Company lists · Data refreshed September 2026

Top 14 Financial management companies for software firms based in San Francisco, United States

RevenueBase identified 26 financial management companies for software firms headquartered in San Francisco, United States as of September 2026 and tracks 341 professional contacts across them, including 169 with verified work emails. Across the United States, New York is the largest hub for this category (56 companies); San Francisco has 26.

This list covers financial management companies for software firms headquartered in San Francisco, 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 28, 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 28, 2026 86% judged on-target in blind review
26Companies
341Contacts tracked
169Verified emails
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The 14 largest financial management companies for software firms based in San Francisco, United States

Ranked by team size
Top 14 of 26 financial management companies for software firms based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial management companies for software firms: 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 evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-200134 contacts →

Indirect evidence

“Kruze Consulting is a leading provider of accounting, finance, HR and tax consulting to seed and venture capital funded startups.”

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20068 contacts →

Strong evidence

“Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5037 contacts →

Indirect evidence

“Finvisor is the finance partner for founders who are building something real.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5021 contacts →

Partial evidence

“Quanta is the accounting platform and full-service accounting team for software companies that need their finances accurate, explainable, and always ready for decisions.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 2026201-50018 contacts →

Indirect evidence

“LevelUp Finance is the on-demand finance and data team for CFOs who need senior expertise without the search, the ramp, or the overhead.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-507 contacts →

Strong evidence

“At Afino, we simplify your financial management with expert services in bookkeeping, accounting, tax preparation, R&D tax credits, and CFO services.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceSan Francisco, United StatesHQ checked Sep 28, 202611-507 contacts →

Indirect evidence

“Bookkeeping, Taxes and finance ops for fast-growing companies.”

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-507 contacts →

Strong evidence

“Facta is powered by software and specialized finance professionals that work together to help growing SaaS companies scale their financial operations.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“FOCUSED ON YOUR FINANCES.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-505 contacts →

Partial evidence

“Tola combines accounts payable, receivable and cash flow management with working capital, helping save businesses time and money.”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Strong evidence

“We’re a passionate team of bookkeepers, management consultants, and financial-ops specialists who love helping businesses thrive.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“SoProCFO allows enterprises to outsource finance and accounting as an alternative to building and maintaining an internal department.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“This is a new page for my business, Bay Area CFO Consultants.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Second Oar, LLC ("Second Oar") was founded to provide specialized financial assistance to companies ranging from startups to mature organizations.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 14 of 26 financial management companies for software firms based in San Francisco, United States

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Financial management companies for software firms based in San Francisco, United States at a glance

As of Sep 28, 2026
49.6%Verified-email coverage
13.1Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
13
11-50
10
51-200
2
201-500
1

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 26 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 management companies for software firms, 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 San Francisco, United States whose own description of what they do matches “financial management companies for software firms”. 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 management companies for software firms), 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 management companies for software firms, and records with no verified work email. Companies headquartered outside San Francisco 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, 169 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 28, 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 management companies for software firms, 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 management companies for software firms are there based in San Francisco, United States?

RevenueBase identified 26 financial management companies for software firms headquartered in San Francisco, 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?

Kruze Consulting, headquartered in San Francisco, tops this list with the largest team on record.

Which city in the United States has the most financial management companies for software firms?

New York leads the United States with 56 headquartered companies, followed by Los Angeles (42) and Austin (32). San Francisco has 26.

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 169 verified decision-maker contacts tracked across these 26 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 28, 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.