The Agent Benchmark

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Top AI agents for finance, accounting, and insurance

127 ranked · 11 markets

The top AI agents for finance, accounting, and insurance on The Agent Benchmark are Rogo (8.8 of 10), Hebbia (8.1) and Basis (6.4), of 127 ranked. Data as of 3 Oct 2026.

The category covers bookkeeping, payables, billing and collections, tax, audit, financial planning, investing, lending, financial-crime checks, and insurance underwriting or claims.

Ranked agents
127
in 11 markets; 1 more not ranked
Median score
2.6
of 10
From YC
124
3 from outside YC

Ranked agents

All 127, best score first. The score adds public proof, scale, momentum and autonomy; it is not a hands-on test. How scoring works

  1. 1RogoInvestment analystRogo is the trusted AI partner to the world’s leading financial institutions.Proof7Scale10Momentum10Autonomy8Score8.8
  2. 2HebbiaInvestment analystThe leading AI platform for finance, used by the world's leading asset managers, investment banks, law firms and Fortune 500 companies.Proof10Scale8Momentum6Autonomy8Score8.1
  3. 3BasisBookkeeper and accountantAgents you can actually rely on. Built specifically for accountants.Proof7Scale3Momentum10Autonomy6Score6.4
  4. 4NumeralTax preparerW23The AI-native sales tax solution.Proof2Scale10Momentum5Autonomy8Score6.1
  5. 5CampfireBookkeeper and accountantS23The AI Native ERP for the fastest growing companies.Proof3Scale10Momentum4Autonomy6Score5.8
  6. 6KinterBookkeeper and accountantW20A new kind of power for finance teamsProof3Scale8Momentum5Autonomy8Score5.8
  7. 7Model MLInvestment analystW24The AI for Financial Services.Proof0Scale10Momentum5Autonomy6Score5.2
  8. 8FurtherAIInsurance underwriterW24AI Workforce for the Insurance IndustryProof2Scale8Momentum5Autonomy6Score5.2
  9. 9MonumintLoan officerW24Conversational AI purpose-built for financial servicesProof4Scale3Momentum8Autonomy6Score5.0
  10. 10SphereTax preparerW22AI-powered sales tax, VAT and GST complianceProof3Scale6Momentum5Autonomy6Score4.9
  11. 11AgentCollectBilling and collections agentS23B2B debt collection powered by AI agentsProof7Scale5Momentum0Autonomy8Score4.8
  12. 12AiPriseFinancial-crime analystS22AI-powered Global Compliance PlatformProof0Scale8Momentum5Autonomy6Score4.6
  13. 13Sei AILoan officerW22AI Operations Partner for Mortgage & BankingProof8Scale0Momentum5Autonomy6Score4.6
  14. 14FondoBookkeeper and accountantW18Bookkeeping, tax, & tax credits on autopilot for 2,000+ startupsProof4Scale8Momentum0Autonomy6Score4.5
  15. 15TruewindBookkeeper and accountantW23AI-Powered AccountingProof2Scale7Momentum3Autonomy6Score4.4
  16. 16ClaimSortedInsurance claims specialistS24Making it easy for insurance companies to process claimsProof0Scale7Momentum5Autonomy6Score4.3
  17. 17ZalosBookkeeper and accountantF25Hire Zalos AI workers to run your finance departmentProof2Scale5Momentum4Autonomy8Score4.3
  18. 18VarianceFinancial-crime analystW23AI Agents for Fraud Review and InvestigationsProof0Scale7Momentum5Autonomy6Score4.3
  19. 19DimelyBilling and collections agentS24AI-Powered Spreadsheet for Billing AutomationProof3Scale2Momentum7Autonomy6Score4.2
  20. 20CascaLoan officerS23Make Banking MagicalProof2Scale6Momentum3Autonomy6Score4.1
  21. 21Domu Technology Inc.Billing and collections agentS24AI Agents for collectionsProof2Scale6Momentum3Autonomy6Score4.1
