AI agents in Finance & accounting: 70 companies
Companies with at least one AI-agent excerpt matching finance & accounting keywords (rules-v1), strongest stage first. Keyword matching is approximate; the filing text is the record.
Other functions: Customer service · Sales & marketing · IT & security ops · Software development · HR & recruiting · Operations & supply chain · Legal & compliance · Healthcare & clinical
| Company | Stage | Functions | Mkt cap | Filings | Latest |
|---|---|---|---|---|---|
| Zoom Communications, Inc.ZM | Scaling | Customer service, Finance & accounting, Healthcare & clinical, HR & recruiting, IT & security ops, Legal & compliance, Sales & marketing | $27.6B | 11 | 2026-08-26 |
| CALIX, INCCALX | Scaling | Finance & accounting, Operations & supply chain, Sales & marketing | $2.3B | 14 | 2026-10-08 |
| Rubrik, Inc.RBRK | Scaling | Finance & accounting, HR & recruiting, IT & security ops, Legal & compliance, Software development | $23.0B | 11 | 2026-09-01 |
| BILL Holdings, Inc.BILL | Scaling | Customer service, Finance & accounting, Operations & supply chain, Software development | $3.9B | 11 | 2026-08-20 |
| XBP Global Holdings, Inc.XBP | Scaling | Finance & accounting, HR & recruiting, Legal & compliance, Operations & supply chain, Sales & marketing | $42M | 12 | 2026-08-14 |
| GoDaddy Inc.GDDY | Scaling | Finance & accounting, IT & security ops, Legal & compliance, Operations & supply chain, Sales & marketing, Software development | $13.4B | 8 | 2026-07-31 |
| Braze, Inc.BRZE | Scaling | Customer service, Finance & accounting, IT & security ops, Legal & compliance, Sales & marketing, Software development | $3.3B | 13 | 2026-09-09 |
| Palo Alto Networks IncPANW | Scaling | Finance & accounting, IT & security ops, Legal & compliance, Operations & supply chain, Sales & marketing, Software development | $279.6B | 10 | 2026-09-10 |
| INTUIT INC.INTU | Scaling | Finance & accounting, Sales & marketing, Software development | $86.4B | 8 | 2026-09-09 |
| PROCORE TECHNOLOGIES, INC.PCOR | Scaling | Finance & accounting | $8.6B | 8 | 2026-07-31 |
| BLACKBAUD INCBLKB | Scaling | Finance & accounting, IT & security ops, Sales & marketing, Software development | $2.3B | 7 | 2026-07-29 |
| Asana, Inc.ASAN | Scaling | Finance & accounting, IT & security ops, Software development | $2.2B | 8 | 2026-09-03 |
| Rimini Street, Inc.RMNI | Scaling | Finance & accounting, IT & security ops, Legal & compliance, Operations & supply chain, Sales & marketing | $378M | 11 | 2026-08-12 |
| RXO, Inc.RXO | Scaling | Finance & accounting, Operations & supply chain, Sales & marketing | $4.7B | 4 | 2026-08-06 |
| Schrodinger, Inc.SDGR | Scaling | Finance & accounting, Healthcare & clinical, IT & security ops, Legal & compliance, Operations & supply chain | $1.7B | 3 | 2026-08-05 |
| Sprinklr, Inc.CXM | Scaling | Customer service, Finance & accounting, Legal & compliance, Sales & marketing | $1.3B | 5 | 2026-09-03 |
| Workday, Inc.WDAY | Scaling | Customer service, Finance & accounting, HR & recruiting, IT & security ops, Legal & compliance, Operations & supply chain, Sales & marketing, Software development | $46.1B | 16 | 2026-10-13 |
| DOCUSIGN, INC.DOCU | Scaling | Finance & accounting, IT & security ops, Legal & compliance, Software development | $14.0B | 4 | 2026-09-04 |
