Accounting & Finance Operations in North America
77 accounting & finance operations providers across North America, publishing 424 APIs.
Accounting & Finance Operations across North America — 77 providers on the APIs.io network sit in both cohorts, and between them they publish 424 indexed APIs.
30 of the 77 publish at least one machine-readable API; 47 publish nothing indexed at all. That split is the first thing worth reading here — a vertical can be well represented in a market and still have almost no programmable surface.
By Kin Score band: 27 minimal, 26 emerging, 12 developing, 6 thin, 5 strong, and 1 exemplar.
Leading by rating: UserGems, Float Financial, FieldPulse, LeadIQ, Jobber, Paperless Parts, and 71 more.
Region membership is derived from three explicit signals — a provider tag, a provider-name pattern, or a stated headquarters in the provider’s own description. This is a map of stated headquarters, not of markets served.
Providers (77)
| Provider | Description | APIs | Rating |
|---|---|---|---|
| UserGems | UserGems is a San Francisco-based sales intelligence platform that tracks champion job changes and surfaces buying signals so sales and marketing teams can prioritize outbound a... | 4 | exemplar |
| Float Financial | Float Financial Solutions Inc. is a Toronto-based Canadian business finance platform combining corporate charge cards, high-yield business accounts, expense management, accounts... | 23 | strong |
| FieldPulse | FieldPulse is an all-in-one field service management (FSM) platform, founded in 2015 and headquartered in Dallas, Texas, serving residential and commercial service contractors a... | 26 | strong |
| LeadIQ | LeadIQ is a B2B sales intelligence and contact data platform headquartered in Santa Clara, California (with engineering in Singapore and Brisbane) that helps outbound sales team... | 5 | strong |
| Jobber | Jobber is field service management software for home and commercial service businesses, serving 100,000+ businesses across more than 50 trade verticals (cleaning, HVAC, plumbing... | 1 | strong |
| Paperless Parts | Paperless Parts, Inc. is a Boston-based manufacturing software company founded in 2017 that builds a secure, ITAR-compliant cloud quoting and sales platform for custom part manu... | 12 | strong |
| Versapay | Versapay is a Toronto, Canada based B2B payments company focused on accounts receivable (AR) automation and integrated payment acceptance for suppliers and their buyers. Its "Co... | 22 | developing |
| Clio | Clio is a cloud-based legal practice management platform used by law firms for matter management, contacts, calendaring, time and billing, trust accounting, document management,... | 85 | developing |
| Helcim | Helcim is a Calgary, Canada based payment processor and merchant services provider serving small and medium-sized businesses across Canada and the United States with interchange... | 9 | developing |
| OptionsAhoy | AlphaLatitude Inc. is a Sunnyvale, California C-corporation (founded March 2026) that builds OptionsAhoy, an equity-compensation optimization product for individual investors: m... | 11 | developing |
| Origami Risk | Origami Risk is a Chicago-headquartered risk, safety and insurance SaaS company founded in 2009 that began as a single-version cloud RMIS (risk management information system) an... | 11 | developing |
| Fund That Flip | Fund That Flip is a Cleveland- and New York-based real estate fintech founded in 2014 that lends to residential redevelopers and offers passive income opportunities to accredite... | 15 | developing |
| American Express Global Business Travel | American Express Global Business Travel (Amex GBT, NYSE GBTG, headquartered in New York) is the largest business-to-business travel platform in the world, operating in more than... | 26 | developing |
| Fulcrumpro | Fulcrum is a cloud manufacturing ERP/MES platform for precision manufacturers — CNC machining shops, sheet metal fabricators, and job shops — connecting shop-floor operations to... | 109 | developing |
| Housecall Pro | Housecall Pro is an all-in-one home services business management platform headquartered in Denver, Colorado (with offices in San Diego), founded in 2013 by Ian Heidt, Roland Lig... | 11 | developing |
| Accord | Accord is a San Francisco-based revenue excellence platform for B2B sales, onboarding and customer success teams, founded in 2020 by Ross Rich and Ryan Rich. It turns a company'... | 2 | developing |
| Paystone | Paystone is a Canadian payment processing and customer-engagement company headquartered in London, Ontario, positioning itself as one of the country's largest bank-independent p... | 14 | developing |
