{
  "name": "AI Accounting Vendors: snapshot 2026-q4",
  "report": "https://aiaccountingvendors.com/reports/2026-q4",
  "taken": "2026-10-15",
  "license": {
    "name": "CC BY 4.0",
    "url": "https://creativecommons.org/licenses/by/4.0/"
  },
  "attribution": "AI Accounting Vendors (https://aiaccountingvendors.com)",
  "vendors": [
    {
      "slug": "aiwyn",
      "name": "Aiwyn",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "practice_management",
      "categories": [
        "practice_management",
        "tax_prep"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "unconfirmed",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "quickbooks_online",
        "sage_intacct"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2024-12-19",
          "type": null,
          "amount_usd": 113000000
        }
      ]
    },
    {
      "slug": "appzen",
      "name": "AppZen",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice"
      ],
      "customer_types": [
        "enterprise"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "yes",
      "autonomy": "configurable",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2025-09-22",
          "type": "Series D",
          "amount_usd": 180000000
        }
      ]
    },
    {
      "slug": "auditoria-ai",
      "name": "Auditoria.AI",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice",
        "fpa"
      ],
      "customer_types": [
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "configurable",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2021-03-31",
          "type": "Series A",
          "amount_usd": 15500000
        },
        {
          "date": "2025-02-24",
          "type": "Series B",
          "amount_usd": 38000000
        }
      ]
    },
    {
      "slug": "avidxchange",
      "name": "AvidXchange",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice"
      ],
      "customer_types": [
        "mid_market"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "quickbooks_online",
        "netsuite",
        "sage_intacct",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "basis",
      "name": "Basis",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "close_reconciliation",
        "tax_prep",
        "audit"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2023-10-18",
          "type": "Seed",
          "amount_usd": 3600000
        },
        {
          "date": "2024-12-17",
          "type": "Series A",
          "amount_usd": 34000000
        },
        {
          "date": "2026-02-24",
          "type": "Series B",
          "amount_usd": 100000000
        }
      ]
    },
    {
      "slug": "basware",
      "name": "Basware",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice"
      ],
      "customer_types": [
        "enterprise"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "configurable",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "bill",
      "name": "BILL",
      "kind": "standalone",
      "ownership": "public",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice"
      ],
      "customer_types": [
        "smb",
        "mid_market",
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$49 per user/month",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "xero",
        "netsuite",
        "sage_intacct",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "black-ore",
      "name": "Black Ore",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "tax_prep",
      "categories": [
        "tax_prep"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "no",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2023-11-07",
          "type": null,
          "amount_usd": 60000000
        }
      ]
    },
    {
      "slug": "blackline",
      "name": "BlackLine",
      "kind": "standalone",
      "ownership": "public",
      "primary_category": "close_reconciliation",
      "categories": [
        "close_reconciliation"
      ],
      "customer_types": [
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "blue-j",
      "name": "Blue J",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "tax_research",
      "categories": [
        "tax_research"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$1,498 per user/year",
      "free_plan": "no",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2021-08-10",
          "type": "Series B",
          "amount_usd": 9000000
        },
        {
          "date": "2024-12-17",
          "type": "Series C",
          "amount_usd": null
        },
        {
          "date": "2025-08-04",
          "type": "Series D",
          "amount_usd": 122000000
        }
      ]
    },
    {
      "slug": "booke-ai",
      "name": "Booke AI",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping"
      ],
      "customer_types": [
        "smb",
        "cpa_firm"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "no",
      "autonomy": "configurable",
      "pricing_public": true,
      "starting_price": "$129/month per business",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "botkeeper",
      "name": "Botkeeper",
      "kind": "standalone",
      "ownership": "subsidiary",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "close_reconciliation"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "yes",
      "autonomy": "configurable",
      "pricing_public": true,
      "starting_price": "$53 per license/month",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2018-11",
