Safebooks has emerged from stealth with a platform designed to overhaul how enterprise finance teams maintain revenue data integrity.
The company has raised $15m in seed funding, backed by 10D, Propel Ventures and Mensch Capital, with further participation from Moneta Venture Capital, Magnolia Capital, Cerca Fund, Blue Moon and a number of other strategic investors.
The round marks a significant early endorsement from venture firms increasingly focused on automation across financial operations.
Safebooks’ core technology sits within the Office of the CFO, offering a system it calls Agentic Revenue Integrity (ARI). The solution acts as an intelligent automation layer across quote-to-revenue workflows, monitoring data continuously and taking corrective action in real time. Unlike traditional deployments that require overhaul of legacy infrastructure, ARI operates on top of existing systems and processes, allowing finance teams to maintain continuity while benefiting from automation.
The company’s work centres on replacing manual reviews, reconciliations and data entry that have historically slowed revenue operations.
By integrating structured and unstructured data into a single source of truth, Safebooks aims to accelerate deal cycles, reduce operational burden and ensure compliance at scale. Its software is designed to unify documents, CRM records, ERP data and billing information into a comprehensive financial data map, helping finance teams identify inconsistencies long before they impact revenue accuracy.
Funding secured in the latest round will support further development of the ARI platform, enabling Safebooks to expand its capabilities and accelerate adoption among enterprise customers. The company intends to continue advancing its Financial Data Graph—its proprietary data infrastructure—and deepen automation features that remediate discrepancies automatically.
Additional details released by Safebooks highlight the scale at which the platform already operates. Since launch, it has monitored more than $40bn in financial transactions and removed thousands of hours of manual reconciliation for enterprise SaaS firms. By shifting revenue assurance from a reactive process to a continuous control, Safebooks argues that finance leaders gain enhanced visibility, stronger compliance and improved cash flow predictability.
Safebooks co-founder and CEO Ahikam Kaufman said, “Finance teams spend most of their time on data integrity, ensuring revenue data matches across systems. We built Safebooks to automate that work, using AI, as part of a deep data platform that understands how financial data, structured and unstructured, connects across the CFO’s entire tech stack. It restores confidence in the data itself, without the manual effort.”
10D managing partner Yahal Zilka said, “AI is redefining how enterprises operate, and the Office of the CFO is the next domain to be transformed. Safebooks AI is building the foundational infrastructure for this shift, empowering large organisations to run on trusted, governed, and continuously accurate financial data. Every enterprise will need this layer to operate with confidence at scale, and Safebooks is years ahead in making that future real.”
Safebooks, founded in 2023, has positioned itself as a foundational layer for automating quote-to-revenue processes, ensuring every transaction is compliant and complete across structured and unstructured data. The company has not publicly disclosed any previous investment rounds before its emergence from stealth.
Copyright © 2025 RegTech Analyst
Copyright © 2018 RegTech Analyst
