# Finance & accounting AI tools used by Finance companies

usedby lists 155 Finance companies using 20 Finance & accounting AI tools. The most used is Zest AI: 32 of the 155 Finance companies on usedby, every proof level counted. These are counts of the companies usedby tracks, not a market share. Data as of 2026-10-25.

## Largest and best-proven users

Two labelled views of the same companies. Neither is a score.

### Largest companies

By employee range. Size known for 88 of 155.

| Company | Proof | Employees | Tools | Last check |
|---|---|---|---|---|
| [Allianz](https://www.usedby.ai/companies/allianz.md) | Confirmed | 10,001+ | Taktile | 2026-10-25 |
| [Brown & Brown](https://www.usedby.ai/companies/brown-brown.md) | Confirmed | 10,001+ | HighRadius, Auditoria.AI | 2026-10-24 |
| [Citi](https://www.usedby.ai/companies/citi.md) | Observed | 10,001+ | Zest AI | 2026-10-24 |

### Strongest proof

Confirmed or declared: 50 of 155. This view filters what you read, never what is counted.

| Company | Proof | Employees | Tools | Last check |
|---|---|---|---|---|
| [Credix](https://www.usedby.ai/companies/credix.md) | Confirmed | Unknown | Taktile | 2026-10-25 |
| [Zippi](https://www.usedby.ai/companies/zippi.md) | Confirmed | 51–200 | Taktile | 2026-10-25 |
| [Capchase](https://www.usedby.ai/companies/capchase.md) | Confirmed | Unknown | Taktile | 2026-10-25 |

## Ranking

Tools ranked by the companies of the 155 Finance companies on usedby that use them. Each company counts once per tool, at its strongest proof. Ties go to more confirmed, then declared, then observed companies.

| # | Tool | Companies | Confirmed | Declared | Observed | Job posts only | Last check |
|---|---|---|---|---|---|---|---|
| 1 | [Zest AI](https://www.usedby.ai/tools/zest.md) | 32 | 18 | 0 | 14 | 0 | 2026-10-24 |
| 2 | [Taktile](https://www.usedby.ai/tools/taktile.md) | 23 | 10 | 0 | 13 | 0 | 2026-10-25 |
| 3 | [Rogo](https://www.usedby.ai/tools/rogo.md) | 18 | 2 | 0 | 16 | 0 | 2026-10-21 |
| 4 | [Numeric](https://www.usedby.ai/tools/numeric.md) | 15 | 1 | 0 | 14 | 0 | 2026-10-24 |
| 5 | [Hebbia](https://www.usedby.ai/tools/hebbia.md) | 10 | 2 | 0 | 8 | 0 | 2026-10-17 |
| 6 | [Unique](https://www.usedby.ai/tools/unique.md) | 9 | 0 | 0 | 9 | 0 | 2026-10-23 |
| 7 | [Ramp](https://www.usedby.ai/tools/ramp.md) | 8 | 5 | 0 | 3 | 0 | 2026-10-24 |
| 8 | [FloQast](https://www.usedby.ai/tools/floqast.md) | 7 | 3 | 0 | 4 | 0 | 2026-10-21 |
| 9 | [HighRadius](https://www.usedby.ai/tools/highradius.md) | 7 | 0 | 0 | 7 | 0 | 2026-10-24 |
| 10 | [Pigment](https://www.usedby.ai/tools/pigment.md) | 6 | 5 | 0 | 1 | 0 | 2026-10-25 |
| 11 | [Campfire](https://www.usedby.ai/tools/campfire.md) | 5 | 1 | 0 | 4 | 0 | 2026-10-25 |
| 12 | [Tabs](https://www.usedby.ai/tools/tabs.md) | 4 | 2 | 0 | 2 | 0 | 2026-10-19 |
| 13 | [DataSnipper](https://www.usedby.ai/tools/datasnipper.md) | 4 | 0 | 0 | 4 | 0 | 2026-10-24 |
| 14 | [Auditoria.AI](https://www.usedby.ai/tools/auditoria-ai.md) | 3 | 1 | 0 | 2 | 0 | 2026-10-21 |
| 15 | [Trullion](https://www.usedby.ai/tools/trullion.md) | 3 | 1 | 0 | 2 | 0 | 2026-10-20 |
| 16 | [Rillet](https://www.usedby.ai/tools/rillet.md) | 2 | 0 | 0 | 2 | 0 | 2026-10-20 |
| 17 | [AppZen](https://www.usedby.ai/tools/appzen.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-20 |
| 18 | [Concourse](https://www.usedby.ai/tools/concourse.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-21 |
| 19 | [Digits](https://www.usedby.ai/tools/digits.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-21 |
| 20 | [MindBridge](https://www.usedby.ai/tools/mindbridge.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-07 |