| Astrana Health, Inc.ASTH | Scaling | Finance & accounting, Healthcare & clinical | $1.8B | 2 | 2026-09-23 |
| Viant Technology Inc.DSP | Scaling | Finance & accounting, IT & security ops, Legal & compliance, Operations & supply chain, Sales & marketing | $272M | 5 | 2026-08-10 |
| Roadzen Inc.RDZN | Scaling | Customer service, Finance & accounting, Sales & marketing | $87M | 9 | 2026-08-13 |
| AUTOMATIC DATA PROCESSING INCADP | Scaling | Finance & accounting, HR & recruiting, IT & security ops, Legal & compliance, Sales & marketing | $113.4B | 4 | 2026-08-05 |
| CONDUENT IncCNDT | Scaling | Customer service, Finance & accounting, HR & recruiting, Legal & compliance, Operations & supply chain, Sales & marketing, Software development | $230M | 2 | 2026-09-30 |
| JFrog LtdFROG | Scaling | Finance & accounting, IT & security ops, Legal & compliance, Operations & supply chain, Sales & marketing, Software development | $10.7B | 10 | 2026-08-07 |
| BROADRIDGE FINANCIAL SOLUTIONS, INC.BR | Scaling | Finance & accounting, IT & security ops, Legal & compliance, Sales & marketing | $19.5B | 5 | 2026-08-04 |
| MANHATTAN ASSOCIATES INCMANH | Scaling | Customer service, Finance & accounting, Legal & compliance, Operations & supply chain, Sales & marketing | $13.0B | 4 | 2026-07-31 |
| Customers Bancorp, Inc.CUBB | Scaling | Customer service, Finance & accounting, Legal & compliance | — | 4 | 2026-07-23 |
| Gen Digital Inc.GEN | Scaling | Finance & accounting, IT & security ops, Legal & compliance, Sales & marketing | $14.6B | 3 | 2026-08-07 |
| Forbright, Inc.FRBT | Scaling | Customer service, Finance & accounting, Legal & compliance, Sales & marketing | $882M | 5 | 2026-08-13 |
| WNS (HOLDINGS) LTDWNS | Scaling | Customer service, Finance & accounting, HR & recruiting, Operations & supply chain, Sales & marketing | — | 3 | 2025-10-17 |
| Motorola Solutions, Inc.MSI | Scaling | Finance & accounting | $77.2B | 3 | 2026-08-05 |
| OLB GROUP, INC.OLB | Scaling | Customer service, Finance & accounting, HR & recruiting, Legal & compliance, Sales & marketing, Software development | $10M | 2 | 2026-09-10 |
| CITIZENS FINANCIAL GROUP INC/RICFG | Scaling | Customer service, Finance & accounting, HR & recruiting, IT & security ops, Legal & compliance, Operations & supply chain, Sales & marketing, Software development | $26.5B | 2 | 2026-07-16 |
| CORVEL CORPCRVL | Scaling | Finance & accounting, Legal & compliance, Software development | $4.0B | 3 | 2026-02-03 |
| Flywire CorpFLYW | Scaling | Customer service, Finance & accounting, Legal & compliance, Sales & marketing | $2.3B | 1 | 2026-08-04 |
| CASS INFORMATION SYSTEMS INCCASS | Scaling | Finance & accounting, Software development | $693M | 1 | 2026-04-23 |
| REDWOOD TRUST INCRWT | Scaling | Finance & accounting | $374M | 1 | 2026-02-11 |
| RMR GROUP INC.RMR | Scaling | Finance & accounting, Operations & supply chain, Software development | $314M | 1 | 2026-06-01 |
| OneStream, Inc.OS | Scaling | Finance & accounting | — | 3 | 2026-04-01 |
| Clearwater Analytics Holdings, Inc.CWAN | Deployed | Finance & accounting, Sales & marketing | — | 4 | 2026-05-07 |
| Rocket Companies, Inc.RKT | Deployed | Finance & accounting, Legal & compliance | $30.7B | 4 | 2026-05-07 |
| ExlService Holdings, Inc.EXLS | Deployed | Customer service, Finance & accounting, Legal & compliance, Sales & marketing | $6.0B | 6 | 2026-07-28 |
