84 agencies · updated 2026-10-26
AI automation agencies for Finance in United States
84 AI automation agencies for Finance in United States are in our verified dataset. Median published starting price: $10,000 (11 of 84 publish one). Most common work: Data integration/ETL, Reporting/dashboards, HR/recruiting, CRM automation/sync. Main hubs: New York, San Francisco, Austin. By Cofounderbase Score, the top three here are Connex Digital, Softweb Solutions, Akveo.
84agencies
3official partners
14publish pricing
44median score
Sorted by Cofounderbase Score. Paid placements, when there are any, are labelled.
| # | Agency | Location | Builds with | Services they list | Score | Save |
|---|---|---|---|---|---|---|
| 1 |  Connex Digital Partner | Universal City, United States | n8n, Make, Zapier | Customer Support | 89 | |
| 2 | Softweb Solutions | United States | Power Automate, UiPath, LangChain | Agentic AI · AI consulting | 76 | |
| 3 |  Akveo | United States | n8n, Make, Zapier | AI Strategy · Agentic AI | 71 | |
| 4 |  Shaligram Infotech | Ahmedabad, United States | Power Automate, LangChain, OpenAI | Business process automation · Custom software development | 71 | |
| 5 |  n8n Lab | Newark, United States | n8n, Retell AI, Vapi | RevOps Agent · Content Creation | 70 | |
| 6 |  Catalytics Automation Partner | Miami, United States | Zapier, Airtable, OpenAI | 01 Operations Consulting · 03 AI Automations | 69 | |
| 7 |  Master of Code Global | Redwood City, United States | OpenAI, Claude, HubSpot | Custom AI Development · AI Agents | 69 | |
| 8 |  JPLoft | Denver, United States | OpenAI, Claude, Salesforce | AI & Automation · Agentic AI | 68 | |
| 9 | Appinventiv | New York, United States | LangChain, OpenAI, Claude | Strategic Technology Consulting · Digital Product Development & Engineering | 68 | |
| 10 |  ITECS.AI | Dallas, United States | Make, Zapier, Power Automate | Personal agents on every desktop · Enterprise agents in your systems | 68 | |
| 11 |  Azilen Technologies | United States | Zapier, LangChain, OpenAI | Enterprise AI Development Company | 66 | |
| 12 |  Web and Mobile App Development Company Bitcot | United States | n8n, Zapier, Power Automate | n8n · Zapier | 65 | |
| 13 |  SuperDupr | Austin, United States | n8n, Vapi, OpenAI | AI Voice Agents & Receptionists · AI Customer Support Agents | 65 | |
| 14 |  Azumo | San Francisco, United States | n8n, LangChain, OpenAI | AI Development Services · AI Agents | 64 | |
| 15 |  CloudNSite | Atlanta, United States | Zapier, OpenAI, Claude | Custom AI Implementation · Custom AI Agents | 64 | |
| 16 | INSIDEA Inc. | United States | n8n, Zapier, OpenAI | CRM and platforms · RevOps | 63 | |
| 17 |  The NineHertz | Jaipur, United States | LangChain, OpenAI, Claude | AutonomousOps · Firmware & Application Development | 62 | |
| 18 |  STX Next | Poznań, United States | n8n, OpenAI, Claude | Value-First Implementation | 59 | |
| 19 |  Intellectyx AI | United States | LangChain, OpenAI, Claude | AI Consulting · AI Development | 59 | |
| 20 |  Tech.us | San Jose, United States | LangChain, Claude, LangGraph | AI Strategy & Roadmapping · AI Engineering & Implementation | 59 | |
| 21 |  ZTABS LLC | Houston, United States | n8n, Zapier, LangChain | AI-First Software Development Company · AI & Software Development Services | 57 | |
| 22 |  GeekyAnts | San Francisco, United States | OpenAI, Claude, LangGraph | RAG Development · Large Language Model Development | 56 | |
| 23 |  Plavno | Alexandria, United States | UiPath, OpenAI, Claude | AI-First Software Development Company · Financial AI Agent | 54 | |
| 24 |  HyperSense Software Inc | Schaumburg, United States | OpenAI, Claude | AI agents live in production. · AI Agents We Build | 54 | |
| 25 |  Greycell System Private Limited | United States | Make, Zapier, Claude | Workflow Automation Made Simple | 53 | |