| Openprise | Openprise is an AI and data orchestration platform built for enterprise go-to-market teams — RevOps, marketing operations and sales operations. It cleans, unifies and activates ... | 1 | developing |
| Botkeeper | Botkeeper is an AI-powered accounting automation platform built specifically for accounting firms. Founded in 2015 and headquartered in Boston, the company's Botkeeper Infinite ... | 1 | thin |
| o9 Solutions | o9 Solutions is an enterprise AI platform for integrated planning and decision-making, founded in 2009 by Sanjiv Sidhu (previously founder of i2 Technologies) and Chakri Gottemu... | 2 | thin |
| Order.co | Order.co (founded 2016 in New York as Negotiatus, rebranded to Order.co in 2021) is a procurement and finance-automation platform for mid-market and enterprise buyers: guided pu... | 5 | thin |
| FreshBooks | FreshBooks is a cloud-based accounting and small business management platform offering invoicing, expense tracking, time tracking, project management, payments, estimates, and f... | 13 | thin |
| Onapsis | Onapsis is a cybersecurity and compliance company for business-critical applications — SAP, Oracle and Salesforce — headquartered in Boston with offices in Buenos Aires and Heid... | 1 | thin |
| Wealthfront | Wealthfront is an automated investment service offering REST APIs and integrations for portfolio management, financial planning, tax optimization, direct indexing, and cash acco... | 5 | thin |
| Kikoff | Kikoff is a San Francisco-based consumer fintech, founded in 2019, that helps people build and repair credit. Its products include a Credit Account that furnishes tradelines to ... | 1 | emerging |
| Bluevine | Bluevine is a small business banking and lending platform offering business checking accounts, lines of credit, bill pay, invoicing, and cash flow management tools for United St... | 0 | emerging |
| Hubifi | HubiFi is a revenue recognition and order-to-cash automation platform for high-volume SaaS and subscription businesses. It automates ASC 606 / IFRS 15 compliant revenue recognit... | 0 | emerging |
| Facet Wealth | Facet (also known as Facet Wealth) is a national SEC-registered investment advisor and financial planning firm founded in 2016 and headquartered in Baltimore, Maryland. Facet de... | 0 | emerging |
| FinThrive | FinThrive is a healthcare revenue cycle management (RCM) technology company serving hospitals, health systems, ambulatory and physician practices, payers, life sciences organiza... | 1 | emerging |
| Federal Accounting Standards Advisory Board | The Federal Accounting Standards Advisory Board (FASAB) is the U.S. federal advisory body designated to set generally accepted accounting principles for the federal government a... | 1 | emerging |
| Thrivent Financial | Thrivent Financial is a not-for-profit, membership-owned Fortune 500 financial services organization headquartered in Minneapolis, Minnesota, that helps Christians be wise with ... | 5 | emerging |
| Ambrook | Ambrook is financial management software for farms, ranches, and the trades — construction, trucking, manufacturing, and the interconnected businesses that produce, build, and m... | 0 | emerging |
| Plooto | Plooto is a Toronto-based payments automation company (founded 2015 by Hamed Abbasi and Serguei Kloubkov) that helps small and medium businesses and accounting firms automate do... | 0 | emerging |
| Classera | Classera is an AI-powered education technology company that goes beyond a traditional Learning Management System (LMS) to deliver a complete education ecosystem spanning LMS, sc... | 0 | emerging |
| Trope | Trope is an AI-native platform that helps ERP implementation partners deliver successful implementations faster, deploying AI agents across discovery, requirements, fit-gap anal... | 0 | emerging |
| EarnUp | EarnUp is a San Francisco-based financial-wellness fintech that automates consumer debt paydown and savings. Using patented technology and predictive analytics, its platform let... | 0 | emerging |
| Back Office | Back Office, Inc. operates Finally (finally.com), a Miami-based fintech that provides a unified, AI-powered bookkeeping, accounting, and finance suite for growing small and medi... | 0 | emerging |
| EIS Group | EIS Group (EIS Ltd) is a United States core-systems vendor for insurance, founded in 2008 out of Exigen Insurance Solutions and headquartered in San Francisco, California. EIS s... | 0 | emerging |
| Fifteenth | Fifteenth is a San Francisco-based fintech company operating an AI-powered personal tax platform for ambitious earners — founders, investors, executives, and technology professi... | 0 | emerging |