## Customers per tool

Every line is a customer, at one of three proof levels: confirmed (a case study, a named quote, a press release, or the company's own public account of using the tool (its own site, or a post by one of its executives, VP or above)), observed (the vendor shows the company on its own pages) or signal (a job post shows the company's employees use the tool, the weakest proof). A line the company declared to usedby itself, or that it lists as a sub-processor on its own legal page, is marked declared. A signal is never a case study or a vendor listing. Strongest proof first. "Last check" is the later of the line's re-verification and its latest capture.

| Tool | Company | Proof | Source | Last check |
|---|---|---|---|---|
| Zest AI | [Great Basin Federal Credit Union](https://www.usedby.ai/companies/great-basin-federal-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/truliant-federal-credit-union), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Idaho Central Credit Union](https://www.usedby.ai/companies/idaho-central-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/truliant-federal-credit-union), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Suncoast Credit Union](https://www.usedby.ai/companies/suncoast-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/suncoast-credit-union), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Wauna Credit Union](https://www.usedby.ai/companies/wauna-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/truliant-federal-credit-union), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Commonwealth Credit Union](https://www.usedby.ai/companies/commonwealth-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/commonwealth-cu), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Stanford Federal Credit Union](https://www.usedby.ai/companies/stanford-federal-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/stanford-fcu), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [VyStar Credit Union](https://www.usedby.ai/companies/vystar-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/vystar-credit-union), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Community Choice Credit Union](https://www.usedby.ai/companies/community-choice-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/community-choice-credit-union), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Credit Union West](https://www.usedby.ai/companies/credit-union-west.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/credit-union-cu-west), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Desert Valleys FCU](https://www.usedby.ai/companies/desert-valleys-fcu.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/desert-valleys-fcu), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Empower Federal Credit Union](https://www.usedby.ai/companies/empower-federal-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/empower-fcu), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [ORNL Federal Credit Union](https://www.usedby.ai/companies/ornl-federal-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/ornl-fcu), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [StagePoint Federal Credit Union](https://www.usedby.ai/companies/stagepoint-federal-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/stagepoint-federal-credit-union), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [All In Credit Union](https://www.usedby.ai/companies/all-in-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/all-in-cu), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Altra Federal Credit Union](https://www.usedby.ai/companies/altra-federal-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/altra-fcu), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Clark County Credit Union](https://www.usedby.ai/companies/clark-county-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/clark-county-cu), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Trius Federal Credit Union](https://www.usedby.ai/companies/trius-federal-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/trius-fcu), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Truliant Federal Credit Union](https://www.usedby.ai/companies/truliant-federal-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/truliant-federal-credit-union), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Citi](https://www.usedby.ai/companies/citi.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Credit Union of Texas](https://www.usedby.ai/companies/credit-union-of-texas.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/cutx/) | Not dated |
