Company lists · Data refreshed October 2026
Top 22 Financial process automation companies based in San Francisco, United States
RevenueBase identified 41 company matches for financial process automation companies associated with San Francisco, United States as of October 2026 and tracks 1,534 professional contacts across them, including 389 with verified work emails. Across the United States, New York is the largest hub for this category (62 companies); San Francisco follows with 41.
This list covers company matches for financial process automation companies associated with San Francisco, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 12, 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 22 largest financial process automation companies based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 362 contacts → | ||||
Exact match “Leading AP automation software | Reduce processing cost by 90%| For large and mid-sized companies | Our customers include DHL, Danone, HSBC, Kuehne + Nagel, and Air France KLM.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 208 contacts → | ||||
Exact match “Expensify helps 15 million people worldwide track expenses, book travel, reimburse employees, manage corporate cards, send invoices, and pay bills-all in one place.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 105 contacts → | ||||
Exact match “Trusted by more than 1M businesses in over 100 countries, Veem is the market leader in automating accounts payables and receivables for businesses.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 104 contacts → | ||||
Exact match “Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 99 contacts → | ||||
Exact match “Ascend is the only complete financial operations platform built for the insurance industry, combining AI-powered accounting automation, payments, and premium financing in a single…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 55 contacts → | ||||
Exact match “Runway helps finance teams become 10X more efficient by delivering accurate, real-time forecasts with zero manual work.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 54 contacts → | ||||
Exact match “Tesorio provides finance leaders with the industry's first AI-driven Connected Financial Operations platform, designed to empower business partners and drive growth while…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 40 contacts → | ||||
Exact match “The new-age back-office of fintech & retail, to increase the speed of innovation and improve the health of the financial services ecosystem.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 39 contacts → | ||||
Exact match “Faster Close Powered by AI Truewind gives your accountants agents to automate the monthly rollforwards.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 37 contacts → | ||||
Exact match “Cash flow is the lifeblood of any contractor’s business, but billing is painful and slow.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 29 contacts → | ||||
Exact match “ABUKAI revolutionizes how companies conduct business with its ACTIONABLE BUSINESS PRODUCTIVITY solutions, based on new business thinking, simpler user interfaces and supported by…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 20 contacts → | ||||
Exact match “Today’s companies are multi-entity, usage-based, global, or on-chain, but finance is still stuck in static systems built for a simpler time.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 19 contacts → | ||||
Exact match “Beyond Numbers.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 13 contacts → | ||||
Exact match “MonJa: Helping Customers Automate Manual Workflows.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “Numeral specializes in advanced financial automation solutions, designed for high-volume businesses.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “Sirius helps entrepreneurs make more money while having fun running their business.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Tunnel helps mid-market businesses automate vendor payments by connecting their ERP systems, regardless of age, to their banks.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “LayerNext is an AI agent platform for accounts payable automation and finance operations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Tola combines accounts payable, receivable and cash flow management with working capital, helping save businesses time and money.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Dimension AI is on a mission to automate the most tedious financial regulatory workflows.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Invoiss is a processor-agnostic payment and financial operations platform built for modern businesses.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “We are an AI-powered accounting solutions provider dedicated to transforming financial operations for B2B enterprises.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial process automation companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 22 of 41 financial process automation companies based in San Francisco, United States
See the full list, filter by size, metro and specialty, and access 389 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial process automation companies based in San Francisco, United States at a glance
As of Oct 12, 2026Companies by employee count
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 41 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with San Francisco, United States whose business descriptions match “financial process automation companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 389 professional contacts with verified work emails across the full matched dataset. 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 October 12, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Financial process automation companies by metro in the United States
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial process automation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial process automation companies are there based in San Francisco, United States?
RevenueBase identified 41 company matches for financial process automation companies associated with San Francisco, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Tradeshift tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most financial process automation companies?
