AI-native FP&A platform — semantic layer for finance data
HQ: New York, NY | Founded: 2021 | Employees: 10 | Stage: Seed | Website: https://cashboard.co
Cashboard is an AI-native financial planning and analysis (FP&A) platform that serves as a semantic layer between finance data and AI models. It holds a finance team's live data, metric definitions, mapping logic, and permissions in one governed place. Connected once as an MCP (Model Context Protocol), it lets Claude, ChatGPT, and other AI tools work from the same trusted source of truth. Cashboard automates 95% of recurring FP&A work including budget-vs-actual reports, financial analysis, and forecasting. The platform integrates with 900+ tools including ADP, Salesforce, Ramp, and Snowflake. Purpose-built for 'Main Street' industries (operation-heavy businesses like manufacturing, logistics, healthcare). Founded in 2021 by Julian Rowlands (CEO) and Ashwin Balamohan. Rowlands was previously CFO at Xendit (valued at $3B) and Head of Finance at Spruce (acquired by Zillow). Balamohan has an AI and fintech background. YC Summer 2022 batch. Raised $1.5M pre-seed from TTV Capital and Y Combinator, followed by a $5M seed round in July 2026 led by FINTOP Capital with participation from TTV Capital and Y Combinator. AI product ARR grew 6x in the first 10 months. HQ in New York, NY with team across US, Canada, Pakistan, and Mexico.
Cashboard has a strong founder-market fit: Julian Rowlands was CFO at Xendit ($3B valuation) and led finance at Spruce (acquired by Zillow), so he lived the FP&A pain firsthand. The product thesis is compelling — instead of replacing AI models, Cashboard is the 'semantic layer' that makes existing AI (Claude, ChatGPT) actually useful for finance by providing governed, trusted data context. The $5M seed from FINTOP (specialist fintech VC) and 6x ARR growth in 10 months show traction. Key risk: competing with Anaplan, Adaptive Planning, and incumbents, plus the 'AI for finance' space is getting crowded (Abacum, etc.).
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