Company lists · Data refreshed October 2026
Top 25 Finance automation consultants based in the United States
RevenueBase identified 308 company matches for finance automation consultants associated with the United States as of October 2026 and tracks 6,346 professional contacts across them, including 1,241 with verified work emails. New York is the largest hub.
This list covers company matches for finance automation consultants associated with the 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 October 12, 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 finance automation consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 603 contacts → | ||||
Exact match “Techolution is the world’s leading FEA – Full Enterprise Automation specialist.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 194 contacts → | ||||
Exact match “PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 170 contacts → | ||||
Exact match “Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 142 contacts → | ||||
Exact match “Netgain empowers accounting teams to eliminate broken and inefficient operations and gain back valuable time with modern technology and automation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 132 contacts → | ||||
Exact match “If you are running your own accounting and tax consulting practice, you must like this by all means.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 117 contacts → | ||||
Exact match “Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 112 contacts → | ||||
Exact match “We Make Your Business Operations Comfortable.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 108 contacts → | ||||
Exact match “Elire is a Minneapolis based full-service software consulting firm created from the merging of several successful software consulting firms.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 105 contacts → | ||||
Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 104 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 56 contacts → | ||||
Exact match “DOKKA is an agentic accounting automation platform that gives finance teams AI agents to execute repetitive accounting work across accounts payable and financial close.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 54 contacts → | ||||
Exact match “Nimbl's purpose is to enable committed leaders to expand the impact they're making in the world by harnessing the power of people & process.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 51 contacts → | ||||
Exact match “Protominds is a premier FinTech Consulting & Services company headquartered in California.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 48 contacts → | ||||
Exact match “RKL Virtual Management Solutions helps organizations achieve next-level growth by optimizing and managing your accounting, financial management and workforce functions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 48 contacts → | ||||
Exact match “At Logiframe, we help businesses lead smarter, scale faster, and win bigger.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 46 contacts → | ||||
Exact match “Optima Global Solutions, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 37 contacts → | ||||
Exact match “Bakerfield Solutions are the Finance Transformation Experts you can rely on!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 37 contacts → | ||||
Exact match “AAC, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 34 contacts → | ||||
Exact match “Sterling CPAs mission is to transform the way small business's day-to-day accounting needs are met.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 32 contacts → | ||||
Exact match “At the heart of everything we do is this idea of making your business better.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 27 contacts → | ||||
Exact match “Are you looking for a solution for your company’s planning, consolidations, and/or budgeting software?” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 25 contacts → | ||||
Exact match “PathQuest is an Automated Accounting Solution ecosystem designed with a vision to Simplify & Automate your Accounting Practice.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 25 contacts → | ||||
Exact match “The Back Office is a team of accounting, development, and administrative professionals that have been providing seamless accounting integration software and data conversion…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 24 contacts → | ||||
Exact match “At TwinSix, we are dedicated to revolutionizing finance and accounting functions to drive peak efficiency and performance for businesses.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 21 contacts → | ||||
Exact match “QuantumRhino is an automation consulting firm serving the real estate, homebuilding, pharmaceutical, general contracting, and legal industries.” Recorded in the RevenueBase company graph · Oct 12, 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 “finance automation consultants”. 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 308 finance automation consultants based in the United States
See the full list, filter by size, metro and specialty, and access 1,241 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Finance automation consultants based in the United States at a glance
As of Oct 12, 2026Companies by employee count
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 308 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 the United States whose business descriptions match “finance automation consultants” 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 1,241 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 October 12, 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.
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 “finance automation consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many finance automation consultants are there based in the United States?
RevenueBase identified 308 company matches for finance automation consultants associated with the United States as of October 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?
Techolution tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most finance automation consultants?
New York leads with 13 company records, followed by Atlanta (12) and Houston (12).
