Company lists · Data refreshed September 2026

Top 25 Finance automation software companies based in the United States

Name: Finance automation software companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 661 companies tracked

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, its RevenueBase Smart Search rating, 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 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 RevenueBase Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to finance automation 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Insightsoftware	Indirect evidence	Raleigh, NC, United States	1,001-5,000	1,941 contacts →
	Indirect evidence “insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Source: RevenueBase Database · checked Sep 2, 2026
2	YOOZ	Strong evidence	Coppel, TX, United States	501-1,000	569 contacts →
	Strong evidence “Yooz is the most intelligent financial operations automation solution that fights waste, risk, fraud, and errors - all while driving growth and profitability.” Source: RevenueBase Database · checked Sep 2, 2026
3	ZENI	Strong evidence	Palo Alto, CA, United States	201-500	412 contacts →
	Strong evidence “Zeni is an AI bookkeeping software backed by a dedicated finance team.” Source: RevenueBase Database · checked Sep 2, 2026
4	Quinte Financial Technologies	Indirect evidence	New York, NY, United States	201-500	378 contacts →
	Indirect evidence “Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Source: RevenueBase Database · checked Sep 2, 2026
5	Fortis	Indirect evidence	Plano, TX, United States	201-500	358 contacts →
	Indirect evidence “Payments shouldn’t live outside your business systems.” Source: RevenueBase Database · checked Sep 2, 2026
6	Finally	Partial evidence	Miami, FL, United States	201-500	331 contacts →
	Partial evidence “Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.” Source: RevenueBase Database · checked Sep 2, 2026
7	CARET	Partial evidence	Del Mar, CA, United States	201-500	330 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
8	Aptitude Software	Strong evidence	Boston, MA, United States	501-1,000	320 contacts →
	Strong evidence “Here at Aptitude, we provide software solutions to enable deliver fully autonomous finance so our customers can drive growth, efficiency and sustainability.” Source: RevenueBase Database · checked Sep 2, 2026
9	DSD Business Systems	Indirect evidence	San Diego, CA, United States	51-200	305 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
10	Ignitetech	Partial evidence	Austin, TX, United States	51-200	284 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
11	Wall Street Systems	Partial evidence	New York, NY, United States	1,001-5,000	267 contacts →
	Partial evidence “Automation positively transforms the lives of people and business.” Source: RevenueBase Database · checked Sep 2, 2026
12	SWK Technologies, INC	Partial evidence	Seattle, WA, United States	201-500	218 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
13	TABS	Partial evidence	New York, NY, United States	51-200	144 contacts →
	Partial evidence “Tabs is an AI-native revenue platform for modern finance and accounting teams.” Source: RevenueBase Database · checked Sep 2, 2026
14	Netgain Solutions	Partial evidence	Lehi, UT, United States	51-200	135 contacts →
	Partial evidence “Netgain empowers accounting teams to eliminate broken and inefficient operations and gain back valuable time with modern technology and automation.” Source: RevenueBase Database · checked Sep 2, 2026
15	Cloudit Automation & Accounting Services LLC	Indirect evidence	Coral Gables Coral Gables, FL, United States	201-500	133 contacts →
	Indirect evidence “If you are running your own accounting and tax consulting practice, you must like this by all means.” Source: RevenueBase Database · checked Sep 2, 2026
16	Dataserv	Partial evidence	St. Louis, MO, United States	51-200	123 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
17	QOUNT	Indirect evidence	Plano, TX, United States	51-200	112 contacts →
	Indirect evidence “Way Beyond Practice Management!” Source: RevenueBase Database · checked Sep 2, 2026
18	consark.ai	Partial evidence	New York, NY, United States	51-200	110 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
19	vic.ai	Partial evidence	New York, NY, United States	51-200	103 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 2, 2026
20	Accounting Seed	Indirect evidence	Columbia, MD, United States	51-200	102 contacts →
	Indirect evidence “Accounting Seed is the #1 accounting solution powered by Salesforce.” Source: RevenueBase Database · checked Sep 2, 2026
21	Evention	Indirect evidence	Chicago, IL, United States	51-200	97 contacts →
	Indirect evidence “Most systems stop at approval.” Source: RevenueBase Database · checked Sep 2, 2026
22	The Neat Company	Indirect evidence	Philadelphia, PA, United States	201-500	92 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 2, 2026
23	Symbeo	Partial evidence	Portland, OR, United States	51-200	75 contacts →
	Partial evidence “Symbeo helps businesses everywhere build efficiencies between payors and payees for corporate accounts payable (AP) business-to-business transactions with true AP automation.” Source: RevenueBase Database · checked Sep 2, 2026
24	Pallet	Indirect evidence	San Francisco, CA, United States	51-200	74 contacts →
	Indirect evidence “Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Source: RevenueBase Database · checked Sep 2, 2026
25	Global Software, INC	Indirect evidence	Raleigh, NC, United States	51-200	72 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 2, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: finance automation software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names finance automation software companies.
Partial evidence: Its own public description names part of finance automation software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name finance automation software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 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

32.2%Verified-email coverage

28.7%Mobile-number coverage

24.9Average contacts per company

1-10Median size (employees)

6.2%Largest-city concentration · New York

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

352

11-50

209

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 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 “finance automation 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 finance automation 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 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 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, 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

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 finance automation 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 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.

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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.