  22. 22SalientBilling and collections agentW23AI Servicing for Auto LendersProof0Scale8Momentum3Autonomy6Score4.1
  23. 23DiligentFinancial-crime analystS23AI agents for fintech risk and compliance operationsProof2Scale5Momentum4Autonomy6Score4.0
  24. 24Lighthouz AIBilling and collections agentS24Freight bill audits, AP, AR automation for freight brokers with…Proof2Scale3Momentum5Autonomy8Score4.0
  25. 25VantedgeAIBookkeeper and accountantW22FundOS — AI operations for fund managersProof5Scale4Momentum0Autonomy8Score3.9
  26. 26ProdigalBilling and collections agentS18Lending Intelligence SoftwareProof0Scale8Momentum2Autonomy6Score3.8
  27. 27Bretton AIFinancial-crime analystS23AI-native operations for the banksProof0Scale7Momentum3Autonomy6Score3.8
  28. 28Arva AIFinancial-crime analystS24AI for critical banking operationsProof0Scale6Momentum3Autonomy8Score3.8
  29. 29ZommaFinancial-crime analystS26The AI BPO for financial servies, run by computer-use agentsProof0Scale3Momentum6Autonomy8Score3.6
  30. 30ZolvoBilling and collections agentSp26AI Back-Office Automation for Commercial LendersProof2Scale2Momentum6Autonomy6Score3.6
  31. 31VelthaInsurance claims specialistF26AI native TPA starting with workers compProof3Scale1Momentum6Autonomy6Score3.6
  32. 32FlagrightFinancial-crime analystW22AI-native AML compliance platform for fintechs & banksProof0Scale6Momentum3Autonomy6Score3.5
  33. 33DiligenceSquaredInvestment analystF25AI-powered market due diligence for investment decisionsProof4Scale2Momentum3Autonomy6Score3.5
  34. 34KelAIInvestment analystSp26The AI Quant: Autonomous Alpha Engine for Funds and Traders.Proof0Scale2Momentum6Autonomy8Score3.3
  35. 35Levocred AIInvestment analystS26The Bloomberg of LoansProof2Scale1Momentum6Autonomy6Score3.3
  36. 36QloInsurance underwriterS26Legora for commercial insurance carriersProof2Scale1Momentum6Autonomy6Score3.3
  37. 37VectorShiftInvestment analystS23AI Operating System for Private Market InvestorsProof0Scale6Momentum2Autonomy6Score3.2
  38. 38TaxGPTTax preparerS24AI tax assistant for professionals and businessesProof0Scale6Momentum2Autonomy6Score3.2
  39. 39AccendLoan officerS23AI agents for commercial underwriting at banks and fintechsProof2Scale4Momentum2Autonomy6Score3.2
  40. 40BalanceBookkeeper and accountantW26Full-Stack AI AccountingProof0Scale5Momentum3Autonomy6Score3.2
  41. 41OffDealInvestment analystW24AI-native investment bank for small businessesProof2Scale4Momentum2Autonomy6Score3.2
  42. 42StradaInsurance claims specialistS23AI agents that run insurance operationsProof0Scale5Momentum2Autonomy8Score3.2
  43. 43AlgunaBilling and collections agentS23AI-Native CPQ & Billing for Modern Pricing ModelsProof0Scale5Momentum3Autonomy6Score3.2
  44. 44inBuildAccounts payable clerkW23Workflow Automation for Construction FinanceProof2Scale4Momentum2Autonomy6Score3.2
  45. 45FazeshiftBilling and collections agentS24AI agent for Accounts ReceivableProof0Scale5Momentum2Autonomy8Score3.2
  46. 46BlazeAccounts payable clerkS24Agentic Finance for your Life and BusinessProof0Scale3Momentum5Autonomy6Score3.1
  47. 47Callbook AIBilling and collections agentS26AI collections agency for late stage portfoliosProof0Scale3Momentum4Autonomy8Score3.1
  48. 48AudunBilling and collections agentS26AI-native debt collection companyProof0Scale3Momentum4Autonomy8Score3.1
