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"2026-08-12" }, { "id": "fact_wex_services_financial-analytics-and-controls", "field": "services", "value": "financial analytics and controls", "source_ids": [ "src_wex_offerings", "src_wex_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_wex_services_implementation-and-support", "field": "services", "value": "implementation and support", "source_ids": [ "src_wex_offerings", "src_wex_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_wex_services_corporate-payments", "field": "services", "value": "corporate payments", "source_ids": [ "src_wex_offerings", "src_wex_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_wex_services_expense-management", "field": "services", "value": "expense management", "source_ids": [ "src_wex_offerings", "src_wex_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_wex_services_fleet-payments", "field": "services", "value": "fleet payments", "source_ids": [ "src_wex_offerings", "src_wex_offerings_v096_functional" ], "last_verified": "2026-08-12" } ] }, { "id": "ent_marqeta", "name": "Marqeta", "slug": "marqeta", "entity_type": "finance technology company", "description": "Marqeta provides card issuing, payment processing, and embedded finance for executive and enterprise buyers.", "website": "https://www.marqeta.com/", "cxo_roles": [ "CFO", "CIO", "CEO" ], "categories": [ "CFO Technology", "Fintech" ], "industries": [ "Financial Services", "Technology" ], "geographies": [ "United States" ], "services": [ "finance operations software", "financial analytics and controls", "implementation and support", "card issuing", "payment processing", "embedded finance" ], "inclusion_basis": [ "Marqeta provides documented products, services or programs used by one or more C-suite functions." ], "sources": [ { "id": "src_marqeta_official", "url": "https://www.marqeta.com/", "title": "Marqeta official website", "publisher": "Marqeta", 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"last_verified": "2026-08-12", "verification_status": "verified", "products": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Fintech" ], "provider_types": [ "cfo-technology", "fintech" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://www.marqeta.com/platform", "title": "Marqeta products and services", "supports": [ "executive_needs", "topics" ] } ], "facts": [ { "id": "fact_marqeta_identity_marqeta", "field": "identity", "value": "Marqeta", "source_ids": [ "src_marqeta_official" ], "last_verified": "2026-08-12" }, { "id": "fact_marqeta_description_marqeta-provides-card-issuing-payment-processing", "field": "description", "value": "Marqeta provides card issuing, payment processing, and embedded finance for 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"Checkout.com provides documented products, services or programs used by one or more C-suite functions." ], "sources": [ { "id": "src_checkout-com_official", "url": "https://www.checkout.com/", "title": "Checkout.com official website", "publisher": "Checkout.com", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "identity", "description", "website", "primary_category", "categories", "cxo_roles", "industries", "geographies" ] }, { "id": "src_checkout-com_offerings", "url": "https://www.checkout.com/products/intelligent-acceptance", "title": "Checkout.com products and services", "publisher": "Checkout.com", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "services", "industries" ] }, { "id": "src_checkout-com_about", "url": "https://www.checkout.com/solutions/fintech", "title": "About Checkout.com", "publisher": "Checkout.com", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", 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"publisher": "Fiserv", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "services" ] } ], "date_added": "2026-08-12", "last_verified": "2026-08-12", "verification_status": "verified", "products": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Fintech" ], "provider_types": [ "cfo-technology", "fintech" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://www.fiserv.com/en/solutions.html", "title": "Fiserv products and services", "supports": [ "executive_needs", "topics" ] } ], "facts": [ { "id": "fact_fiserv_identity_fiserv", "field": "identity", "value": "Fiserv", "source_ids": [ "src_fiserv_official" ], "last_verified": "2026-08-12" }, { "id": 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"last_verified": "2026-08-12" }, { "id": "fact_fiserv_services_banking-platforms", "field": "services", "value": "banking platforms", "source_ids": [ "src_fiserv_offerings", "src_fiserv_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_fiserv_services_merchant-acquiring", "field": "services", "value": "merchant acquiring", "source_ids": [ "src_fiserv_offerings", "src_fiserv_offerings_v096_functional" ], "last_verified": "2026-08-12" } ] }, { "id": "ent_global_payments", "name": "Global Payments", "slug": "global-payments", "entity_type": "finance technology company", "description": "Global Payments provides payment processing, merchant acquiring, and commerce software for executive and enterprise buyers.", "website": "https://www.globalpayments.com/", "cxo_roles": [ "CFO", "CIO", "CEO" ], "categories": [ "CFO Technology", "Fintech" ], "industries": [ "Financial Services", "Technology" ], "geographies": [ "United States" ], "services": [ "finance operations 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"https://www.globalpayments.com/about-us", "title": "About Global Payments", "publisher": "Global Payments", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "geographies" ] }, { "id": "src_global-payments_offerings_v096_functional", "url": "https://www.globalpayments.com/solutions", "title": "Global Payments products and services", "publisher": "Global Payments", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "services" ] } ], "date_added": "2026-08-12", "last_verified": "2026-08-12", "verification_status": "verified", "products": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Fintech" ], "provider_types": [ "cfo-technology", "fintech" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence" ], "topics": [ "finance-transformation", 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"src_block_official" ], "last_verified": "2026-08-12" }, { "id": "fact_block_description_block-provides-payment-processing-merchant-servi", "field": "description", "value": "Block provides payment processing, merchant services, and business banking for executive and enterprise buyers.", "source_ids": [ "src_block_official", "src_block_about", "src_block_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_block_website_https-block-xyz", "field": "website", "value": "https://block.xyz/", "source_ids": [ "src_block_official" ], "last_verified": "2026-08-12" }, { "id": "fact_block_primary-category_cfo-technology", "field": "primary_category", "value": "CFO Technology", "source_ids": [ "src_block_official" ], "last_verified": "2026-08-12" }, { "id": "fact_block_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_block_official" ], "last_verified": "2026-08-12" }, { "id": "fact_block_categories_fintech", "field": 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"geographies", "value": "United States", "source_ids": [ "src_block_official", "src_block_about" ], "last_verified": "2026-08-12" }, { "id": "fact_block_services_finance-operations-software", "field": "services", "value": "finance operations software", "source_ids": [ "src_block_offerings", "src_block_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_block_services_financial-analytics-and-controls", "field": "services", "value": "financial analytics and controls", "source_ids": [ "src_block_offerings", "src_block_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_block_services_implementation-and-support", "field": "services", "value": "implementation and support", "source_ids": [ "src_block_offerings", "src_block_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_block_services_payment-processing", "field": "services", "value": "payment processing", "source_ids": [ "src_block_offerings", "src_block_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_block_services_merchant-services", "field": "services", "value": "merchant services", "source_ids": [ "src_block_offerings", "src_block_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_block_services_business-banking", "field": "services", "value": "business banking", "source_ids": [ "src_block_offerings", "src_block_offerings_v096_functional" ], "last_verified": "2026-08-12" } ] }, { "id": "ent_paypal", "name": "PayPal", "slug": "paypal", "entity_type": "finance technology company", "description": "PayPal provides online payments, payment processing, and merchant services for executive and enterprise buyers.", "website": "https://www.paypal.com/", "cxo_roles": [ "CFO", "CIO", "CEO" ], "categories": [ "CFO Technology", "Fintech" ], "industries": [ "Financial Services", "Technology" ], "geographies": [ "United States" ], "services": [ "finance operations software", 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company", "accessed_date": "2026-08-12", "supports": [ "description", "geographies" ] }, { "id": "src_paypal_offerings_v096_functional", "url": "https://www.paypal.com/us/business", "title": "PayPal products and services", "publisher": "PayPal", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "services" ] } ], "date_added": "2026-08-12", "last_verified": "2026-08-12", "verification_status": "verified", "products": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Fintech" ], "provider_types": [ "cfo-technology", "fintech" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://www.paypal.com/us/business", "title": "PayPal products and services", "supports": [ "executive_needs", "topics" ] } ], "facts": [ { "id": "fact_paypal_identity_paypal", "field": "identity", "value": "PayPal", "source_ids": [ "src_paypal_official" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_description_paypal-provides-online-payments-payment-processi", "field": "description", "value": "PayPal provides online payments, payment processing, and merchant services for executive and enterprise buyers.", "source_ids": [ "src_paypal_official", "src_paypal_about", "src_paypal_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_website_https-www-paypal-com", "field": "website", "value": "https://www.paypal.com/", "source_ids": [ "src_paypal_official" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_primary-category_cfo-technology", "field": "primary_category", "value": "CFO Technology", "source_ids": [ "src_paypal_official" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_paypal_official" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_categories_fintech", "field": "categories", "value": "Fintech", "source_ids": [ "src_paypal_official" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_paypal_official" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_cxo-roles_cio", "field": "cxo_roles", "value": "CIO", "source_ids": [ "src_paypal_official" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_cxo-roles_ceo", "field": "cxo_roles", "value": "CEO", "source_ids": [ "src_paypal_official" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_industries_financial-services", "field": "industries", "value": "Financial Services", "source_ids": [ "src_paypal_official", "src_paypal_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_industries_technology", "field": "industries", "value": "Technology", "source_ids": [ "src_paypal_official", "src_paypal_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_paypal_official", "src_paypal_about" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_services_finance-operations-software", "field": "services", "value": "finance operations software", "source_ids": [ "src_paypal_offerings", "src_paypal_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_services_financial-analytics-and-controls", "field": "services", "value": "financial analytics and controls", "source_ids": [ "src_paypal_offerings", "src_paypal_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_services_implementation-and-support", "field": "services", "value": "implementation and support", "source_ids": [ "src_paypal_offerings", "src_paypal_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_services_online-payments", "field": "services", "value": "online payments", "source_ids": [ "src_paypal_offerings", "src_paypal_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_services_payment-processing", "field": "services", "value": "payment processing", "source_ids": [ "src_paypal_offerings", "src_paypal_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_paypal_services_merchant-services", "field": "services", "value": "merchant services", "source_ids": [ "src_paypal_offerings", "src_paypal_offerings_v096_functional" ], "last_verified": "2026-08-12" } ] }, { "id": "ent_toast", "name": "Toast", "slug": "toast", "entity_type": "finance technology company", "description": "Toast provides restaurant payments, point-of-sale software, and payroll for executive and enterprise buyers.", "website": "https://pos.toasttab.com/", "cxo_roles": [ "CFO", "CIO", "CEO" ], "categories": [ "CFO Technology", "Fintech" ], "industries": [ "Financial Services", "Technology" ], "geographies": [ "United States" ], "services": [ "finance operations software", "financial analytics and controls", "implementation and support", "restaurant payments", "point-of-sale software", "payroll" ], "inclusion_basis": [ "Toast provides documented products, services or programs used by one or more C-suite functions." ], "sources": [ { "id": "src_toast_official", "url": "https://pos.toasttab.com/", "title": "Toast official website", "publisher": "Toast", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "identity", "description", "website", "primary_category", "categories", "cxo_roles", "industries", "geographies" ] }, { "id": "src_toast_offerings", "url": "https://pos.toasttab.com/products", "title": "Toast products and services", "publisher": "Toast", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "services", "industries" ] }, { "id": "src_toast_about", "url": "https://pos.toasttab.com/company", "title": "About Toast", "publisher": "Toast", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "geographies" ] }, { "id": "src_toast_offerings_v096_functional", "url": "https://pos.toasttab.com/products", "title": "Toast products and services", "publisher": "Toast", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "services" ] } ], "date_added": "2026-08-12", "last_verified": "2026-08-12", "verification_status": "verified", "products": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Fintech" ], "provider_types": [ "cfo-technology", "fintech" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://pos.toasttab.com/products", "title": "Toast products and services", "supports": [ "executive_needs", "topics" ] } ], "facts": [ { "id": "fact_toast_identity_toast", "field": "identity", "value": "Toast", "source_ids": [ "src_toast_official" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_description_toast-provides-restaurant-payments-point-of-sale", "field": "description", "value": "Toast provides restaurant payments, point-of-sale software, and payroll for executive and enterprise buyers.", "source_ids": [ "src_toast_official", "src_toast_about", "src_toast_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_website_https-pos-toasttab-com", "field": "website", "value": "https://pos.toasttab.com/", "source_ids": [ "src_toast_official" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_primary-category_cfo-technology", "field": "primary_category", "value": "CFO Technology", "source_ids": [ "src_toast_official" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_toast_official" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_categories_fintech", "field": "categories", "value": "Fintech", "source_ids": [ "src_toast_official" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_toast_official" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_cxo-roles_cio", "field": "cxo_roles", "value": "CIO", "source_ids": [ "src_toast_official" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_cxo-roles_ceo", "field": "cxo_roles", "value": "CEO", "source_ids": [ "src_toast_official" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_industries_financial-services", "field": "industries", "value": "Financial Services", "source_ids": [ "src_toast_official", "src_toast_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_industries_technology", "field": "industries", "value": "Technology", "source_ids": [ "src_toast_official", "src_toast_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_toast_official", "src_toast_about" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_services_finance-operations-software", "field": "services", "value": "finance