          "type": "Series A",
          "amount_usd": null
        },
        {
          "date": "2020-06-18",
          "type": "Series B",
          "amount_usd": 25000000
        },
        {
          "date": "2021-11",
          "type": "Series C",
          "amount_usd": 42000000
        }
      ]
    },
    {
      "slug": "campfire",
      "name": "Campfire",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "close_reconciliation",
      "categories": [
        "close_reconciliation",
        "bookkeeping"
      ],
      "customer_types": [
        "mid_market",
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "configurable",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2024-02-27",
          "type": "Seed",
          "amount_usd": 3500000
        },
        {
          "date": "2025-08-27",
          "type": "Series A",
          "amount_usd": 35000000
        },
        {
          "date": "2025-10-15",
          "type": "Series B",
          "amount_usd": 65000000
        }
      ]
    },
    {
      "slug": "canopy",
      "name": "Canopy",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "practice_management",
      "categories": [
        "practice_management",
        "tax_prep",
        "close_reconciliation"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "configurable",
      "pricing_public": true,
      "starting_price": "$74 per user/month, billed annually",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2018-03-27",
          "type": null,
          "amount_usd": 30000000
        },
        {
          "date": "2019-12-04",
          "type": null,
          "amount_usd": 13000000
        },
        {
          "date": "2021-06-29",
          "type": null,
          "amount_usd": 11000000
        },
        {
          "date": "2021-12-08",
          "type": "Series BB",
          "amount_usd": 35000000
        },
        {
          "date": "2024-05-08",
          "type": null,
          "amount_usd": 35000000
        },
        {
          "date": "2025-04-23",
          "type": "Series C",
          "amount_usd": 70000000
        }
      ]
    },
    {
      "slug": "caseware",
      "name": "Caseware",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "audit",
      "categories": [
        "audit"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "yes",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2020-10-27",
          "type": "Strategic investment (significant stake)",
          "amount_usd": null
        }
      ]
    },
    {
      "slug": "cch-axcess-intelligence",
      "name": "CCH Axcess Intelligence",
      "kind": "standalone",
      "ownership": "public",
      "primary_category": "tax_research",
      "categories": [
        "tax_research",
        "tax_prep"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "cfo-ai",
      "name": "cfo.ai",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "fpa",
      "categories": [
        "fpa"
      ],
      "customer_types": [
        "smb"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$375/month, billed annually",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "xero",
        "netsuite"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "cocounsel-audit-accounting",
      "name": "CoCounsel Audit & Accounting",
      "kind": "standalone",
      "ownership": "public",
      "primary_category": "audit",
      "categories": [
        "audit"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "cocounsel-tax",
      "name": "CoCounsel Tax",
      "kind": "standalone",
      "ownership": "public",
      "primary_category": "tax_research",
      "categories": [
        "tax_research"
      ],
      "customer_types": [
        "cpa_firm",
        "enterprise"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$1,300/year",
      "free_plan": "no",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "copilot-in-business-central",
      "name": "Copilot in Business Central",
      "kind": "ledger_native",
      "ownership": "public",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "ap_invoice",
        "close_reconciliation"
      ],
      "customer_types": [],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$80 per user/month, billed annually",
      "free_plan": "no",
      "ledger_integrations": [
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "copilot-in-dynamics-365-finance",
      "name": "Copilot in Dynamics 365 Finance",
      "kind": "ledger_native",
      "ownership": "public",
      "primary_category": "close_reconciliation",
      "categories": [
        "close_reconciliation",
        "ap_invoice",
        "fpa"
      ],
      "customer_types": [],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "unconfirmed",
      "pricing_public": true,
      "starting_price": "$210 per user/month, billed annually",
      "free_plan": "no",
      "ledger_integrations": [
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "coupa-ap-automation",
      "name": "Coupa AP Automation",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice"
      ],
      "customer_types": [
        "mid_market",
        "enterprise"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "configurable",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite",
        "dynamics",
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "cube",
      "name": "Cube",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "fpa",
      "categories": [
        "fpa",
        "close_reconciliation"
