What it sells
The Unified AI-ERP & FP&A Platform
Business model breakdown
Buyer: who owns the budget?
Finance/accounting leaders (controllers, CFOs) at multi-entity growing companies, e.g. franchises, construction, healthcare, PE-backed.
Trigger: what makes them buy now?
Slow month-end close, manual reconciliation and AR follow-up, and multi-entity consolidation and reporting work.
Workflow: what inputs become what output?
Accounting agents (AR, bookkeeping, reconciliation, closer) close books and draft journal entries; FP&A product automates consolidation, reporting and budgeting on top of the existing ERP or Sheets/Excel.
Economics: what it saves and how it charges
SaaS subscription tailored to entities and needs; no numbers published.
Distribution: how it reaches customers
Demo-led sales ("Book a Demo"), with chat/video support.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2021 | — | 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.