| 26 |  BlueLabel | New York, United States | LangChain, OpenAI, Claude | AI Strategy Development · AI Agent Workflows | 52 | |
| 27 |  Talos Automation | Houston, United States | n8n, Zapier, Airtable | AI Voice Agents · CRM Automation | 52 | |
| 28 |  Simform | Orlando, United States | Claude, Salesforce | CRM automation/sync · Invoicing/finance ops | 52 | |
| 29 |  Hashlogics | East Islip, United States | Zapier, OpenAI, Claude | Who leads Hashlogics | 52 | |
| 30 |  TQA | Austin, United States | UiPath | Schedule a Consultation | 51 | |
| 31 |  dotcode Partner | United States | OpenAI, Claude | KYC Automation: Why It Matters | 51 | |
| 32 |  NineTwoThree | Boston, United States | OpenAI, Claude, HubSpot | AI Strategy & Consulting · AI Agents & Automation | 51 | |
| 33 |  Spiral Scout | San Francisco, United States | OpenAI | Marketing Operations Intelligence Agent System · Agentic Runtime | 50 | |
| 34 |  Qubika | Austin, United States | OpenAI, Claude, LangGraph | Chatbots · E-commerce ops | 50 | |
| 35 |  Codebridge | United States | Zapier, Claude | Engineering AI Agents · Custom Software Development | 49 | |
| 36 |  Uinno | L'viv, United States | OpenAI | Web Application DEVELOPMENT SERVICES · Web Application Development Cost | 47 | |
| 37 |  Fingent | White Plains, United States | OpenAI | Fingent’s Creative Content Creation Services · Safety/Compliance Training | 47 | |
| 38 |  Geniusee | Warszawa, United States | LangChain | Data Science & AI · Consulting | 46 | |
| 39 |  Abto Software | New York, United States | OpenAI, Salesforce | AI & Automation Solutions · Hyperautomation Solutions | 46 | |
| 40 |  Prosigns | United States | n8n, Salesforce | Onboarding sprint · Department Lead Co-pilot | 45 | |
| 41 |  DEV.co | United States | Claude, Salesforce, LangGraph | Custom Software Development · Web Application Development | 45 | |
| 42 |  Quandary Consulting Group | Denver, United States | Workato, Claude | Connecting Strategy, Technology, and Operations | 44 | |
| 43 |  Metaborong | United States | OpenAI, Claude, Salesforce | Web3 protocols. AI agents. Shipped. | 44 | |
| 44 |  TechAhead | Agoura Hills, United States | OpenAI | Integrated Platforms, Not Disconnected Tools · Enterprise AI & Agentic Systems | 44 | |
| 45 |  Purple Horizons | Miami, United States | Claude | Strategic Advisory & Training | 43 | |
| 46 |  EffectiveSoft | San Diego, United States | OpenAI, Claude | CRM automation/sync · Chatbots | 42 | |
| 47 |  Samyotech | United States | n8n | AI-Driven Automation & Smart Workflows · AI Automation Services | 42 | |
| 48 |  Syntora | Chicago, United States | OpenAI, Claude | AEO Automation · AI Agents | 42 | |
| 49 |  S-PRO | Austin, United States | Claude | Email automation · Customer support | 41 | |
| 50 |  Cleveroad | New York, United States | Airtable, OpenAI, Claude | Content creation tools for educators | 40 | |
| 51 |  SF AI Labs | San Francisco, United States | Salesforce | Strategy · Development | 39 | |
| 52 |  Quytech | Gurugram, United States | Artificial Intelligence Development · Mobile App Development | 39 | ||
| 53 |  Impekable | San Francisco, United States | OpenAI, Claude | Lead generation · CRM automation/sync | 39 | |
| 54 |  Innowise | Orlando, United States | UiPath, Salesforce | AI-driven software development company · Software development | 38 | |
| 55 |  App Maisters Inc. | Houston, United States | OpenAI, Salesforce | AI Strategy & Consulting · AI Infrastructure & MLOps Services | 38 | |
| 56 |  AppStream Studio | Nashville, United States | Claude, Salesforce | Agentic workflows · Voice agents | 38 | |
| 57 |  JumpGrowth | Richardson, United States | DevOps & Cloud Engineers | 38 | ||
| 58 |  Automation AI Agency | New York, United States | Zapier, HubSpot, Salesforce | Agentic AI Workflows · Revenue Operations Automation | 36 | |
