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Index / Industries / Finance

282 agencies · updated 2026-10-21

AI automation agencies for Finance

These agencies mention Finance on their websites as a sector they serve. By Cofounderbase Score, the top three here are Makeitfuture, Connex Digital, Goodspeed.

282agencies
12official partners
59publish pricing
39median score

Sorted by Cofounderbase Score. Paid placements, when there are any, are labelled.

#AgencyLocationBuilds withServices they listScoreSave
1Makeitfuture logoMakeitfuture PartnerCluj-Napoca, Romanian8n, Make, ZapierAutomation solutions · AI WhatsApp order automation91
2Connex Digital logoConnex Digital PartnerUniversal City, United Statesn8n, Make, ZapierCustomer Support87
3Goodspeed logoGoodspeed PartnerLondon, United Kingdomn8n, OpenAI, ClaudeCRM automation/sync · Invoicing/finance ops83
4Samcom TechnologiesIndian8n, Zapier, Retell AIAI Voice Agent Development · VoIP Development & Support77
5Softweb SolutionsUnited StatesPower Automate, UiPath, LangChainAgentic AI · AI consulting77
6RapidDev logoRapidDev PartnerCompleted projects in 7 countriesZapier, Bubble, OpenAIAI consulting and implementation · AI agent and software development74
7PhotonMan logoPhotonMan PartnerIndore, Indian8n, Zapier, AirtableLead‑to‑Renewal Flow · Ops Command Dashboard73
8SoluLab - Blockchain & AI Development Company logoSoluLab - Blockchain & AI Development CompanyIndian8n, Zapier, LangChainBlockchain development · Generative AI development70
9Axe Automation logoAxe AutomationNot statedn8n, Make, ZapierBusiness Audit · Training, Metrics, SOPs68
10ChatGPT.ca logoChatGPT.caMarkham, CanadaMake, Zapier, OpenAIAI Agents & Automation · AI Customer Support Chatbot68
11FlowWorks logoFlowWorksMelbourne, Australian8n, Zapier, HubSpotAI Implementation · AI Strategy & Roadmap68
12ITECS.AI logoITECS.AIDallas, United StatesMake, Zapier, Power AutomatePersonal agents on every desktop · Enterprise agents in your systems66
13SolGuruz logoSolGuruzAhmedabad, Australian8n, Voiceflow, VapiAI-Assisted Custom Software Development Company · Custom Software Development Portfolio66
14Innovatrix InfotechIndian8n, Make, ZapierWeb Development · App Development65
15Prime AI Solutions logoPrime AI SolutionsGlasgow, United Kingdomn8n, Zapier, Power AutomateAI Training · Consulting & Fractional AI Officer65
16Web and Mobile App Development Company  Bitcot logoWeb and Mobile App Development Company BitcotUnited Statesn8n, Zapier, Power Automaten8n · Zapier65
17Catalytics Automation logoCatalytics Automation PartnerMiami, United StatesZapier, Airtable, OpenAI01 Operations Consulting · 03 AI Automations63
18Automation Jinn PartnerNot statedn8n, Zapier, AirtableAI Agents · Klearly- sales pipeline automation62
19Teamvoy logoTeamvoyLviv, Ukrainen8n, LangChain, OpenAIStrategy · AI & System Readiness Audit61
20Chronexa logoChronexaMohali, Indian8n, Zapier, AirtableAI & automation · 100% Data Ownership60
21Nexica AI logoNexica AIIndian8n, Zapier, AirtableLead generation · CRM automation/sync60
22IAC.ai logoIAC.aiParis, Francen8n, Power Automate, WorkatoAI agents and agentic workflows · IT and service automation59
23Softomate Solutions logoSoftomate SolutionsLondon, United KingdomPower Automate, GoHighLevel, OpenAIBusiness Process Automation · Customer Support Automation using AI59
24SuperDupr logoSuperDuprAustin, United Statesn8n, Vapi, OpenAIAI Voice Agents & Receptionists · AI Customer Support Agents59
25The Automation PartnerArgentinan8n, Make, ZapierProcess automation · Systems integration59
26Azumo logoAzumoSan Francisco, United Statesn8n, LangChain, OpenAIAI Development Services · AI Agents58
27IV ConsultingIndian8n, Zapier, Retell AIClaude Implementation · Voice Agents58
28Groove Digital logoGroove DigitalNot statedn8n, Zapier, OpenAIHead of Content · SEO, GEO & AEO Expert57
29INSIDEA Inc. logoINSIDEA Inc.United Statesn8n, Zapier, OpenAICRM and platforms · RevOps57