operations software", "source_ids": [ "src_toast_offerings", "src_toast_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_services_financial-analytics-and-controls", "field": "services", "value": "financial analytics and controls", "source_ids": [ "src_toast_offerings", "src_toast_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_services_implementation-and-support", "field": "services", "value": "implementation and support", "source_ids": [ "src_toast_offerings", "src_toast_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_services_restaurant-payments", "field": "services", "value": "restaurant payments", "source_ids": [ "src_toast_offerings", "src_toast_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_services_point-of-sale-software", "field": "services", "value": "point-of-sale software", "source_ids": [ "src_toast_offerings", "src_toast_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_toast_services_payroll", "field": "services", "value": "payroll", "source_ids": [ "src_toast_offerings", "src_toast_offerings_v096_functional" ], "last_verified": "2026-08-12" } ] }, { "id": "ent_flywire", "name": "Flywire", "slug": "flywire", "entity_type": "finance technology company", "description": "Flywire provides global payments, accounts receivable, and payment processing for executive and enterprise buyers.", "website": "https://www.flywire.com/", "cxo_roles": [ "CFO", "CIO", "CEO" ], "categories": [ "CFO Technology", "Fintech" ], "industries": [ "Financial Services", "Technology" ], "geographies": [ "United States" ], "services": [ "finance operations software", "financial analytics and controls", "implementation and support", "global payments", "accounts receivable", "payment processing" ], "inclusion_basis": [ "Flywire provides documented products, services or programs used by one or more C-suite functions." ], "sources": [ { "id": "src_flywire_official", "url": "https://www.flywire.com/", "title": "Flywire official website", "publisher": "Flywire", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "identity", "description", "website", "primary_category", "categories", "cxo_roles", "industries", "geographies" ] }, { "id": "src_flywire_offerings", "url": "https://www.flywire.com/solutions", "title": "Flywire products and services", "publisher": "Flywire", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "services", "industries" ] }, { "id": "src_flywire_about", "url": "https://www.flywire.com/company", "title": "About Flywire", "publisher": "Flywire", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "geographies" ] }, { "id": "src_flywire_offerings_v096_functional", "url": "https://www.flywire.com/solutions", "title": "Flywire products and services", "publisher": "Flywire", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "services" ] } ], "date_added": "2026-08-12", "last_verified": "2026-08-12", "verification_status": "verified", "products": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Fintech" ], "provider_types": [ "cfo-technology", "fintech" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://www.flywire.com/solutions", "title": "Flywire products and services", "supports": [ "executive_needs", "topics" ] } ], "facts": [ { "id": "fact_flywire_identity_flywire", "field": "identity", "value": "Flywire", "source_ids": [ "src_flywire_official" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_description_flywire-provides-global-payments-accounts-receiv", "field": "description", "value": "Flywire provides global payments, accounts receivable, and payment processing for executive and enterprise buyers.", "source_ids": [ "src_flywire_official", "src_flywire_about", "src_flywire_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_website_https-www-flywire-com", "field": "website", "value": "https://www.flywire.com/", "source_ids": [ "src_flywire_official" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_primary-category_cfo-technology", "field": "primary_category", "value": "CFO Technology", "source_ids": [ "src_flywire_official" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_flywire_official" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_categories_fintech", "field": "categories", "value": "Fintech", "source_ids": [ "src_flywire_official" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_flywire_official" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_cxo-roles_cio", "field": "cxo_roles", "value": "CIO", "source_ids": [ "src_flywire_official" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_cxo-roles_ceo", "field": "cxo_roles", "value": "CEO", "source_ids": [ "src_flywire_official" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_industries_financial-services", "field": "industries", "value": "Financial Services", "source_ids": [ "src_flywire_official", "src_flywire_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_industries_technology", "field": "industries", "value": "Technology", "source_ids": [ "src_flywire_official", "src_flywire_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_flywire_official", "src_flywire_about" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_services_finance-operations-software", "field": "services", "value": "finance operations software", "source_ids": [ "src_flywire_offerings", "src_flywire_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_services_financial-analytics-and-controls", "field": "services", "value": "financial analytics and controls", "source_ids": [ "src_flywire_offerings", "src_flywire_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_services_implementation-and-support", "field": "services", "value": "implementation and support", "source_ids": [ "src_flywire_offerings", "src_flywire_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_services_global-payments", "field": "services", "value": "global payments", "source_ids": [ "src_flywire_offerings", "src_flywire_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_services_accounts-receivable", "field": "services", "value": "accounts receivable", "source_ids": [ "src_flywire_offerings", "src_flywire_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_flywire_services_payment-processing", "field": "services", "value": "payment processing", "source_ids": [ "src_flywire_offerings", "src_flywire_offerings_v096_functional" ], "last_verified": "2026-08-12" } ] }, { "id": "ent_billtrust", "name": "Billtrust", "slug": "billtrust", "entity_type": "finance technology company", "description": "Billtrust provides accounts receivable automation, digital invoicing, and payment processing for executive and enterprise buyers.", "website": "https://www.billtrust.com/", "cxo_roles": [ "CFO", "CIO", "CEO" ], "categories": [ "CFO Technology", "Fintech" ], "industries": [ "Financial Services", "Technology" ], "geographies": [ "United States" ], "services": [ "finance operations software", "financial analytics and controls", "implementation and support", "accounts receivable automation", "digital invoicing", "payment processing" ], "inclusion_basis": [ "Billtrust provides documented products, services or programs used by one or more C-suite functions." ], "sources": [ { "id": "src_billtrust_official", "url": "https://www.billtrust.com/", "title": "Billtrust official website", "publisher": "Billtrust", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "identity", "description", "website", "primary_category", "categories", "cxo_roles", "industries", "geographies" ] }, { "id": "src_billtrust_offerings", "url": "https://www.billtrust.com/solutions", "title": "Billtrust products and services", "publisher": "Billtrust", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "services", "industries" ] }, { "id": "src_billtrust_about", "url": "https://www.billtrust.com/about-us", "title": "About Billtrust", "publisher": "Billtrust", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "geographies" ] }, { "id": "src_billtrust_offerings_v096_functional", "url": "https://www.billtrust.com/solutions", "title": "Billtrust products and services", "publisher": "Billtrust", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "services" ] } ], "date_added": "2026-08-12", "last_verified": "2026-08-12", "verification_status": "verified", "products": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Fintech" ], "provider_types": [ "cfo-technology", "fintech" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://www.billtrust.com/solutions", "title": "Billtrust products and services", "supports": [ "executive_needs", "topics" ] } ], "facts": [ { "id": "fact_billtrust_identity_billtrust", "field": "identity", "value": "Billtrust", "source_ids": [ "src_billtrust_official" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_description_billtrust-provides-accounts-receivable-automatio", "field": "description", "value": "Billtrust provides accounts receivable automation, digital invoicing, and payment processing for executive and enterprise buyers.", "source_ids": [ "src_billtrust_official", "src_billtrust_about", "src_billtrust_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_website_https-www-billtrust-com", "field": "website", "value": "https://www.billtrust.com/", "source_ids": [ "src_billtrust_official" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_primary-category_cfo-technology", "field": "primary_category", "value": "CFO Technology", "source_ids": [ "src_billtrust_official" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_billtrust_official" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_categories_fintech", "field": "categories", "value": "Fintech", "source_ids": [ "src_billtrust_official" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_billtrust_official" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_cxo-roles_cio", "field": "cxo_roles", "value": "CIO", "source_ids": [ "src_billtrust_official" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_cxo-roles_ceo", "field": "cxo_roles", "value": "CEO", "source_ids": [ "src_billtrust_official" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_industries_financial-services", "field": "industries", "value": "Financial Services", "source_ids": [ "src_billtrust_official", "src_billtrust_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_industries_technology", "field": "industries", "value": "Technology", "source_ids": [ "src_billtrust_official", "src_billtrust_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_billtrust_official", "src_billtrust_about" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_services_finance-operations-software", "field": "services", "value": "finance operations software", "source_ids": [ "src_billtrust_offerings", "src_billtrust_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_services_financial-analytics-and-controls", "field": "services", "value": "financial analytics and controls", "source_ids": [ "src_billtrust_offerings", "src_billtrust_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_services_implementation-and-support", "field": "services", "value": "implementation and support", "source_ids": [ "src_billtrust_offerings", "src_billtrust_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_services_accounts-receivable-automation", "field": "services", "value": "accounts receivable automation", "source_ids": [ "src_billtrust_offerings", "src_billtrust_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_services_digital-invoicing", "field": "services", "value": "digital invoicing", "source_ids": [ "src_billtrust_offerings", "src_billtrust_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_billtrust_services_payment-processing", "field": "services", "value": "payment processing", "source_ids": [ "src_billtrust_offerings", "src_billtrust_offerings_v096_functional" ], "last_verified": "2026-08-12" } ] }, { "id": "ent_versapay", "name": "Versapay", "slug": "versapay", "entity_type": "finance technology company", "description": "Versapay provides accounts receivable automation, digital invoicing, and payment processing for executive and enterprise buyers.", "website": "https://www.versapay.com/", "cxo_roles": [ "CFO", "CIO", "CEO" ], "categories": [ "CFO Technology", "Fintech" ], "industries": [ "Financial Services", "Technology" ], "geographies": [ "United States" ], "services": [ "finance operations 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"src_rapyd_official", "src_rapyd_about" ], "last_verified": "2026-08-12" }, { "id": "fact_rapyd_services_finance-operations-software", "field": "services", "value": "finance operations software", "source_ids": [ "src_rapyd_offerings", "src_rapyd_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_rapyd_services_financial-analytics-and-controls", "field": "services", "value": "financial analytics and controls", "source_ids": [ "src_rapyd_offerings", "src_rapyd_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_rapyd_services_implementation-and-support", "field": "services", "value": "implementation and support", "source_ids": [ "src_rapyd_offerings", "src_rapyd_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_rapyd_services_payment-processing", "field": "services", "value": "payment processing", "source_ids": [ "src_rapyd_offerings", "src_rapyd_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_rapyd_services_embedded-finance", "field": "services", "value": "embedded finance", "source_ids": [ "src_rapyd_offerings", "src_rapyd_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_rapyd_services_global-payments", "field": "services", "value": "global payments", "source_ids": [ "src_rapyd_offerings", "src_rapyd_offerings_v096_functional" ], "last_verified": "2026-08-12" } ] }, { "id": "ent_jack_henry", "name": "Jack Henry", "slug": "jack-henry", "entity_type": "finance technology company", "description": "Jack Henry provides banking platforms, digital banking, and payment processing for executive and enterprise buyers.", "website": "https://www.jackhenry.com/", "cxo_roles": [ "CFO", "CIO", "CEO" ], "categories": [ "CFO Technology", "Fintech" ], "industries": [ "Financial Services", "Technology" ], "geographies": [ "United States" ], "services": [ "finance operations software", "financial analytics and controls", "implementation and support", "banking platforms", "digital banking", "payment processing" ], "inclusion_basis": [ "Jack Henry provides documented products, services or programs used by one or more C-suite functions." ], "sources": [ { "id": "src_jack-henry_official", "url": "https://www.jackhenry.com/", "title": "Jack Henry official website", "publisher": "Jack Henry", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "identity", "description", "website", "primary_category", "categories", "cxo_roles", "industries", "geographies" ] }, { "id": "src_jack-henry_offerings", "url": "https://www.jackhenry.com/what-we-offer", "title": "Jack Henry products and services", "publisher": "Jack Henry", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "services", "industries" ] }, { "id": "src_jack-henry_about", "url": "https://www.jackhenry.com/who-we-are", "title": "About Jack Henry", "publisher": "Jack Henry", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "geographies" ] }, { "id": "src_jack-henry_offerings_v096_functional", "url": "https://www.jackhenry.com/what-we-offer", "title": "Jack Henry products and services", "publisher": "Jack Henry", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "services" ] } ], "date_added": "2026-08-12", "last_verified": "2026-08-12", "verification_status": "verified", "products": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Fintech" ], "provider_types": [ "cfo-technology", "fintech" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://www.jackhenry.com/what-we-offer", "title": "Jack Henry products and services", "supports": [ "executive_needs", "topics" ] } ], "facts": [ { "id": "fact_jack-henry_identity_jack-henry", "field": "identity", "value": "Jack Henry", "source_ids": [ "src_jack-henry_official" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_description_jack-henry-provides-banking-platforms-digital-ba", "field": "description", "value": "Jack Henry provides banking platforms, digital banking, and payment processing for executive and enterprise buyers.", "source_ids": [ "src_jack-henry_official", "src_jack-henry_about", "src_jack-henry_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_website_https-www-jackhenry-com", "field": "website", "value": "https://www.jackhenry.com/", "source_ids": [ "src_jack-henry_official" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_primary-category_cfo-technology", "field": "primary_category", "value": "CFO Technology", "source_ids": [ "src_jack-henry_official" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_jack-henry_official" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_categories_fintech", "field": "categories", "value": "Fintech", "source_ids": [ "src_jack-henry_official" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_jack-henry_official" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_cxo-roles_cio", "field": "cxo_roles", "value": "CIO", "source_ids": [ "src_jack-henry_official" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_cxo-roles_ceo", "field": "cxo_roles", "value": "CEO", "source_ids": [ "src_jack-henry_official" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_industries_financial-services", "field": "industries", "value": "Financial Services", "source_ids": [ "src_jack-henry_official", "src_jack-henry_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_industries_technology", "field": "industries", "value": "Technology", "source_ids": [ "src_jack-henry_official", "src_jack-henry_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_jack-henry_official", "src_jack-henry_about" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_services_finance-operations-software", "field": "services", "value": "finance operations software", "source_ids": [ "src_jack-henry_offerings", "src_jack-henry_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_jack-henry_services_financial-analytics-and-controls", "field": "services", "value": "financial analytics and controls", "source_ids": [ "src_jack-henry_offerings", "src_jack-henry_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": 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"entity_type": "finance technology company", "description": "GoCardless provides bank payments, recurring payments, and payment collection for executive and enterprise buyers.", "website": "https://gocardless.com/", "cxo_roles": [ "CFO", "CIO", "CEO" ], "categories": [ "CFO Technology", "Fintech" ], "industries": [ "Financial Services", "Technology" ], "geographies": [ "United States" ], "services": [ "finance operations software", "financial analytics and controls", "implementation and support", "bank payments", "recurring payments", "payment collection" ], "inclusion_basis": [ "GoCardless provides documented products, services or programs used by one or more C-suite functions." ], "sources": [ { "id": "src_gocardless_official", "url": "https://gocardless.com/", "title": "GoCardless official website", "publisher": "GoCardless", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "identity", "description", "website", "primary_category", "categories", "cxo_roles", "industries", "geographies" ] }, { "id": "src_gocardless_offerings", "url": "https://gocardless.com/en-us/solutions/collect-instalment-payments", "title": "GoCardless products and services", "publisher": "GoCardless", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "services", "industries" ] }, { "id": "src_gocardless_about", "url": "https://gocardless.com/en-us/about", "title": "About GoCardless", "publisher": "GoCardless", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "geographies" ] }, { "id": "src_gocardless_offerings_v096_functional", "url": "https://gocardless.com/en-us/solutions/collect-instalment-payments", "title": "GoCardless products and services", "publisher": "GoCardless", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "services" ] } ], "date_added": "2026-08-12", "last_verified": "2026-08-12", "verification_status": "verified", "products": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Fintech" ], "provider_types": [ "cfo-technology", "fintech" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://gocardless.com/en-us/solutions/collect-instalment-payments", "title": "GoCardless products and services", "supports": [ "executive_needs", "topics" ] } ], "facts": [ { "id": "fact_gocardless_identity_gocardless", "field": "identity", "value": "GoCardless", "source_ids": [ "src_gocardless_official" ], "last_verified": "2026-08-12" }, { "id": "fact_gocardless_description_gocardless-provides-bank-payments-recurring-paym", "field": "description", "value": "GoCardless provides bank payments, recurring payments, and payment collection for executive 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"src_gocardless_official" ], "last_verified": "2026-08-12" }, { "id": "fact_gocardless_cxo-roles_cio", "field": "cxo_roles", "value": "CIO", "source_ids": [ "src_gocardless_official" ], "last_verified": "2026-08-12" }, { "id": "fact_gocardless_cxo-roles_ceo", "field": "cxo_roles", "value": "CEO", "source_ids": [ "src_gocardless_official" ], "last_verified": "2026-08-12" }, { "id": "fact_gocardless_industries_financial-services", "field": "industries", "value": "Financial Services", "source_ids": [ "src_gocardless_official", "src_gocardless_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_gocardless_industries_technology", "field": "industries", "value": "Technology", "source_ids": [ "src_gocardless_official", "src_gocardless_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_gocardless_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_gocardless_official", "src_gocardless_about" ], "last_verified": "2026-08-12" }, { "id": "fact_gocardless_services_finance-operations-software", "field": "services", "value": "finance operations software", "source_ids": [ "src_gocardless_offerings", "src_gocardless_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_gocardless_services_financial-analytics-and-controls", "field": "services", "value": "financial analytics and controls", "source_ids": [ "src_gocardless_offerings", "src_gocardless_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_gocardless_services_implementation-and-support", "field": "services", "value": "implementation and support", "source_ids": [ "src_gocardless_offerings", "src_gocardless_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_gocardless_services_bank-payments", "field": "services", "value": "bank payments", "source_ids": [ "src_gocardless_offerings", "src_gocardless_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": 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"description", "geographies" ] }, { "id": "src_klarna_offerings_v096_functional", "url": "https://www.klarna.com/us/business/", "title": "Klarna products and services", "publisher": "Klarna", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "services" ] } ], "date_added": "2026-08-12", "last_verified": "2026-08-12", "verification_status": "verified", "products": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Fintech" ], "provider_types": [ "cfo-technology", "fintech" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://www.klarna.com/us/business/", "title": "Klarna products and services", "supports": [ "executive_needs", "topics" ] } ], "facts": [ { "id": 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"src_klarna_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_klarna_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_klarna_official", "src_klarna_about" ], "last_verified": "2026-08-12" }, { "id": "fact_klarna_services_finance-operations-software", "field": "services", "value": "finance operations software", "source_ids": [ "src_klarna_offerings", "src_klarna_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_klarna_services_financial-analytics-and-controls", "field": "services", "value": "financial analytics and controls", "source_ids": [ "src_klarna_offerings", "src_klarna_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_klarna_services_implementation-and-support", "field": "services", "value": "implementation and support", "source_ids": [ "src_klarna_offerings", "src_klarna_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_klarna_services_consumer-payments", "field": "services", "value": "consumer payments", "source_ids": [ "src_klarna_offerings", "src_klarna_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_klarna_services_merchant-payments", "field": "services", "value": "merchant payments", "source_ids": [ "src_klarna_offerings", "src_klarna_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_klarna_services_buy-now-pay-later", "field": "services", "value": "buy now pay later", "source_ids": [ "src_klarna_offerings", "src_klarna_offerings_v096_functional" ], "last_verified": "2026-08-12" } ] }, { "id": "ent_alkami", "name": "Alkami", "slug": "alkami", "entity_type": "finance technology company", "description": "Alkami provides digital banking, online banking platform, and banking analytics for executive and enterprise buyers.", "website": "https://www.alkami.com/", "cxo_roles": [ "CFO", "CIO", "CEO" ], "categories": [ "CFO Technology", "Fintech" ], "industries": [ "Financial Services", "Technology" ], "geographies": [ "United States" ], "services": [ "finance operations software", "financial analytics and controls", "implementation and support", "digital banking", "online banking platform", "banking analytics" ], "inclusion_basis": [ "Alkami provides documented products, services or programs used by one or more C-suite functions." ], "sources": [ { "id": "src_alkami_official", "url": "https://www.alkami.com/", "title": "Alkami official website", "publisher": "Alkami", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "identity", "description", "website", "primary_category", "categories", "cxo_roles", "industries", "geographies" ] }, { "id": "src_alkami_offerings", "url": "https://www.alkami.com/online-banking-platform/", "title": "Alkami products and services", "publisher": "Alkami", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "services", "industries" ] }, { "id": "src_alkami_about", "url": "https://www.alkami.com/about-alkami/", "title": "About Alkami", "publisher": "Alkami", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "geographies" ] }, { "id": "src_alkami_offerings_v096_functional", "url": "https://www.alkami.com/online-banking-platform/", "title": "Alkami products and services", "publisher": "Alkami", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "description", "services" ] } ], "date_added": "2026-08-12", "last_verified": "2026-08-12", "verification_status": "verified", "products": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Fintech" ], "provider_types": [ "cfo-technology", "fintech" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://www.alkami.com/online-banking-platform/", "title": "Alkami products and services", "supports": [ "executive_needs", "topics" ] } ], "facts": [ { "id": "fact_alkami_identity_alkami", "field": "identity", "value": "Alkami", "source_ids": [ "src_alkami_official" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_description_alkami-provides-digital-banking-online-banking-p", "field": "description", "value": "Alkami provides digital banking, online banking platform, and banking analytics for executive and enterprise buyers.", "source_ids": [ "src_alkami_official", "src_alkami_about", "src_alkami_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_website_https-www-alkami-com", "field": "website", "value": "https://www.alkami.com/", "source_ids": [ "src_alkami_official" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_primary-category_cfo-technology", "field": "primary_category", "value": "CFO Technology", "source_ids": [ "src_alkami_official" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_alkami_official" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_categories_fintech", "field": "categories", "value": "Fintech", "source_ids": [ "src_alkami_official" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_alkami_official" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_cxo-roles_cio", "field": "cxo_roles", "value": "CIO", "source_ids": [ "src_alkami_official" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_cxo-roles_ceo", "field": "cxo_roles", "value": "CEO", "source_ids": [ "src_alkami_official" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_industries_financial-services", "field": "industries", "value": "Financial Services", "source_ids": [ "src_alkami_official", "src_alkami_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_industries_technology", "field": "industries", "value": "Technology", "source_ids": [ "src_alkami_official", "src_alkami_offerings" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_alkami_official", "src_alkami_about" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_services_finance-operations-software", "field": "services", "value": "finance operations software", "source_ids": [ "src_alkami_offerings", "src_alkami_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_services_financial-analytics-and-controls", "field": "services", "value": "financial analytics and controls", "source_ids": [ "src_alkami_offerings", "src_alkami_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_services_implementation-and-support", "field": "services", "value": "implementation and support", "source_ids": [ "src_alkami_offerings", "src_alkami_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_services_digital-banking", "field": "services", "value": "digital banking", "source_ids": [ "src_alkami_offerings", "src_alkami_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_services_online-banking-platform", "field": "services", "value": "online banking platform", "source_ids": [ "src_alkami_offerings", "src_alkami_offerings_v096_functional" ], "last_verified": "2026-08-12" }, { "id": "fact_alkami_services_banking-analytics", "field": "services", "value": "banking analytics", "source_ids": [ "src_alkami_offerings", "src_alkami_offerings_v096_functional" ], "last_verified": "2026-08-12" } ] }, { "id": "ent_coupa", "name": "Coupa", "slug": "coupa", "entity_type": "Organization", "description": "Coupa provides spend-management, procurement, invoicing, expense and supply-chain software.", "website": "https://www.coupa.com/", "cxo_roles": [ "CFO", "COO" ], "categories": [ "CFO Technology", "Spend Management", "Enterprise Technology" ], "industries": [ "Enterprise Technology", "Financial Services", "Consumer Products", "Healthcare", "Manufacturing", "Retail", "Public Sector" ], "geographies": [ "United States", "San Francisco Bay Area", "London", "Singapore" ], "aliases": [], "parent_company": null, "relationship_notes": null, "editorial_priority": "A", "facts": [ { "id": "fact_coupa_identity_coupa", "field": "identity", "value": "Coupa", "source_ids": [ "src_coupa_official" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_description_coupa-provides-spend-management-procurement-invo", "field": "description", "value": "Coupa provides spend-management, procurement, invoicing, expense and supply-chain software.", "source_ids": [ "src_coupa_official" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_website_https-www-coupa-com", "field": "website", "value": "https://www.coupa.com/", "source_ids": [ "src_coupa_official" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_coupa_official" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_categories_spend-management", "field": "categories", "value": "Spend Management", "source_ids": [ "src_coupa_official" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_categories_enterprise-technology", "field": "categories", "value": "Enterprise Technology", "source_ids": [ "src_coupa_official" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_coupa_official" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_cxo-roles_coo", "field": "cxo_roles", "value": "COO", "source_ids": [ "src_coupa_official" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_products_business-spend-management-platform", "field": "products", "value": "business spend management platform", "source_ids": [ "src_coupa_platform_2026", "src_coupa_procurement_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_products_procurement", "field": "products", "value": "procurement", "source_ids": [ "src_coupa_platform_2026", "src_coupa_procurement_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_products_invoicing", "field": "products", "value": "invoicing", "source_ids": [ "src_coupa_platform_2026", "src_coupa_procurement_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_products_expense-management", "field": "products", "value": "expense management", "source_ids": [ "src_coupa_platform_2026", "src_coupa_procurement_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_products_payments", "field": "products", "value": "payments", "source_ids": [ "src_coupa_platform_2026", "src_coupa_procurement_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_products_supply-chain-design-and-planning", "field": "products", "value": "supply chain design and planning", "source_ids": [ "src_coupa_platform_2026", "src_coupa_procurement_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_products_spend-analysis", "field": "products", "value": "spend analysis", "source_ids": [ "src_coupa_platform_2026", "src_coupa_procurement_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_services_source-to-pay-automation", "field": "services", "value": "source-to-pay automation", "source_ids": [ "src_coupa_platform_2026", "src_coupa_procurement_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_services_procure-to-pay-automation", "field": "services", "value": "procure-to-pay automation", "source_ids": [ "src_coupa_platform_2026", "src_coupa_procurement_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_services_supplier-management", "field": "services", "value": "supplier management", "source_ids": [ "src_coupa_platform_2026", "src_coupa_procurement_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_headquarters_san-mateo-california-united-states", "field": "headquarters", "value": "San Mateo, California, United States", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_geographies_san-francisco-bay-area", "field": "geographies", "value": "San Francisco Bay Area", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_geographies_london", "field": "geographies", "value": "London", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_geographies_singapore", "field": "geographies", "value": "Singapore", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_industries_enterprise-technology", "field": "industries", "value": "Enterprise Technology", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_industries_financial-services", "field": "industries", "value": "Financial Services", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_industries_consumer-products", "field": "industries", "value": "Consumer Products", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_industries_healthcare", "field": "industries", "value": "Healthcare", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_industries_manufacturing", "field": "industries", "value": "Manufacturing", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_industries_retail", "field": "industries", "value": "Retail", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_coupa_industries_public-sector", "field": "industries", "value": "Public Sector", "source_ids": [ "src_coupa_operations_2026" ], "last_verified": "2026-08-11" } ], "inclusion_basis": [ "Coupa is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions." ], "sources": [ { "id": "src_coupa_official", "url": "https://www.coupa.com/", "title": "Coupa official website", "publisher": "Coupa", "source_class": "official organization", "accessed_date": "2026-08-11", "supports": [ "identity", "description", "website", "categories", "cxo_roles" ] }, { "id": "src_coupa_platform_2026", "url": "https://www.coupa.com/products/total-spend-management-platform", "title": "Total Spend Management Platform", "publisher": "Coupa", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "services" ] }, { "id": "src_coupa_procurement_2026", "url": "https://www.coupa.com/products/procurement", "title": "Coupa Procurement", "publisher": "Coupa", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "services" ] }, { "id": "src_coupa_operations_2026", "url": "https://get.coupa.com/rs/950-OLU-185/images/2023_ESG-Report.pdf", "title": "Coupa 2023 ESG Report", "publisher": "Coupa", "source_class": "official company", "published_date": "2023-01-01", "accessed_date": "2026-08-11", "supports": [ "headquarters", "geographies", "industries" ] } ], "date_added": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "products": [ "business spend management platform", "procurement", "invoicing", "expense management", "payments", "supply chain design and planning", "spend analysis" ], "services": [ "source-to-pay automation", "procure-to-pay automation", "supplier management" ], "headquarters": "San Mateo, California, United States", "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Spend Management", "Enterprise Technology" ], "provider_types": [ "cfo-technology", "spend-management", "enterprise-technology" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "operational-excellence", "transformation", "decision-support" ], "topics": [ "finance-transformation", "corporate-strategy" ], "audiences": [], "classification_evidence": [ { "url": "https://www.coupa.com/products/total-spend-management-platform", "title": "Coupa Total Spend Management Platform", "supports": [ "topics", "executive_needs" ] } ] }, { "id": "ent_puzzle", "name": "Puzzle", "slug": "puzzle", "entity_type": "Organization", "description": "Puzzle provides accounting software and financial reporting for startups.", "website": "https://puzzle.io/", "cxo_roles": [ "CFO" ], "categories": [ "CFO Technology", "Accounting Software" ], "industries": [ "Startups", "Small and Midsize Businesses", "Accounting Firms" ], "geographies": [ "United States" ], "aliases": [], "parent_company": null, "relationship_notes": null, "editorial_priority": "A", "facts": [ { "id": "fact-puzzle-customers-2026", "field": "organization_customer_count", "value": 7000, "operator": ">=", "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_puzzle_home_2026" ] }, { "id": "fact-puzzle-automation-2026", "field": "claimed_repetitive_work_automation_rate", "minimum": 85, "maximum": 95, "unit": "percent", "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_puzzle_home_2026" ] }, { "id": "fact-puzzle-close-improvement-2026", "field": "claimed_month_end_close_reduction", "value": 50, "operator": "<=", "unit": "percent faster", "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_puzzle_home_2026" ] }, { "id": "fact_puzzle_identity_puzzle", "field": "identity", "value": "Puzzle", "source_ids": [ "src_puzzle_official" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_description_puzzle-provides-accounting-software-and-financia", "field": "description", "value": "Puzzle provides accounting software and financial reporting for startups.", "source_ids": [ "src_puzzle_official" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_website_https-puzzle-io", "field": "website", "value": "https://puzzle.io/", "source_ids": [ "src_puzzle_official" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_puzzle_official" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_categories_accounting-software", "field": "categories", "value": "Accounting Software", "source_ids": [ "src_puzzle_official" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_puzzle_official" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_products_ai-close", "field": "products", "value": "AI Close", "source_ids": [ "src_puzzle_home_2026", "src_puzzle_about_2026", "src_puzzle_accounting_firms_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_products_accrual-automation", "field": "products", "value": "Accrual Automation", "source_ids": [ "src_puzzle_home_2026", "src_puzzle_about_2026", "src_puzzle_accounting_firms_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_products_invoicing", "field": "products", "value": "Invoicing", "source_ids": [ "src_puzzle_home_2026", "src_puzzle_about_2026", "src_puzzle_accounting_firms_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_products_revenue-recognition", "field": "products", "value": "Revenue Recognition", "source_ids": [ "src_puzzle_home_2026", "src_puzzle_about_2026", "src_puzzle_accounting_firms_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_products_api-and-mcp", "field": "products", "value": "API and MCP", "source_ids": [ "src_puzzle_home_2026", "src_puzzle_about_2026", "src_puzzle_accounting_firms_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_products_accuracy-ai", "field": "products", "value": "Accuracy AI", "source_ids": [ "src_puzzle_home_2026", "src_puzzle_about_2026", "src_puzzle_accounting_firms_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_products_ai-native-general-ledger", "field": "products", "value": "AI-native general ledger", "source_ids": [ "src_puzzle_home_2026", "src_puzzle_about_2026", "src_puzzle_accounting_firms_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_capabilities_continuous-accounting", "field": "capabilities", "value": "continuous accounting", "source_ids": [ "src_puzzle_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_capabilities_ai-transaction-categorization", "field": "capabilities", "value": "AI transaction categorization", "source_ids": [ "src_puzzle_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_capabilities_ai-reconciliation", "field": "capabilities", "value": "AI reconciliation", "source_ids": [ "src_puzzle_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_capabilities_ai-assisted-month-end-close", "field": "capabilities", "value": "AI-assisted month-end close", "source_ids": [ "src_puzzle_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_capabilities_human-approval-before-ledger-posting", "field": "capabilities", "value": "human approval before ledger posting", "source_ids": [ "src_puzzle_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_capabilities_real-time-cash-reporting", "field": "capabilities", "value": 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"src_puzzle_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_capabilities_audit-traceability", "field": "capabilities", "value": "audit traceability", "source_ids": [ "src_puzzle_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_capabilities_guided-onboarding", "field": "capabilities", "value": "guided onboarding", "source_ids": [ "src_puzzle_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_capabilities_quickbooks-history-import", "field": "capabilities", "value": "QuickBooks history import", "source_ids": [ "src_puzzle_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_integrations_stripe", "field": "integrations", "value": "Stripe", "source_ids": [ "src_puzzle_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_integrations_brex", "field": "integrations", "value": "Brex", "source_ids": [ "src_puzzle_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_puzzle_integrations_mercury", 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"publisher": "Puzzle", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "industries", "products" ] } ], "date_added": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "products": [ "AI Close", "Accrual Automation", "Invoicing", "Revenue Recognition", "API and MCP", "Accuracy AI", "AI-native general ledger" ], "capabilities": [ "continuous accounting", "AI transaction categorization", "AI reconciliation", "AI-assisted month-end close", "human approval before ledger posting", "real-time cash reporting", "real-time burn reporting", "real-time runway reporting", "continuous revenue recognition", "cash accounting", "accrual accounting", "exception detection", "variance flagging", "journal-entry preparation", "multi-client accounting environments", "customizable charts of accounts", "centralized firm oversight", "SOC 2 controls", "role-based access", "encryption in transit", "encryption at rest", "audit traceability", "guided 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"description": "Tesorio provides accounts-receivable automation and cash-flow management software.", "website": "https://www.tesorio.com/", "cxo_roles": [ "CFO" ], "categories": [ "CFO Technology", "Treasury Technology" ], "industries": [ "Enterprise Finance", "Accounts Receivable", "Technology" ], "geographies": [], "aliases": [], "parent_company": null, "relationship_notes": null, "editorial_priority": "A", "facts": [ { "id": "fact_tesorio_identity_tesorio", "field": "identity", "value": "Tesorio", "source_ids": [ "src_tesorio_official" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_description_tesorio-provides-accounts-receivable-automation-", "field": "description", "value": "Tesorio provides accounts-receivable automation and cash-flow management software.", "source_ids": [ "src_tesorio_official" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_website_https-www-tesorio-com", "field": "website", "value": "https://www.tesorio.com/", "source_ids": [ 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"src_tesorio_ar_2026", "src_tesorio_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_products_cash-forecasting", "field": "products", "value": "cash forecasting", "source_ids": [ "src_tesorio_collections_2026", "src_tesorio_ar_2026", "src_tesorio_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_products_collections-campaigns", "field": "products", "value": "collections campaigns", "source_ids": [ "src_tesorio_collections_2026", "src_tesorio_ar_2026", "src_tesorio_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_products_invoice-to-cash-platform", "field": "products", "value": "invoice-to-cash platform", "source_ids": [ "src_tesorio_collections_2026", "src_tesorio_ar_2026", "src_tesorio_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_products_ai-collections-tools", "field": "products", "value": "AI collections tools", "source_ids": [ "src_tesorio_collections_2026", "src_tesorio_ar_2026", "src_tesorio_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_services_cash-flow-performance-management", "field": "services", "value": "cash flow performance management", "source_ids": [ "src_tesorio_collections_2026", "src_tesorio_ar_2026", "src_tesorio_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_services_accounts-receivable-workflow-automation", "field": "services", "value": "accounts receivable workflow automation", "source_ids": [ "src_tesorio_collections_2026", "src_tesorio_ar_2026", "src_tesorio_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_services_collections-optimization", "field": "services", "value": "collections optimization", "source_ids": [ "src_tesorio_collections_2026", "src_tesorio_ar_2026", "src_tesorio_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_founded-year_2015", "field": "founded_year", "value": 2015, "source_ids": [ "src_tesorio_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_industries_enterprise-finance", "field": "industries", "value": "Enterprise Finance", "source_ids": [ "src_tesorio_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_industries_accounts-receivable", "field": "industries", "value": "Accounts Receivable", "source_ids": [ "src_tesorio_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_tesorio_industries_technology", "field": "industries", "value": "Technology", "source_ids": [ "src_tesorio_about_2026" ], "last_verified": "2026-08-11" } ], "inclusion_basis": [ "Tesorio is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions." ], "sources": [ { "id": "src_tesorio_official", "url": "https://www.tesorio.com/", "title": "Tesorio official website", "publisher": "Tesorio", "source_class": "official organization", "accessed_date": "2026-08-11", "supports": [ "identity", "description", "website", "categories", "cxo_roles" ] }, { "id": "src_tesorio_collections_2026", "url": "https://www.tesorio.com/product/collections", "title": "Tesorio Collections", "publisher": "Tesorio", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "services" ] }, { "id": "src_tesorio_ar_2026", "url": "https://www.tesorio.com/product/ar-automation", "title": "Accounts Receivable Automation", "publisher": "Tesorio", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "services" ] }, { "id": "src_tesorio_about_2026", "url": "https://www.tesorio.com/about", "title": "About Tesorio", "publisher": "Tesorio", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "founded_year", "industries", "products", "services" ] } ], "date_added": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "products": [ "accounts receivable automation", "collections management", "cash forecasting", "collections 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"value": "invoice processing", "source_ids": [ "src_vic_ap_2026", "src_vic_fraud_2026", "src_vic_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_vic-ai_products_autopilot", "field": "products", "value": "Autopilot", "source_ids": [ "src_vic_ap_2026", "src_vic_fraud_2026", "src_vic_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_vic-ai_products_vendor-management", "field": "products", "value": "vendor management", "source_ids": [ "src_vic_ap_2026", "src_vic_fraud_2026", "src_vic_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_vic-ai_products_analytics-and-insights", "field": "products", "value": "analytics and insights", "source_ids": [ "src_vic_ap_2026", "src_vic_fraud_2026", "src_vic_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_vic-ai_services_accounts-payable-automation", "field": "services", "value": "accounts payable automation", "source_ids": [ "src_vic_ap_2026", "src_vic_fraud_2026", "src_vic_about_2026" ], 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"value": "global sales tax platform", "source_ids": [ "src_anrok_borderless_2026", "src_anrok_workflows_2026", "src_anrok_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_anrok_products_ai-atlas", "field": "products", "value": "AI