| Zest AI | [First Hawaiian Bank](https://www.usedby.ai/companies/first-hawaiian-bank.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [First National Bank of Omaha](https://www.usedby.ai/companies/first-national-bank-of-omaha.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Golden 1 Credit Union](https://www.usedby.ai/companies/golden-1-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Natco Credit Union](https://www.usedby.ai/companies/natco-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/customer-stories), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Redwood Credit Union](https://www.usedby.ai/companies/redwood-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-05 | 2026-10-05 |
| Zest AI | [Reliable Credit Association](https://www.usedby.ai/companies/reliable-credit-association-inc.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-05 | 2026-10-05 |
| Zest AI | [Schools First Federal Credit Union](https://www.usedby.ai/companies/schools-first-federal-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Truist](https://www.usedby.ai/companies/truist.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-24 | 2026-10-24 |
| Zest AI | [Verity Credit Union](https://www.usedby.ai/companies/verity-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-05 | 2026-10-05 |
| Zest AI | [Washington State Employees Credit Union](https://www.usedby.ai/companies/washington-state-employees-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/wsecu/) | Not dated |
| Zest AI | [Blue Federal Credit Union](https://www.usedby.ai/companies/blue-federal-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/blue-fcu/) | Not dated |
| Zest AI | [Greater Texas Credit Union](https://www.usedby.ai/companies/greater-texas-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/greater-texas-cu/) | Not dated |
| Taktile | [Allianz](https://www.usedby.ai/companies/allianz.md) | Confirmed | [taktile.com](https://taktile.com/customer-stories/allianz-partners-and-taktile), captured 2026-10-19 | 2026-10-25 |
| Taktile | [Breakout Finance](https://www.usedby.ai/companies/breakout-finance.md) | Confirmed | [taktile.com](https://taktile.com/customer-stories/breakout-finance-and-taktile), captured 2026-10-19 | 2026-10-25 |
| Taktile | [Capchase](https://www.usedby.ai/companies/capchase.md) | Confirmed | [taktile.com](https://taktile.com/customer-stories/capchase-and-taktile), captured 2026-10-25 | 2026-10-25 |
| Taktile | [Credix](https://www.usedby.ai/companies/credix.md) | Confirmed | [taktile.com](https://taktile.com/customer-stories/build-or-buy-credix), captured 2026-10-25 | 2026-10-25 |
| Taktile | [Finom](https://www.usedby.ai/companies/finom.md) | Confirmed | [taktile.com](https://taktile.com/customer-stories/finom-success-story), captured 2026-10-19 | 2026-10-25 |
| Taktile | [Isaac](https://www.usedby.ai/companies/isaac.md) | Confirmed | [taktile.com](https://taktile.com/customer-stories/isaac-and-taktile), captured 2026-10-19 | 2026-10-25 |
| Taktile | [Willow Wealth](https://www.usedby.ai/companies/willow-wealth.md) | Confirmed | [taktile.com](https://taktile.com/customer-stories/willow-wealth-and-taktile), captured 2026-10-19 | 2026-10-25 |
| Taktile | [Zilch](https://www.usedby.ai/companies/zilch.md) | Confirmed | [taktile.com](https://taktile.com/customer-stories/zilch-and-taktile), captured 2026-10-19 | 2026-10-25 |
| Taktile | [Zippi](https://www.usedby.ai/companies/zippi.md) | Confirmed | [taktile.com](https://taktile.com/customer-stories/zippi-and-taktile), captured 2026-10-25 | 2026-10-25 |
| Taktile | [Pleo](https://www.usedby.ai/companies/pleo.md) | Confirmed | [taktile.com](https://taktile.com/customer-stories/pleo-and-taktile), captured 2026-10-19 | 2026-10-25 |
| Taktile | [ABN AMRO](https://www.usedby.ai/companies/abn-amro.md) | Observed | [taktile.com](https://www.taktile.com/), captured 2026-10-08 | 2026-10-08 |
| Taktile | [FLC Bank](https://www.usedby.ai/companies/flcbank.md) | Observed | [taktile.com](https://taktile.com/customer-stories), captured 2026-10-25 | 2026-10-25 |
| Taktile | [Forward Financing](https://www.usedby.ai/companies/forward-financing.md) | Observed | [taktile.com](https://taktile.com/customer-stories), captured 2026-10-25 | 2026-10-25 |
| Taktile | [Kueski](https://www.usedby.ai/companies/kueski.md) | Observed | [taktile.com](https://taktile.com/customer-stories), captured 2026-10-25 | 2026-10-25 |
| Taktile | [Mercury](https://www.usedby.ai/companies/mercury.md) | Observed | [taktile.com](https://www.taktile.com/), captured 2026-10-08 | 2026-10-08 |
