What it sells
The AI Agent platform for finance
Business model breakdown
Buyer: who owns the budget?
CFO or VP Finance/FP&A at enterprises; testimonials from a Chief Audit Executive and a Head of FP&A.
Trigger: what makes them buy now?
Finance teams stuck in manual close, variance and reporting work wanting an AI transformation; also quoted as compressing a 2-year AI roadmap into 4 months.
Workflow: what inputs become what output?
Agents for flux and variance commentary, close, forecasting, AR and collections and weekly business reviews, run autonomously or on triggers on real-time GL sync, delivered in email, Slack, Excel, ChatGPT or Claude.
Economics: what it saves and how it charges
Software plus embedded services: ex-CFOs and forward-deployed AI engineers build, train and maintain agents; claims 75% less manual work, 20+ hours saved per person, 6x more analysis.
Distribution: how it reaches customers
Demo-led enterprise sales ("Talk to our team") with white-glove, in-person embedded deployment.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2023 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.