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-based company said the round was led by 10D, Propel Ventures, and Mensch Capital, with participation from Moneta Venture Capital, Magnolia Capital, Cerca Fund, Blue Moon, and other strategic investors.
The funding accompanies the launch of Safebooks’ flagship product, Agentic Revenue Integrity (ARI), an automation layer designed for quote-to-revenue workflows that sits on top of existing finance systems rather than replacing them.
Safebooks is targeting a core pain point for CFO organizations, where revenue operations, order management, and deal desk processes often depend on manual reviews, reconciliations, and repetitive data entry to ensure that information aligns across CRM, ERP, billing, and revenue recognition systems. The company says ARI continuously monitors and reconciles data across those systems, unifies structured and unstructured inputs into a single source of truth, and supports audit-ready compliance through automated controls and documentation.
According to the company, its platform builds a “financial data graph” that maps relationships across the revenue lifecycle, linking opportunities to invoices, contracts to billing records, and payments to revenue recognition. Safebooks said the system can read documents in any format, validate them against system-of-record data, detect discrepancies as they occur, and in some cases automatically remediate issues, giving finance teams real-time visibility into revenue completeness and accuracy without changing existing workflows.
Safebooks has monitored more than $40 billion in financial transactions since launch and has reduced thousands of hours of manual reconciliation work for enterprise SaaS customers. The company was founded in 2023 and is led by co-founder and CEO Ahikam Kaufman, who previously co-founded Check, a payments company acquired by Intuit, and has held leadership roles at Mercury, HP, and Intuit.
With the seed capital, Safebooks plans to scale deployment of ARI for larger enterprises seeking to reduce revenue leakage risk, accelerate deal reviews, and improve predictability by shifting revenue assurance from periodic, reactive checks to continuous controls.
KEY QUOTES:
“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,”
Ahikam Kaufman, Co-Founder and CEO, Safebooks
“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,”
Yahal Zilka, Managing Partner, 10D