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 1,241 professional contacts with verified work emails tracked across these 308 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 October 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 308 finance automation consultants based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Finance automation consultants by geography
- Finance automation consultants based in Australia
- Finance automation consultants based in Brazil
- Finance automation consultants based in Canada
- Finance automation consultants based in France
- Finance automation consultants based in Germany
- Finance automation consultants based in India
- Finance automation consultants based in the Netherlands
- Finance automation consultants based in South Africa
- Finance automation consultants based in the United Kingdom
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
- Finance automation consultants based in Australia
- Finance automation consultants based in Brazil
- Finance automation consultants based in Canada
- Finance automation consultants based in France
- Finance automation consultants based in Germany
- Finance automation consultants based in India
Company intelligence · public preview
Top 25 finance automation consultants based in the 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 308 matching company records for finance automation consultants based in the United States, with 6,346 tracked contacts and 1,241 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: October 12, 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 finance automation consultants based in the 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 |  Techolutiontecholution.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 603 contacts → |
“Techolution is the world’s leading FEA – Full Enterprise Automation specialist.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Pairsoftpairsoft.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 194 contacts → |
“PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  SSI Consultingquisitive.comHQ: Vienna, VA, United StatesReported employees: 201-500 | Vienna, VA, United States | 201-500 | Exact match | 170 contacts → |
“Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Netgain Solutionsnetgain.techHQ: Englewood, CO, United StatesReported employees: 51-200 | Englewood, CO, United States | 51-200 | Exact match | 142 contacts → |
“Netgain empowers accounting teams to eliminate broken and inefficient operations and gain back valuable time with modern technology and automation.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cloudit Automation & Accounting Services LLCcloudit-us.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 132 contacts → |
“If you are running your own accounting and tax consulting practice, you must like this by all means.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Actualize Consultingactualizeconsulting.comHQ: Reston, VA, United StatesReported employees: 51-200 | Reston, VA, United States | 51-200 | Exact match | 117 contacts → |
“Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Red Bank, NJ, United StatesReported employees: 51-200 | Red Bank, NJ, United States | 51-200 | Exact match | 112 contacts → |
“We Make Your Business Operations Comfortable.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ELIREelire.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 108 contacts → |
“Elire is a Minneapolis based full-service software consulting firm created from the merging of several successful software consulting firms.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Boston Financial Advisory Groupbostonfagroup.comHQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 105 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Pallettrypallet.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 104 contacts → |
“Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  DOKKAdokka.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 56 contacts → |
“DOKKA is an agentic accounting automation platform that gives finance teams AI agents to execute repetitive accounting work across accounts payable and financial close.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  NIMBLtrustnimbl.comHQ: Salt Lake City, UT, United StatesReported employees: 51-200 | Salt Lake City, UT, United States | 51-200 | Exact match | 54 contacts → |
“Nimbl's purpose is to enable committed leaders to expand the impact they're making in the world by harnessing the power of people & process.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Protomindsprotominds.com HQ: Grapevine, TX, United StatesReported employees: 51-200 | Grapevine, TX, United States | 51-200 | Exact match | 51 contacts → |
“Protominds is a premier FinTech Consulting & Services company headquartered in California.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | RKL Virtual Management Solutionsrklvirtual.com HQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 48 contacts → |
“RKL Virtual Management Solutions helps organizations achieve next-level growth by optimizing and managing your accounting, financial management and workforce functions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Logiframe Indonesialogiframe.comHQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 48 contacts → |
“At Logiframe, we help businesses lead smarter, scale faster, and win bigger.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Optima Global Solutions INCoptimags.com HQ: Hamilton, NJ, United StatesReported employees: 51-200 | Hamilton, NJ, United States | 51-200 | Exact match | 46 contacts → |
“Optima Global Solutions, Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Bakerfield Solutionsbakerfieldsolutions.comHQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 37 contacts → |
“Bakerfield Solutions are the Finance Transformation Experts you can rely on!” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  AAC Consulting, INCaac-us.comHQ: Edgartown, MA, United StatesReported employees: 11-50 | Edgartown, MA, United States | 11-50 | Exact match | 37 contacts → |