| Taktile | [Monzo](https://www.usedby.ai/companies/monzo.md) | Observed | [taktile.com](https://www.taktile.com/), captured 2026-10-08 | 2026-10-08 |
| Taktile | [Novo](https://www.usedby.ai/companies/novo.md) | Observed | [taktile.com](https://www.taktile.com/customer-stories), captured 2026-10-08 | 2026-10-08 |
| Taktile | [Questrade](https://www.usedby.ai/companies/questrade.md) | Observed | [taktile.com](https://taktile.com/customer-stories), captured 2026-10-25 | 2026-10-25 |
| Taktile | [Rhino](https://www.usedby.ai/companies/rhino.md) | Observed | [taktile.com](https://www.taktile.com/customer-stories), captured 2026-10-08 | 2026-10-08 |
| Taktile | [SaveIN](https://www.usedby.ai/companies/savein.md) | Observed | [taktile.com](https://www.taktile.com/customer-stories), captured 2026-10-08 | 2026-10-08 |
| Taktile | [Texas Trust Credit Union](https://www.usedby.ai/companies/texas-trust-credit-union.md) | Observed | [taktile.com](https://www.taktile.com/), captured 2026-10-08 | 2026-10-08 |
| Taktile | [Ualá](https://www.usedby.ai/companies/uala.md) | Observed | [taktile.com](https://taktile.com/customer-stories), captured 2026-10-25 | 2026-10-25 |
| Taktile | [Younited](https://www.usedby.ai/companies/younited.md) | Observed | [taktile.com](https://www.taktile.com/), captured 2026-10-08 | 2026-10-08 |
| Rogo | [Baird](https://www.usedby.ai/companies/baird.md) | Confirmed | [rogo.com](https://rogo.com/customers/baird-equity-research), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Taureau Group](https://www.usedby.ai/companies/taureau-group.md) | Confirmed | [rogo.com](https://rogo.com/customers/baird-equity-research), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Société Générale](https://www.usedby.ai/companies/societe-generale.md) | Observed | [rogo.com](https://rogo.com/), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Arma Partners](https://www.usedby.ai/companies/armapartners.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Canaccord Genuity](https://www.usedby.ai/companies/canaccord-genuity.md) | Observed | [rogo.com](https://rogo.com/), captured 2026-10-08 | 2026-10-08 |
| Rogo | [Daiwa Securities](https://www.usedby.ai/companies/daiwa-securities.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [H.C. Wainwright & Co.](https://www.usedby.ai/companies/h-c-wainwright-co.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Harbor View](https://www.usedby.ai/companies/harbor-view.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Jefferies](https://www.usedby.ai/companies/jefferies.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Lazard](https://www.usedby.ai/companies/lazard.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Leerink Partners](https://www.usedby.ai/companies/leerink-partners.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Moelis](https://www.usedby.ai/companies/moelis.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [MTS Health Partners](https://www.usedby.ai/companies/mts-health-partners.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Nomura](https://www.usedby.ai/companies/nomura.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Raymond James](https://www.usedby.ai/companies/raymond-james.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Rothschild & Co](https://www.usedby.ai/companies/rothschild-co.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Tiger Global](https://www.usedby.ai/companies/tiger-global.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Truist Securities](https://www.usedby.ai/companies/truist-securities.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Numeric | [Brex](https://www.usedby.ai/companies/brex.md) | Confirmed | [numeric.io](https://www.numeric.io/cases/brex-x-numeric), captured 2026-10-24 | 2026-10-24 |
| Numeric | [Plaid](https://www.usedby.ai/companies/plaid.md) | Observed | [numeric.io](https://www.numeric.io/pricing), captured 2026-10-24 | 2026-10-24 |
| Numeric | [Betterment](https://www.usedby.ai/companies/betterment.md) | Observed | [numeric.io](https://www.numeric.io/pricing), captured 2026-10-24 | 2026-10-24 |
| Numeric | [DailyPay](https://www.usedby.ai/companies/dailypay.md) | Observed | [numeric.io](https://www.numeric.io/customer-stories), captured 2026-10-24 | 2026-10-24 |
| Numeric | [Figure](https://www.usedby.ai/companies/figure.md) | Observed | [numeric.io](https://www.numeric.io/customer-stories), captured 2026-10-24 | 2026-10-24 |