Atlas", "source_ids": [ "src_anrok_borderless_2026", "src_anrok_workflows_2026", "src_anrok_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_anrok_products_nexus-monitoring", "field": "products", "value": "nexus monitoring", "source_ids": [ "src_anrok_borderless_2026", "src_anrok_workflows_2026", "src_anrok_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_anrok_products_tax-registration-workflows", "field": "products", "value": "tax registration workflows", "source_ids": [ "src_anrok_borderless_2026", "src_anrok_workflows_2026", "src_anrok_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_anrok_products_tax-calculation", "field": "products", "value": "tax calculation", "source_ids": [ "src_anrok_borderless_2026", "src_anrok_workflows_2026", "src_anrok_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_anrok_products_tax-filing-and-remittance", "field": "products", "value": "tax filing and remittance", "source_ids": [ "src_anrok_borderless_2026", "src_anrok_workflows_2026", "src_anrok_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_anrok_services_sales-tax-compliance", "field": "services", "value": "sales tax compliance", "source_ids": [ "src_anrok_borderless_2026", "src_anrok_workflows_2026", "src_anrok_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_anrok_services_vat-compliance", "field": "services", "value": "VAT compliance", "source_ids": [ "src_anrok_borderless_2026", "src_anrok_workflows_2026", "src_anrok_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_anrok_services_tax-reconciliation", "field": "services", "value": "tax reconciliation", "source_ids": [ "src_anrok_borderless_2026", "src_anrok_workflows_2026", "src_anrok_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_anrok_services_cross-border-tax-compliance", "field": "services", "value": "cross-border tax compliance", "source_ids": [ "src_anrok_borderless_2026", "src_anrok_workflows_2026", "src_anrok_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_anrok_founded-year_2020", "field": "founded_year", "value": 2020, "source_ids": [ "src_anrok_founding_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_anrok_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_anrok_founding_2026", "src_anrok_about_2026" ], "last_verified": "2026-08-11" } ], "inclusion_basis": [ "Anrok is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions." ], "sources": [ { "id": "src_anrok_official", "url": "https://www.anrok.com/", "title": "Anrok official website", "publisher": "Anrok", "source_class": "official organization", "accessed_date": "2026-08-11", "supports": [ "identity", "description", "website", "categories", "cxo_roles" ] }, { "id": "src_anrok_borderless_2026", "url": "https://www.anrok.com/solutions/borderless-compliance", "title": "Borderless Compliance", "publisher": "Anrok", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "services" ] }, { "id": "src_anrok_workflows_2026", "url": "https://www.anrok.com/solutions/automated-workflows", "title": "Automated Tax Workflows", "publisher": "Anrok", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "services" ] }, { "id": "src_anrok_founding_2026", "url": "https://www.anrok.com/resources/physical-goods", "title": "Anrok Expands to Physical Goods", "publisher": "Anrok", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "founded_year", "geographies" ] }, { "id": "src_anrok_about_2026", "url": "https://www.anrok.com/about", "title": "About Anrok", "publisher": "Anrok", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "geographies", "products", "services" ] } ], "date_added": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "products": [ "global sales tax platform", "AI Atlas", "nexus monitoring", "tax registration workflows", "tax calculation", "tax filing and remittance" ], "services": [ "sales tax compliance", "VAT compliance", "tax reconciliation", "cross-border tax compliance" ], "founded_year": 2020, "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Tax Technology" ], "provider_types": [ "cfo-technology", "tax-technology" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "operational-excellence", "risk-management", "business-growth" ], "topics": [ "finance-transformation", "risk" ], "audiences": [ "founders" ], "classification_evidence": [ { "url": "https://www.anrok.com/about", "title": "About Anrok", "supports": [ "topics", "executive_needs", "audiences" ] } ] }, { "id": "ent_blackline", "name": "BlackLine", "slug": "blackline", "entity_type": "Organization", "description": "BlackLine provides financial-close, intercompany-accounting and accounts-receivable automation software.", "website": "https://www.blackline.com/", "cxo_roles": [ "CFO" ], "categories": [ "CFO Technology", "Accounting Software" ], "industries": [ "Enterprise Finance", "Accounting", "Financial Services", "Technology" ], "geographies": [ "United States", "Los Angeles", "London" ], "aliases": [], "parent_company": null, "relationship_notes": null, "editorial_priority": "A", "facts": [ { "id": "fact-blackline-customers-2026", "field": "customer_count", "value": 4300, "operator": ">=", "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_blackline_home_2026" ] }, { "id": "fact_blackline_identity_blackline", "field": "identity", "value": "BlackLine", "source_ids": [ "src_blackline_official" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_description_blackline-provides-financial-close-intercompany-", "field": "description", "value": "BlackLine provides financial-close, intercompany-accounting and accounts-receivable automation software.", "source_ids": [ "src_blackline_official" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_website_https-www-blackline-com", "field": "website", "value": "https://www.blackline.com/", "source_ids": [ "src_blackline_official" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_blackline_official" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_categories_accounting-software", "field": "categories", "value": "Accounting Software", "source_ids": [ "src_blackline_official" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_blackline_official" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_studio360", "field": "products", "value": "Studio360", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_verity-ai", "field": "products", "value": "Verity AI", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_financial-close-and-consolidation", "field": "products", "value": "Financial Close and Consolidation", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_account-reconciliations", "field": "products", "value": "Account Reconciliations", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_transaction-matching", "field": "products", "value": "Transaction Matching", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_journal-entry", "field": "products", "value": "Journal Entry", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_smart-close-for-sap", "field": "products", "value": "Smart Close for SAP", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_account-analysis", "field": "products", "value": "Account Analysis", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": 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"src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_intercompany-create", "field": "products", "value": "Intercompany Create", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_intercompany-balance-and-resolve", "field": "products", "value": "Intercompany Balance and Resolve", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_intercompany-net-and-settle", "field": "products", "value": "Intercompany Net and Settle", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_einvoicing-and-payments", "field": "products", "value": "eInvoicing and Payments", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_cash-application", "field": "products", "value": "Cash Application", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_ar-intelligence", "field": "products", "value": "AR Intelligence", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_collections-management", "field": "products", "value": "Collections Management", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_credit-and-risk-management", "field": "products", "value": "Credit and Risk Management", "source_ids": [ "src_blackline_home_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_products_disputes-and-deductions-management", "field": "products", "value": "Disputes and Deductions 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"id": "fact_blackline_capabilities_financial-dashboards", "field": "capabilities", "value": "financial dashboards", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_process-design-templates", "field": "capabilities", "value": "process-design templates", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_governance-controls", "field": "capabilities", "value": "governance controls", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_risk-management-controls", "field": "capabilities", "value": "risk-management controls", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_journal-entry-automation", "field": "capabilities", "value": "journal-entry automation", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_financial-statement-generation", "field": "capabilities", "value": "financial-statement generation", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_anomaly-detection", "field": "capabilities", "value": "anomaly detection", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_predictive-intercompany-guidance", "field": "capabilities", "value": "predictive intercompany guidance", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_global-intercompany-billing", "field": "capabilities", "value": "global intercompany billing", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_autonomous-reconciliation", "field": "capabilities", "value": "autonomous reconciliation", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_remittance-data-capture", "field": "capabilities", "value": "remittance-data capture", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_cash-flow-forecasting", "field": "capabilities", "value": "cash-flow forecasting", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_capabilities_customer-payment-prediction", "field": "capabilities", "value": "customer-payment prediction", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_customer-segments_enterprise-finance-teams", "field": "customer_segments", "value": "enterprise finance teams", "source_ids": [ "src_blackline_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_customer-segments_cfo-organizations", "field": "customer_segments", "value": "CFO 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States", "source_ids": [ "src_blackline_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_geographies_los-angeles", "field": "geographies", "value": "Los Angeles", "source_ids": [ "src_blackline_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_geographies_london", "field": "geographies", "value": "London", "source_ids": [ "src_blackline_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_industries_enterprise-finance", "field": "industries", "value": "Enterprise Finance", "source_ids": [ "src_blackline_about_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_industries_accounting", "field": "industries", "value": "Accounting", "source_ids": [ "src_blackline_about_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_industries_financial-services", "field": "industries", "value": "Financial Services", "source_ids": [ "src_blackline_about_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_blackline_industries_technology", "field": "industries", "value": "Technology", "source_ids": [ "src_blackline_about_2026", "src_blackline_platform_2026" ], "last_verified": "2026-08-11" } ], "inclusion_basis": [ "BlackLine is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions." ], "sources": [ { "id": "src_blackline_official", "url": "https://www.blackline.com/", "title": "BlackLine official website", "publisher": "BlackLine", "source_class": "official organization", "accessed_date": "2026-08-11", "supports": [ "identity", "description", "website", "categories", "cxo_roles" ] }, { "id": "src_blackline_home_2026", "url": "https://www.blackline.com/", "title": "The Agentic Financial Operations Platform", "publisher": "BlackLine", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "capabilities", "customer_segments", "customer_count" ] }, { "id": "src_blackline_about_2026", "url": "https://www.blackline.com/about/", "title": "About BlackLine", "publisher": "BlackLine", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "founded_year", "headquarters", "geographies", "industries" ] }, { "id": "src_blackline_platform_2026", "url": "https://www.blackline.com/products/", "title": "BlackLine Products", "publisher": "BlackLine", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "industries" ] } ], "date_added": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "products": [ "Studio360", "Verity AI", "Financial Close and Consolidation", "Account Reconciliations", "Transaction Matching", "Journal Entry", "Smart Close for SAP", "Account Analysis", "Reporting and Analysis", "Consolidation", "Task Management", "Compliance", "Journal Risk Analyser", "Intercompany Create", "Intercompany Balance and Resolve", "Intercompany Net and Settle", "eInvoicing and Payments", "Cash Application", "AR Intelligence", "Collections Management", "Credit and Risk Management", "Disputes and Deductions Management" ], "capabilities": [ "multi-agent reconciliation preparation", "documentation analysis", "transaction matching", "audit-ready reconciliation assembly", "audit trails", "record-to-report automation", "invoice-to-cash automation", "financial-data integration", "workflow orchestration", "financial dashboards", "process-design templates", "governance controls", "risk-management controls", "journal-entry automation", "financial-statement generation", "anomaly detection", "predictive intercompany guidance", "global intercompany billing", "autonomous reconciliation", "remittance-data capture", "cash-flow forecasting", "customer-payment prediction" ], "customer_segments": [ "enterprise finance teams", "CFO organizations", "accounting teams", "accounts-receivable teams" ], "founded_year": 2001, "headquarters": "Los Angeles, California, United States", "services": [], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Accounting Software" ], "provider_types": [ "cfo-technology", "accounting-software" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "operational-excellence", "transformation", "decision-support" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://www.blackline.com/about/", "title": "About BlackLine", "supports": [ "topics", "executive_needs" ] } ] }, { "id": "ent_pilot", "name": "Pilot", "slug": "pilot", "entity_type": "Organization", "description": "Pilot provides bookkeeping, tax and finance services for startups and small businesses.", "website": "https://pilot.com/", "cxo_roles": [ "CEO", "CFO" ], "categories": [ "Accounting", "Finance Advisory", "CFO Technology" ], "industries": [ "Startups", "Healthcare and Medtech", "Small Businesses", "Professional Services", "Consumer and Retail", "Nonprofit" ], "geographies": [ "United States" ], "aliases": [], "parent_company": null, "relationship_notes": null, "editorial_priority": "A", "facts": [ { "id": "fact-pilot-customers-2026", "field": "customer_count", "value": 3000, "operator": ">=", "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_pilot_home_2026" ] }, { "id": "fact_pilot_identity_pilot", "field": "identity", "value": "Pilot", "source_ids": [ "src_pilot_official" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_description_pilot-provides-bookkeeping-tax-and-finance-servi", "field": "description", "value": "Pilot provides bookkeeping, tax and finance services for startups and small businesses.", "source_ids": [ "src_pilot_official" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_website_https-pilot-com", "field": "website", "value": "https://pilot.com/", "source_ids": [ "src_pilot_official" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_categories_accounting", "field": "categories", "value": "Accounting", "source_ids": [ "src_pilot_official" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_categories_finance-advisory", "field": "categories", "value": "Finance Advisory", "source_ids": [ "src_pilot_official" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_pilot_official" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_cxo-roles_ceo", "field": "cxo_roles", "value": "CEO", "source_ids": [ "src_pilot_official" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_pilot_official" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_services_bookkeeping", "field": "services", "value": "bookkeeping", "source_ids": [ "src_pilot_home_2026", "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_services_tax-preparation", "field": "services", "value": "tax preparation", "source_ids": [ "src_pilot_home_2026", "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_services_tax-compliance", "field": "services", "value": "tax compliance", "source_ids": [ "src_pilot_home_2026", "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_services_cfo-advisory", "field": "services", "value": "CFO advisory", "source_ids": [ "src_pilot_home_2026", "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_services_coo-advisory", "field": "services", "value": "COO advisory", "source_ids": [ "src_pilot_home_2026", "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_services_financial-modeling", "field": "services", "value": "financial modeling", "source_ids": [ "src_pilot_home_2026", "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_services_cash-flow-planning", "field": "services", "value": "cash-flow planning", "source_ids": [ "src_pilot_home_2026", "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_services_fundraising-support", "field": "services", "value": "fundraising support", "source_ids": [ "src_pilot_home_2026", "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_services_valuation-support", "field": "services", "value": "valuation support", "source_ids": [ "src_pilot_home_2026", "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_services_international-expansion-support", "field": "services", "value": "international-expansion support", "source_ids": [ "src_pilot_home_2026", "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_intelligent-financial-dashboards", "field": "capabilities", "value": "intelligent financial dashboards", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_real-time-expense-tracking", "field": "capabilities", "value": "real-time expense tracking", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_cash-flow-scenario-modeling", "field": "capabilities", "value": "cash-flow scenario modeling", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_irs-ready-books", "field": "capabilities", "value": "IRS-ready books", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_accrual-accounting", "field": "capabilities", "value": "accrual accounting", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_kpi-dashboards", "field": "capabilities", "value": "KPI dashboards", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_financial-projections", "field": "capabilities", "value": "financial projections", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_data-room-preparation", "field": "capabilities", "value": "data-room preparation", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_cost-analysis", "field": "capabilities", "value": "cost analysis", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_profitability-analysis", "field": "capabilities", "value": "profitability analysis", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_hiring-affordability-analysis", "field": "capabilities", "value": "hiring affordability analysis", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_exit-readiness-planning", "field": "capabilities", "value": "exit-readiness planning", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_strategic-finance-guidance", "field": "capabilities", "value": "strategic finance guidance", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_capabilities_us-based-advisory-team", "field": "capabilities", "value": "US-based advisory team", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_customer-segments_startups", "field": "customer_segments", "value": "startups", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_customer-segments_small-businesses", "field": "customer_segments", "value": "small businesses", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_customer-segments_growth-stage-businesses", "field": "customer_segments", "value": "growth-stage businesses", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_customer-segments_venture-backed-companies", "field": "customer_segments", "value": "venture-backed companies", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_customer-segments_founder-led-businesses", "field": "customer_segments", "value": "founder-led businesses", "source_ids": [ "src_pilot_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_founded-year_2017", "field": "founded_year", "value": 2017, "source_ids": [ "src_pilot_founding_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_headquarters_san-francisco-california-united-states", "field": "headquarters", "value": "San Francisco, California, United States", "source_ids": [ "src_pilot_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_industries_startups", "field": "industries", "value": "Startups", "source_ids": [ "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_industries_healthcare-and-medtech", "field": "industries", "value": "Healthcare and Medtech", "source_ids": [ "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_industries_small-businesses", "field": "industries", "value": "Small Businesses", "source_ids": [ "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_industries_professional-services", "field": "industries", "value": "Professional Services", "source_ids": [ "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_industries_consumer-and-retail", "field": "industries", "value": "Consumer and Retail", "source_ids": [ "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_pilot_industries_nonprofit", "field": "industries", "value": "Nonprofit", "source_ids": [ "src_pilot_about_2026", "src_pilot_faq_2026" ], "last_verified": "2026-08-11" } ], "inclusion_basis": [ "Pilot is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions." ], "sources": [ { "id": "src_pilot_official", "url": "https://pilot.com/", "title": "Pilot official website", "publisher": "Pilot", "source_class": "official organization", "accessed_date": "2026-08-11", "supports": [ "identity", "description", "website", "categories", "cxo_roles" ] }, { "id": "src_pilot_home_2026", "url": "https://pilot.com/", "title": "Pilot Bookkeeping, Tax and Advisory", "publisher": "Pilot", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "services", "capabilities", "customer_segments", "customer_count" ] }, { "id": "src_pilot_founding_2026", "url": "https://pilot.com/blog/best-bookkeeping-service-pilot-founding-story", "title": "Pilot's Founding Story", "publisher": "Pilot", "source_class": "official company", "published_date": "2019-06-13", "accessed_date": "2026-08-11", "supports": [ "founded_year" ] }, { "id": "src_pilot_about_2026", "url": "https://pilot.com/about", "title": "About Pilot", "publisher": "Pilot", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "headquarters", "geographies", "services", "industries" ] }, { "id": "src_pilot_faq_2026", "url": "https://pilot.com/faq", "title": "Pilot Frequently Asked Questions", "publisher": "Pilot", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "geographies", "services", "industries" ] } ], "date_added": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "services": [ "bookkeeping", "tax preparation", "tax compliance", "CFO advisory", "COO advisory", "financial modeling", "cash-flow planning", "fundraising support", "valuation support", "international-expansion support" ], "capabilities": [ "intelligent financial dashboards", "real-time expense tracking", "cash-flow scenario modeling", "IRS-ready books", "accrual accounting", "KPI dashboards", "financial projections", "data-room preparation", "cost analysis", "profitability analysis", "hiring affordability analysis", "exit-readiness planning", "strategic finance guidance", "US-based advisory team" ], "customer_segments": [ "startups", "small businesses", "growth-stage businesses", "venture-backed companies", "founder-led businesses" ], "founded_year": 2017, "headquarters": "San Francisco, California, United States", "products": [], "geography_status": "verified", "primary_category": "Accounting", "secondary_categories": [ "Finance Advisory", "CFO Technology" ], "provider_types": [ "accounting", "finance-advisory", "cfo-technology" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "decision-support", "operational-excellence", "fundraising", "business-growth" ], "topics": [ "finance-transformation", "fpa", "fundraising" ], "audiences": [ "founders" ], "classification_evidence": [ { "url": "https://pilot.com/about", "title": "About Pilot", "supports": [ "topics", "executive_needs", "audiences" ] } ] }, { "id": "ent_rillet", "name": "Rillet", "slug": "rillet", "entity_type": "Organization", "description": "Rillet provides enterprise-resource-planning and accounting software for modern finance teams.", "website": "https://www.rillet.com/", "cxo_roles": [ "CFO" ], "categories": [ "CFO Technology", "Accounting Software" ], "industries": [ "Enterprise Finance", "Accounting", "SaaS", "Technology" ], "geographies": [ "United States" ], "aliases": [], "parent_company": null, "relationship_notes": null, "editorial_priority": "A", "facts": [ { "id": "fact-rillet-finance-teams-2026", "field": "finance_team_customer_count", "value": 400, "operator": ">=", "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_rillet_home_2026" ] }, { "id": "fact_rillet_identity_rillet", "field": "identity", "value": "Rillet", "source_ids": [ "src_rillet_official" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_description_rillet-provides-enterprise-resource-planning-and", "field": "description", "value": "Rillet provides enterprise-resource-planning and accounting software for modern finance teams.", "source_ids": [ "src_rillet_official" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_website_https-www-rillet-com", "field": "website", "value": "https://www.rillet.com/", "source_ids": [ "src_rillet_official" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_rillet_official" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_categories_accounting-software", "field": "categories", "value": "Accounting Software", "source_ids": [ "src_rillet_official" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_rillet_official" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_ai-native-erp", "field": "products", "value": "AI-native ERP", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_aura-ai", "field": "products", "value": "Aura AI", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_perpetual-general-ledger", "field": "products", "value": "perpetual general ledger", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_advanced-revenue-recognition", "field": "products", "value": "advanced revenue recognition", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_native-integrations", "field": "products", "value": "native integrations", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_multi-entity-accounting", "field": "products", "value": "multi-entity accounting", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_close-management", "field": "products", "value": "close management", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_real-time-reporting", "field": "products", "value": "real-time reporting", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_security-and-permissions", "field": "products", "value": "security and permissions", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_accounts-receivable", "field": "products", "value": "accounts receivable", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_accounts-payable", "field": "products", "value": "accounts payable", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_bank-reconciliation", "field": "products", "value": "bank reconciliation", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_products_gaap-reporting", "field": "products", "value": "GAAP reporting", "source_ids": [ "src_rillet_home_2026", "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_capabilities_continuous-close", "field": "capabilities", "value": "continuous close", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_capabilities_source-traceable-entries", "field": "capabilities", "value": 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"field": "capabilities", "value": "CPA-led implementation", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_j-p-morgan", "field": "integrations", "value": "J.P. 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"source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_rippling", "field": "integrations", "value": "Rippling", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_snowflake", "field": "integrations", "value": "Snowflake", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_adp", "field": "integrations", "value": "ADP", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_rbc", "field": "integrations", "value": "RBC", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_float", "field": "integrations", "value": "Float", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_aleph", "field": "integrations", "value": "Aleph", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_deel", "field": "integrations", "value": "Deel", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_gusto", "field": "integrations", "value": "Gusto", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_tipalti", "field": "integrations", "value": "Tipalti", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_stripe", "field": "integrations", "value": "Stripe", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_bank-of-america", "field": "integrations", "value": "Bank of America", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_bill", "field": "integrations", "value": "BILL", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_salesforce", "field": "integrations", "value": "Salesforce", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_hubspot", "field": "integrations", "value": "HubSpot", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_anrok", "field": "integrations", "value": "Anrok", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_avalara", "field": "integrations", "value": "Avalara", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_integrations_claude", "field": "integrations", "value": "Claude", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_customer-segments_startups", "field": "customer_segments", "value": "startups", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_customer-segments_mid-size-companies", "field": "customer_segments", "value": "mid-size companies", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_customer-segments_enterprises", "field": "customer_segments", "value": "enterprises", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_customer-segments_saas-companies", "field": "customer_segments", "value": "SaaS companies", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_customer-segments_private-equity-backed-companies", "field": "customer_segments", "value": "private-equity-backed companies", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_customer-segments_accounting-firms", "field": "customer_segments", "value": "accounting firms", "source_ids": [ "src_rillet_home_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_rillet_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_industries_enterprise-finance", "field": "industries", "value": "Enterprise Finance", "source_ids": [ "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_industries_accounting", "field": "industries", "value": "Accounting", "source_ids": [ "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_industries_saas", "field": "industries", "value": "SaaS", "source_ids": [ "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_rillet_industries_technology", "field": "industries", "value": "Technology", "source_ids": [ "src_rillet_about_2026", "src_rillet_platform_2026" ], "last_verified": "2026-08-11" } ], "inclusion_basis": [ "Rillet is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions." ], "sources": [ { "id": "src_rillet_official", "url": "https://www.rillet.com/", "title": "Rillet official website", "publisher": "Rillet", "source_class": "official organization", "accessed_date": "2026-08-11", "supports": [ "identity", "description", "website", "categories", "cxo_roles" ] }, { "id": "src_rillet_home_2026", "url": "https://www.rillet.com/", "title": "Rillet: The AI-Native ERP", "publisher": "Rillet", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "capabilities", "integrations", "customer_segments", "finance_team_customer_count" ] }, { "id": "src_rillet_about_2026", "url": "https://www.rillet.com/about", "title": "About