sized enterprises (SMEs) manage their finances.”

Source: RevenueBase Database · checked Sep 27, 2026
22Strong evidenceWilton, CT, United StatesHQ checked Sep 27, 20261-104 contacts →

Strong evidence

“SimpliCapital provides a comprehensive, AI-powered cash flow management SaaS solution tailored for mid-market companies, aimed at enhancing operational cash generation and…”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceGuilford, CT, United StatesHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“ER Squared focuses on providing solutions for small businesses.”

Source: RevenueBase Database · checked Sep 27, 2026
24Strong evidenceCharleston, SC, United StatesHQ checked Sep 27, 20261-103 contacts →

Strong evidence

“Baleen makes calculating income easy by automating data entry and delivering accurate cash flow analyses and reports within seconds.”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceMiami, FL, United StatesHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“We offer excellence in small business financial management (accounts payables & receivables) allowing you to work on your core business.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 96 cash flow software companies based in the United States

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Cash flow software companies based in the United States at a glance

As of Sep 27, 2026
10.2%Verified-email coverage
37.7Average contacts per company
1-10Median size (employees)
7.3%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
54
11-50
30
51-200
7
201-500
2
1,001-5,000
2
5,001-10,000
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 96 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 cash flow software 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 the United States whose own description of what they do matches “cash flow software 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 cash flow software 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 cash flow software companies, and records with no verified work email. Companies headquartered outside United States 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, 371 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 27, 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.

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 cash flow software 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 cash flow software companies are there based in the United States?

RevenueBase identified 96 cash flow software companies headquartered in the 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?

Quicken, headquartered in Menlo Park, tops this list with the largest team on record.

Which city has the most cash flow software companies?

New York leads with 7 headquartered companies, followed by San Francisco (7) and Los Angeles (4).

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 371 verified decision-maker contacts tracked across these 96 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 27, 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.