| Numeric | [HMBradley](https://www.usedby.ai/companies/hmbradley.md) | Observed | [numeric.io](https://www.numeric.io/pricing), captured 2026-10-24 | 2026-10-24 |
| Numeric | [Masterworks](https://www.usedby.ai/companies/masterworks.md) | Observed | [numeric.io](https://www.numeric.io/customer-stories), captured 2026-10-24 | 2026-10-24 |
| Numeric | [Mercury](https://www.usedby.ai/companies/mercury.md) | Observed | [numeric.io](https://www.numeric.io/pricing), captured 2026-10-04 | 2026-10-04 |
| Numeric | [Paddle](https://www.usedby.ai/companies/paddle.md) | Observed | [numeric.io](https://www.numeric.io/customer-stories), captured 2026-10-24 | 2026-10-24 |
| Numeric | [Public.com](https://www.usedby.ai/companies/public-com.md) | Observed | [numeric.io](https://www.numeric.io/customer-stories), captured 2026-10-24 | 2026-10-24 |
| Numeric | [Riskified](https://www.usedby.ai/companies/riskified.md) | Observed | [numeric.io](https://www.numeric.io/pricing), captured 2026-10-24 | 2026-10-24 |
| Numeric | [Stash](https://www.usedby.ai/companies/stash.md) | Observed | [numeric.io](https://www.numeric.io/pricing), captured 2026-10-24 | 2026-10-24 |
| Numeric | [Wealthfront](https://www.usedby.ai/companies/wealthfront.md) | Observed | [numeric.io](https://www.numeric.io/pricing), captured 2026-10-24 | 2026-10-24 |
| Numeric | [Zip](https://www.usedby.ai/companies/zip.md) | Observed | [numeric.io](https://www.numeric.io/pricing), captured 2026-10-24 | 2026-10-24 |
| Numeric | [Parafin](https://www.usedby.ai/companies/parafin.md) | Observed | [numeric.io](https://www.numeric.io/pricing), captured 2026-10-24 | 2026-10-24 |
| Hebbia | [Oak Hill Advisors](https://www.usedby.ai/companies/oak-hill-advisors.md) | Confirmed | [hebbia.com](https://www.hebbia.com/customers/oha), captured 2026-10-04 | 2026-10-17 |
| Hebbia | [Provident Healthcare Partners](https://www.usedby.ai/companies/provident-healthcare-partners.md) | Confirmed | [hebbia.com](https://www.hebbia.com/customers/provident-healthcare-partners), captured 2026-10-04 | 2026-10-17 |
| Hebbia | [Morgan Stanley](https://www.usedby.ai/companies/morgan-stanley.md) | Observed | [hebbia.com](https://www.hebbia.com/), captured 2026-10-17 | 2026-10-17 |
| Hebbia | [MetLife](https://www.usedby.ai/companies/metlife.md) | Observed | [hebbia.com](https://www.hebbia.com/), captured 2026-10-17 | 2026-10-17 |
| Hebbia | [26North](https://www.usedby.ai/companies/26north.md) | Observed | [hebbia.com](https://www.hebbia.com/), captured 2026-10-17 | 2026-10-17 |
| Hebbia | [Centerview Partners](https://www.usedby.ai/companies/centerview-partners.md) | Observed | [hebbia.com](https://www.hebbia.com/), captured 2026-10-17 | 2026-10-17 |
| Hebbia | [New Mountain Capital](https://www.usedby.ai/companies/new-mountain-capital.md) | Observed | [hebbia.com](https://www.hebbia.com/), captured 2026-10-17 | 2026-10-17 |
| Hebbia | [Rice Management Company](https://www.usedby.ai/companies/rice-management-company.md) | Observed | [hebbia.com](https://www.hebbia.com/), captured 2026-10-17 | 2026-10-17 |
| Hebbia | [Apogem](https://www.usedby.ai/companies/apogem.md) | Observed | [hebbia.com](https://www.hebbia.com/), captured 2026-10-17 | 2026-10-17 |
| Hebbia | [Pemberton](https://www.usedby.ai/companies/pemberton.md) | Observed | [hebbia.com](https://www.hebbia.com/) | Not dated |
| Unique | [Bankhaus Metzler](https://www.usedby.ai/companies/bankhaus-metzler.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Unique | [BCV](https://www.usedby.ai/companies/bcv.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Unique | [BNP Paribas Wealth Management](https://www.usedby.ai/companies/bnp-paribas-wealth-management.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Unique | [Capstone](https://www.usedby.ai/companies/capstone.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Unique | [Helvetia](https://www.usedby.ai/companies/helvetia.md) | Observed | [unique.ai](https://www.unique.ai/), captured 2026-10-23 | 2026-10-23 |
| Unique | [Julius Baer](https://www.usedby.ai/companies/julius-baer.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Unique | [Pictet](https://www.usedby.ai/companies/pictet.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Unique | [SIX Group](https://www.usedby.ai/companies/six-group.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Unique | [Standard Chartered](https://www.usedby.ai/companies/standard-chartered.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Ramp | [AngelList](https://www.usedby.ai/companies/angellist.md) | Confirmed | [ramp.com](https://ramp.com/customers/elevenlabs), captured 2026-10-24 | 2026-10-24 |
