Zalos, a San Francisco-based developer of computer agents for finance operations, has raised $3.6 million in seed funding to advance its platform that automates workflows across fragmented financial systems.
The round was led by 14 Peaks, with participation from Cohen Circle and 20VC, alongside a group of angel investors.
The company is building AI-powered “computer agents” that log into finance systems and execute workflows the same way humans do, eliminating the need for complex integrations or system replacements. These agents operate across ERPs, spreadsheets, email, and internal tools, handling tasks such as billing, reconciliations, and reporting while maintaining auditability and enterprise-grade security.
Zalos’ approach is designed to address a core challenge in finance operations, where disconnected systems force teams to manually stitch together data and processes. Instead of replacing existing infrastructure, the platform sits on top of current systems and automates workflows through recorded user actions.
The company’s technology converts screen recordings of finance processes into autonomous agents capable of navigating interfaces, entering data, and validating outputs. These agents function within platforms such as NetSuite, Sage, and SAP S/4HANA, with all actions logged for compliance and audit purposes.
Zalos was founded by CEO William Fairbairn and CTO Hung Hoang. The founders built the company after identifying persistent inefficiencies in finance teams, particularly the reliance on manual workflows due to limited system interoperability.
The company plans to use the funding to expand operations and further develop its platform, with a focus on scaling into enterprise environments and supporting more complex ERP systems. Looking ahead, Zalos aims to build a broader context layer across finance systems, enabling organizations to deploy multiple agents and significantly increase operational efficiency.
KEY QUOTES:
“Finance teams have the systems, but they are still doing the work manually because the stack is not connected. We built Zalos on the belief that CFOs should not need to rip out their existing stack to adopt the latest in AI, we want to start by sitting on top of what is already there. Computer Agents that can log in and run the workflow end to end are the fastest path to real transformation in finance operations.”
William Fairbairn, Co-Founder and CEO, Zalos
“The opportunity Zalos is addressing reflects a structural reality in enterprise finance. Legacy ERPs’ speed of innovation has stalled, leading to growing manual work in the place of transformative automation. AI-native ERPs may offer a credible alternative for companies that have not yet committed to a system. But for the majority of midmarket and enterprise finance teams, replacing an embedded ERP is not an attractive option; years of processes have been built around it, and too many painful system implementations remain fresh in memory. The rise of reliable Computer Agents creates a third path: automation that sits on top of the existing stack and operates it as a human would. These agents are trained once with screen recordings, then the process is automated forever, never taking a holiday, and at a speed and consistency a person cannot match.”
Hung Hoang, Co-Founder and CTO, Zalos
“Finance operations is one of the last areas where the complexity and embeddedness of the underlying systems have made it genuinely hard for CFOs to unlock the ROI promised by AI. What Zalos has built sidesteps that problem entirely. By operating the systems as a human would, training agents with screen recordings, they deliver the true power of finance transformation without losing any domain expertise or asking CFOs to rip out systems they have spent years configuring.”
Emanuele Larocca, Principal, 14 Peaks
“Zalos is redefining what software means for the CFOs. Zalos’ computer agents don’t just assist; they log in, navigate systems, and complete workflows end-to-end. They’re giving finance professionals back hours lost to repetitive tasks so they can focus on what actually moves the business forward. It’s not a copilot… it’s a colleague.”
Nate Pontician, Vice President, Cohen Circle
