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.
The 25 largest finance automation software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,941 | ||||
“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 569 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 412 | ||||
“Zeni is an AI bookkeeping software backed by a dedicated finance team.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 378 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 358 | ||||
“Payments shouldn’t live outside your business systems.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 331 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 330 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 320 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 305 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 284 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 267 | ||||
“Automation positively transforms the lives of people and business.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 218 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 144 | ||||
“Tabs is an AI-native revenue platform for modern finance and accounting teams.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 135 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 133 | ||||
“If you are running your own accounting and tax consulting practice, you must like this by all means.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 123 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 112 | ||||
“Way Beyond Practice Management!” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 110 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 103 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 102 | ||||
“Accounting Seed is the #1 accounting solution powered by Salesforce.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 97 | ||||
“Most systems stop at approval.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 92 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 75 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 74 | ||||
“Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 72 | ||||
Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
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, 2026Companies by employee count
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.
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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.
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