      ],
      "customer_types": [
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "configurable",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "no",
      "ledger_integrations": [
        "netsuite",
        "sage_intacct",
        "xero",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2020-05",
          "type": "Seed",
          "amount_usd": null
        }
      ]
    },
    {
      "slug": "datarails",
      "name": "Datarails",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "fpa",
      "categories": [
        "fpa",
        "close_reconciliation"
      ],
      "customer_types": [],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "no",
      "ledger_integrations": [
        "netsuite",
        "xero",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2017-07-19",
          "type": "Series A",
          "amount_usd": 6000000
        },
        {
          "date": "2021-04",
          "type": "Series A",
          "amount_usd": 18500000
        },
        {
          "date": "2021-06-21",
          "type": "Series A extension",
          "amount_usd": 25000000
        },
        {
          "date": "2022-03-10",
          "type": "Series B",
          "amount_usd": 50000000
        },
        {
          "date": "2026-01-21",
          "type": "Series C",
          "amount_usd": 70000000
        }
      ]
    },
    {
      "slug": "datasnipper",
      "name": "DataSnipper",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "audit",
      "categories": [
        "audit"
      ],
      "customer_types": [
        "cpa_firm",
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "no",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2022-09-07",
          "type": "Minority growth investment",
          "amount_usd": null
        },
        {
          "date": "2024-02-01",
          "type": "Series B",
          "amount_usd": 100000000
        }
      ]
    },
    {
      "slug": "dext",
      "name": "Dext",
      "kind": "standalone",
      "ownership": "subsidiary",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "ap_invoice"
      ],
      "customer_types": [
        "cpa_firm",
        "smb"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "configurable",
      "pricing_public": true,
      "starting_price": "$25.21/month",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "digits",
      "name": "Digits",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "close_reconciliation",
        "ap_invoice"
      ],
      "customer_types": [
        "smb",
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "autonomous",
      "pricing_public": true,
      "starting_price": "$65/month",
      "free_plan": "no",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2019-11-06",
          "type": "Series A",
          "amount_usd": 10500000
        },
        {
          "date": "2020-04-23",
          "type": "Series B",
          "amount_usd": 22000000
        },
        {
          "date": "2022-03-24",
          "type": "Series C",
          "amount_usd": 65000000
        }
      ]
    },
    {
      "slug": "docyt",
      "name": "Docyt",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "ap_invoice",
        "close_reconciliation",
        "fpa"
      ],
      "customer_types": [
        "cpa_firm",
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "configurable",
      "pricing_public": true,
      "starting_price": "$299 per property/month",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "sage_intacct",
        "netsuite",
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2021-02-25",
          "type": "Seed extension",
          "amount_usd": 1500000
        },
        {
          "date": "2022-04-06",
          "type": "Series A",
          "amount_usd": 11500000
        },
        {
          "date": "2025-08-06",
          "type": "Pre-Series B",
          "amount_usd": 12000000
        }
      ]
    },
    {
      "slug": "double",
      "name": "Double",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "close_reconciliation",
      "categories": [
        "close_reconciliation",
        "bookkeeping",
        "practice_management"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$10 per client/month",
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "quickbooks_online",
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2025-12",
          "type": "Series A",
          "amount_usd": 6500000
        }
      ]
    },
    {
      "slug": "drivetrain",
      "name": "Drivetrain",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "fpa",
      "categories": [
        "fpa"
      ],
      "customer_types": [],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite",
        "sage_intacct",
        "xero",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2022-10-19",
          "type": "Undisclosed",
          "amount_usd": 15000000
        }
      ]
    },
    {
      "slug": "fieldguide",
      "name": "Fieldguide",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "audit",
      "categories": [
        "audit"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2022-03-03",
          "type": "Series A",
          "amount_usd": 17000000
        },
        {
          "date": "2024-03-26",
          "type": "Series B",
          "amount_usd": 30000000
        },
        {
          "date": "2026-02-02",
          "type": "Series C",
          "amount_usd": 75000000
        }
      ]
    },
    {
      "slug": "filed",