30Matabuild PartnerNot statedn8n, Zapier, AirtableCRM automation/sync · Invoicing/finance ops57
31Opzer logoOpzerNot statedZapier, Power Automate, ClaudeAutomated workflows · Spreadsheet automations57
32Azilen Technologies logoAzilen TechnologiesUnited StatesZapier, LangChain, OpenAIEnterprise AI Development Company · Custom Agentic AI Development56
33CloudNSite logoCloudNSiteAtlanta, United StatesZapier, OpenAI, ClaudeCustom AI Implementation · Custom AI Agents56
34Codebridge logoCodebridgeUnited StatesZapier, ClaudeEngineering AI Agents · Custom Software Development55
35n8n Lab logon8n LabNewark, United Statesn8n, Retell AI, VapiRevOps Agent · Content Creation55
36Tara AI Solutions logoTara AI SolutionsMuntinlupa City, Philippinesn8n, Make, GoHighLevelAI Automation Training · White-Label AI Automation55
37ZTABS LLC logoZTABS LLCHouston, United Statesn8n, Zapier, LangChainAI-First Software Development Company · AI & Software Development Services55
3810thirtyLabsSingaporen8n, Zapier, OpenAIAdvisory & Consulting · Implementation Sprint54
39closedinNot statedn8n, Claude, HubSpotClay Enrichment & Outbound Ops54
40VKAPS IT Solutions Pvt. Ltd logoVKAPS IT Solutions Pvt. LtdIndiaZapier, GoHighLevel, LangChainDEDICATED DEVELOPMENT TEAM · App prototyping & Strategy54
41WebzeniaIndian8n, Make, LangChainAutomate the busywork with AI · SEO54
42ez-ai logoez-aiAuckland, New ZealandZapier, OpenAI, HubSpotDocument and email intelligence · Custom CRM, scheduling and billing53
43RetoolPro logoRetoolProUnited Kingdomn8n, Make, ZapierManufacturing & Ops · AI & Automation53
44Waboom AI logoWaboom AIAuckland, New Zealandn8n, Zapier, OpenAIAI Team Training · AI Voice Agents53
45AlphaCorp AI logoAlphaCorp AIRio de Janeiro, Braziln8n, Vapi, LangChainAI Agent Development Company · Custom AI Agents52
46Citrusbug Technolabs logoCitrusbug TechnolabsAhmedabadVapi, LangChain, Relevance AIConsulting · iOS App Development52
47Fifty One Degrees logoFifty One DegreesLondon, United KingdomRelevance AI, OpenAI, ClaudeCRM automation/sync · Chatbots52
48Kizzy Consulting logoKizzy ConsultingNot statedZapier, OpenAI, ClaudeAI Agents Development For Enterprise · AI Readiness Agent52
49KORIX logoKORIXIndiaZapier, LangChain, OpenAIAI development & integration. · AI implementation questions answered.52
50Talos Automation logoTalos AutomationHouston, United Statesn8n, Zapier, AirtableAI Voice Agents · CRM Automation52
51A & H Solutions logoA & H SolutionsCanadan8nMobile App Development · Web App Development51
52Fusion Computing logoFusion ComputingCanadaPower Automate, OpenAI, ClaudeAI Enablement & Automation51
53STX Next logoSTX NextPoznań, United Statesn8n, OpenAI, ClaudeValue-First Implementation51
54TQA logoTQAAustin, United StatesUiPathSchedule a Consultation51
55Alfafam Management Consulting logoAlfafam Management ConsultingNot statedMake, Zapier, AirtableLead generation · CRM automation/sync50
56AppinventivNew York, United StatesLangChain, OpenAI, ClaudeStrategic Technology Consulting · Digital Product Development & Engineering50
57Apptunix logoApptunixSahibzada Ajit Singh Nagar, United KingdomLangChain, OpenAI, ClaudeData Analytics · Software Development50
58Codelamda TechnologiesIndian8n, LangChain, OpenAIAI development · AI chatbots50
59DBB SoftwareKrakówBubble, OpenAI, ClaudeAI-Native Product Development Company · AI Feature Integration50
60TatvaSoftAhmedabad, Indian8n, LangChain, OpenAIAI Development · Custom Software Development50
61Greycell System Private Limited logoGreycell System Private LimitedUnited StatesMake, Zapier, ClaudeWorkflow Automation Made Simple49
62ExIQ logoExIQAdelaide, AustraliaOpenAIAI Strategy, Advisory & Governance · Process & Workflow Transformation48
63Simform logoSimformOrlando, United StatesClaude, SalesforceCRM automation/sync · Invoicing/finance ops48
64The NineHertz logoThe NineHertzJaipur, United StatesLangChain, OpenAI, ClaudeAutonomousOps · Seamless Integration48
