Company lists · Data refreshed September 2026

Top 25 Finance automation software companies based in the United States

RevenueBase identified 661 finance automation software companies headquartered in the United States as of September 2026 and tracks 16,433 professional contacts across them, including 5,299 with verified work emails and 4,710 with mobile numbers. New York is the largest hub.

This list covers finance automation 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, how directly it supports the match, and when it was last checked. Data refreshed September 2, 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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
661Companies
16,433Contacts tracked
5,299Verified emails
4,710Mobile numbers
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The 25 largest finance automation software companies based in the United States

Ranked by team size
Top 25 of 661 finance automation software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names finance automation software companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
InsightsoftwareIndirect evidence
Raleigh, NC, United States1,001-5,0001,941

“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.”

Source: company website · checked Sep 2, 2026
2
YOOZStrong evidence
Coppel, TX, United States501-1,000569

“Yooz is the most intelligent financial operations automation solution that fights waste, risk, fraud, and errors - all while driving growth and profitability.”

Source: company website · checked Sep 2, 2026
3
ZENIStrong evidence
Palo Alto, CA, United States201-500412

“Zeni is an AI bookkeeping software backed by a dedicated finance team.”

Source: company website · checked Sep 2, 2026
4New York, NY, United States201-500378

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

Source: company website · checked Sep 2, 2026
5
FortisIndirect evidence
Plano, TX, United States201-500358

“Payments shouldn’t live outside your business systems.”

Source: company website · checked Sep 2, 2026
6
FinallyPartial evidence
Miami, FL, United States201-500331

“Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.”

Source: company website · checked Sep 2, 2026
7
CARETPartial evidence
Del Mar, CA, United States201-500330

“CARET brings the latest in technology and automation to over legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters.”

Source: company website · checked Sep 2, 2026
8
Aptitude SoftwareStrong evidence
Boston, MA, United States501-1,000320

“Here at Aptitude, we provide software solutions to enable deliver fully autonomous finance so our customers can drive growth, efficiency and sustainability.”

Source: company website · checked Sep 2, 2026
9
DSD Business SystemsIndirect evidence
San Diego, CA, United States51-200305

“Founded in 1984 in San Diego, DSD Business Systems is an award-winning technology partner with 45 offices across North America, serving small- to medium-sized organizations.”

Source: company website · checked Sep 2, 2026
10
IgnitetechPartial evidence
Austin, TX, United States51-200284

“As the leader in Enterprise Software, our powerful IgniteTech platform helps organizations grow revenue, optimize expense and accelerate transformation through a model where every…”

Source: company website · checked Sep 2, 2026
11
Wall Street SystemsPartial evidence
New York, NY, United States1,001-5,000267

Automation positively transforms the lives of people and business.”

Source: company website · checked Sep 2, 2026
12
SWK Technologies, INCPartial evidence
Seattle, WA, United States201-500218

“Imagine a future where your business effortlessly blends modern accounting and financial systems with streamlined operations layered over a secure and scalable IT infrastructure.”

Source: company website · checked Sep 2, 2026
13
TABSPartial evidence
New York, NY, United States51-200144

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

Source: company website · checked Sep 2, 2026
14
Netgain SolutionsPartial evidence
Lehi, UT, United States51-200135

“Netgain empowers accounting teams to eliminate broken and inefficient operations and gain back valuable time with modern technology and automation.”

Source: company website · checked Sep 2, 2026
15Coral Gables Coral Gables, FL, United States201-500133

“If you are running your own accounting and tax consulting practice, you must like this by all means.”

Source: company website · checked Sep 2, 2026
16
DataservPartial evidence
St. Louis, MO, United States51-200123

“Since 1994, DataServ has delivered Accounts Payable invoice automation solutions that enable accounting teams to eliminate data entry, increase accuracy, and focus on higher-value…”

Source: company website · checked Sep 2, 2026
17
QOUNTIndirect evidence
Plano, TX, United States51-200112

“Way Beyond Practice Management!”

Source: company website · checked Sep 2, 2026
18
consark.aiPartial evidence
New York, NY, United States51-200110

“Consark is an Autonomous Finance Close Platform that deploys Noa AI agents to execute the close continuously throughout the month and help automate record-to-report process.”

Source: company website · checked Sep 2, 2026
19
vic.aiPartial evidence
New York, NY, United States51-200103

“Vic.ai is pioneering the use of autonomy and intelligence to digitally transform accounting and finance processes to improve productivity, decision-making, and ROI.”

Source: company website · checked Sep 2, 2026
20
Accounting SeedIndirect evidence
Columbia, MD, United States51-200102

“Accounting Seed is the #1 accounting solution powered by Salesforce.”

Source: company website · checked Sep 2, 2026
21
EventionIndirect evidence
Chicago, IL, United States51-20097

“Most systems stop at approval.”

Source: company website · checked Sep 2, 2026
22
The Neat CompanyIndirect evidence
Philadelphia, PA, United States201-50092

“For small businesses and sole proprietorships in need of fast and accurate document reduction and spending management solutions, The Neat Company provides a cloud-based expense…”

Source: company website · checked Sep 2, 2026
23
SymbeoPartial evidence
Portland, OR, United States51-20075

“Symbeo helps businesses everywhere build efficiencies between payors and payees for corporate accounts payable (AP) business-to-business transactions with true AP automation.”

Source: company website · checked Sep 2, 2026
24
PalletIndirect evidence
San Francisco, CA, United States51-20074

“Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.”

Source: company website · checked Sep 2, 2026
25
Global Software, INCIndirect evidence
Raleigh, NC, United States51-20072
Source: company website · checked Sep 2, 2026

Showing 25 of 661 finance automation software companies based in the United States

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Finance automation software companies based in the United States at a glance

As of Sep 2, 2026
1-10Median size (employees)
New YorkLargest hub · 41 HQs
4,710Contacts with mobile numbers
Sep 2, 2026Data refreshed

Companies by employee count

1-10
352
11-50
209
51-200
67
201-500
17
501-1,000
7
1,001-5,000
7
5,001-10,000
1

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 finance automation software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “finance automation software companies”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among finance automation 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 an evidence 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, 5,299 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 2, 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.

Finance automation software companies by metro

  • Finance automation software companies in New York41
  • Finance automation software companies in San Francisco28

Frequently asked

How many finance automation software companies are there based in the United States?

RevenueBase identified 661 finance automation 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?

Insightsoftware, headquartered in Raleigh, tops this list with the largest team on record.

Which city has the most finance automation software companies?

New York leads with 41 headquartered companies, followed by San Francisco (28) and Austin (19).

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 5,299 verified decision-maker contacts tracked across these 661 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 2, 2026.

Ready to reach these companies? Verified emails and direct dials for all 661 finance automation software companies based in the United States. Start with a free account, no credit card.

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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 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.