      "name": "Filed",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "tax_prep",
      "categories": [
        "tax_prep"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "netsuite"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2025-05-21",
          "type": "Pre-seed and Seed",
          "amount_usd": 17200000
        }
      ]
    },
    {
      "slug": "financial-cents",
      "name": "Financial Cents",
      "kind": "standalone",
      "ownership": "unconfirmed",
      "primary_category": "practice_management",
      "categories": [
        "practice_management"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_i",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "configurable",
      "pricing_public": true,
      "starting_price": "$19/month, billed annually",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "finquery",
      "name": "FinQuery",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "lease_accounting",
      "categories": [
        "lease_accounting",
        "close_reconciliation"
      ],
      "customer_types": [
        "smb",
        "cpa_firm",
        "mid_market",
        "enterprise"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "yes",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2019-11-06",
          "type": "Series A",
          "amount_usd": 40000000
        },
        {
          "date": "2024-04-24",
          "type": "Minority investment",
          "amount_usd": 25000000
        },
        {
          "date": "2025-10-02",
          "type": "Majority growth investment",
          "amount_usd": null
        }
      ]
    },
    {
      "slug": "floqast",
      "name": "FloQast",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "close_reconciliation",
      "categories": [
        "close_reconciliation"
      ],
      "customer_types": [],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite",
        "sage_intacct",
        "xero",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2024-04-10",
          "type": "Series E",
          "amount_usd": 100000000
        }
      ]
    },
    {
      "slug": "hubdoc",
      "name": "Hubdoc",
      "kind": "standalone",
      "ownership": "subsidiary",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "ap_invoice"
      ],
      "customer_types": [
        "smb",
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "configurable",
      "pricing_public": true,
      "starting_price": "$12/month",
      "free_plan": "no",
      "ledger_integrations": [
        "xero",
        "quickbooks_online"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "inflo",
      "name": "Inflo",
      "kind": "standalone",
      "ownership": "unconfirmed",
      "primary_category": "audit",
      "categories": [
        "audit"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "intuit-intelligence-quickbooks",
      "name": "Intuit Intelligence (QuickBooks)",
      "kind": "ledger_native",
      "ownership": "public",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "close_reconciliation",
        "fpa"
      ],
      "customer_types": [
        "smb",
        "mid_market",
        "cpa_firm"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "yes",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$38/month (QuickBooks Online Simple Start)",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "jax-just-ask-xero",
      "name": "JAX (Just Ask Xero)",
      "kind": "ledger_native",
      "ownership": "public",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping"
      ],
      "customer_types": [
        "smb"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$27/month (Xero Early)",
      "free_plan": "no",
      "ledger_integrations": [
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "juno",
      "name": "Juno",
      "kind": "standalone",
      "ownership": "unconfirmed",
      "primary_category": "tax_prep",
      "categories": [
        "tax_prep"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "no",
      "ledger_integrations": [
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "karbon",
      "name": "Karbon",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "practice_management",
      "categories": [
        "practice_management"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "configurable",
      "pricing_public": true,
      "starting_price": "$59 per user/month, billed annually",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2021-08-05",
          "type": "Credit facility (debt)",
          "amount_usd": 5000000
        },
        {
          "date": "2022-02-07",
          "type": null,
          "amount_usd": 66000000
        }
      ]
    },
    {
      "slug": "keeper-tax",
      "name": "Keeper",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "tax_prep",
      "categories": [
        "tax_prep",
        "bookkeeping"
      ],
      "customer_types": [
        "smb"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$20/month (bookkeeping only)",
      "free_plan": "no",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2021-04-29",
          "type": "Series A",
          "amount_usd": 13000000
        }
      ]
    },
    {
      "slug": "kick",
      "name": "Kick",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "close_reconciliation"
      ],
      "customer_types": [
        "smb",
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$40/month",
      "free_plan": "yes",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2025-11-03",