65Trenith TechnologiesIndiaMake, Zapier, GoHighLevelAI Implementation · AI Agents & Autonomous Workflows48
66Ahex Technologies logoAhex TechnologiesL'viv, IndiaLangChain, OpenAI, ClaudeAI development services · ERP Consulting and Development47
67Arinco logoArincoAustraliaOpenAIIntelligent Data · Intelligent Co-Ops47
68Bounteous logoBounteous PartnerNot statedClaude, SalesforceAgentic Business Reinvention47
69FractionNot stated🎯 Agentic Software Factory · Avantos: Accelerating a Critical Integration47
70Geniusee logoGeniuseeWarszawa, United StatesLangChainData Science & AI · Consulting47
71Sitnik AI logoSitnik AIMunich, GermanyLangChain, OpenAI, ClaudeAI Consulting · Custom AI Development47
72The Automators logoThe AutomatorsCalgary, Canadan8n, Zapier, AirtableBuild & integrate · AI Agent Development47
73DataToBiz logoDataToBizSahibzada Ajit Singh Nagar, IndiaPower Automate, OpenAI, ClaudeDecide fast, lead faster · AI Copilots & Workflow Integration46
74Emizen Tech logoEmizen TechJaipur, United StatesSalesforceTop App Development Company 2026 · Website Development46
75Hypergen logoHypergenMelbourne, Australian8n, LangChain, OpenAITraining · AI Implementation46
76instinctoolsStuttgartOpenAI, Claude, HubSpotAI Software Development Company · Digital transformation consulting46
77JPLoft logoJPLoftDenver, United StatesOpenAI, Claude, SalesforceAI & Automation · Agentic AI46
78Master of Code Global logoMaster of Code GlobalRedwood City, United StatesOpenAI, Claude, HubSpotCustom AI Development · AI Agents46
79Spiral ScoutSan Francisco, United StatesOpenAIMarketing Operations Intelligence Agent System · Agentic Runtime46
80Team 400 logoTeam 400Sydney, AustraliaPower Automate, LangChain, OpenAIConsult · AI Agent Builders46
81The Distance App Developers logoThe Distance App DevelopersYork, United KingdomOpenAIDevelopment Services · AI App Development46
82ATI Lab logoATI LabSofia, BulgariaZapier, ClaudeTeam training · AI audit45
83Muteki Group logoMuteki GroupGdańskOpenAI, SalesforceAI & SaaS Development · Tech Consulting for Women45
84SpotDev logoSpotDevBath, United KingdomOpenAI, Claude, HubSpotHubSpot Integrations · AI Implementation45
85SVA System Vertrieb Alexander GmbH PartnerGermanyn8n, UiPath, SalesforceHR/recruiting · Reporting/dashboards45
86The GTM Factory logoThe GTM FactoryNot statedn8n, Zapier, WorkatoStrategy45
87coompanion logocoompanionMunich, Germanyn8n, Airtable, Clauden8n In The Loop 2026 · Implementation and Enablement44
88IV-LEAD logoIV-LEADIsraelOpenAI, HubSpot, SalesforceIV-Lead in numbers · Highest Level of HubSpot Expertise44
89Lakestone.ai logoLakestone.aiPerth, Australian8n, Zapier, Power AutomateAI Process Automation · Integration & Implementation44
90Plavno logoPlavnoAlexandria, United StatesUiPath, OpenAI, ClaudeAI-First Software Development Company · Financial AI Agent44
91Transparity logoTransparityL'viv, United KingdomOpenAIAI consultancy · DATA CONSULTANCY44
92Twistag logoTwistagLisbon, PortugalOpenAI, ClaudeInvoices that match themselves. · AI & Agents44
93XmethodGermanyn8n, Zapier, AirtableVertrag · Häufig gestellte Fragen44
948allocateKyivTOP AI Consulting Company · Digital Product Development43
95Axented logoAxentedMonterrey, MexicoClaudeAI Workshop43
96Cloud Forces logoCloud ForcesToronto, CanadaClaudeLead & Run · AWS Consulting Partner43
97dotcode PartnerUnited StatesOpenAI, ClaudeKYC Automation: Why It Matters43
98ElifTech logoElifTechL'viv, UkraineOpenAIResearch & Development · Software Consulting43
99Growth RhinoNot statedHubSpot, ClayBuild pipeline · $225,000 pipeline sourced43
100HyperSense Software Inc logoHyperSense Software IncSchaumburg, United StatesOpenAI, ClaudeAI agents live in production. · AI Agents We Build43
101IOA Digital logoIOA DigitalCanadan8n, Make, ZapierCRM automation/sync · Invoicing/finance ops43
102Kelriva AI logoKelriva AILondon, United KingdomLangChain, OpenAIIntelligent Document Processing · AI Workflow Automation43