“AAC, Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Sterling Cpas Pllcstg.cpaHQ: Lexington, KY, United StatesReported employees: 11-50 | Lexington, KY, United States | 11-50 | Exact match | 34 contacts → |
“Sterling CPAs mission is to transform the way small business's day-to-day accounting needs are met.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Leaniarleaniar.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 32 contacts → |
“At the heart of everything we do is this idea of making your business better.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Sandpoint Consultingsandpointc.comHQ: Detroit, MI, United StatesReported employees: 11-50 | Detroit, MI, United States | 11-50 | Exact match | 27 contacts → |
“Are you looking for a solution for your company’s planning, consolidations, and/or budgeting software?” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Pathquestpathquest.comHQ: Honolulu, HI, United StatesReported employees: 501-1,000 | Honolulu, HI, United States | 501-1,000 | Exact match | 25 contacts → |
“PathQuest is an Automated Accounting Solution ecosystem designed with a vision to Simplify & Automate your Accounting Practice.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Back Office LLCtboffice.comHQ: West Des Moines, IA, United StatesReported employees: 11-50 | West Des Moines, IA, United States | 11-50 | Exact match | 25 contacts → |
“The Back Office is a team of accounting, development, and administrative professionals that have been providing seamless accounting integration software and data conversion…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Twinsixtwinsix.ioHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 24 contacts → |
“At TwinSix, we are dedicated to revolutionizing finance and accounting functions to drive peak efficiency and performance for businesses.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Quantumrhinoquantumrhino.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 21 contacts → |
“QuantumRhino is an automation consulting firm serving the real estate, homebuilding, pharmaceutical, general contracting, and legal industries.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 308 company matches
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Finance automation consultants: dataset insights
October 12, 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
308 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 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 308 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: October 12, 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 ↗
Questions about this company list
What does Exact match mean for finance automation consultants?
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 finance automation consultants did RevenueBase find based in the United States?
The saved snapshot records 308 matching company records, 6,346 tracked contacts and 1,241 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: October 12, 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
Finance automation consultants by geography
- Finance automation consultants based in Australia
- Finance automation consultants based in Brazil
- Finance automation consultants based in Canada
- Finance automation consultants based in France
- Finance automation consultants based in Germany
- Finance automation consultants based in India
- Finance automation consultants based in the Netherlands
- Finance automation consultants based in South Africa
- Finance automation consultants based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 finance automation consultants based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/finance-automation-consultants/united-states.
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
- Finance automation consultants based in Australia
- Finance automation consultants based in Brazil
- Finance automation consultants based in Canada
- Finance automation consultants based in France
- Finance automation consultants based in Germany
- Finance automation consultants based in India
Company intelligence · public preview
Top 25 finance automation consultants based in the United States
RevenueBase records 308 matching company records for finance automation consultants based in the United States, with 6,346 tracked contacts and 1,241 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: October 12, 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 finance automation consultants based in the 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 | Techolutiontecholution.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 603 contacts → |
“Techolution is the world’s leading FEA – Full Enterprise Automation specialist.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Pairsoftpairsoft.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 194 contacts → |
“PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | SSI Consultingquisitive.com HQ: Vienna, VA, United StatesReported employees: 201-500 | Vienna, VA, United States | 201-500 | Exact match | 170 contacts → |
“Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Netgain Solutionsnetgain.tech HQ: Englewood, CO, United StatesReported employees: 51-200 | Englewood, CO, United States | 51-200 | Exact match | 142 contacts → |
“Netgain empowers accounting teams to eliminate broken and inefficient operations and gain back valuable time with modern technology and automation.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cloudit Automation & Accounting Services LLCcloudit-us.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 132 contacts → |
“If you are running your own accounting and tax consulting practice, you must like this by all means.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Actualize Consultingactualizeconsulting.com HQ: Reston, VA, United StatesReported employees: 51-200 | Reston, VA, United States | 51-200 | Exact match | 117 contacts → |
“Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Red Bank, NJ, United StatesReported employees: 51-200 | Red Bank, NJ, United States | 51-200 | Exact match | 112 contacts → |