| BossTax | BossTax is a mobile bookkeeping and tax-filing app for 1099 workers, freelancers, and independent contractors. Founded in 2022 and based in Stamford, Connecticut, BossTax lets s... | 0 | emerging |
| Dave | Dave is a U.S. consumer financial-technology company (Nasdaq: DAVE), founded in 2016 and headquartered in Los Angeles, that operates a mobile banking app serving roughly 14 mill... | 0 | emerging |
| Heard | Heard (Heard Technologies, Inc.) is the financial management platform built specifically for therapists and wellness practitioners in private practice. Founded in 2019 and based... | 0 | emerging |
| Paro | Paro is an AI-powered professional services marketplace that connects businesses and accounting firms with vetted, on-demand finance and accounting experts. Founded in 2015 and ... | 0 | emerging |
| Quanta | Quanta is a San Francisco-based accounting services company built for SaaS businesses, pairing expert human accountants with proprietary software that "shows its work." The plat... | 0 | emerging |
| SAP America | SAP America, Inc. is the US subsidiary of SAP SE, headquartered in Newtown Square, Pennsylvania, and serving as the Americas headquarters for the parent company's enterprise sof... | 1 | emerging |
| Savvy | Savvy (Savvy Advisors, Inc.) is a technology-driven, SEC-registered investment advisory firm founded in 2021 and headquartered in New York, NY. It combines licensed fiduciary fi... | 0 | emerging |
| Brightmoney | Bright Money (Bright) is a San Francisco-based financial technology company that describes itself as the world's first AI Loan Assistant. Its consumer mobile app helps people pa... | 0 | emerging |
| Current | Current (Finco Services, Inc.) is a New York City-based U.S. financial technology company operating a mobile-first consumer banking platform serving over six million members. Th... | 1 | emerging |
| MidFirst Bank | MidFirst Bank is a federally chartered savings association (thrift) headquartered in Oklahoma City, Oklahoma, and owned by Midland Financial Co. Founded in 1982 with roots in Mi... | 0 | emerging |
| Ventura | Ventura builds the AI workforce for distributors and manufacturers, starting with quoting and order entry. It reads inbound requests in any format - emails, PDFs, images, and ph... | 0 | emerging |
| Mosaic Tech | Mosaic Tech (Mosaic) was a San Francisco-based Strategic Finance Platform, founded in 2019, that connected ERP, CRM, HRIS, billing and data-warehouse systems into a single finan... | 0 | minimal |
| OneShield | OneShield Software provides core insurance platform solutions for property and casualty (P&C) insurers, managing general agents (MGAs), program administrators, and insurance sta... | 0 | minimal |
| Datacor | Datacor is an enterprise software company founded in 1981 and headquartered in Florham Park, New Jersey, that builds industry-specific business management and engineering softwa... | 0 | minimal |
| Caribou | Caribou is a Denver-based fintech that helps drivers lower their monthly car payments by refinancing existing auto loans through a network of banks, credit unions, and community... | 0 | minimal |
| CoPlane | CoPlane is a San Francisco-based enterprise software company building an AI-native intelligent operations layer for the back office of essential enterprises. The platform combin... | 0 | minimal |
| NerdWallet | NerdWallet is a personal finance company that helps consumers make smarter money decisions across credit cards, banking, investing, loans, mortgages, insurance, and taxes. Throu... | 0 | minimal |
| MaxRewards | MaxRewards is a consumer credit-card rewards app for iOS and Android that helps people manage their credit cards and maximize the rewards they earn on everyday spending. It link... | 0 | minimal |
| Focal Point Procurement Solutions | Focal Point is an AI-powered procurement orchestration platform for enterprise procurement teams. Founded in 2020 and headquartered in Atlanta, Georgia, the SaaS platform sits o... | 0 | minimal |
| Fold | Fold (NASDAQ: FLD) is a bitcoin financial services company founded in 2014 and based in Atlanta, Georgia, billed as the first publicly traded bitcoin financial services company.... | 0 | minimal |
| Buildertrend | Buildertrend is an Omaha, Nebraska-based cloud construction-management platform serving residential home builders, remodelers, and specialty trade contractors. The product conso... | 0 | minimal |