New York leads the United States with 62 company records, followed by San Francisco (41) and Austin (13).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 389 professional contacts with verified work emails tracked across these 41 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 41 financial process automation companies based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial process automation companies by geography
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- Financial process automation companies based in New York, United States
- Financial process automation companies based in Australia
- Financial process automation companies based in Brazil
- Financial process automation companies based in Canada
- Financial process automation companies based in Chile
- Financial process automation companies based in Denmark
- Financial process automation companies based in France
- Financial process automation companies based in Germany
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial process automation companies based in Sao Paulo, Brazil
- Financial process automation companies based in Paris, France
- Financial process automation companies based in Bangalore, India
- Financial process automation companies based in London, United Kingdom
- Financial process automation companies based in New York, United States
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Company intelligence · public preview
Top 22 financial process automation companies based in San Francisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 41 matching company records for financial process automation companies based in San Francisco, United States, with 1,534 tracked contacts and 389 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 financial process automation companies based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Tradeshifttradeshift.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 362 contacts → |
“Leading AP automation software | Reduce processing cost by 90%| For large and mid-sized companies | Our customers include DHL, Danone, HSBC, Kuehne + Nagel, and Air France KLM.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Expensifywe.are.expensify.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 208 contacts → |
“Expensify helps 15 million people worldwide track expenses, book travel, reimburse employees, manage corporate cards, send invoices, and pay bills-all in one place.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  VEEMveem.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 105 contacts → |
“Trusted by more than 1M businesses in over 100 countries, Veem is the market leader in automating accounts payables and receivables for businesses.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Pallettrypallet.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 104 contacts → |
“Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ascenduseascend.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 99 contacts → |
“Ascend is the only complete financial operations platform built for the insurance industry, combining AI-powered accounting automation, payments, and premium financing in a single…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Runwayrunway.cfo.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 55 contacts → |
“Runway helps finance teams become 10X more efficient by delivering accurate, real-time forecasts with zero manual work.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Tesoriotesorio.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 54 contacts → |
“Tesorio provides finance leaders with the industry's first AI-driven Connected Financial Operations platform, designed to empower business partners and drive growth while…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Optimus Fintechoptimus.techHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 40 contacts → |
“The new-age back-office of fintech & retail, to increase the speed of innovation and improve the health of the financial services ecosystem.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Truewindtruewind.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 39 contacts → |
“Faster Close Powered by AI Truewind gives your accountants agents to automate the monthly rollforwards.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Sitelinesiteline.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 37 contacts → |
“Cash flow is the lifeblood of any contractor’s business, but billing is painful and slow.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Abukaiabukai.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 29 contacts → |
“ABUKAI revolutionizes how companies conduct business with its ACTIONABLE BUSINESS PRODUCTIVITY solutions, based on new business thinking, simpler user interfaces and supported by…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Integralintegraltreasury.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 20 contacts → |
“Today’s companies are multi-entity, usage-based, global, or on-chain, but finance is still stuck in static systems built for a simpler time.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Accountaxpertaccountaxpert.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 19 contacts → |
“Beyond Numbers.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  MONJAmonjaco.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“MonJa: Helping Customers Automate Manual Workflows.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Numeralgonumeral.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Numeral specializes in advanced financial automation solutions, designed for high-volume businesses.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | sirius.expertsirius.expert HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 12 contacts → |
“Sirius helps entrepreneurs make more money while having fun running their business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Tunnelviatunnel.comHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 12 contacts → |
“Tunnel helps mid-market businesses automate vendor payments by connecting their ERP systems, regardless of age, to their banks.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Layernextlayernext.ai HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 5 contacts → |
“LayerNext is an AI agent platform for accounts payable automation and finance operations.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  TOLAusetola.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 5 contacts → |
“Tola combines accounts payable, receivable and cash flow management with working capital, helping save businesses time and money.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Dimension AIdimensionai.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Dimension AI is on a mission to automate the most tedious financial regulatory workflows.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Invoissinvoiss.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Invoiss is a processor-agnostic payment and financial operations platform built for modern businesses.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fintracqfintracq.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 2 contacts → |
“We are an AI-powered accounting solutions provider dedicated to transforming financial operations for B2B enterprises.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 41 company matches
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Financial process automation companies: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
40 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 41 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial process automation companies by metro in the United States
Questions about this company list
What does Exact match mean for financial process automation companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial process automation companies did RevenueBase find based in San Francisco, United States?
