Safebooks deploys AI agents that automate finance operations end to end. Reconciliation, validation, policy enforcement, workpapers, and more. Grounded in your actual data.
Location: United States
Total raised: $15M
Investors 2
| Date | Name | Website |
| 27.10.2023 | Propel Ven... | propel.vc |
| - | Blue Moon | blue-moon.... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 14.12.2025 | Seed | $15M | Moneta Ven... |
Mentions in press and media 4
| Date | Title | Description |
| 14.12.2025 | Safebooks AI: $15 Million Seed Funding Closed To Bring Agentic Automation To Revenue Data Integrity | Safebooks has emerged from stealth with $15 million in seed funding to expand what it calls a new category of “Financial Data Governance” aimed at automating revenue data integrity for enterprise finance organizations. The San Francisco-bas... |
| 11.12.2025 | Safebooks AI Raises $15M in Seed Funding | Safebooks Inc., a San Francisco, CA-based financial data governance solutions provider, emerged from stealth securing $15m in seed funding. The round was led by 10D, Propel Ventures, and Mensch Capital with participation from Moneta Venture... |
| 21.01.2025 | SAFEBOOKS AI SELECTED AS FINALIST FOR 2025 SXSW PITCH | Safebooks AI - Financial Data Governance Platform Safebooks to showcase its financial data governance platform in the FinTech & Future of Work category. This recognition from SXSW affirms the importance of financial data governance in t... |
| - | Safebooks AI | “Your modern revenue stack is fragmented. Humans are the manual glue, and the connection is failing.” |