The Stack Index / Finance AI agents & data

Finance AI agents & data

General finance agents and the data connections under them. 24 vendors.

• SAP Joule

  General finance agents & copilots

  SAP's AI copilot across its business applications, including finance, offering tasks, answers and insights.

  Best for EnterpriseWalldorf, GermanyPublic (SAP)

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• Mono

  Finance data integration & APIs

  Open banking APIs for financial data, direct debit and payments across Africa.

  Best for Startups to enterpriseFounded 2020Lagos, NigeriaSeries A, $15M, Oct 2021

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• Concourse

  General finance agents & copilots

  AI agents for corporate finance teams that automate analysis, reporting and planning work across ERP data.

  Best for Mid-market to enterpriseFounded 2023New York, USSeries A, $12M, Jan 2026

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• Chift

  Finance data integration & APIs

  European unified API connecting software to accounting, invoicing, POS, ecommerce and payment tools.

  Best for Fintechs, SaaS and banksFounded 2022Brussels, BelgiumSeries A, €10.5M, Sep 2026

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• Alder

  General finance agents & copilots

  AI employees for finance that process documents, chase open items and reconcile records, starting with AR (YC F2025).

  Best for Mid-marketFounded 2025San Francisco, USY Combinator (F2025)

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• Definite

  Financial data warehouse & analytics

  Builds one live model of a company's books from ERP and ledger data for back-office AI agents (YC 2026).

  Best for Startups to mid-marketFounded 2026San Francisco, USY Combinator (2026)

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• Elevate

  Financial data warehouse & analytics

  AI data migrations, warehousing and agentic automations across acquisitions for PE-backed roll-ups.

  Best for Mid-marketFounded 2024New York, USY Combinator (S2024)

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• maesn

  Finance data integration & APIs

  Unified API for ERP and accounting systems such as DATEV and SAP.

  Best for SaaS, fintechs and banksFounded 2022Düsseldorf, GermanySeed, EUR 2.3M, Nov 2025

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• Zalos

  General finance agents & copilots

  AI workers that run finance department tasks across staff accounting, AP and billing (YC F2025).

  Best for SMB to mid-marketFounded 2025London, UKY Combinator (F2025)

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• Blaze

  General finance agents & copilots

  Agentic finance platform with an AI CFO for bills, invoicing, cash forecasting and transfers.

  Best for SMBFounded 2023Y Combinator (S2024)

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• Belvo

  Finance data integration & APIs

  Open finance platform giving access to banking, employment and fiscal data, plus direct debit and Pix payments.

  Best for Mid-market to enterpriseFounded 2019Mexico City, Mexico

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• Codat

  Finance data integration & APIs

  APIs connecting lenders, fintechs and banks to SMB accounting, banking and commerce data, plus banker insights.

  Best for Banks and fintechsFounded 2017London, UK

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• Merge

  Finance data integration & APIs

  Unified API including an accounting API to read and write data across QuickBooks, Xero, NetSuite and others.

  Best for Software companiesFounded 2020San Francisco, US

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• Peliqan

  Financial data warehouse & analytics

  Governed data warehouse with built-in ELT, 300+ connectors and MCP server, used by finance consultants and teams.

  Best for SMB to mid-marketFounded 2017Amsterdam, Netherlands

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• Rutter

  Finance data integration & APIs

  Unified API for integrating with accounting, commerce, payments and ads platforms through one data model.

  Best for B2B fintechs and banksFounded 2021New York, US

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• Apideck

  Finance data integration & APIs

  Unified accounting API to read and write data across 55+ accounting platforms.

  Best for Vertical SaaS and fintechsSan Francisco, US

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• ChatFin

  General finance agents & copilots

  AI agents inside NetSuite, SAP and Dynamics for AP, reconciliations, month-end close and reporting.

  Best for Mid-market to enterprise

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• Layer

  Finance data integration & APIs

  Embedded, white-labeled accounting and bookkeeping API and UI components for SMB software platforms.

  Best for SMB software platforms

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• Spreadsheet Server

  Financial data warehouse & analytics

  insightsoftware product linking Excel to real-time ERP and business system data for finance reporting.

  Best for Mid-market to enterprise

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• Teal

  Finance data integration & APIs

  Lets SMB software companies embed accounting software and white-label accounting services for their customers.

  Best for SMB software platforms

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• Tight

  Finance data integration & APIs

  White-label embedded accounting, invoicing, payments, expense and reporting APIs for SaaS and fintech platforms.

  Best for SMB software platforms

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• Unified.to

  Finance data integration & APIs

  Real-time unified API to read and write accounting data across 270+ integrations.

  Best for Software companies

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• RootFiShut down

  Finance data integration & APIs

  Unified API for accessing business customers' accounting and payments data.

  Best for SaaS, payments and lending companiesFounded 2022Bengaluru, IndiaYC S22

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• RailzAcquired

  Finance data integration & APIs

  Accounting data-as-a-service API normalizing SMB accounting data for banks and fintechs; now part of FIS.

  Best for Banks and fintechsToronto, CanadaAcquired by FIS

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Ordered by funding signal, then how complete the profile is. Never paid for.

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