          "type": "Undisclosed",
          "amount_usd": null
        }
      ]
    },
    {
      "slug": "ledge",
      "name": "Ledge",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "close_reconciliation",
      "categories": [
        "close_reconciliation"
      ],
      "customer_types": [
        "mid_market",
        "enterprise"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "no",
      "ledger_integrations": [
        "netsuite"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "medius",
      "name": "Medius",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice"
      ],
      "customer_types": [
        "mid_market",
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "configurable",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "mindbridge",
      "name": "MindBridge",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "audit",
      "categories": [
        "audit",
        "close_reconciliation"
      ],
      "customer_types": [
        "cpa_firm",
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "xero",
        "netsuite",
        "sage_intacct",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2018-05-01",
          "type": "Series A",
          "amount_usd": null
        },
        {
          "date": "2019-06-12",
          "type": "Series B + Government of Canada Strategic Innovation Fund",
          "amount_usd": null
        },
        {
          "date": "2020-11-09",
          "type": "Government funding (Strategic Innovation Fund)",
          "amount_usd": null
        },
        {
          "date": "2023-04",
          "type": "Growth investment (round not named)",
          "amount_usd": 60000000
        }
      ]
    },
    {
      "slug": "nakisa",
      "name": "Nakisa",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "lease_accounting",
      "categories": [
        "lease_accounting"
      ],
      "customer_types": [
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "netsuite-next",
      "name": "NetSuite Next",
      "kind": "ledger_native",
      "ownership": "subsidiary",
      "primary_category": "close_reconciliation",
      "categories": [
        "close_reconciliation",
        "ap_invoice",
        "fpa",
        "bookkeeping"
      ],
      "customer_types": [],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "configurable",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "no",
      "ledger_integrations": [
        "netsuite"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "numeric",
      "name": "Numeric",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "close_reconciliation",
      "categories": [
        "close_reconciliation",
        "bookkeeping"
      ],
      "customer_types": [],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite",
        "quickbooks_online",
        "sage_intacct",
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2024-05-06",
          "type": "Seed",
          "amount_usd": 10000000
        },
        {
          "date": "2024-10-09",
          "type": "Series A",
          "amount_usd": 28000000
        },
        {
          "date": "2025-11-19",
          "type": "Series B",
          "amount_usd": 51000000
        }
      ]
    },
    {
      "slug": "occupier",
      "name": "Occupier",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "lease_accounting",
      "categories": [
        "lease_accounting"
      ],
      "customer_types": [],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "no",
      "ledger_integrations": [
        "netsuite"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2021-03-11",
          "type": "Seed",
          "amount_usd": 5000000
        },
        {
          "date": "2025-06-10",
          "type": "Growth investment",
          "amount_usd": 16000000
        }
      ]
    },
    {
      "slug": "pigment",
      "name": "Pigment",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "fpa",
      "categories": [
        "fpa"
      ],
      "customer_types": [
        "mid_market",
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "unconfirmed",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite",
        "sage_intacct",
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2020-12",
          "type": "Series A",
          "amount_usd": 25000000
        },
        {
          "date": "2021-11-15",
          "type": "Series B",
          "amount_usd": 73000000
        },
        {
          "date": "2022-09-29",
          "type": "Series B+",
          "amount_usd": 65000000
        },
        {
          "date": "2023-06-08",
          "type": "Series C",
          "amount_usd": 88000000
        },
        {
          "date": "2024-04-04",
          "type": "Series D",
          "amount_usd": 145000000
        }
      ]
    },
    {
      "slug": "pilot",
      "name": "Pilot",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "tax_prep",
        "fpa"
      ],
      "customer_types": [
        "smb"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "yes",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$99/month",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2019-04-17",
          "type": "Series B",
          "amount_usd": 40000000
        },
        {
          "date": "2021-01-26",
          "type": "Series C",
          "amount_usd": 60000000
        },
        {
          "date": "2021-03-26",
          "type": "Series C extension",
          "amount_usd": null