The saved snapshot records 41 matching company records, 1,534 tracked contacts and 389 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial process automation companies by geography
- Financial process automation companies based in Sao Paulo, Brazil
- Financial process automation companies based in Paris, France
- Financial process automation companies based in Bangalore, India
- Financial process automation companies based in London, United Kingdom
- Financial process automation companies based in New York, United States
- Financial process automation companies based in Australia
- Financial process automation companies based in Brazil
- Financial process automation companies based in Canada
- Financial process automation companies based in Chile
- Financial process automation companies based in Denmark
- Financial process automation companies based in France
- Financial process automation companies based in Germany
Cite this list
RevenueBase Data Team. Top 22 financial process automation companies based in San Francisco, United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-process-automation-companies/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial process automation companies based in Sao Paulo, Brazil
- Financial process automation companies based in Paris, France
- Financial process automation companies based in Bangalore, India
- Financial process automation companies based in London, United Kingdom
- Financial process automation companies based in New York, United States
- Financial process automation companies based in Australia
Company intelligence · public preview
Top 22 financial process automation companies based in San Francisco, United States
RevenueBase records 41 matching company records for financial process automation companies based in San Francisco, United States, with 1,534 tracked contacts and 389 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 financial process automation companies based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Tradeshifttradeshift.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 362 contacts → |
“Leading AP automation software | Reduce processing cost by 90%| For large and mid-sized companies | Our customers include DHL, Danone, HSBC, Kuehne + Nagel, and Air France KLM.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Expensifywe.are.expensify.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 208 contacts → |
“Expensify helps 15 million people worldwide track expenses, book travel, reimburse employees, manage corporate cards, send invoices, and pay bills-all in one place.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | VEEMveem.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 105 contacts → |
“Trusted by more than 1M businesses in over 100 countries, Veem is the market leader in automating accounts payables and receivables for businesses.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Pallettrypallet.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 104 contacts → |
“Pallet automates your most costly operations from quote to cash with industry-leading accuracy at enterprise scale.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ascenduseascend.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 99 contacts → |
“Ascend is the only complete financial operations platform built for the insurance industry, combining AI-powered accounting automation, payments, and premium financing in a single…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Runwayrunway.cfo.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 55 contacts → |
“Runway helps finance teams become 10X more efficient by delivering accurate, real-time forecasts with zero manual work.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tesoriotesorio.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 54 contacts → |
“Tesorio provides finance leaders with the industry's first AI-driven Connected Financial Operations platform, designed to empower business partners and drive growth while…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Optimus Fintechoptimus.tech HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 40 contacts → |
“The new-age back-office of fintech & retail, to increase the speed of innovation and improve the health of the financial services ecosystem.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Truewindtruewind.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 39 contacts → |
“Faster Close Powered by AI Truewind gives your accountants agents to automate the monthly rollforwards.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sitelinesiteline.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 37 contacts → |
“Cash flow is the lifeblood of any contractor’s business, but billing is painful and slow.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Abukaiabukai.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 29 contacts → |
“ABUKAI revolutionizes how companies conduct business with its ACTIONABLE BUSINESS PRODUCTIVITY solutions, based on new business thinking, simpler user interfaces and supported by…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Integralintegraltreasury.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 20 contacts → |
“Today’s companies are multi-entity, usage-based, global, or on-chain, but finance is still stuck in static systems built for a simpler time.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Accountaxpertaccountaxpert.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 19 contacts → |
“Beyond Numbers.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | MONJAmonjaco.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“MonJa: Helping Customers Automate Manual Workflows.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Numeralgonumeral.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Numeral specializes in advanced financial automation solutions, designed for high-volume businesses.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | sirius.expertsirius.expert HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 12 contacts → |
“Sirius helps entrepreneurs make more money while having fun running their business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Tunnelviatunnel.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 12 contacts → |
“Tunnel helps mid-market businesses automate vendor payments by connecting their ERP systems, regardless of age, to their banks.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Layernextlayernext.ai HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 5 contacts → |
“LayerNext is an AI agent platform for accounts payable automation and finance operations.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | TOLAusetola.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 5 contacts → |
“Tola combines accounts payable, receivable and cash flow management with working capital, helping save businesses time and money.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Dimension AIdimensionai.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Dimension AI is on a mission to automate the most tedious financial regulatory workflows.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Invoissinvoiss.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Invoiss is a processor-agnostic payment and financial operations platform built for modern businesses.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fintracqfintracq.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 2 contacts → |
“We are an AI-powered accounting solutions provider dedicated to transforming financial operations for B2B enterprises.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 41 company matches
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Financial process automation companies: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
40 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 41 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial process automation companies by metro in the United States
Questions about this company list
What does Exact match mean for financial process automation companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial process automation companies did RevenueBase find based in San Francisco, United States?
The saved snapshot records 41 matching company records, 1,534 tracked contacts and 389 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial process automation companies by geography
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- Financial process automation companies based in Canada
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- Financial process automation companies based in Denmark
- Financial process automation companies based in France
- Financial process automation companies based in Germany
Cite this list
RevenueBase Data Team. Top 22 financial process automation companies based in San Francisco, United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-process-automation-companies/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Financial process automation companies based in Sao Paulo, Brazil
- Financial process automation companies based in Paris, France
- Financial process automation companies based in Bangalore, India
- Financial process automation companies based in London, United Kingdom
- Financial process automation companies based in New York, United States
- Financial process automation companies based in Australia