103MLVedaIndiaWorkato, HubSpot, SalesforceWhere Strategy Meets Velocity · Enterprise Systems Integration43
104Nexocode logoNexocodePolandProof of AI Development43
105NineTwoThree logoNineTwoThreeBoston, United StatesOpenAI, Claude, HubSpotAI Strategy & Consulting · AI Agents & Automation43
106QikBuildSlovakiaXano, WeWebProcess automation · Project workshop43
107TechnoYuga Soft Pvt. Ltd. logoTechnoYuga Soft Pvt. Ltd.New DelhiLangChain, OpenAI, ClaudeAI Solutions & Intelligent Automation · Mobile App Development43
108UinnoL'viv, United StatesOpenAIEmail automation · Customer support43
109WebSpero Solutions logoWebSpero SolutionsSahibzada Ajit Singh Nagar, IndiaOpenAI, ClaudeAI-Enabled Development · API Development and Integration43
110Abto SoftwareNew York, United StatesOpenAI, SalesforceAI & Automation Solutions · Hyperautomation Solutions42
111Agentic AI Agency logoAgentic AI AgencyMelbourne, Australian8n, Zapier, OpenAIAutomation Beyond Human Limits. · Automation Services42
112BlueLabel logoBlueLabelNew York, United StatesLangChain, OpenAI, ClaudeAI Strategy Development · AI Agent Workflows42
113CirfaceNot statedAirtable, WorkatoAsana Consulting, Implementation, and Training · Ongoing Support42
114Harochi logoHarochiNot statedn8n, Vapi, OpenAIOne reply, six automated paths42
115Hashlogics logoHashlogicsEast Islip, United StatesZapier, OpenAI, ClaudeWho leads Hashlogics42
116ProsignsUnited Statesn8n, SalesforceCRM automation/sync · Invoicing/finance ops42
117Quandary Consulting Group logoQuandary Consulting GroupDenver, United StatesWorkato, ClaudeConnecting Strategy, Technology, and Operations42
118Samyotech logoSamyotechUnited Statesn8nAI-Driven Automation & Smart Workflows · AI Automation Services42
119WebbyButter AI logoWebbyButter AIVadodara, IndiaLangChain, OpenAI, ClaudeMake Your Business AI Ready · Intelligent Document Processing42
120Automation Consulting logoAutomation ConsultingSydney, AustraliaFrom insight to implementation41
121Caylent logoCaylentNot statedClaudeAnthropic Consulting & Engineering41
122code.storeUnited KingdomOpenAI, HubSpot, SalesforceHeadless CMS meets healthcare content · Unified data graph for USH41
123Fingent logoFingentWhite Plains, United StatesOpenAICRM automation/sync · Chatbots41
124GTM Works logoGTM WorksNot statedClaude, HubSpot, SalesforceSales Support for Technical Founders · Direct Email41
125Harkness AI logoHarkness AINew Zealandn8n, ClaudeThree phases to AI implementation. · Consult41
126Idea Usher logoIdea UsherSahibzada Ajit Singh NagarZapier, LangChain, OpenAIAI and ML Development Consulting · Web & App Development41
127Innowise logoInnowiseOrlando, United StatesUiPath, SalesforceResult-driven software development company · Software development41
128Trigent Software logoTrigent SoftwareSouthborough, United StatesPower Automate, SalesforceApplication Development & Maintenance · Data Engineering41
129GeekyAntsSan Francisco, United StatesOpenAI, ClaudeRAG Development · Large Language Model Development40
130iwantmore.ai logoiwantmore.aiLondon, United KingdomPower Automate, OpenAI, ClaudeAI strategy consulting · AI and automation workshops40
131MarknTechNot statedZapier, HubSpot, SalesforceLinkedIn Lead Generation · LinkedIn Automation Services40
132Pragmatic Coders logoPragmatic CodersPolandCustomer support · Data integration/ETL40
133Shaligram InfotechAhmedabad, United StatesPower Automate, LangChain, OpenAICRM automation/sync · Document processing40
134ValcatNot statedn8n, Claude, HubSpotLow CRM Adoption · Dirty Data Everywhere40
135Anadea logoAnadeaAlicante (Alacant)LangChain, OpenAI, ClaudeLead generation · Invoicing/finance ops39
136Automation Architects logoAutomation ArchitectsCape Town, South African8n, OpenAI, ClaudeAutomation Architects Architects · AI Automation39