| Cardinal | Cardinal is an AI platform for precision outbound sales — it markets itself as "revenue agents for high-growth companies" — built for go-to-market teams that want outbound to ru... | 0 | minimal |
| Numos | Numos is an AI agent platform that automates accounting and financial planning & analysis (FP&A) workflows for finance teams. It layers above existing ERPs with "zero disruption... | 0 | minimal |
| Stessa | Stessa is a financial reporting, accounting, and management platform for rental property owners and small-to-mid-size landlords, headquartered in San Francisco and operated as a... | 0 | minimal |
| Kos | Kos (Kosai, Inc.) builds what it calls the world's first virtual finance employee: an AI agent given its own workstation, org identity, software licenses, RBAC and audit logs, w... | 0 | minimal |
| Knowify | Knowify is a New York-based construction management SaaS for trade contractors (electrical, plumbing, HVAC, painting, remodeling, concrete, excavation), covering the full job li... | 0 | minimal |
| Kaizntree | Kaizntree is a New York-based operations platform for growth-stage consumer packaged goods (CPG) brands, giving multi-channel manufacturers and sellers a single system to run pu... | 0 | minimal |
| Defense Finance and Accounting Service | The Defense Finance and Accounting Service (DFAS) is the agency within the Department of Defense responsible for paying members of the U.S. military, DoD civilian employees, con... | 0 | minimal |
| Walter | Walter is a San Francisco-based Y Combinator (Spring 2026) startup building an AI employee for the manufacturing back office. Founded in 2026 by Nikolas Keller (CEO) and Lukas P... | 0 | minimal |
| Bento | Bento (Bento Technologies, Inc., dba Bento for Business) was a Chicago- and San Francisco-based small-business fintech that provided card-based payment and expense management fo... | 0 | minimal |
| Carr, Riggs & Ingram (CRI) | Carr, Riggs & Ingram (CRI) is a top-25 nationally ranked accounting and advisory firm headquartered in Alabama, operating 70+ locations across 13 states plus Mexico. The firm de... | 0 | minimal |
| Apla | Apla, Inc. (aplahub.com) was an AI-based accounting and bookkeeping platform based in Santa Clara, California, founded in 2023. Aplá targeted early-stage startups and accountant... | 0 | minimal |
| Ciridae | Ciridae is building an AI-native operating system for services businesses — the industrial, construction, and field-service companies that make up the real economy. Its platform... | 0 | minimal |
| TrustAI | TrustAI (trytrust.ai) is a San Francisco-based Y Combinator Summer 2026 company founded in 2026 by Hannah Chung and Medha Venkatapathy that provides continuous compliance, gover... | 0 | minimal |
| Janney Montgomery Scott | Janney Montgomery Scott LLC is a full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, Pennsylvania, and continuously op... | 0 | minimal |
| WayPay | WayPay was a cloud-based B2B payments and accounts-payable-automation fintech headquartered in Burlington, Ontario, Canada. Its platform let businesses pay any supplier by any m... | 0 | minimal |
| Rocket Companies | Rocket Companies is a Detroit-based financial services firm that provides digital solutions for homeownership and personal finance. Its portfolio includes Rocket Mortgage for ho... | 0 | minimal |
| Soff | Soff is an AI-powered quoting platform for U.S. distributors that turns inbound RFQs into won deals. It automatically captures requests for quotes from email, generates instant ... | 0 | minimal |
Indexed API documents (424)
Two numbers, both real: these providers publish 424 APIs as their own documents, which the catalog indexes split one-per-resource into 424 documents. Showing the first 200.
UserGems Accounts API
UserGems Contacts API
UserGems Privacy API
UserGems MCP
Float Financial Account Transactions API
Float Financial Accounting Connections API
Float Financial Accounts API
Float Financial Approval Policies API
Float Financial Bill Attachments API
Float Financial Bills API
Float Financial Card Limits API
Float Financial Card Transactions API
Float Financial Cards API
Float Financial Custom Fields API
Float Financial GL Codes API
Float Financial Meta API
Float Financial Payments API
Float Financial Receipts API
Float Financial Reimbursements API
Float Financial Submission Policies API
Float Financial Subsidiaries API
Float Financial Tax Codes API
Float Financial Tax Components API
Float Financial Teams API
Float Financial Users API
Float Financial Vendors API
Float Financial Webhooks API
FieldPulse Docs MCP Server
FieldPulse Assets API
FieldPulse Assets Category API
FieldPulse Comments API
FieldPulse Company Profile API
FieldPulse Contracts API