Rillet", "publisher": "Rillet", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "geographies", "products", "industries" ] }, { "id": "src_rillet_platform_2026", "url": "https://www.rillet.com/platform/ai-accounting-software", "title": "Rillet AI Accounting Software", "publisher": "Rillet", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "industries" ] } ], "date_added": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "products": [ "AI-native ERP", "Aura AI", "perpetual general ledger", "advanced revenue recognition", "native integrations", "multi-entity accounting", "close management", "real-time reporting", "security and permissions", "accounts receivable", "accounts payable", "bank reconciliation", "GAAP reporting" ], "capabilities": [ "continuous close", "source-traceable entries", "natural-language general-ledger queries", "AI accounting workflow agents", "multi-currency accounting", "accounting consolidation", "zero-day close", "unified GAAP metrics", "operator metrics", "role-based permissions", 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] } ] }, { "id": "ent_zenskar", "name": "Zenskar", "slug": "zenskar", "entity_type": "Organization", "description": "Zenskar provides billing, revenue-recognition and accounts-receivable automation software.", "website": "https://www.zenskar.com/", "cxo_roles": [ "CFO" ], "categories": [ "CFO Technology", "Accounting Software" ], "industries": [ "SaaS", "Cloud Infrastructure", "Financial Technology", "Artificial Intelligence" ], "geographies": [ "United States", "New York" ], "aliases": [], "parent_company": null, "relationship_notes": null, "editorial_priority": "A", "facts": [ { "id": "fact_zenskar_identity_zenskar", "field": "identity", "value": "Zenskar", "source_ids": [ "src_zenskar_official" ], "last_verified": "2026-08-12" }, { "id": "fact_zenskar_description_zenskar-provides-billing-revenue-recognition-and", "field": "description", "value": "Zenskar provides billing, revenue-recognition and accounts-receivable automation software.", "source_ids": [ "src_zenskar_official" ], 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"categories", "cxo_roles" ] }, { "id": "src_zenskar_finance_2026", "url": "https://www.zenskar.com/solutions/finance", "title": "Zenskar for Finance", "publisher": "Zenskar", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "services", "industries" ] }, { "id": "src_zenskar_usage_2026", "url": "https://www.zenskar.com/solutions/usage-based-pricing", "title": "Usage-based Pricing", "publisher": "Zenskar", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "services", "industries" ] }, { "id": "src_zenskar_seed_history_2026", "url": "https://www.zenskar.com/blog/bessemer-leads-zenskar-seed-funding", "title": "Zenskar seed funding and company history", "publisher": "Zenskar", "source_class": "official company", "published_date": "2022-10-04", "accessed_date": "2026-08-12", "supports": [ "founded_year", "headquarters", "geographies", "products", "services" ] } ], "date_added": "2026-08-11", "last_verified": "2026-08-12", "verification_status": "verified", "products": [ "usage-based billing", "subscription billing", "revenue recognition", "accounts receivable automation", "pricing configuration", "billing analytics" ], "services": [ "quote-to-cash automation", "complex billing automation", "revenue operations" ], "founded_year": 2022, "headquarters": "New York, New York, United States", "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Accounting Software" ], "provider_types": [ "cfo-technology", "accounting-software" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "operational-excellence", "transformation", "decision-support" ], "topics": [ "finance-transformation", "fpa" ], "audiences": [], "classification_evidence": [ { "url": "https://www.zenskar.com/solutions/finance", "title": "Zenskar for Finance", "supports": [ "topics", "executive_needs" ] } ] }, { "id": "ent_bill", "name": "BILL", "slug": "bill", "entity_type": "Organization", "description": "BILL provides accounts-payable, accounts-receivable, spend and expense-management software.", "website": "https://www.bill.com/", "cxo_roles": [ "CFO" ], "categories": [ "CFO Technology", "Spend Management", "Payments" ], "industries": [], "geographies": [], "aliases": [ "Bill.com" ], "parent_company": null, "relationship_notes": null, "editorial_priority": "A", "facts": [ { "id": "fact-bill-businesses-2026", "field": "customer_count", "value": 500000, "operator": ">=", "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_bill_official" ] }, { "id": "fact-bill-ai-positioning", "field": "documented_ai_capability", "value": true, "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_bill_official" ] }, { "id": "fact-bill-public-pricing", "field": "public_pricing", "value": true, "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_bill_pricing_2026" ] }, { "id": "fact-bill-countries-2026", "field": "countries_supported", "value": 130, "operator": ">=", "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_bill_ai_2026" ] }, { "id": "fact_bill_identity_bill", "field": "identity", "value": "BILL", "source_ids": [ "src_bill_official" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_description_bill-provides-accounts-payable-accounts-receivab", "field": "description", "value": "BILL provides accounts-payable, accounts-receivable, spend and expense-management software.", "source_ids": [ "src_bill_official" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_website_https-www-bill-com", "field": "website", "value": "https://www.bill.com/", "source_ids": [ "src_bill_official" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_bill_official" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_categories_spend-management", "field": "categories", "value": "Spend Management", "source_ids": [ "src_bill_official" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_categories_payments", "field": "categories", "value": "Payments", "source_ids": [ "src_bill_official" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_bill_official" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_aliases_bill-com", "field": "aliases", "value": "Bill.com", "source_ids": [ "src_bill_official" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_integrations_quickbooks", "field": "integrations", "value": "QuickBooks", "source_ids": [ "src_bill_rillet_2026", "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_integrations_sage-intacct", "field": "integrations", "value": "Sage Intacct", "source_ids": [ "src_bill_rillet_2026", "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_integrations_oracle-netsuite", "field": "integrations", "value": "Oracle NetSuite", "source_ids": [ "src_bill_rillet_2026", "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_integrations_microsoft-dynamics", "field": "integrations", "value": "Microsoft Dynamics", "source_ids": [ "src_bill_rillet_2026", "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_integrations_xero", "field": "integrations", "value": "Xero", "source_ids": [ "src_bill_rillet_2026", "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_integrations_acumatica", "field": "integrations", "value": "Acumatica", "source_ids": [ "src_bill_rillet_2026", "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_integrations_slack", "field": "integrations", "value": "Slack", "source_ids": [ "src_bill_rillet_2026", "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_integrations_hris-platforms", "field": "integrations", "value": "HRIS platforms", "source_ids": [ "src_bill_rillet_2026", "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_integrations_rillet", "field": "integrations", "value": "Rillet", "source_ids": [ "src_bill_rillet_2026", "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_products_accounts-payable", "field": "products", "value": "accounts payable", "source_ids": [ "src_bill_ai_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_products_accounts-receivable", "field": "products", "value": "accounts receivable", "source_ids": [ "src_bill_ai_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_products_expense-management", "field": "products", "value": "expense management", "source_ids": [ "src_bill_ai_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_products_budgets", "field": "products", "value": "budgets", "source_ids": [ "src_bill_ai_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_products_credit", "field": "products", "value": "credit", "source_ids": [ "src_bill_ai_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_products_payments", "field": "products", "value": "payments", "source_ids": [ "src_bill_ai_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_products_ai-transaction-agent", "field": "products", "value": "AI transaction agent", "source_ids": [ "src_bill_ai_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_products_invoice-coding-agent", "field": "products", "value": "Invoice Coding Agent", "source_ids": [ "src_bill_ai_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_products_w-9-agent", "field": "products", "value": "W-9 Agent", "source_ids": [ "src_bill_ai_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_products_transaction-agent", "field": "products", "value": "Transaction Agent", "source_ids": [ "src_bill_ai_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_services_ai-powered-financial-operations", "field": "services", "value": "AI-powered financial operations", "source_ids": [ "src_bill_ai_2026", "src_bill_ir_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_services_invoice-automation", "field": "services", "value": "invoice automation", "source_ids": [ "src_bill_ai_2026", "src_bill_ir_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_services_expense-automation", "field": "services", "value": "expense automation", "source_ids": [ "src_bill_ai_2026", "src_bill_ir_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_services_payment-automation", "field": "services", "value": "payment automation", "source_ids": [ "src_bill_ai_2026", "src_bill_ir_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_services_cash-flow-management", "field": "services", "value": "cash-flow management", "source_ids": [ "src_bill_ai_2026", "src_bill_ir_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_services_procurement-automation", "field": "services", "value": "procurement automation", "source_ids": [ "src_bill_ai_2026", "src_bill_ir_2026", "src_bill_intuit_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_invoice-data-extraction", "field": "capabilities", "value": "invoice data extraction", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_invoice-coding", "field": "capabilities", "value": "invoice coding", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_duplicate-invoice-detection", "field": "capabilities", "value": "duplicate-invoice detection", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_missing-bill-detection", "field": "capabilities", "value": "missing-bill detection", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_w-9-automation", "field": "capabilities", "value": "W-9 automation", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_vendor-processing", "field": "capabilities", "value": "vendor processing", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_receipt-capture", "field": "capabilities", "value": "receipt capture", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_receipt-matching", "field": "capabilities", "value": "receipt matching", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_transaction-categorization", "field": "capabilities", "value": "transaction categorization", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_fraud-detection", "field": "capabilities", "value": "fraud detection", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_vendor-validation", "field": "capabilities", "value": "vendor validation", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_ai-financial-assistant", "field": "capabilities", "value": "AI financial assistant", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_accounts-payable-automation", "field": "capabilities", "value": "accounts-payable automation", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_accounts-receivable-automation", "field": "capabilities", "value": "accounts-receivable automation", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_spend-management", "field": "capabilities", "value": "spend management", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_expense-management", "field": "capabilities", "value": "expense management", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_procurement", "field": "capabilities", "value": "procurement", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_invoicing", "field": "capabilities", "value": "invoicing", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_capabilities_approval-controls", "field": "capabilities", "value": "approval controls", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_small-businesses", "field": "customer_segments", "value": "small businesses", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_midsize-companies", "field": "customer_segments", "value": "midsize companies", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_suppliers", "field": "customer_segments", "value": "suppliers", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_accounting-firms", "field": "customer_segments", "value": "accounting firms", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_construction", "field": "customer_segments", "value": "construction", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_education", "field": "customer_segments", "value": "education", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_healthcare", "field": "customer_segments", "value": "healthcare", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_hospitality", "field": "customer_segments", "value": "hospitality", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_manufacturing", "field": "customer_segments", "value": "manufacturing", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_nonprofits", "field": "customer_segments", "value": "nonprofits", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_professional-services", "field": "customer_segments", "value": "professional services", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_retail-and-ecommerce", "field": "customer_segments", "value": "retail and ecommerce", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_customer-segments_software-and-technology", "field": "customer_segments", "value": "software and technology", "source_ids": [ "src_bill_ai_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_bill_headquarters_san-jose-california-united-states", "field": "headquarters", "value": "San Jose, California, United States", "source_ids": [ "src_bill_contact_2026", "src_bill_ir_2026" ], "last_verified": "2026-08-11" } ], "inclusion_basis": [ "BILL is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions." ], "sources": [ { "id": "src_bill_official", "url": "https://www.bill.com/", "title": "BILL official website", "publisher": "BILL", "source_class": "official organization", "accessed_date": "2026-08-11", "supports": [ "identity", "description", "website", "categories", "cxo_roles", "aliases" ] }, { "id": "src_bill_pricing_2026", "url": "https://www.bill.com/product/pricing", "title": "BILL Pricing and Plans", "publisher": "BILL", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "public_pricing" ] }, { "id": "src_bill_rillet_2026", "url": "https://www.bill.com/product-updates", "title": "BILL Product Updates: BILL and Rillet", "publisher": "BILL", "source_class": "official company", "published_date": "2026-04-29", "accessed_date": "2026-08-11", "supports": [ "integrations" ] }, { "id": "src_bill_ai_2026", "url": "https://www.bill.com/product/ai", "title": "BILL AI Agents for Financial Operations", "publisher": "BILL", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "services", "capabilities", "integrations", "customer_segments", "countries_supported" ] }, { "id": "src_bill_contact_2026", "url": "https://www.bill.com/contact-us", "title": "BILL Contact and Locations", "publisher": "BILL", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "headquarters" ] }, { "id": "src_bill_ir_2026", "url": "https://investor.bill.com/overview/", "title": "BILL Corporate Overview", "publisher": "BILL", "source_class": "investor relations", "accessed_date": "2026-08-11", "supports": [ "headquarters", "services", "industries" ] }, { "id": "src_bill_intuit_2026", "url": "https://www.bill.com/blog/best-expense-reporting-tools-that-integrate-with-quickbooks", "title": "BILL and QuickBooks Integration", "publisher": "BILL", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "relationships", "products", "services" ] } ], "date_added": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "products": [ "accounts