137Axis Consulting logoAxis ConsultingNot statedZapier, HubSpot, SalesforceCertified CRM & Automation Consulting · Clear roadmap. Scalable CRM foundation39
138Eightgen AI ServicesUnited KingdomProduct development · AI Strategy & Consulting39
139FortyAU logoFortyAUNot statedClaudeData & AI · Cloud & DevOps39
140JelvixTallinnZapierIT Consulting Services · Dedicated Development Team39
141LeewayHertz logoLeewayHertzAustraliaZapier, OpenAI, ClaudeGovernance-first Agentic AI Platform · Geospatial Data Analysis39
142Mavents logoMaventsSheffield, United KingdomOpenAI, ClaudeAI Strategy & Roadmapping · AI-Powered Automation39
143Product Siddha logoProduct SiddhaIndiaHubSpotLead generation · Voice agents39
144Purple Horizons logoPurple HorizonsMiami, United StatesClaudeStrategic Advisory & Training39
145Rollout IT logoRollout ITBudapest, HungaryHR/recruiting · Data integration/ETL39
146Stacktrace logoStacktraceBrisbane, AustraliaOpenAI, ClaudeAI Implementation · AI That Reads Your Documents39
147Yes AI logoYes AIMelbourne, AustraliaOpenAI, Claude, HubSpotAI Workflow Automation · AI Strategy & Consulting39
148Antek Automation logoAntek AutomationAndover, United Kingdomn8n, Retell AI, OpenAIAI Voice Agents · AI Chatbots38
149Beneath AnalyticsIrelandn8nEU data standards38
150Developer Bazaar Technologies logoDeveloper Bazaar TechnologiesIndore, QatarLangChain, OpenAI, ClaudeAI-Powered Development · AI Integration & Consulting38
151Dreamix logoDreamixSofia, BulgariaAI-native custom software development · Bespoke software development38
152Edvantis logoEdvantisRzeszówTechnology Consulting38
153EffectiveSoft logoEffectiveSoftSan Diego, United StatesOpenAI, ClaudeData Analytics Services · Server-side and databases38
154flowmondo logoflowmondoLoughborough, United Kingdomn8n, Make, ZapierMaster your data · Making AI & Automation Easy38
155Intermedia IT logoIntermedia ITTandil, ArgentinaOpenAI, ClaudeLirina Agent Suite38
156LowCodeFlowCanadan8n, Make, ZapierLead generation · CRM automation/sync38
157MoterraUnited KingdomOpenAI, Claude, SalesforceGuided onboarding. Expert support.38
158Profilent logoProfilentIndiaZapierAI Development · Workflow Automation38
159SoftKraftBielsko-Biała, PolandHubSpotAI & Data Engineering · Software Audits38
160Tech.us logoTech.usSan Jose, United StatesLangChain, ClaudeAI Strategy & Roadmapping · AI Engineering & Implementation38
161AOE Group PartnerGermanyn8nProduct Vision Workshop with NetCologne · AI & Data37
162ApikoTernopil, UkraineAI software development37
163Appventurez logoAppventurezNoida, United KingdomSoftware Development · Mobile App Development37
164Cleveroad logoCleveroadNew York, United StatesAirtable, OpenAI, ClaudeContent creation tools for educators37
165S-PRO logoS-PROAustin, United StatesClaudeEmail automation · Customer support37
166Sanka Inc. logoSanka Inc.Not statedn8n, Zapier, Power AutomateModernize your business workflows. · Finding business risks through data.37
167SF AI Labs logoSF AI LabsSan Francisco, United StatesSalesforceStrategy · Development37
168Softblues logoSoftbluesLondon, United KingdomOpenAI, Claude, HubSpotMake your company AI-native · Automate a costly process37
169Valiun Ventures logoValiun VenturesIndiaAutomate Your Favourite Tools · AI & Automation37
170313 Automations logo313 AutomationsLahore, Pakistann8n, ZapierDiscover & audit · Grow & support36
171Automation AI Agency logoAutomation AI AgencyNew York, United StatesZapier, HubSpot, SalesforceAgentic AI Workflows · Revenue Operations Automation36
172NavsoftNew York, United StatesSalesforceCustom Development · Production-Grade MLOps Engineering36
173QuytechGurugram, United StatesArtificial Intelligence Development · Mobile App Development36
174TechAheadAgoura Hills, United StatesOpenAIIntegrated Platforms, Not Disconnected Tools · Enterprise AI & Agentic Systems36
175unicrew formerly Artelogic logounicrew formerly ArtelogicUnited KingdomOpenAI, ClaudeAI Integration & Agents → · Custom Software Development →36
