Company lists · Data refreshed September 2026

Top 25 Financial close automation companies based in the United States

RevenueBase identified 69 financial close automation companies headquartered in the United States as of September 2026 and tracks 8,478 professional contacts across them, including 3,150 with verified work emails. New York is the largest hub.

This list covers financial close automation 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 16, 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 16, 2026 86% judged on-target in blind review
69Companies
8,478Contacts tracked
3,150Verified emails
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The 25 largest financial close automation companies based in the United States

Ranked by team size
Top 25 of 69 financial close automation companies based in the United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial close automation 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 evidenceRaleigh, NC, United StatesHQ checked Sep 16, 20261,001-5,0001,964 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
2Indirect evidenceWoodland Hills, CA, United StatesHQ checked Sep 16, 20261,001-5,0001,947 contacts →

Indirect evidence

“BlackLine (Nasdaq: BL) is building the trust infrastructure for the AI era of finance: a future where intelligence and integrity rise together across the work of finance.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceNew York, NY, United StatesHQ checked Sep 16, 2026201-500377 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 16, 2026
4Indirect evidenceBoston, MA, United StatesHQ checked Sep 16, 2026201-500253 contacts →

Indirect evidence

“2025 Deloitte Technology Fast 500™ 2025 Inc.”

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidencePlano, TX, United StatesHQ checked Sep 16, 2026501-1,000216 contacts →

Indirect evidence

“Adra combined with Trintech in 2019.”

Source: RevenueBase Database · checked Sep 16, 2026
6Strong evidenceMiami, FL, United StatesHQ checked Sep 16, 202651-200172 contacts →

Strong evidence

“PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft…”

Source: RevenueBase Database · checked Sep 16, 2026
7Partial evidenceNew York, NY, United StatesHQ checked Sep 16, 202651-200111 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 16, 2026
8Indirect evidenceChicago, IL, United StatesHQ checked Sep 16, 202651-20097 contacts →

Indirect evidence

“Most systems stop at approval.”

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceSan Francisco, NY, United StatesHQ checked Sep 16, 202651-20090 contacts →

Partial evidence

“Numeric is an AI accounting automation platform, built to take manual work off accountants' plates so they can focus on what’s impactful.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 16, 2026201-50078 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 16, 2026
11Partial evidenceSan Ramon, CA, United StatesHQ checked Sep 16, 202651-20070 contacts →

Partial evidence

“Gappify, founded in 2016, is a cloud-based software provider of accrual automation solutions for mid-market and enterprise accounting teams.”

Source: RevenueBase Database · checked Sep 16, 2026
12Indirect evidenceRoseville, CA, United StatesHQ checked Sep 16, 2026201-50068 contacts →

Indirect evidence

“As of April 30th we'll be moving to our new insightsoftware page.”

Source: RevenueBase Database · checked Sep 16, 2026
13Partial evidenceIrving, TX, United StatesHQ checked Sep 16, 202611-5053 contacts →

Partial evidence

“Review | Close | Collaborate Future of Modern Accounting An easy Month/Year End closing Xenett is an intelligent Clean-up and Close tool that simplifies, standardizes, and…”

Source: RevenueBase Database · checked Sep 16, 2026
14Strong evidenceNew York, United StatesHQ checked Sep 16, 202651-20052 contacts →

Strong evidence

“DOKKA is an agentic accounting automation platform that gives finance teams AI agents to execute repetitive accounting work across accounts payable and financial close.”

Source: RevenueBase Database · checked Sep 16, 2026
15Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 16, 202611-5033 contacts →

Partial evidence

“Faster Close Powered by AI Truewind gives your accountants agents to automate the monthly rollforwards.”

Source: RevenueBase Database · checked Sep 16, 2026
16Partial evidenceNew York, NY, United StatesHQ checked Sep 16, 202611-5029 contacts →

Partial evidence

“Ledge is an AI-powered platform where a team of agents works alongside finance teams to keep the books current and the close in motion.”

Source: RevenueBase Database · checked Sep 16, 2026
17Strong evidenceDavidson, NC, United StatesHQ checked Sep 16, 202611-5019 contacts →

Strong evidence

“Impact Financial Systems, Inc.(IFS), an iPipeline Company, is the leading provider of business led automation solutions for the financial services and brokerage industry.”

Source: RevenueBase Database · checked Sep 16, 2026
18Partial evidenceCleveland, United StatesHQ checked Sep 16, 20261-1017 contacts →

Partial evidence

“Through leveraging a world-class platform of AI-powered workflows and agents, Bean helps Accountants and Finance teams be more productive by streamlining their month-end closes…”

Source: RevenueBase Database · checked Sep 16, 2026
19Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 16, 202611-5014 contacts →

Strong evidence

“Numeral specializes in advanced financial automation solutions, designed for high-volume businesses.”

Source: RevenueBase Database · checked Sep 16, 2026
20Strong evidenceEast Rutherford, NJ, United StatesHQ checked Sep 16, 202611-5013 contacts →

Strong evidence

“Virtual Trader is a global leader in automating intercompany and intracompany functionality in ERP and financial accounting processes.”

Source: RevenueBase Database · checked Sep 16, 2026
21Partial evidenceHouston, TX, United StatesHQ checked Sep 16, 202611-5012 contacts →

Partial evidence

“We build apps for our accounting firm to close the books continuously, and now you can use those apps too.”

Source: RevenueBase Database · checked Sep 16, 2026
22Indirect evidenceMiddletown, United StatesHQ checked Sep 16, 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 16, 2026
23Indirect evidenceNew York, United StatesHQ checked Sep 16, 202611-5011 contacts →

Indirect evidence

“Avise is modern accounting software that solves for QuickBooks limitations, that accountants love using, and that businesses can scale on (avoiding an ERP implementation).”

Source: RevenueBase Database · checked Sep 16, 2026
24Strong evidenceAtlanta, GA, United StatesHQ checked Sep 16, 202611-5010 contacts →

Strong evidence

“ASI is cloud software that transforms financial operations for enterprises by centralizing and automating financial controls.”

Source: RevenueBase Database · checked Sep 16, 2026
25Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 16, 20261-108 contacts →

Indirect evidence

“We get it.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 25 of 69 financial close automation companies based in the United States

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Financial close automation companies based in the United States at a glance

As of Sep 16, 2026
37.2%Verified-email coverage
122.9Average contacts per company
11-50Median size (employees)
18.8%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
29
11-50
20
51-200
9
201-500
4
501-1,000
2
1,001-5,000
4

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 69 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 financial close automation 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 “financial close automation 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 financial close automation 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 financial close automation 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, 3,150 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 16, 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 financial close automation 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 financial close automation companies are there based in the United States?

RevenueBase identified 69 financial close automation 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 financial close automation companies?

New York leads with 13 headquartered companies, followed by San Francisco (12) and Atlanta (3).

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 3,150 verified decision-maker contacts tracked across these 69 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 16, 2026.

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Related lists

Financial close automation companies by geography

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.