payable", "accounts receivable", "expense management", "budgets", "credit", "payments", "AI transaction agent", "Invoice Coding Agent", "W-9 Agent", "Transaction Agent" ], "services": [ "AI-powered financial operations", "invoice automation", "expense automation", "payment automation", "cash-flow management", "procurement automation" ], "capabilities": [ "invoice data extraction", "invoice coding", "duplicate-invoice detection", "missing-bill detection", "W-9 automation", "vendor processing", "receipt capture", "receipt matching", "transaction categorization", "fraud detection", "vendor validation", "AI financial assistant", "accounts-payable automation", "accounts-receivable automation", "spend management", "expense management", "procurement", "invoicing", "approval controls" ], "integrations": [ "QuickBooks", "Sage Intacct", "Oracle NetSuite", "Microsoft Dynamics", "Xero", "Acumatica", "Slack", "HRIS platforms", "Rillet" ], "customer_segments": [ "small businesses", "midsize companies", "suppliers", "accounting firms", "construction", "education", "healthcare", "hospitality", "manufacturing", "nonprofits", "professional services", "retail and ecommerce", "software and technology" ], "headquarters": "San Jose, California, United States", "geography_status": "unknown", "primary_category": "CFO Technology", "secondary_categories": [ "Spend Management", "Payments" ], "provider_types": [ "cfo-technology", "spend-management", "payments" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "operational-excellence", "transformation", "decision-support" ], "topics": [ "finance-transformation", "fpa", "artificial-intelligence" ], "audiences": [], "classification_evidence": [ { "url": "https://www.bill.com/product/ai", "title": "BILL AI", "supports": [ "topics", "executive_needs" ] } ] }, { "id": "ent_carta", "name": "Carta", "slug": "carta", "entity_type": "Organization", "description": "Carta provides cap-table, equity-management, valuation and private-market administration software.", "website": "https://carta.com/", "cxo_roles": [ "CEO", "CFO", "CLO" ], "categories": [ "Equity Management", "Private Market Infrastructure", "CFO Technology" ], "industries": [ "Private Markets", "Venture Capital", "Private Equity", "Startups" ], "geographies": [ "United States", "San Francisco Bay Area", "London", "Singapore" ], "aliases": [], "parent_company": null, "relationship_notes": null, "editorial_priority": "A", "facts": [ { "id": "fact_carta_identity_carta", "field": "identity", "value": "Carta", "source_ids": [ "src_carta_official" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_description_carta-provides-cap-table-equity-management-valua", "field": "description", "value": "Carta provides cap-table, equity-management, valuation and private-market administration software.", "source_ids": [ "src_carta_official" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_website_https-carta-com", "field": "website", "value": "https://carta.com/", "source_ids": [ "src_carta_official" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_categories_equity-management", "field": "categories", "value": "Equity Management", "source_ids": [ "src_carta_official" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_categories_private-market-infrastructure", "field": "categories", "value": "Private Market Infrastructure", "source_ids": [ "src_carta_official" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_carta_official" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_cxo-roles_ceo", "field": "cxo_roles", "value": "CEO", "source_ids": [ "src_carta_official" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_carta_official" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_cxo-roles_clo", "field": "cxo_roles", "value": "CLO", "source_ids": [ "src_carta_official" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_founded-year_2012", "field": "founded_year", "value": 2012, "source_ids": [ "src_carta_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_headquarters_san-francisco-california-united-states", "field": "headquarters", "value": "San Francisco, California, United States", "source_ids": [ "src_carta_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_geographies_united-states", "field": "geographies", "value": "United States", "source_ids": [ "src_carta_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_geographies_san-francisco-bay-area", "field": "geographies", "value": "San Francisco Bay Area", "source_ids": [ "src_carta_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_geographies_london", "field": "geographies", "value": "London", "source_ids": [ "src_carta_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_geographies_singapore", "field": "geographies", "value": "Singapore", "source_ids": [ "src_carta_about_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_industries_private-markets", "field": "industries", "value": "Private Markets", "source_ids": [ "src_carta_about_2026", "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_industries_venture-capital", "field": "industries", "value": "Venture Capital", "source_ids": [ "src_carta_about_2026", "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_industries_private-equity", "field": "industries", "value": "Private Equity", "source_ids": [ "src_carta_about_2026", "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_industries_startups", "field": "industries", "value": "Startups", "source_ids": [ "src_carta_about_2026", "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_products_cap-table-management", "field": "products", "value": "cap table management", "source_ids": [ "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_products_equity-management", "field": "products", "value": "equity management", "source_ids": [ "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_products_fund-administration", "field": "products", "value": "fund administration", "source_ids": [ "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_products_portfolio-management", "field": "products", "value": "portfolio management", "source_ids": [ "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_products_valuations", "field": "products", "value": "valuations", "source_ids": [ "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_products_compensation-benchmarking", "field": "products", "value": "compensation benchmarking", "source_ids": [ "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_services_private-market-infrastructure", "field": "services", "value": "private-market infrastructure", "source_ids": [ "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_services_fund-administration", "field": "services", "value": "fund administration", "source_ids": [ "src_carta_products_2026" ], "last_verified": "2026-08-11" }, { "id": "fact_carta_services_equity-plan-administration", "field": "services", "value": "equity plan administration", "source_ids": [ "src_carta_products_2026" ], "last_verified": "2026-08-11" } ], "inclusion_basis": [ "Carta is included as an evidence-backed provider or ecosystem organization relevant to the listed executive functions." ], "sources": [ { "id": "src_carta_official", "url": "https://carta.com/", "title": "Carta official website", "publisher": "Carta", "source_class": "official organization", "accessed_date": "2026-08-11", "supports": [ "identity", "description", "website", "categories", "cxo_roles" ] }, { "id": "src_carta_about_2026", "url": "https://carta.com/about/", "title": "About Carta", "publisher": "Carta", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "founded_year", "headquarters", "geographies", "industries" ] }, { "id": "src_carta_products_2026", "url": "https://carta.com/products/", "title": "Carta Products", "publisher": "Carta", "source_class": "official company", "accessed_date": "2026-08-11", "supports": [ "products", "services", "industries" ] } ], "date_added": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "founded_year": 2012, "headquarters": "San Francisco, California, United States", "products": [ "cap table management", "equity management", "fund administration", 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accounting and finance operations services supported by software and artificial intelligence.", "website": "https://www.zeni.ai/", "cxo_roles": [ "CEO", "CFO" ], "categories": [ "CFO Technology", "Accounting", "Artificial Intelligence" ], "industries": [ "Fintech", "Financial Services", "Technology" ], "geographies": [ "United States" ], "aliases": [], "parent_company": null, "relationship_notes": null, "editorial_priority": "B", "facts": [ { "id": "fact_zeni_identity_zeni", "field": "identity", "value": "Zeni", "source_ids": [ "src_zeni_official" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_description_zeni-provides-bookkeeping-accounting-and-finance", "field": "description", "value": "Zeni provides bookkeeping, accounting and finance operations services supported by software and artificial intelligence.", "source_ids": [ "src_zeni_official" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_website_https-www-zeni-ai", "field": "website", "value": "https://www.zeni.ai/", "source_ids": [ "src_zeni_official" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_zeni_official" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_categories_accounting", "field": "categories", "value": "Accounting", "source_ids": [ "src_zeni_official" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_categories_artificial-intelligence", "field": "categories", "value": "Artificial Intelligence", "source_ids": [ "src_zeni_official" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_cxo-roles_ceo", "field": "cxo_roles", "value": "CEO", "source_ids": [ "src_zeni_official" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_zeni_official" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_headquarters_palo-alto-california-united-states", "field": "headquarters", "value": "Palo Alto, 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"src_zeni_about_2026", "src_zeni_getting_started_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_products_employee-reimbursements", "field": "products", "value": "employee reimbursements", "source_ids": [ "src_zeni_about_2026", "src_zeni_getting_started_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_services_bookkeeping", "field": "services", "value": "bookkeeping", "source_ids": [ "src_zeni_about_2026", "src_zeni_history_2026", "src_zeni_getting_started_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_services_fractional-cfo-services", "field": "services", "value": "fractional CFO services", "source_ids": [ "src_zeni_about_2026", "src_zeni_history_2026", "src_zeni_getting_started_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_services_startup-tax-services", "field": "services", "value": "startup tax services", "source_ids": [ "src_zeni_about_2026", "src_zeni_history_2026", "src_zeni_getting_started_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_services_payroll-services", "field": "services", "value": "payroll services", "source_ids": [ "src_zeni_about_2026", "src_zeni_history_2026", "src_zeni_getting_started_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_industries_fintech", "field": "industries", "value": "Fintech", "source_ids": [ "src_zeni_about_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_industries_financial-services", "field": "industries", "value": "Financial Services", "source_ids": [ "src_zeni_about_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_industries_technology", "field": "industries", "value": "Technology", "source_ids": [ "src_zeni_about_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_zeni_founded-year_2019", "field": "founded_year", "value": 2019, "source_ids": [ "src_zeni_history_2026" ], "last_verified": "2026-08-12" } ], "inclusion_basis": [ "Zeni is included as an evidence-backed provider or ecosystem organization 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"https://support.zeni.ai/article/getting-started-with-zeni-overview", "title": "Getting started with Zeni", "publisher": "Zeni", "source_class": "official company", "accessed_date": "2026-08-12", "supports": [ "products", "services" ] } ], "date_added": "2026-08-11", "last_verified": "2026-08-12", "verification_status": "verified", "founded_year": 2019, "headquarters": "Palo Alto, California, United States", "products": [ "AI bookkeeping", "accounts payable", "financial reporting", "bill pay", "employee reimbursements" ], "services": [ "bookkeeping", "fractional CFO services", "startup tax services", "payroll services" ], "geography_status": "verified", "primary_category": "CFO Technology", "secondary_categories": [ "Accounting", "Artificial Intelligence" ], "provider_types": [ "cfo-technology", "accounting", "artificial-intelligence" ], "community_formats": [], "event_formats": [], "intelligence_types": [], "resource_types": [], "executive_needs": [ "operational-excellence", "decision-support", "transformation" ], "topics": [ "finance-transformation", "fpa", "artificial-intelligence" ], "audiences": [ "founders" ], "classification_evidence": [ { "url": "https://www.zeni.ai/about-us", "title": "About Zeni", "supports": [ "topics", "executive_needs", "audiences" ] } ] }, { "id": "ent_xero", "name": "Xero", "slug": "xero", "entity_type": "Organization", "description": "Xero provides cloud accounting, invoicing, payroll and financial-management software for small businesses and advisors.", "website": "https://www.xero.com/", "cxo_roles": [ "CFO" ], "categories": [ "Accounting Software", "CFO Technology" ], "industries": [ "Financial Services", "Fintech", "Technology" ], "geographies": [], "aliases": [], "parent_company": null, "relationship_notes": null, "editorial_priority": "B", "facts": [ { "id": "fact-xero-customers-2026", "field": "customer_count", "value": 5000000, "operator": ">", "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_xero_us_2026" ] }, { "id": "fact-xero-apps-2026", "field": "app_integration_count", "value": 1000, "operator": ">=", "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_xero_us_2026" ] }, { "id": "fact-xero-partners-2026", "field": "accountant_bookkeeper_partner_count", "value": 250000, "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_xero_us_2026" ] }, { "id": "fact-xero-onboarding-support-2026", "field": "onboarding_support_days", "value": 90, "as_of_date": "2026-08-11", "last_verified": "2026-08-11", "verification_status": "verified", "source_ids": [ "src_xero_us_2026" ] }, { "id": "fact_xero_identity_xero", "field": "identity", "value": "Xero", "source_ids": [ "src_xero_official" ], "last_verified": "2026-08-12" }, { "id": "fact_xero_description_xero-provides-cloud-accounting-invoicing-payroll", "field": "description", "value": "Xero provides cloud accounting, invoicing, payroll and financial-management software for small businesses and advisors.", "source_ids": [ "src_xero_official" ], "last_verified": "2026-08-12" }, { "id": "fact_xero_website_https-www-xero-com", "field": "website", "value": "https://www.xero.com/", "source_ids": [ "src_xero_official" ], "last_verified": "2026-08-12" }, { "id": "fact_xero_categories_accounting-software", "field": "categories", "value": "Accounting Software", "source_ids": [ "src_xero_official" ], "last_verified": "2026-08-12" }, { "id": "fact_xero_categories_cfo-technology", "field": "categories", "value": "CFO Technology", "source_ids": [ "src_xero_official" ], "last_verified": "2026-08-12" }, { "id": "fact_xero_cxo-roles_cfo", "field": "cxo_roles", "value": "CFO", "source_ids": [ "src_xero_official" ], "last_verified": "2026-08-12" }, { "id": "fact_xero_products_xero-accounting-software", "field": "products", "value": "Xero Accounting 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], "last_verified": "2026-08-12" }, { "id": "fact_xero_products_hubdoc", "field": "products", "value": "Hubdoc", "source_ids": [ "src_xero_us_2026", "src_xero_about_2026", "src_xero_brands_2026", "src_xero_terms_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_xero_capabilities_invoicing", "field": "capabilities", "value": "invoicing", "source_ids": [ "src_xero_us_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_xero_capabilities_online-payments", "field": "capabilities", "value": "online payments", "source_ids": [ "src_xero_us_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_xero_capabilities_bill-payment", "field": "capabilities", "value": "bill payment", "source_ids": [ "src_xero_us_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_xero_capabilities_purchase-orders", "field": "capabilities", "value": "purchase orders", "source_ids": [ "src_xero_us_2026" ], "last_verified": "2026-08-12" }, { "id": "fact_xero_capabilities_receipt-scanning", "field": 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