176blackthorn.ai logoblackthorn.aiLondon, United KingdomCRM automation/sync · Voice agents35
177DK Studio logoDK StudioNot statedOpenAI, ClaudeWorking software, short loops. · Models, data, and retrieval35
178EB Pearls logoEB PearlsSurry Hills, AustraliaAutomated Quality Assurance35
179Lead Assassin logoLead AssassinManila, Philippinesn8n, Claude, HubSpotRevOps Implementation · RevOps35
180Square Root Solutions logoSquare Root SolutionsIrelandCutting-Edge App Development Services · AI Development35
181AI Access logoAI AccessPerth, AustraliaOpenAI, ClaudeCRM automation/sync · Document processing34
182App Maisters Inc. logoApp Maisters Inc.Houston, United StatesOpenAI, SalesforceAI Strategy & Consulting · AI Infrastructure & MLOps Services34
183Automaly logoAutomalyLondon, United KingdomAirtableImprove Marketing Results with Automation · Increase Sales with Automation34
184CONTUS Tech logoCONTUS TechPorur, IndiaOpenAI6. Post Launch Supporting34
185FullFunnel logoFullFunnelNot statedn8n, OpenAI, HubSpotManaged Support · Pipeline, productized34
186iCentric logoiCentricLondon, United KingdomAutomate smarter. Outperform faster. · Pipelines run it, 24/7.34
187Imaginovation logoImaginovationRaleigh, United StatesAI Development · Software Development34
188Kyanon Digital logoKyanon DigitalHo Chi Minh, SingaporeOpenAIIntegrate & Automate · Operate & Support34
189SigliNot statedHubSpot, SalesforceLead generation · CRM automation/sync34
190Spaceblanket AI logoSpaceblanket AIBangalore, IndiaHubSpot, SalesforceAI & Automation Agency · AI chatbots and WhatsApp automation34
191Syntora logoSyntoraChicago, United StatesOpenAI, ClaudeAEO Automation · AI Agents34
192Topflight AppsIrvine, United StatesEpic App Integration + Digitization · Healthcare app development34
193Zoolatech logoZoolatechMiami, United StatesOpenAIEnterprise Software Development Company · Seamless integration34
194Agency AI logoAgency AIGlasgow, United KingdomFrom strategy to delivery. · Procurement paperwork, automated in minutes33
195Cipher Projects logoCipher ProjectsCanberra, AustraliaOpenAI, Claude, n8nAI ad-video production pipeline · DevSecOps Operating Models33
196CodeFreeIQ logoCodeFreeIQDunfermline, United KingdomZapier, ClaudeMake your team AI-fluent · AI Strategy Call33
197Foundry 5 logoFoundry 5United KingdomAI Development AI Development · Web Development Web Development33
198Glorium Technologies logoGlorium TechnologiesKyiv, United StatesSalesforceSoftware Product Development Company · AI-Powered Business Process Automation33
199JumpGrowth logoJumpGrowthRichardson, United StatesDevOps & Cloud Engineers · Lead time33
200AI Development Services logoAI Development ServicesUnited Statesn8n, Claude, HubSpotGrounded in your data · Audited and owned32
201The Bot Forge logoThe Bot ForgeLondon, United KingdomVoiceflow, OpenAI, ClaudeDiscovery & Consultancy · Move fast, and make things32
202Yalantis logoYalantisWarszawa, United StatesOpenAIEnd-to-End IoT Development Services · Embedded Development32
203AppStream Studio logoAppStream StudioNashville, United StatesClaude, SalesforceAgentic workflows · Voice agents31
204Builts AI logoBuilts AIEtobicoke, CanadaHubSpot, SalesforceAudit31
205DSP Solves logoDSP SolvesGurugram, IndiaZapierHR/recruiting31
206Orases logoOrasesFrederick, United StatesCustom Software & AI Development · Software Development & AI Services31
207Qubika logoQubikaAustin, United StatesOpenAI, ClaudeChatbots · E-commerce ops31
208RZLT logoRZLTZagreb, Croatian8n, Workato, OpenAIAgents Running · Partners of Leading AI Companies31
209SoftSnowNot statedZapier, OpenAI, ClaudeCRM automation/sync · HR/recruiting31
210Taycon AI logoTaycon AIVancouver, CanadaLangChain, OpenAI, ClaudeAI Strategy Consulting for Operations · Custom AI Agents Development31
211Vention logoVentionNew York, United StatesUiPath, SalesforceAI-enabled software development company · Development and technology expertise31