“We Make Your Business Operations Comfortable.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ELIREelire.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 108 contacts → |
“Elire is a Minneapolis based full-service software consulting firm created from the merging of several successful software consulting firms.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Boston Financial Advisory Groupbostonfagroup.com HQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 105 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Pallettrypallet.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 104 contacts → |
“Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | DOKKAdokka.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 56 contacts → |
“DOKKA is an agentic accounting automation platform that gives finance teams AI agents to execute repetitive accounting work across accounts payable and financial close.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | NIMBLtrustnimbl.com HQ: Salt Lake City, UT, United StatesReported employees: 51-200 | Salt Lake City, UT, United States | 51-200 | Exact match | 54 contacts → |
“Nimbl's purpose is to enable committed leaders to expand the impact they're making in the world by harnessing the power of people & process.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Protomindsprotominds.com HQ: Grapevine, TX, United StatesReported employees: 51-200 | Grapevine, TX, United States | 51-200 | Exact match | 51 contacts → |
“Protominds is a premier FinTech Consulting & Services company headquartered in California.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | RKL Virtual Management Solutionsrklvirtual.com HQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 48 contacts → |
“RKL Virtual Management Solutions helps organizations achieve next-level growth by optimizing and managing your accounting, financial management and workforce functions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Logiframe Indonesialogiframe.com HQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 48 contacts → |
“At Logiframe, we help businesses lead smarter, scale faster, and win bigger.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Optima Global Solutions INCoptimags.com HQ: Hamilton, NJ, United StatesReported employees: 51-200 | Hamilton, NJ, United States | 51-200 | Exact match | 46 contacts → |
“Optima Global Solutions, Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bakerfield Solutionsbakerfieldsolutions.com HQ: Indianapolis, IN, United StatesReported employees: 11-50 | Indianapolis, IN, United States | 11-50 | Exact match | 37 contacts → |
“Bakerfield Solutions are the Finance Transformation Experts you can rely on!” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | AAC Consulting, INCaac-us.com HQ: Edgartown, MA, United StatesReported employees: 11-50 | Edgartown, MA, United States | 11-50 | Exact match | 37 contacts → |
“AAC, Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sterling Cpas Pllcstg.cpa HQ: Lexington, KY, United StatesReported employees: 11-50 | Lexington, KY, United States | 11-50 | Exact match | 34 contacts → |
“Sterling CPAs mission is to transform the way small business's day-to-day accounting needs are met.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Leaniarleaniar.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 32 contacts → |
“At the heart of everything we do is this idea of making your business better.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Sandpoint Consultingsandpointc.com HQ: Detroit, MI, United StatesReported employees: 11-50 | Detroit, MI, United States | 11-50 | Exact match | 27 contacts → |
“Are you looking for a solution for your company’s planning, consolidations, and/or budgeting software?” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pathquestpathquest.com HQ: Honolulu, HI, United StatesReported employees: 501-1,000 | Honolulu, HI, United States | 501-1,000 | Exact match | 25 contacts → |
“PathQuest is an Automated Accounting Solution ecosystem designed with a vision to Simplify & Automate your Accounting Practice.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Back Office LLCtboffice.com HQ: West Des Moines, IA, United StatesReported employees: 11-50 | West Des Moines, IA, United States | 11-50 | Exact match | 25 contacts → |
“The Back Office is a team of accounting, development, and administrative professionals that have been providing seamless accounting integration software and data conversion…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Twinsixtwinsix.io HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 24 contacts → |
“At TwinSix, we are dedicated to revolutionizing finance and accounting functions to drive peak efficiency and performance for businesses.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Quantumrhinoquantumrhino.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 21 contacts → |
“QuantumRhino is an automation consulting firm serving the real estate, homebuilding, pharmaceutical, general contracting, and legal industries.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 308 company matches
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Finance automation consultants: dataset insights
October 12, 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
308 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 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 308 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: October 12, 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 ↗
Questions about this company list
What does Exact match mean for finance automation consultants?
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 finance automation consultants did RevenueBase find based in the United States?
The saved snapshot records 308 matching company records, 6,346 tracked contacts and 1,241 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: October 12, 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 finance automation consultants based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/finance-automation-consultants/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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