Startup CFO Competitors

Founded in 1986, BPM is one of the largest California-based public accounting and advisory firms, ranked as one of the 50 largest firms in the country. With six offices across the Bay Area, we serve emerging, mid-cap, and closely-held businesses as well as high-net-worth individuals in a broad reach of industries ranging from financial services, technology, life science and consumer business to real estate, nonprofits, wine and craft beverages. Our International Tax Practice is one of the largest on the West Coast and our well-recognized SEC Practice serves approximately 35 public reporting companies. We are listed as one of the “Best Public Accounting Firms for Women,” and the San Francisco Business Times, North Bay Business Journal and Silicon Valley Business Journal all list BPM as one of the “Best Places to Work.” Accounting Today ranks us as the number one "Best Firm to Work for"​ in the nation, in the Large Firm Category. Our mission is to WOW clients with our service, depth of knowledge and intimate understanding of their business and financial challenges. Because People Matter

Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. We partner with thousands of companies to help them grow sustainably and operate more effectively.

Zeni is AI accounting and AI bookkeeping software for startups, small businesses and accounting firms. Two AI agents do the work of a finance team, and CPAs and finance experts review the results. The AI Accountant handles day-to-day accounting. It categorizes transactions, posts journal entries, reconciles bank and card accounts, matches receipts and runs audit checks before every month-end close. The AI CFO turns those always-current books into financial reports, forecasts, runway projections and what-if scenarios, and answers financial questions on demand. What Zeni does: • AI accounting: journal entries, reconciliations and month-end close • AI bookkeeping: transactions categorized and receipts matched as they come in • AI financial reporting: P&L, balance sheet and cash flow, always current • AI CFO: forecasting, runway and scenario modeling • AI accounts payable, bill pay and reimbursements in one platform • Expert review: CPAs, CAs and CFOs keep books GAAP-compliant and audit-ready • Optional services: fractional CFO, business tax and payroll Zeni works with QuickBooks Online and NetSuite, manages $20B in transactions a year, and saves customers 70+ hours a month on average. Founded in 2019, Zeni is headquartered in Palo Alto, California.