  49. 49AlturBilling and collections agentS25Voice AI Agents for Debt CollectionProof4Scale3Momentum0Autonomy6Score3.0
  50. 50RationalBookkeeper and accountantS26First Zero-human Accounting FirmProof0Scale1Momentum6Autonomy8Score3.0
  51. 51RexBilling and collections agentS26AI-native BPO for enterprise order-to-cashProof0Scale1Momentum6Autonomy8Score3.0
  52. 52loopfourBookkeeper and accountantW23Workflow automation, without AI hallucinations.Proof0Scale5Momentum2Autonomy6Score2.9
  53. 53DatricsInsurance claims specialistW21Generative AI Healthcare Coding AutomationProof0Scale5Momentum2Autonomy6Score2.9
  54. 54ConcourseFP&A analystW23The AI Agent platform for financeProof0Scale4Momentum2Autonomy8Score2.9
  55. 55VeritusBilling and collections agentS25AI agents for the consumer lending industryProof0Scale4Momentum2Autonomy8Score2.9
  56. 56Cozmo AIInsurance claims specialistW22End-to-end AI agents for property claims, from loss report to estimateProof0Scale4Momentum2Autonomy8Score2.9
  57. 57CombinelyBookkeeper and accountantSp25AI Coworker for AccountantsProof0Scale3Momentum3Autonomy8Score2.8
  58. 58Last Accounting CompanyBookkeeper and accountantS26AI-native accounting firm.Proof0Scale2Momentum4Autonomy8Score2.8
  59. 59OnshoreTax preparerW23AI for corporate taxProof0Scale6Momentum0Autonomy6Score2.7
  60. 60BujetiAccounts payable clerkW23The Finance Control Centre for African BusinessesProof0Scale6Momentum0Autonomy6Score2.7
  61. 61AmeraInsurance claims specialistF25Automating claims processing workflows for health insurance payers.Proof2Scale4Momentum0Autonomy6Score2.7
  62. 62HuscarlInsurance underwriterSp26AI-native actuary enabling self-insurance for corporationsProof0Scale1Momentum6Autonomy6Score2.7
  63. 63ROEFinancial-crime analystW24AI for risk and complianceProof0Scale4Momentum2Autonomy6Score2.6
  64. 64TabulaBookkeeper and accountantS24Autonomous Accounting SoftwareProof0Scale4Momentum2Autonomy6Score2.6
  65. 65MagneticTax preparerS25AI Tax Preparer for CPA firmsProof0Scale4Momentum2Autonomy6Score2.6
  66. 66TrueClaimInsurance claims specialistW24Transparent, AI-powered healthcare TPA.Proof0Scale4Momentum2Autonomy6Score2.6
  67. 67CollectWiseBilling and collections agentF24Automating consumer debt collection with AIProof0Scale4Momentum2Autonomy6Score2.6
  68. 68BrighterwayInsurance claims specialistS24Streamlining the medical record review process in workers compProof0Scale4Momentum2Autonomy6Score2.6
  69. 69FintoAccounts payable clerkS25AI accounting for enterprise finance teamsProof0Scale4Momentum2Autonomy6Score2.6
  70. 70MaywoodInvestment analystW26The first finance-compliant proactive AI that runs 24/7Proof0Scale3Momentum3Autonomy6Score2.6
  71. 71Rima AI (formerly Garage)Tax preparerS22Document and spreadsheet automation for accountantsProof0Scale3Momentum3Autonomy6Score2.6
  72. 72IronLedger.aiAccounts payable clerkS25AI-enabled Corporate Cards and Invoice Processing for Real EstateProof4Scale0Momentum2Autonomy6Score2.6
  73. 73AlderBilling and collections agentF25AI employees for finance, starting with accounts receivable.Proof0Scale1Momentum5Autonomy6Score2.5
  74. 74CifratoBookkeeper and accountantW25AI Accountant for Accounting FirmsProof0Scale4Momentum0Autonomy8Score2.4
  75. 75SphinxFinancial-crime analystF24AI Compliance Analysts for Banks & FintechsProof0Scale4Momentum0Autonomy8Score2.4