| 59 | AI Development Services | United States | n8n, Claude, HubSpot | Grounded in your data · Audited and owned | 36 | |
| 60 |  InterCode | Kennesaw, United States | OpenAI, Claude, Salesforce | Cloud & DevOps · Data & Enterprise | 36 | |
| 61 | Leobit | L'viv, United States | OpenAI, Claude | CUSTOM SOFTWARE DEVELOPMENT · .NET SOFTWARE DEVELOPMENT | 35 | |
| 62 | Software on the Road | United States | LangChain, LangGraph | DevOps/SRE Specialists · AI & Workflow Automation | 35 | |
| 63 |  Topflight Apps | Irvine, United States | Epic App Integration + Digitization · Healthcare app development | 34 | ||
| 64 | Glorium Technologies | Kyiv, United States | Salesforce | Software Product Development Company · AI-Powered Business Process Automation | 33 | |
| 65 |  LaunchPad Lab | Chicago, United States | OpenAI, Claude, Salesforce | AI Automation & Agentic AI · Salesforce Development | 33 | |
| 66 | Imaginovation | Raleigh, United States | AI Development · Software Development | 32 | ||
| 67 |  Monterail | Wrocław, United States | Claude | Custom Software Development · Web Application Development | 32 | |
| 68 |  Oxagile | United States | OpenAI, Claude | Data-driven AdTech marketplace → | 29 | |
| 69 |  Clustox | Dover, United States | Chosen By Leading Companies · AI & Data Innovation | 29 | ||
| 70 |  Vention | New York, United States | UiPath, Salesforce | AI-enabled software development company · Development and technology expertise | 28 | |
| 71 |  PixelPlex | New York, United States | OpenAI | Blockchain development services · Custom software development | 27 | |
| 72 |  Acronotics | United States | UiPath | ANDERSEN CONSULTING · AUTOMATION ANYWHERE | 26 | |
| 73 |  Ajackus | United States | Airtable | AI Development · Web Development | 26 | |
| 74 |  Emizen Tech | Jaipur, United States | Salesforce | CRM automation/sync · Chatbots | 25 | |
| 75 |  Orases | Frederick, United States | Custom Software & AI Development · Software Development & AI Services | 25 | ||
| 76 |  Zone 99 LTD | United States | Zapier | Sounds Blurry, consult it · SEO ready & fast performance | 25 | |
| 77 |  Enabled Minds | Portland, United States | Claude | AI consulting for small businesses. | 25 | |
| 78 | Navsoft | New York, United States | Salesforce | Lead generation · CRM automation/sync | 22 | |
| 79 |  SmartService Solutions | United States | Zapier, OpenAI, Claude | ServiceTitan implementation & cleanup · CRM setup & configuration | 22 | |
| 80 | Trigent Software | Southborough, United States | Power Automate, Salesforce | CRM automation/sync · Invoicing/finance ops | 21 | |
| 81 |  Yalantis | Warszawa, United States | OpenAI | Chatbots · Document processing | 21 | |
| 82 |  The AI Agency USA | Las Vegas, United States | Voice AI that never misses. · Voice AI Agents | 18 | ||
| 83 |  Agento AI | New York, United States | Retell AI, HubSpot | AI Agent & Automation Solutions · AI Voice Sales Agent | 13 | |
| 84 |  SmartAgents | Seattle, United States | OpenAI | Onboarding & KYC · Project & Delivery Ops | 13 |
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Get matchedQuestions
How many ai automation agencies for finance in united states are there?
84 currently pass our checks (live site, automation as a core service, recent activity). Updated 2026-10-26.
What do they charge?
Published starting prices range $1,500–$60,000, median $10,000.
How are they ranked?
By the transparent Cofounderbase Score (platform depth, evidence, certification, transparency, freshness). Rankings are not sold.
Get matched with 3 vetted agencies
Describe the project. We read every brief and introduce you to three agencies from this index that fit it, usually within 2 working days. Free for buyers; agencies can't pay to be picked.