| Ramp | [Betterment](https://www.usedby.ai/companies/betterment.md) | Confirmed | [ramp.com](https://ramp.com/customers/betterment), captured 2026-10-18 | 2026-10-18 |
| Ramp | [Hingham Institution for Savings](https://www.usedby.ai/companies/hingham-institution-for-savings.md) | Confirmed | [ramp.com](https://ramp.com/customers/elevenlabs), captured 2026-10-24 | 2026-10-24 |
| Ramp | [Prosper](https://www.usedby.ai/companies/prosper.md) | Confirmed | [ramp.com](https://ramp.com/customers/elevenlabs), captured 2026-10-24 | 2026-10-24 |
| Ramp | [Snapdocs](https://www.usedby.ai/companies/snapdocs.md) | Confirmed | [ramp.com](https://ramp.com/customers/snapdocs), captured 2026-10-07 | 2026-10-24 |
| Ramp | [Visa](https://www.usedby.ai/companies/visa.md) | Observed | [ramp.com](https://ramp.com/pricing), captured 2026-10-24 | 2026-10-24 |
| Ramp | [Stripe](https://www.usedby.ai/companies/stripe.md) | Observed | [ramp.com](https://ramp.com/pricing), captured 2026-10-24 | 2026-10-24 |
| Ramp | [Bilt](https://www.usedby.ai/companies/bilt.md) | Observed | [ramp.com](https://ramp.com/), captured 2026-10-24 | 2026-10-24 |
| FloQast | [Sumup](https://www.usedby.ai/companies/sumup.md) | Confirmed | [floqast.com](https://www.floqast.com/stories/the-visibility-advantage-how-floqast-enhances-sumups-monthly-close), captured 2026-10-08 | 2026-10-21 |
| FloQast | [Liquid](https://www.usedby.ai/companies/liquid.md) | Confirmed | [floqast.com](https://www.floqast.com/stories/how-liquid-ai-redefined-financial-success-with-floqast-ai-agents), captured 2026-10-07 | 2026-10-21 |
| FloQast | [Nitrogen Wealth](https://www.usedby.ai/companies/nitrogen-wealth.md) | Confirmed | [floqast.com](https://www.floqast.com/stories/reclaiming-the-ledger-nitrogen-wealths-6-day-in-house-close-with-a-team-of-three), captured 2026-10-07 | 2026-10-21 |
| FloQast | [AmeriHome](https://www.usedby.ai/companies/amerihome.md) | Observed | [floqast.com](https://www.floqast.com/stories), captured 2026-10-21 | 2026-10-21 |
| FloQast | [First Citizens Bank](https://www.usedby.ai/companies/first-citizens-bank.md) | Observed | [floqast.com](https://www.floqast.com/stories), captured 2026-10-21 | 2026-10-21 |
| FloQast | [NEXT Insurance](https://www.usedby.ai/companies/next-insurance.md) | Observed | [floqast.com](https://www.floqast.com/stories), captured 2026-10-21 | 2026-10-21 |
| FloQast | [Oscar](https://www.usedby.ai/companies/oscar.md) | Observed | [floqast.com](https://www.floqast.com/stories), captured 2026-10-21 | 2026-10-21 |
| HighRadius | [Axa](https://www.usedby.ai/companies/axa.md) | Observed | [highradius.com](https://www.highradius.com/resources/customers/), captured 2026-10-24 | 2026-10-24 |
| HighRadius | [Nasdaq](https://www.usedby.ai/companies/nasdaq.md) | Observed | [highradius.com](https://www.highradius.com/resources/customers/), captured 2026-10-24 | 2026-10-24 |
| HighRadius | [Blackhawk Network](https://www.usedby.ai/companies/blackhawk-network.md) | Observed | [highradius.com](https://www.highradius.com/resources/customers/), captured 2026-10-24 | 2026-10-24 |
| HighRadius | [Brown & Brown](https://www.usedby.ai/companies/brown-brown.md) | Observed | [highradius.com](https://www.highradius.com/resources/customers/), captured 2026-10-24 | 2026-10-24 |
| HighRadius | [Chubb](https://www.usedby.ai/companies/chubb.md) | Observed | [highradius.com](https://www.highradius.com/resources/customers/), captured 2026-10-24 | 2026-10-24 |
| HighRadius | [One Inc](https://www.usedby.ai/companies/one-inc.md) | Observed | [highradius.com](https://www.highradius.com/), captured 2026-10-18 | 2026-10-18 |
| HighRadius | [Zurich](https://www.usedby.ai/companies/zurich.md) | Observed | [highradius.com](https://www.highradius.com/resources/customers/), captured 2026-10-07 | 2026-10-07 |
| Pigment | [Block](https://www.usedby.ai/companies/block.md) | Confirmed | [pigment.com](https://www.pigment.com/customers/portraits-podcast), captured 2026-10-25 | 2026-10-25 |
| Pigment | [Carta](https://www.usedby.ai/companies/carta.md) | Confirmed | [pigment.com](https://www.pigment.com/customer-stories/carta), captured 2026-10-08 | 2026-10-25 |
| Pigment | [Chime](https://www.usedby.ai/companies/chime.md) | Confirmed | [pigment.com](https://www.pigment.com/customers/portraits-podcast), captured 2026-10-25 | 2026-10-25 |
| Pigment | [Bolt](https://www.usedby.ai/companies/bolt.md) | Confirmed | [pigment.com](https://www.pigment.com/customer-stories/bolt), captured 2026-10-08 | 2026-10-25 |