212Cloudfresh logoCloudfreshNot statedClaude, HubSpotZendesk Support Suite · GitLab Partner for AI-Powered DevSecOps30
213DianAppsJaipur, IndiaSalesforceAUTOMATIVE · Best Salesforce Development Company 202530
214Goodish Agency logoGoodish AgencySloveniaOpenAI, HubSpotAI & Automation · CRM & Workflows30
215n8nlogic logon8nlogicDubai, United Arab Emiratesn8n, OpenAI, ClaudeMarketing Automation Projects · SEO Content Pipeline for Agencies30
216StackdropNot statedRetoolCustomer support · Reporting/dashboards30
217TecOrb Technologies logoTecOrb TechnologiesNot statedLangChainCRM automation/sync · Chatbots30
218VECTOR Labs logoVECTOR LabsSofia, BulgariaChatbots · Voice agents30
219ClustoxDover, United StatesChosen By Leading Companies · AI & Data Innovation29
220SPD Technology logoSPD TechnologyLondonClaude, SalesforceAgentic AI Solutions We Build · Data Engineering and Analytics29
221Sunburnt AI logoSunburnt AIBrisbane, AustraliaFrom Strategy to Deployment · From AI Strategy to Deployment29
222The Agentics Co. logoThe Agentics Co.Amsterdam, NetherlandsTeam Agentics · Adrijana Daragon29
223Impekable logoImpekableSan Francisco, United StatesOpenAI, ClaudeLead generation · CRM automation/sync28
224Monterail logoMonterailWrocław, United StatesClaudeCustom Software Development · Web Application Development28
225Pixelfield logoPixelfieldUnited KingdomLangChain, OpenAIAI & Data · Cloud & DevOps28
226Rejoicehub LLPIndiaLangChain, OpenAI, ClaudeAI Agent Development · Launch & Support28
227YounesArgentinaZapierAutomated Workflows · Notion Strategy & Consulting28
228Arvana logoArvanaNot statedOpenAI, HubSpot, SalesforceEchte Ergebnisse statt geschönten Reportings · Leadgen für B2B FinTech Plattform27
229ElecteGermanyOpenAI, Claude, HubSpotCentralized access to your data · Automatic reports27
230Groundwork logoGroundworkNot statedEmployee Training · AI-Powered Content Intelligence27
231Islands AI logoIslands AISt Peter Port, GuernseyAccuracy, auditability and data control. · Auditability27
232Leobit logoLeobitL'viv, United StatesOpenAI, ClaudeCUSTOM SOFTWARE DEVELOPMENT · .NET SOFTWARE DEVELOPMENT27
233NotchZagrebExplore Notch’s AR Automation Solution · Invoice Management27
234Oxagile logoOxagileUnited StatesOpenAI, ClaudeData-driven AdTech marketplace →27
235Sphynx Automation logoSphynx AutomationNot statedZapierCRM automation/sync · Invoicing/finance ops27
236Acronotics logoAcronoticsUnited StatesUiPathANDERSEN CONSULTING · AUTOMATION ANYWHERE26
237Ai Dynamic Advisory logoAi Dynamic AdvisorySandton, South African8n, ClaudeAI Opportunity Audit · Customer Ops & Communications26
238AI Innovisory logoAI InnovisoryNew ZealandOpenAI, ClaudeAI Workshops · AI Process Automation26
239aNotioneerUnited KingdomZapier, OpenAI, ClaudeAutomate the busywork · Meeting & document intelligence26
240CaztonNot statedLangChain, OpenAI, SalesforceChatbots · Voice agents26
241DATAFOREST logoDATAFORESTKyivOpenAIData Foundation + Digital Products · Data Engineering26
242Digital Stratify logoDigital StratifyNot statedn8n, SalesforceOne data model, one truth · End-to-End Support25
243LaunchPad Lab logoLaunchPad LabChicago, United StatesOpenAI, Claude, SalesforceAI Automation & Agentic AI · Salesforce Development25
244Zone 99 LTD logoZone 99 LTDUnited StatesZapierSounds Blurry, consult it · SEO ready & fast performance25
245Ajackus logoAjackusUnited StatesAirtableAI Development · Web Development24
246Devstringx Technologies logoDevstringx TechnologiesNoida, IndiaProven engineering and development expertise24
247Konstant InfosolutionsJaipur, IndiaAI Development and Implementation · AI Agent Development24
248Phaedra Solutions logoPhaedra SolutionsDubaiAirtable, OpenAI, ClaudeDevelopment · Strategic Consultancy24
249AI-DOS logoAI-DOSMelbourne, Australian8n, ClaudeLead generation · CRM automation/sync23
250Bold TechNot statedClaude, HubSpot, SalesforceAI enablement & team training · AI scaffolding & workflow buildouts23
