Moneyview Revenue, Valuation, Funding & Investors

CaptivateIQ is a San Francisco-headquartered sales commission platform automating calculations for revenue teams. The software handles complex incentive plans, variable pay, and compliance reporting, integrating with Salesforce and NetSuite. Adopted by companies like Outreach and Gong, it processes payouts for thousands of reps monthly to align performance with business objectives.

Moss is a Berlin-headquartered fintech platform providing corporate credit cards and spend management for European SMEs. Users access virtual and physical cards with dynamic limits up to €10 million annually, integrated receipt scanning, and exports to DATEV, QuickBooks, or SAP. Launched in 2019, Moss serves 10,000+ companies with real-time controls and VAT automation.

Basis is a San Francisco-based developer of AI agents that automate accounting workflows for finance professionals. The agents connect to ERP systems like QuickBooks and NetSuite, handling tasks such as reconciliation, invoicing, and reporting while adapting to firm-specific processes in audit and tax services.

74Software is an enterprise software group. Its segment divisions are the Axway Group, which delivers IT solutions enabling the automatic management of data exchange within and outside companies, and SBS operates in several segments related to banking and financial services, which include Specialised Finance, Modular comprising, Integrated Core, Banking Components, and Specialised Markets. The group generates the majority of its business from Axway Group.

Spendesk is a spend management platform providing virtual cards, expense automation, and full visibility for finance teams. Founded in 2016 and Paris-headquartered, it serves thousands of businesses including Algolia, Soundcloud, Curve, Doctolib, Gousto, Raisin, Sezane, and Wefox. Spendesk powers CFO Connect, a global community exceeding 7,000 finance leaders, through spendesk.com across Europe.

TalkingData is a Beijing-based mobile big data analytics platform focused on the Chinese internet market. It delivers data management platforms, scalable data mining tools, deep analytics services, and comprehensive reports covering app performance benchmarks, user behavior patterns, industry trends, and market forecasts. The company partners with leading mobile app stores and ad networks in China while expanding collaborations into finance and traditional sectors. Established in September 2011, TalkingData equips top developers with insights into app metrics, user engagement, and monetization strategies.

Enable is a SaaS platform for rebate management helping distributors, manufacturers, and retailers calculate, plan, and accrue B2B deals. The software automates incentive programs to drive profitable growth through collaborative trading partner portals. Founded in 2016 and headquartered in San Francisco, California, Enable integrates with ERP systems for precise rebate tracking across retail supply chains.

9fin is a London-based data and analytics provider for credit markets, serving finance, investment banking, and asset management professionals. The platform delivers tools for financial data analysis, risk assessment, market screening, and team collaboration on bond issuance, loans, and leveraged finance deals.

AppZen is an AI platform for finance teams automating expense auditing, accounts payable processes, and compliance checks. It analyzes transactions using deep learning, computer vision, and data from online sources to prevent errors and risks. Serving a quarter of Fortune 500 companies globally, AppZen streamlines financial operations from its San Francisco headquarters.

Lukka is a New York-headquartered provider of enterprise-grade data platforms for cryptocurrency and blockchain transactions. It processes complex digital asset data into normalized formats for accounting, auditing, tax reporting, and regulatory compliance. Core products encompass LukkaTax for automated tax calculations across jurisdictions, LukkaCrypto Office for asset valuation and back-office management, and Lukka Reference Data for standardized pricing feeds. Founded in 2018, the company supports major financial institutions and exchanges with tools that integrate into ERP systems like SAP and Oracle. Lukka operates from offices in the United States and Europe, serving clients in over 100 countries with daily reconciliation of billions in transaction volume.

Pilot is a San Francisco-headquartered finance platform delivering bookkeeping, tax preparation, and fractional CFO services to startups since 2017. The company automates accrual-basis accounting with integrations to QuickBooks Online, Xero, Stripe, and Brex, generating real-time P&L statements and cash flow forecasts. Serving over 5,000 clients like Notion and Brex, Pilot employs CPAs across the United States and Philippines, processing billions in annual transactions.

Juniper Square is a San Francisco-headquartered software platform for private market fund managers providing investor portals, CRM, automated accounting, and compliance tools. It streamlines fundraising through digital subscription documents, wire tracking, and performance reporting for real estate, private equity, and venture funds. The company serves over 1,000 firms managing $3 trillion in assets with AI-powered insights and mobile access for investor relations.

TaxBit is a Salt Lake City-headquartered software platform for cryptocurrency tax reporting and accounting. It aggregates transactions from 500 exchanges and 100 wallets to generate IRS forms like 8949 and Schedule D, with real-time gain/loss tracking. TaxBit serves individuals, enterprises, and institutions including Coinbase and Gemini. Launched in 2020, the company raised $100 million in funding and partners with governments on digital asset regulations.

FPL Technologies is a Mumbai-based fintech developing credit card infrastructure for India's digital economy. Founded in 2018, it powers the OneScore app launched in 2021 for credit score management and lifecycle tools. The full-stack platform serves millennials via mobile integrations with 20 banks. FPL processes 1 million transactions monthly post-demonetization growth.

InCred is a Mumbai-headquartered digital lending platform offering personal, home, education, and MSME loans. Powered by data analytics and machine learning, it assesses creditworthiness using alternative data sources for quick disbursals up to ₹50 lakh. Founded in 2016, InCred serves 2 million customers nationwide with partnerships to payment banks and operates under RBI NBFC-AA license.

Freee KK is a developer of cloud-based software. Its software products include Cloud Accounting software, Cloud HR Labor software, Cloud ERP for Midsize companies, among others.

BlackLine Inc is engaged in providing financial accounting close solutions delivered as Software as a Service (SaaS). The Company’s solutions enable its customers to address various aspects of their critical processes, including financial close & consolidation, intercompany accounting, and invoice-to-cash. The majority of the revenue of the company is earned in the United States.

Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. It provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting, among others. The company derives revenue from software subscriptions.