UniBee

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UniBee Financial Analytics is an AI-powered platform designed to transform subscription data into actionable insights for SaaS businesses. It provides a clear, real-time view of crucial SaaS metrics, enables early identification of trends, and supports informed decision-making for sustainable growth strategies. The platform focuses on monitoring performance, predicting and preventing churn, and optimizing pricing based on usage insights.

FastTrackr AI

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FastTrackr AI is an AI-powered executive assistant designed for financial advisors and professionals to streamline administrative workflow and optimize client interactions. The platform integrates directly with your calendar, email, and CRM systems (e.g., Wealthbox), enabling it to automatically join virtual meetings, transcribe and summarize conversations, extract key discussion points and action items, and draft personalized follow-up emails. It also processes client documents—such as PDFs and scanned files—turning them into structured insights enriched with live market data. Certified with SOC 2 Type II security standards, FastTrackr ensures data protection while automating tasks like CRM updates, meeting preparation, and post-call summaries.

Dot

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Dot AI is an advanced AI-powered data assistant that enables teams to obtain instant, actionable insights from their data. By integrating seamlessly with existing analytics infrastructure, Dot allows users to ask data-related questions in natural language and receive accurate, context-aware answers in real-time.

StatStream AI

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StatStream.ai is an AI-powered platform that combines IoT, Computerized Maintenance Management System (CMMS), and Energy Management System (EMS) functionalities to help industries monitor assets, streamline maintenance, and optimize energy usage. Designed for sectors like manufacturing, hospitality, healthcare, and education, StatStream.ai enhances operational efficiency through real-time data, predictive analytics, and automation.

HeronAI

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HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.

SREDSimplify

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SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.

Vossa

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Vossa.app is a smart AI-powered expense tracker designed to make budgeting effortless in just five minutes a day. It combines receipt scanning, voice input, and manual entry to help users manage their finances conveniently without complex setup or syncing hassles. The platform uses intelligent auto-categorization and clean visual stats to keep spending organized while ensuring users stay within budget limits. With Vossa, expense management becomes quick, intuitive, and accessible for anyone wanting a simple yet powerful tool to track spending habits.

Rillet

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Rillet is an AI-native ERP platform designed to streamline complex financial and accounting workflows for modern businesses. It automates revenue recognition (including ASC 606 compliance), invoicing, payment tracking, multi-entity accounting, and financial close management. With integrated AI-powered reconciliation, real-time cash flow insights, and advanced reporting capabilities, Rillet provides a unified source of financial truth for diverse industries such as professional services, financial services, e-commerce, healthcare, and non-profits. The platform’s native AI co-pilot interacts with your financial data conversationally, enabling teams to self-serve insights and focus on decision-making while routine processes like bank reconciliation and transaction coding run automatically.

DualEntry

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DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.

Alkymi

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Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Fazeshift

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Fazeshift is an AI-powered platform deploying specialized agents for accounts receivable automation, integrating seamlessly with existing ERP, CRM, billing, and payment systems like Stripe, NetSuite, Sage Intacct, and SAP. It handles cash application for complex matching scenarios, automated collections with smart reminders, AI contract review comparing terms to billing, billing agent turning contracts into invoices, payment portal for self-serve customer access, credit agent pulling reports and setting limits, payment dispute tracking, and onboarding agent syncing forms to ERPs. The security-first solution eliminates over 90% of manual tasks, unlocks daily productivity hours, accelerates cash flow, provides AI insights, and ensures unified visibility with SOC 2 Type II compliance, GDPR adherence, SSO, and zero-data retention.

SmartClerk

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SmartClerk is an AI-powered accounting automation platform that converts raw financial statements into accurate, bookkeeper-ready reports within minutes. Instead of manually entering transactions from bank statements or spending hours reconciling data, SmartClerk uses intelligent extraction and classification to transform statements into structured financial records. It is designed to reduce accounting friction for businesses, accountants, and finance teams by delivering clean, organized reports that align with standard bookkeeping workflows.