  76. 76FlyCodeBilling and collections agentS22Recover failed subscription payments to increase retention and LTVProof2Scale3Momentum0Autonomy6Score2.4
  77. 77CrunchedInvestment analystF25Excel AI analyst for Power UsersProof2Scale3Momentum0Autonomy6Score2.4
  78. 78ClerkedAccounts payable clerkF25AI clerks that automate your payablesProof2Scale2Momentum0Autonomy8Score2.4
  79. 79Speedy LabsBookkeeper and accountantW23Maximize profits with AI-powered rebate management.Proof0Scale3Momentum2Autonomy6Score2.3
  80. 80Avallon AIInsurance claims specialistSp25AI agents for insurance claims operationsProof0Scale3Momentum2Autonomy6Score2.3
  81. 81FinosuBilling and collections agentS24AI Native Consumer Loan ServicerProof0Scale3Momentum2Autonomy6Score2.3
  82. 82KyberInsurance claims specialistW23Instantly draft, review, and send complex regulatory notices.Proof0Scale3Momentum2Autonomy6Score2.3
  83. 83Socratix AIFinancial-crime analystS25AI coworkers for fraud and compliance teams.Proof0Scale3Momentum2Autonomy6Score2.3
  84. 84TesoraInsurance underwriterS25Frontier AI for ActuariesProof0Scale3Momentum2Autonomy6Score2.3
  85. 85CopperlaneLoan officerW26Agentic Mortgage OriginationProof0Scale2Momentum3Autonomy6Score2.3
  86. 86OxusAuditorW26AI-powered automation for internal audit workflowsProof0Scale2Momentum3Autonomy6Score2.3
  87. 87PathPilotBilling and collections agentS24AI Agents for Lending OperationsProof0Scale2Momentum3Autonomy6Score2.3
  88. 88ArdenBilling and collections agentSp26AI-native internal audit firmProof0Scale1Momentum4Autonomy6Score2.2
  89. 89LATOInvestment analystS26Predict how market participants behaveProof0Scale1Momentum4Autonomy6Score2.2
  90. 90Billow AI LabsBookkeeper and accountantS26AI-native Accounting Firm that's killing DeloitteProof0Scale0Momentum4Autonomy8Score2.2
  91. 91BallerineFinancial-crime analystS22Agentic Intelligence Layer for Merchant Risk DecisionsProof0Scale4Momentum0Autonomy6Score2.1
  92. 92LedgerUpBilling and collections agentS24AI agents that handles complex billing and revenueProof0Scale3Momentum0Autonomy8Score2.1
  93. 93MouseCatFinancial-crime analystW26AI to fight financial crimeProof0Scale3Momentum1Autonomy6Score2.1
  94. 94Avelis HealthAuditorS25We audit medical claims for self-insured employers and health plans.Proof2Scale2Momentum0Autonomy6Score2.1
  95. 95FullSeamBookkeeper and accountantW26AI agents for corporate accounting teamsProof0Scale2Momentum1Autonomy8Score2.1
  96. 96BasepilotInsurance claims specialistW24AI agents for insurance claimsProof3Scale1Momentum0Autonomy6Score2.1
  97. 97Khotan (formerly Pollinate)Accounts payable clerkW26FDE as a platform for rebuilding critical operations in software.Proof2Scale1Momentum1Autonomy6Score2.1
  98. 98ZarnaInvestment analystF25AI Associates for Middle-Market Private EquityProof0Scale2Momentum2Autonomy6Score2.0
  99. 99ProcIndexAccounts payable clerkS25AI-powered accounting automation for construction and manufacturingProof0Scale2Momentum2Autonomy6Score2.0
  100. 100MeshBookkeeper and accountantW25Eliminating accrual spreadsheets for faster month-endProof0Scale2Momentum2Autonomy6Score2.0
  101. 101ProximittyLoan officerW26AI operating system for commercial loansProof0Scale1Momentum3Autonomy6Score2.0
  102. 102RapidfolioFinancial-crime analystS26AI-native back-office for banks and fintechsProof0Scale0Momentum4Autonomy6Score1.9
  103. 103CedalioAccounts payable clerkS23AI agents that automate AP, procurement, and financeProof0Scale3Momentum0Autonomy6Score1.8
