Safebooks AI
Category: AI in Fintech
Agentic AI platform for enterprise finance that deploys auditable AI agents to close books, reconcile systems, validate transactions, enforce policy, and trace every number to its source. Safebooks AI was founded in 2023. The company is led by Ahikam Kaufman. Based in San Francisco, United States. Team size: 11-50. Total funding raised: $15.0M. Latest round: Seed, $15.0M, 2025-12. Key investors include 10D, Propel Ventures, Mensch Capital, Moneta Venture Capital, Magnolia Capital, Cerca Fund, Blue Moon.
- Founded
- 2023
- Headquarters
- San Francisco, United States
- Team size
- 11-50
- Total funding
- $15.0M
Value proposition
Runs core finance processes end-to-end with auditable AI agents (close, recon, O2C/P2P, compliance) grounded in a Financial Data Graph, so teams review by exception with full transaction-level audit trails instead of manual execution.
Products and solutions
Agentic Finance Automation platform (Financial Data Graph), Operations Agents (reconciliation, data validation, anomaly detection, 100+ controls), Close Automation Agents (journal entries, workpapers, variance analysis), Compliance Agents (continuous SOX/ASC 606/IFRS/policy controls), Intelligence Agents (financial Q&A with source citations), Order-to-Cash, Procure-to-Pay, T&E, Payroll, and Financial Close agents, Agentic Revenue Integrity (ARI)
Unique value
Agentic finance automation on a proprietary Financial Data Graph: auditable AI agents execute close, reconciliation, validation, and policy enforcement end-to-end across connected enterprise systems—not dashboards or copilots—with continuous controls and full audit trails.
Target customer
Enterprise finance teams (Office of the CFO) at large and public companies with multi-system close, revenue, and spend processes—including complex B2B SaaS and multi-entity finance orgs
Industries served
Enterprise SaaS, B2B Technology, Financial Services, Companies with Complex Revenue Models
Technology advantage
Proprietary Financial Data Graph technology maps relationships between structured and unstructured financial data across CRM, ERP, billing, and payment systems, enabling 100% transaction coverage with autonomous anomaly detection and remediation capabilities.
How they differentiate
End-to-end agentic execution across finance ops (not point analytics): Financial Data Graph + process-specific agents (close, O2C, P2P, compliance) with SOC 1/2 and ISO 27001-backed auditability and human-in-the-loop exception control
Main competitors
AuditBoard, Ocrolus, Auditoria.AI
Key partnerships
AWS Marketplace Partner, Okta (identity/SSO and access management), Integration partnerships with major ERP/CRM systems (50+ native integrations claimed), Enterprise finance consulting partners
Notable customers
SentinelOne, Public companies and large enterprises (additional names not fully public)
Major milestones
December 2025: Emerged from stealth with $15M seed funding, 2025: Selected as finalist for SXSW Pitch in FinTech & Future of Work category, Q4 2025: AWS Marketplace availability with real-time financial data scanning
Growth metrics
Monitored $40B+ in financial transactions, eliminated thousands of hours of manual reconciliation for enterprise SaaS customers
Market positioning
Agentic finance automation / agentic finance operations platform for the Office of the CFO—horizontal execution layer across close, revenue, spend, and compliance rather than a single point solution
Geographic focus
North America (US enterprises) with Israel-based R&D operations
Patents and IP
No registered patents disclosed as of latest update
About Ahikam Kaufman
Co-founder of Check (acquired by Intuit for $360M), COO at Check, senior leadership roles at Mercury Interactive, HP, and Intuit. Over 16 years of experience in corporate finance and business operations.
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Official website: https://safebooks.ai/