Company lists · Data refreshed October 2026

Top 25 Financial process automation consultants based in the United States

Name: Financial process automation consultants based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 638 companies tracked

RevenueBase identified 638 company matches for financial process automation consultants associated with the United States as of October 2026 and tracks 22,293 professional contacts across them, including 7,721 with verified work emails. New York is the largest hub.

This list covers company matches for financial process automation consultants associated with the 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

638Companies

22,293Contacts tracked

7,721Verified emails

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The 25 largest financial process automation consultants based in the United States

Ranked by team size

Top 25 of 638 company matches for financial process automation consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	SAP Concur	Exact match	Bellevue, WA, United StatesHQ recorded Oct 12, 2026	5,001-10,000	6,162 contacts →
	Exact match “SAP Concur is the world’s leading brand for integrated travel, expense, and invoice management solutions, driven by a relentless pursuit to simplify and automate these everyday…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	RAMP	Exact match	New York, FL, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,472 contacts →
	Exact match “Ramp is an all-in-one financial operations platform designed to save businesses time and money.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Tipalti	Exact match	Foster City, CA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,199 contacts →
	Exact match “Tipalti is the AI-powered platform for finance automation, elevating how finance teams operate in the global economy.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Cass Information Systems	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 2026	1,001-5,000	885 contacts →
	Exact match “Trust is essential when managing high-volume, complex financial operations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	YOOZ	Exact match	Aimargues, TX, United StatesHQ recorded Oct 12, 2026	501-1,000	651 contacts →
	Exact match “Yooz is the most intelligent financial operations automation solution that fights waste, risk, fraud, and errors - all while driving growth and profitability.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Techolution	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	603 contacts →
	Exact match “Techolution is the world’s leading FEA – Full Enterprise Automation specialist.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Quinte Financial Technologies	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	397 contacts →
	Exact match “Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Finally	Exact match	Miami, FL, United StatesHQ recorded Oct 12, 2026	201-500	303 contacts →
	Exact match “Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Circulus	Exact match	Plano, TX, United StatesHQ recorded Oct 12, 2026	501-1,000	287 contacts →
	Exact match “At Circulus, we provide Product and Service Offerings designed to Optimize, Augment, and Automate AP Processes.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Zone & CO	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	201-500	280 contacts →
	Exact match “2025 Deloitte Technology Fast 500™ 2025 Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	ADRA	Exact match	Plano, TX, United StatesHQ recorded Oct 12, 2026	501-1,000	219 contacts →
	Exact match “Adra combined with Trintech in 2019.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Pairsoft	Exact match	Miami, FL, United StatesHQ recorded Oct 12, 2026	51-200	194 contacts →
	Exact match “PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Netgain Solutions	Exact match	Englewood, CO, United StatesHQ recorded Oct 12, 2026	51-200	142 contacts →
	Exact match “Netgain empowers accounting teams to eliminate broken and inefficient operations and gain back valuable time with modern technology and automation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Black Diamond Advisory	Exact match	Golden, CO, United StatesHQ recorded Oct 12, 2026	51-200	137 contacts →
	Exact match “Black Diamond is the leading Digital Finance Transformation firm and OneStream Diamond Partner.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Cloudit Automation & Accounting Services LLC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	132 contacts →
	Exact match “If you are running your own accounting and tax consulting practice, you must like this by all means.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Dataserv	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 2026	51-200	125 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Actualize Consulting	Exact match	Reston, VA, United StatesHQ recorded Oct 12, 2026	51-200	117 contacts →
	Exact match “Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Boston Financial Advisory Group	Exact match	Monroeville, PA, United StatesHQ recorded Oct 12, 2026	51-200	105 contacts →
	Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Mineraltree, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	98 contacts →
	Exact match “MineralTree provides the easiest to use Accounts Payable (AP) and Payment Automation solutions for finance professionals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Paymerang, A Corpay Brand	Exact match	Richmond, VA, United StatesHQ recorded Oct 12, 2026	201-500	96 contacts →
	Exact match “Paymerang provides a streamlined finance automation platform that brings Accounts Payable departments into the modern age.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Fourlane	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	51-200	92 contacts →
	Exact match “Fourlane is the country's #1 QuickBooks Consulting Firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	consark.ai	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	92 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Symbeo	Exact match	Portland, OR, United StatesHQ recorded Oct 12, 2026	51-200	73 contacts →
	Exact match “Symbeo helps businesses everywhere build efficiencies between payors and payees for corporate accounts payable (AP) business-to-business transactions with true AP automation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Symtrax	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	51-200	70 contacts →
	Exact match “Symtrax delivers solutions that streamline AP/AR processing, ensure compliance, and integrate seamlessly with the ERP systems of mid-sized and large companies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	FYLE	Exact match	Newark, DE, United StatesHQ recorded Oct 12, 2026	51-200	65 contacts →
	Exact match “Sage Expense Management (formerly Fyle) is an AI-powered expense management platform that works with your existing credit cards.” 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 consultants”. 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 25 of 638 financial process automation consultants based in the United States

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Financial process automation consultants based in the United States at a glance

As of Oct 12, 2026

34.6%Verified-email coverage

34.9Average contacts per company

1-10Median size (employees)

7.5%Largest-city concentration · New York

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

439

11-50

127

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 638 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 the United States whose business descriptions match “financial process automation consultants” 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 7,721 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 consultants by metro

Financial process automation consultants in New York48

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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial process automation consultants are there based in the United States?

RevenueBase identified 638 company matches for financial process automation consultants associated with the 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?

SAP Concur tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial process automation consultants?

New York leads with 48 company records, followed by San Francisco (19) and Austin (15).

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 7,721 professional contacts with verified work emails tracked across these 638 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.

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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.