| Pigment | [Cross River](https://www.usedby.ai/companies/cross-river.md) | Confirmed | [pigment.com](https://www.pigment.com/customer-stories/cross-river), captured 2026-10-08 | 2026-10-25 |
| Pigment | [Klarna](https://www.usedby.ai/companies/klarna.md) | Observed | [pigment.com](https://www.pigment.com/customer-stories), captured 2026-10-25 | 2026-10-25 |
| Campfire | [Advisor360°](https://www.usedby.ai/companies/advisor360.md) | Confirmed | [campfire.ai](https://campfire.ai/customers/advisor360), captured 2026-10-07 | 2026-10-25 |
| Campfire | [April](https://www.usedby.ai/companies/april.md) | Observed | [campfire.ai](https://campfire.ai/customers), captured 2026-10-25 | 2026-10-25 |
| Campfire | [Lima One Capital](https://www.usedby.ai/companies/lima-one-capital.md) | Observed | [campfire.ai](https://campfire.ai/customers), captured 2026-10-25 | 2026-10-25 |
| Campfire | [Savvy Wealth](https://www.usedby.ai/companies/savvy-wealth.md) | Observed | [campfire.ai](https://campfire.ai/customers), captured 2026-10-25 | 2026-10-25 |
| Campfire | [Sling Money](https://www.usedby.ai/companies/sling-money.md) | Observed | [campfire.ai](https://campfire.ai/customers), captured 2026-10-25 | 2026-10-25 |
| Tabs | [Oscilar](https://www.usedby.ai/companies/oscilar.md) | Confirmed | [tabs.com](https://www.tabs.com/customers/snapdocs), captured 2026-10-19 | 2026-10-19 |
| Tabs | [Snapdocs](https://www.usedby.ai/companies/snapdocs.md) | Confirmed | [tabs.com](https://www.tabs.com/customers/snapdocs), captured 2026-10-19 | 2026-10-19 |
| Tabs | [Moment](https://www.usedby.ai/companies/moment.md) | Observed | [tabs.com](https://www.tabs.com/customers), captured 2026-10-19 | 2026-10-19 |
| Tabs | [Oasis](https://www.usedby.ai/companies/oasis.md) | Observed | [tabs.com](https://www.tabs.com/customers), captured 2026-10-19 | 2026-10-19 |
| DataSnipper | [InCorpe](https://www.usedby.ai/companies/incorpe.md) | Observed | [datasnipper.com](https://www.datasnipper.com/customers), captured 2026-10-24 | 2026-10-24 |
| DataSnipper | [Prospect Capital](https://www.usedby.ai/companies/prospect-capital.md) | Observed | [datasnipper.com](https://www.datasnipper.com/customers), captured 2026-10-24 | 2026-10-24 |
| DataSnipper | [Recharge](https://www.usedby.ai/companies/recharge.md) | Observed | [datasnipper.com](https://www.datasnipper.com/customers), captured 2026-10-24 | 2026-10-24 |
| DataSnipper | [Walker & Dunlop](https://www.usedby.ai/companies/walker-dunlop.md) | Observed | [datasnipper.com](https://www.datasnipper.com/customers), captured 2026-10-24 | 2026-10-24 |
| Auditoria.AI | [Brown & Brown](https://www.usedby.ai/companies/brown-brown.md) | Confirmed | [auditoria.ai](https://www.auditoria.ai/case-studies/major-us-university/), captured 2026-10-21 | 2026-10-21 |
| Auditoria.AI | [Corient](https://www.usedby.ai/companies/corient.md) | Observed | [auditoria.ai](https://www.auditoria.ai/), captured 2026-10-21 | 2026-10-21 |
| Auditoria.AI | [CRC Group](https://www.usedby.ai/companies/crc-group.md) | Observed | [auditoria.ai](https://www.auditoria.ai/), captured 2026-10-21 | 2026-10-21 |
| Trullion | [Tanner](https://www.usedby.ai/companies/tanner.md) | Confirmed | [trullion.com](https://trullion.com/customer-stories/tanner-case-study/), captured 2026-10-08 | 2026-10-20 |
| Trullion | [Lemonade](https://www.usedby.ai/companies/lemonade.md) | Observed | [trullion.com](https://trullion.com/), captured 2026-10-08 | 2026-10-08 |
| Trullion | [Pagaya](https://www.usedby.ai/companies/pagaya.md) | Observed | [trullion.com](https://trullion.com/), captured 2026-10-20 | 2026-10-20 |
| Rillet | [Kickstarter](https://www.usedby.ai/companies/kickstarter.md) | Observed | [rillet.com](https://www.rillet.com/customers), captured 2026-10-20 | 2026-10-20 |
| Rillet | [Monarch](https://www.usedby.ai/companies/monarch.md) | Observed | [rillet.com](https://www.rillet.com/customers), captured 2026-10-20 | 2026-10-20 |
| AppZen | [Intuit](https://www.usedby.ai/companies/intuit.md) | Observed | [appzen.com](https://www.appzen.com/), captured 2026-10-20 | 2026-10-20 |
| Concourse | [Metronome](https://www.usedby.ai/companies/metronome.md) | Observed | [concourse.ai](https://www.concourse.ai/customers), captured 2026-10-21 | 2026-10-21 |
| Digits | [Oasis](https://www.usedby.ai/companies/oasis.md) | Observed | [digits.com](https://digits.com/pricing/), captured 2026-10-21 | 2026-10-21 |
| MindBridge | [Shawbrook Bank](https://www.usedby.ai/companies/shawbrook-bank.md) | Observed | [mindbridge.ai](https://www.mindbridge.ai/case-studies/), captured 2026-10-07 | 2026-10-07 |

