# Finance & accounting AI tools used by Investment & VC companies

usedby lists 37 Investment & VC companies using 10 Finance & accounting AI tools. The most used is Rogo: 15 of the 37 Investment & VC companies on usedby, every proof level counted. These are counts of the companies usedby tracks, not a market share. Data as of 2026-10-24.

## Ranking

Tools ranked by the companies of the 37 Investment & VC 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 | [Rogo](https://www.usedby.ai/tools/rogo.md) | 15 | 2 | 0 | 13 | 0 | 2026-10-21 |
| 2 | [Hebbia](https://www.usedby.ai/tools/hebbia.md) | 9 | 2 | 0 | 7 | 0 | 2026-10-17 |
| 3 | [Unique](https://www.usedby.ai/tools/unique.md) | 3 | 0 | 0 | 3 | 0 | 2026-10-23 |
| 4 | [Taktile](https://www.usedby.ai/tools/taktile.md) | 2 | 1 | 0 | 1 | 0 | 2026-10-19 |
| 5 | [DataSnipper](https://www.usedby.ai/tools/datasnipper.md) | 2 | 0 | 0 | 2 | 0 | 2026-10-18 |
| 6 | [Numeric](https://www.usedby.ai/tools/numeric.md) | 2 | 0 | 0 | 2 | 0 | 2026-10-14 |
| 7 | [Ramp](https://www.usedby.ai/tools/ramp.md) | 1 | 1 | 0 | 0 | 0 | 2026-10-24 |
| 8 | [Auditoria.AI](https://www.usedby.ai/tools/auditoria-ai.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-21 |
| 9 | [Campfire](https://www.usedby.ai/tools/campfire.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-19 |
| 10 | [HighRadius](https://www.usedby.ai/tools/highradius.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-24 |

## 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 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 |
|---|---|---|---|---|
| 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 | [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 | [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 |
| 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 | [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 | [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 | [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 |
| 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 | 2026-10-19 |
| Taktile | [Questrade](https://www.usedby.ai/companies/questrade.md) | Observed | [taktile.com](https://taktile.com/customer-stories), 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 2026-10-18 | 2026-10-18 |
| DataSnipper | [Prospect Capital](https://www.usedby.ai/companies/prospect-capital.md) | Observed | [datasnipper.com](https://www.datasnipper.com/customers), captured 2026-10-18 | 2026-10-18 |
| Numeric | [Masterworks](https://www.usedby.ai/companies/masterworks.md) | Observed | [numeric.io](https://www.numeric.io/customer-stories), captured 2026-10-14 | 2026-10-14 |
| Numeric | [Wealthfront](https://www.usedby.ai/companies/wealthfront.md) | Observed | [numeric.io](https://www.numeric.io/pricing), captured 2026-10-14 | 2026-10-14 |
| Ramp | [AngelList](https://www.usedby.ai/companies/angellist.md) | Confirmed | [ramp.com](https://ramp.com/customers/elevenlabs), captured 2026-10-24 | 2026-10-24 |
| Auditoria.AI | [Corient](https://www.usedby.ai/companies/corient.md) | Observed | [auditoria.ai](https://www.auditoria.ai/), captured 2026-10-21 | 2026-10-21 |
| Campfire | [Savvy Wealth](https://www.usedby.ai/companies/savvy-wealth.md) | Observed | [campfire.ai](https://campfire.ai/customers), captured 2026-10-19 | 2026-10-19 |
| 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 |

## Method

Public customer lines of active Finance & accounting AI tools at companies classified in Investment & VC. No software vendor had to be left out. Company mix by strongest proof: 6 confirmed, 0 declared, 31 observed and 0 signals.

## Questions

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

Rogo leads: 15 of the 37 Investment & VC companies on usedby that use Finance & accounting AI tools use it. Next: Hebbia (9), Unique (3), Taktile (2), and DataSnipper (2).

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

37 Investment & VC companies on usedby use at least one of 10 Finance & accounting AI tools. It counts the companies usedby tracks.

### What proof backs these lines?

Of the 37 companies, each counted at its strongest proof: 6 confirmed, 0 declared, 31 observed and 0 known from a job post.

### How does usedby build this ranking?

usedby counts each Investment & VC 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.

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

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