        }
      ]
    },
    {
      "slug": "planful",
      "name": "Planful",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "fpa",
      "categories": [
        "fpa",
        "close_reconciliation"
      ],
      "customer_types": [
        "mid_market",
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite",
        "sage_intacct",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "puzzle",
      "name": "Puzzle",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "close_reconciliation"
      ],
      "customer_types": [
        "smb",
        "cpa_firm"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$30/month, billed annually",
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "ramp",
      "name": "Ramp",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice"
      ],
      "customer_types": [
        "smb",
        "mid_market"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "configurable",
      "pricing_public": true,
      "starting_price": "$15 per user/month (Plus)",
      "free_plan": "yes",
      "ledger_integrations": [
        "netsuite",
        "sage_intacct",
        "xero",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2020-12-17",
          "type": null,
          "amount_usd": 30000000
        },
        {
          "date": "2026-06-04",
          "type": null,
          "amount_usd": 750000000
        }
      ]
    },
    {
      "slug": "rillet",
      "name": "Rillet",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "close_reconciliation",
      "categories": [
        "close_reconciliation",
        "bookkeeping"
      ],
      "customer_types": [
        "mid_market",
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2025-05-28",
          "type": "Series A",
          "amount_usd": 25000000
        },
        {
          "date": "2025-08-06",
          "type": "Series B",
          "amount_usd": 70000000
        },
        {
          "date": "2026-08-17",
          "type": "Series C",
          "amount_usd": 100000000
        }
      ]
    },
    {
      "slug": "sage-copilot",
      "name": "Sage Copilot",
      "kind": "ledger_native",
      "ownership": "public",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "ap_invoice",
        "close_reconciliation",
        "fpa"
      ],
      "customer_types": [
        "smb",
        "mid_market"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "yes",
      "autonomy": "configurable",
      "pricing_public": true,
      "starting_price": "£20/month (Sage Accounting, UK)",
      "free_plan": "no",
      "ledger_integrations": [
        "sage_intacct"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "stampli",
      "name": "Stampli",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice"
      ],
      "customer_types": [],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "unconfirmed",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "quickbooks_online",
        "netsuite",
        "sage_intacct",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "sureprep",
      "name": "SurePrep",
      "kind": "standalone",
      "ownership": "subsidiary",
      "primary_category": "tax_prep",
      "categories": [
        "tax_prep"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "taxdome",
      "name": "TaxDome",
      "kind": "standalone",
      "ownership": "unconfirmed",
      "primary_category": "practice_management",
      "categories": [
        "practice_management"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$800 per seat/year (1-year term)",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "taxgpt",
      "name": "TaxGPT",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "tax_research",
      "categories": [
        "tax_research",
        "tax_prep",
        "bookkeeping"
      ],
      "customer_types": [
        "cpa_firm",
        "smb"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2025-02-06",
          "type": null,
          "amount_usd": 4600000
        }
      ]
    },
    {
      "slug": "tipalti",
      "name": "Tipalti",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice"
      ],
      "customer_types": [
        "mid_market"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$99/month",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "xero",
        "netsuite",
        "sage_intacct",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2014-10-22",
          "type": "Series B",
          "amount_usd": 13000000
        },
        {
          "date": "2016-09-15",
          "type": "Undisclosed round",
          "amount_usd": 14000000
        },
        {
          "date": "2018-02-13",
          "type": "Series C",
          "amount_usd": 30000000
        },
        {
          "date": "2019-09-24",
          "type": "Series D",
          "amount_usd": 76000000
        },
        {
          "date": "2020-10-06",
          "type": "Series E",
          "amount_usd": 150000000
        },
        {
          "date": "2021-12-08",
          "type": "Series F",
          "amount_usd": 270000000
        },
        {
          "date": "2023-05-15",
          "type": "Growth financing",
          "amount_usd": 150000000
        },
        {
          "date": "2025-09-24",
          "type": "Growth financing",
          "amount_usd": 200000000
        }
      ]
    },
    {
      "slug": "trintech",
      "name": "Trintech",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "close_reconciliation",
      "categories": [