## Method

Public customer lines of active Finance & accounting AI tools at companies classified in Finance. No software vendor had to be left out. Company mix by strongest proof: 50 confirmed, 0 declared, 105 observed and 0 signals.

## Questions

### Which Finance & accounting AI tools do Finance companies use most?

Zest AI leads: 32 of the 155 Finance companies on usedby that use Finance & accounting AI tools use it. Next: Taktile (23), Rogo (18), Numeric (15), and Hebbia (10).

### How many Finance companies use Finance & accounting AI tools?

155 Finance companies on usedby use at least one of 20 Finance & accounting AI tools. It counts the companies usedby tracks.

### What proof backs these lines?

Of the 155 companies, each counted at its strongest proof: 50 confirmed, 0 declared, 105 observed and 0 known from a job post.

### How does usedby build this ranking?

usedby counts each Finance company once per tool, from public proof: case studies, press releases, the company's own site or its declaration to usedby, vendor customer pages and job posts. Every line shows its proof and the date usedby last checked it.

Finance & accounting AI by industry within Finance: [Banking & Mortgages](https://www.usedby.ai/companies/industry/banking-mortgages/finance-accounting-ai.md) (55) · [Fintech & Payments](https://www.usedby.ai/companies/industry/fintech-payments/finance-accounting-ai.md) (48) · [Investment & VC](https://www.usedby.ai/companies/industry/investment-vc/finance-accounting-ai.md) (37)

Industry page: https://www.usedby.ai/companies/industry/finance.md · Category page: https://www.usedby.ai/tools/category/finance-accounting-ai.md

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Source: https://www.usedby.ai/companies/industry/finance/finance-accounting-ai · How we check: https://www.usedby.ai/methodology