FieldPulse Custom Fields API
FieldPulse Customers API
FieldPulse Estimates API
FieldPulse Invoices API
FieldPulse Items API
FieldPulse Jobs API
FieldPulse Lead Source API
FieldPulse Locations API
FieldPulse Material Lists API
FieldPulse Payments API
FieldPulse Pipeline Status API
FieldPulse Projects API
FieldPulse Purchase Orders API
FieldPulse Subtasks API
FieldPulse Tags API
FieldPulse Teams API
FieldPulse Timesheets API
FieldPulse Users API
FieldPulse Vendors API
FieldPulse Version API
LeadIQ MCP Server
LeadIQ Account API
LeadIQ Lists API
LeadIQ Prospects API
LeadIQ Graph QL API
Jobber Graph QL API
Paperless Parts Contacts API
Paperless Parts Custom Tables API
Paperless Parts Customers API
Paperless Parts Events API
Paperless Parts Integration Actions API
Paperless Parts Jobs API
Paperless Parts Orders API
Paperless Parts API
Paperless Parts Processes API
Paperless Parts Purchased Components API
Paperless Parts Quote Items API
Paperless Parts Quotes API
Versapay Agreements API
Versapay Authentication API
Versapay Autopay API
Versapay Card Present EMV API
Versapay Collaboration API
Versapay Customers API
Versapay Developers API
Versapay Divisions API
Versapay File Imports API
Versapay Fund Sources API
Versapay Gift Cards API
Versapay Internal API
Versapay Invoices API
Versapay Invoicing Payments API
Versapay Notifications API
Versapay Onboarding API
Versapay Order Transactions API
Versapay Orders API
Versapay Reference Data API
Versapay Settlement Reporting API
Versapay Transactions API
Versapay Wallets API
Clio Webhooks
Clio App Directory
Clio Activities API
Clio Activity Descriptions API
Clio Activity Rates API
Clio Allocations API
Clio Bank Accounts API
Clio Bank Transactions API
Clio Bank Transfers API
Clio Bill Themes API
Clio Billable Clients API
Clio Billable Matters API
Clio Billing Settings API
Clio Bills API
Clio Calendar Entries API
Clio Calendar Entry Event Types API
Clio Calendar Visibilities API
Clio Calendars API
Clio Civil Certificated Rates API
Clio Civil Controlled Rates API
Clio Clients API
Clio Payments Links API
Clio Payments API
Clio Comments API
Clio Communications API
Clio Contacts API
Clio Conversation Messages API
Clio Conversations API
Clio Credit Memos API
Clio Criminal Controlled Rates API
Clio Currencies API
Clio Custom Actions API
Clio Custom Field Sets API
Clio Custom Fields API
Clio Damages API
Clio Document Archives API
Clio Document Automations API
Clio Document Categories API
Clio Document Templates API
Clio Document Versions API
Clio Documents API
Clio Email Addresses API
Clio Event Metrics API
Clio Expense Categories API
Clio Folders API
Clio Grant Funding Sources API
Clio Grants API
Clio Groups API
Clio Interest Charges API
Clio Jurisdictions API
Clio Jurisdictions To Triggers API
Clio Line Items API
Clio Log Entries API
Clio Matter Contacts API
Clio Matter Dockets API
Clio Matter Stages API
Clio Matters API
Clio Medical Bills API
Clio Medical Records API
Clio Medical Records Details API
Clio My Events API
Clio Notes API
Clio Outstanding Client Balances API
Clio Phone Numbers API
Clio Practice Areas API
Clio Related Contacts API
Clio Relationships API
Clio Reminders API
Clio Report Presets API
Clio Report Schedules API
Clio Reports API
Clio Service Types API
Clio Task Template Lists API
Clio Task Templates API
Clio Task Types API
Clio Tasks API
Clio Tax Rate Configurations API
Clio Text Snippets API
Clio Timers API
Clio Trust Line Items API
Clio Trust Requests API
Clio Users API
Clio Utbms Codes API
Clio Utbms Sets API
Clio Webhooks API
Helcim ACH Payment API
Helcim Card Batch API
Helcim Card Terminal API
Helcim Card Transaction API
Helcim Customer API
Helcim Device API
Helcim General API
Helcim Invoice API
Helcim Payment API
OptionsAhoy MCP Server
OptionsAhoy Equity Planner (A2A Agent)
OptionsAhoy Concentration API
OptionsAhoy Discovery API
OptionsAhoy Equity Funding API
OptionsAhoy Hedging API
OptionsAhoy ISO API
OptionsAhoy NSO API
OptionsAhoy QSBS API
OptionsAhoy RSU API
OptionsAhoy Rsu Lot Optimize API
Origami Risk Quotes and Proposals API
Origami Risk Policies API
Other industries in North America
Accounting & Finance Operations elsewhere
This page is the intersection of two independently computed cohorts:
North America and
Accounting & Finance Operations. A provider appears here only when it is
already a member of both. North America membership is matched on tag, name pattern, stated HQ,
so this is a floor rather than a census — coverage gaps show up here as small numbers, not as absent pages.
Work with this as data
Every region here is available over the APIs.io API and to AI agents over MCP.