251PixelPlex logoPixelPlexNew York, United StatesOpenAIBlockchain development services · Custom software development23
252Reckonsys logoReckonsysBengaluruOpenAI, ClaudeAgentic AI, engineered for production. · CRM23
253Software on the RoadUnited StatesLangChainDevOps/SRE Specialists · AI & Workflow Automation23
254ThrAIve logoThrAIveNetherlandsOpenAI, HubSpot, SalesforceAPI development · Factuurverwerking automatiseren23
255We Call Shotgun logoWe Call ShotgunParis, FranceOpenAI, ClaudeWorkflow Transformation · Agentic Workflows22
256BrainyYack logoBrainyYackToronto, CanadaOpenAIAI Agent Deployment · Workflow Automation21
257Enabled Minds logoEnabled MindsPortland, United StatesClaudeAI consulting for small businesses.21
258Grapeworks logoGrapeworksGlasgow, United KingdomStart with one workflow. · Make ourselves needless21
259Revenanas logoRevenanasThe Hague, Netherlandsn8n, HubSpot, ClayMake it actionable · Data Foundation21
260Wadico logoWadicoDubai, United Arab Emiratesn8n, OpenAI, HubSpotAI Operations & Automation · Automated Intelligence & Reporting21
261AIWise logoAIWiseGeelong, AustraliaSenior consultant20
262Declone Labs PVT LTDSuratSalesforceChatbots · Appointment booking20
263Digital Applied logoDigital AppliedRužinov, SlovakiaOpenAI, Claude, HubSpotAgentic SEO · Content Engine20
264EventumSpainClaude, SalesforceRAG & Knowledge Systems · AI Agents20
265Magora logoMagoraLondon, United KingdomOpenAI, Claude, HubSpotCRM automation/sync · Chatbots19
266Aitoflo logoAitofloVancouver, CanadaBuild on your data · Voice AI came first18
267The AI Agency USA logoThe AI Agency USALas Vegas, United StatesVoice AI that never misses. · Voice AI Agents18
268Zephico TechnologiesIndiaRetoolCustom Software Development · Data Engineering on Databricks18
269Axdox logoAxdoxBangalore, Indian8n, OpenAIn8n Automation · AI Voice Agents17
270InterCode logoInterCodeKennesaw, United StatesOpenAI, Claude, SalesforceCloud & DevOps · Data & Enterprise17
271JMJ Consultancy logoJMJ ConsultancyDubai, United Arab Emiratesn8n, OpenAIAI automation that ships. · Recruitment CRM, 20,000+ live leads17
272WhyPred Nexus logoWhyPred NexusSydney, AustraliaOpenAIAI Strategy & Advisory · Team Training17
273QualiFI AI logoQualiFI AIUnited KingdomAutomation Partner for Growing Businesses · Discovery & Strategy15
274SmartService Solutions logoSmartService SolutionsUnited StatesZapier, OpenAI, ClaudeServiceTitan implementation & cleanup · CRM setup & configuration14
275Agento AI logoAgento AINew York, United StatesRetell AI, HubSpotAI Agent & Automation Solutions · AI Voice Sales Agent13
276ArtomaiCanadaClaudeInvoicing/finance ops · Document processing13
277IPM Software logoIPM SoftwareIrelandTeam training · Document Generation and Flow Automation13
278Oyik.AI logoOyik.AILondon, United KingdomAI Voice & Chat Agents · Autonomous AI Agents13
279Artkai logoArtkaiGliwiceCRM automation/sync · Invoicing/finance ops10
280Fintask Finance AutomationIrelandAirtableSeamless Integration Success · Process Audit9
281SmartAgents logoSmartAgentsSeattle, United StatesOpenAIOnboarding & KYC · Project & Delivery Ops9
282ExelabItalyHubSpot, SalesforceCRM & Revenue Operations · HubSpot Elite Partner6

Questions

How many automation agencies for Finance are listed?

282 agencies currently meet our verification checks (live website, automation or AI as a core service, recent activity).

Which platforms do these agencies use most?

Most often named on their websites: OpenAI, Claude, Salesforce, HubSpot.

What do these agencies typically automate?

Common use cases listed: Data integration/ETL, Reporting/dashboards, HR/recruiting, CRM automation/sync.

How is this list ranked?

Agencies are ordered by a relevance score based on named automation platforms and published case studies or review profiles. Featured placements, when available, are always labelled.

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