Safebooks has secured fresh backing as it emerges from stealth with technology designed to overhaul revenue integrity for enterprise finance teams.
The company has raised $15m in seed funding from 10D, Propel Ventures and Mensch Capital, with additional participation from Moneta Venture Capital, Magnolia Capital, Cerca Fund, Blue Moon and a number of strategic investors.
Safebooks AI focuses on automating the financial data governance processes that underpin quote-to-revenue operations. Its platform introduces an approach it calls Agentic Revenue Integrity, or ARI, which acts as an intelligent automation layer that sits across a company’s existing finance systems. Rather than replacing infrastructure, ARI works alongside it, monitoring revenue data in real time and responding to discrepancies as they appear.
The newly raised capital will help the business expand the reach of this system and support growth following its stealth period, with the company positioning ARI as a solution to the mounting pressure on finance functions to improve accuracy, speed and assurance across increasingly complex data environments.
Safebooks AI’s model aims to reduce manual oversight in revenue operations, a process that currently depends heavily on reviews, reconciliations and manual data entry. By transforming these steps into automated, continuous controls, the firm claims finance teams can accelerate deal approvals, reduce inefficiencies and maintain audit-ready compliance at scale. The platform builds a complete map of interconnected financial data, reading documents in multiple formats, analysing CRM, ERP and billing records and validating transactions as they flow across systems.
Since launch, the company said it has monitored more than $40bn in financial transactions and removed thousands of hours of manual reconciliation work for enterprise SaaS firms. Its technology is designed to offer live visibility across all revenue data, enabling finance leaders to shift from reactive checks to proactive, continuous oversight.
Safebooks AI 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 organizations 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.”
Founded in 2023, the company has developed its Financial Data Graph to support ARI and automate reconciliations, data controls and compliance checks. Safebooks AI said its approach prevents revenue leakage and strengthens cash flow predictability by validating every transaction in real time.
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