  104. 104PunchcardAuditorS23Agentive assurance system for auditors, risk consultants, and clients.Proof0Scale3Momentum0Autonomy6Score1.8
  105. 105Afternoon.coBookkeeper and accountantF24Bookkeeping, compliance and tax for foundersProof0Scale3Momentum0Autonomy6Score1.8
  106. 106KitaLoan officerW26Underwrite borrowers around the world in minutesProof0Scale2Momentum1Autonomy6Score1.8
  107. 107End CloseBookkeeper and accountantW26AI powered reconciliation for high-volume payments companiesProof0Scale1Momentum1Autonomy8Score1.8
  108. 108Hesper AIInsurance claims specialistF26AI Claims Investigator for InsuranceProof0Scale1Momentum1Autonomy8Score1.8
  109. 109SintropixBookkeeper and accountantF26Autonomous accounting platform for global companiesProof0Scale1Momentum1Autonomy8Score1.8
  110. 110FintaBookkeeper and accountantW23Magically simplify accounting and taxesProof0Scale1Momentum2Autonomy6Score1.7
  111. 111AtlogBilling and collections agentSp25Outbound voice and text AI without a promptProof0Scale1Momentum2Autonomy6Score1.7
  112. 112FinicFinancial-crime analystW23The AI fraud hunterProof0Scale2Momentum0Autonomy6Score1.5
  113. 113DenkiAuditorF25The full-stack AI financial audit firmProof0Scale2Momentum0Autonomy6Score1.5
  114. 114Moby AnalyticsAuditorSp25AI financial auditorsProof0Scale2Momentum0Autonomy6Score1.5
  115. 115SharpeInvestment analystS24Agents for quantitative research and financial data science.Proof0Scale2Momentum0Autonomy6Score1.5
  116. 116Corgi LabsFinancial-crime analystW23AI to increase payment acceptance and reduce fraud for businessesProof0Scale2Momentum0Autonomy6Score1.5
  117. 117Palus FinanceFP&A analystW26Your startup's financial advisorProof0Scale1Momentum1Autonomy6Score1.5
  118. 118SlickerBilling and collections agentS23Recover payment failures and maximize subscription RevenueProof0Scale1Momentum0Autonomy8Score1.5
  119. 119DillBilling and collections agentW23Dill helps construction suppliers automate accounts receivable,…Proof0Scale0Momentum2Autonomy6Score1.4
  120. 120AdaptionalInsurance claims specialistS25AI-powered insurance claims reviewProof0Scale0Momentum2Autonomy6Score1.4
  121. 121MorphikAccounts payable clerkSp25AI workers for Skilled Nursing and Senior Living OperationsProof0Scale1Momentum0Autonomy6Score1.2
  122. 122SequinBilling and collections agentS21Sequin is building AI Voice Agents to automate collections calls for…Proof0Scale1Momentum0Autonomy6Score1.2
  123. 123Wand SolarBilling and collections agentS22We enable landlords to generate income from solar panels.Proof0Scale1Momentum0Autonomy6Score1.2
  124. 124ConstantInvestment analystW23AI Analysts for the Buy-SideProof0Scale1Momentum0Autonomy6Score1.2
  125. 125Cranston AITax preparerF25AI Tax prep and accounting software for CPA firmsProof0Scale1Momentum0Autonomy6Score1.2
  126. 126InventoryQuantInsurance claims specialistW26We automate the inventory process in insuranceProof0Scale0Momentum1Autonomy6Score1.2
  127. 127InvoBilling and collections agentW25infra for computer use agentsProof0Scale0Momentum0Autonomy6Score0.9

Markets in Finance, accounting, and insurance

Each market is one job. Its page ranks the agents that do it.

Data as of 3 Oct 2026. The score uses public evidence only. Read the methodology · Missing an agent? Submit it

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