| BLACKLINE, INC.BL | Deployed | Finance & accounting, IT & security ops, Legal & compliance, Sales & marketing | $1.7B | 6 | 2026-08-05 |
| CVS HEALTH CorpCVS | Deployed | Customer service, Finance & accounting | $118.2B | 1 | 2026-08-05 |
| MongoDB, Inc.MDB | Deployed | Finance & accounting, IT & security ops, Legal & compliance, Software development | $27.1B | 7 | 2026-09-29 |
| VALLEY NATIONAL BANCORPVLY | Deployed | Customer service, Finance & accounting, Sales & marketing | $7.0B | 2 | 2026-07-23 |
| Accelerant HoldingsARX | Deployed | Finance & accounting, HR & recruiting | $4.3B | 2 | 2026-08-13 |
| AAR CORPAIR | Deployed | Finance & accounting, Operations & supply chain | $3.9B | 2 | 2026-09-29 |
| Claritev CorpCTEV | Deployed | Finance & accounting, IT & security ops, Sales & marketing | $375M | 2 | 2025-09-03 |
| Caro Holdings Inc.CAHO | Deployed | Finance & accounting, Legal & compliance | $22M | 3 | 2026-07-15 |
| Guidewire Software, Inc.GWRE | Deployed | Finance & accounting | $13.8B | 1 | 2026-09-11 |
| Intapp, Inc.INTA | Deployed | Finance & accounting, IT & security ops, Legal & compliance | $3.3B | 2 | 2026-08-14 |
| SAFETY INSURANCE GROUP INCSAFT | Deployed | Customer service, Finance & accounting, Operations & supply chain | $1.5B | 1 | 2026-02-27 |
| CSLM Digital Asset Acquisition Corp III, LtdKOYN | Deployed | Finance & accounting, HR & recruiting, IT & security ops, Legal & compliance, Sales & marketing | $324M | 2 | 2026-10-07 |
| iSpecimen Inc.ISPC | Deployed | Finance & accounting | $2M | 2 | 2026-09-04 |
| PROASSURANCE CORPPRA | Deployed | Finance & accounting, Healthcare & clinical | — | 1 | 2026-04-08 |
| AI Era Corp.AERA | Piloting | Finance & accounting, Legal & compliance, Sales & marketing | $0M | 1 | 2026-03-23 |
| Advanced Biomed Inc.ADVB | Exploring / planning | Finance & accounting, Legal & compliance, Operations & supply chain, Sales & marketing | $7M | 1 | 2026-10-13 |
| Chime Financial, Inc.CHYM | Mentions only | Finance & accounting, Software development | $11.3B | 3 | 2026-08-06 |
| Victory Capital Holdings, Inc.VCTR | Mentions only | Finance & accounting, IT & security ops, Legal & compliance | $6.7B | 1 | 2026-02-26 |
| Hamilton Insurance Group, Ltd.HG | Mentions only | Finance & accounting, IT & security ops, Legal & compliance | $3.5B | 1 | 2026-02-25 |
| Exzeo Group, Inc.XZO | Mentions only | Finance & accounting | $1.5B | 1 | 2026-08-07 |
| Honest Company, Inc.HNST | Mentions only | Finance & accounting, Operations & supply chain | $541M | 1 | 2026-02-25 |
| Grove Collaborative Holdings, Inc.GROV | Mentions only | Finance & accounting, Operations & supply chain | $44M | 1 | 2026-08-06 |
| NOCERA, INC.NCRA | Mentions only | Finance & accounting, Sales & marketing | $4M | 1 | 2026-09-23 |
| AIRWA INC.YYAI | Mentions only | Finance & accounting | $3M | 1 | 2026-03-17 |
| VISIUM TECHNOLOGIES, INC.VISM | Mentions only | Finance & accounting, IT & security ops, Legal & compliance, Software development | $0M | 7 | 2026-10-13 |
| Veradigm Inc. | Mentions only | Finance & accounting, Healthcare & clinical, Software development | — | 1 | 2026-09-15 |
| Hyatt Hotels CorpH | Risk factors only | Finance & accounting, Legal & compliance | $16.2B | 1 | 2026-02-13 |
| FACTSET RESEARCH SYSTEMS INCFDS | Risk factors only | Finance & accounting, IT & security ops, Legal & compliance, Sales & marketing | $10.6B | 1 | 2025-10-22 |