        "close_reconciliation"
      ],
      "customer_types": [
        "mid_market",
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2018-01-03",
          "type": "Majority recapitalization",
          "amount_usd": null
        }
      ]
    },
    {
      "slug": "truewind",
      "name": "Truewind",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "close_reconciliation",
      "categories": [
        "close_reconciliation",
        "bookkeeping"
      ],
      "customer_types": [
        "smb",
        "cpa_firm"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "configurable",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "quickbooks_online",
        "sage_intacct"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2023-09-13",
          "type": "Seed",
          "amount_usd": 3000000
        },
        {
          "date": "2024-12-11",
          "type": "Series A",
          "amount_usd": 13000000
        }
      ]
    },
    {
      "slug": "trullion",
      "name": "Trullion",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "lease_accounting",
      "categories": [
        "lease_accounting",
        "audit"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2022-02-16",
          "type": "Series A",
          "amount_usd": 15000000
        }
      ]
    },
    {
      "slug": "uku",
      "name": "Uku",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "practice_management",
      "categories": [
        "practice_management"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "type_i",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$19/month, billed annually",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "xero"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "validis",
      "name": "Validis",
      "kind": "standalone",
      "ownership": "unconfirmed",
      "primary_category": "audit",
      "categories": [
        "audit"
      ],
      "customer_types": [
        "cpa_firm",
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "no",
      "autonomy": "unconfirmed",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "quickbooks_online",
        "xero",
        "netsuite",
        "sage_intacct",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "vena",
      "name": "Vena",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "fpa",
      "categories": [
        "fpa"
      ],
      "customer_types": [],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "unconfirmed",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "no",
      "ledger_integrations": [
        "netsuite",
        "sage_intacct",
        "xero",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2021-04-27",
          "type": "Series C",
          "amount_usd": null
        }
      ]
    },
    {
      "slug": "vic-ai",
      "name": "Vic.ai",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice"
      ],
      "customer_types": [
        "enterprise"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "yes",
      "autonomy": "autonomous",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [
        "netsuite",
        "sage_intacct",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2017",
          "type": "Seed",
          "amount_usd": null
        },
        {
          "date": "2019",
          "type": "Series A",
          "amount_usd": 11000000
        },
        {
          "date": "2021-09-01",
          "type": "Series B",
          "amount_usd": 50000000
        },
        {
          "date": "2022-12-13",
          "type": "Series C",
          "amount_usd": 52000000
        }
      ]
    },
    {
      "slug": "visual-lease",
      "name": "Visual Lease",
      "kind": "standalone",
      "ownership": "subsidiary",
      "primary_category": "lease_accounting",
      "categories": [
        "lease_accounting"
      ],
      "customer_types": [
        "enterprise"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "no",
      "autonomy": "human_review",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "unconfirmed",
      "ledger_integrations": [],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "yooz",
      "name": "Yooz",
      "kind": "standalone",
      "ownership": "unconfirmed",
      "primary_category": "ap_invoice",
      "categories": [
        "ap_invoice"
      ],
      "customer_types": [
        "cpa_firm"
      ],
      "soc2": "unconfirmed",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "configurable",
      "pricing_public": false,
      "starting_price": null,
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online",
        "netsuite",
        "sage_intacct",
        "dynamics"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": []
    },
    {
      "slug": "zeni",
      "name": "Zeni",
      "kind": "standalone",
      "ownership": "private",
      "primary_category": "bookkeeping",
      "categories": [
        "bookkeeping",
        "ap_invoice",
        "tax_prep",
        "fpa"
      ],
      "customer_types": [
        "smb"
      ],
      "soc2": "type_ii",
      "trains_on_customer_data": "unconfirmed",
      "autonomy": "human_review",
      "pricing_public": true,
      "starting_price": "$549/month",
      "free_plan": "no",
      "ledger_integrations": [
        "quickbooks_online"
      ],
      "last_verified": "2026-10-14",
      "funding_rounds": [
        {
          "date": "2021-08-04",
          "type": "Series B",
          "amount_usd": 34000000
        }
      ]
    }
  ]
}