Companies · Fintech

ProcIndexSummer 2025Active

San Francisco · CA, USA · Fintech · founded 2025 · https://procindex.com/

Diligence memoA one-page analyst read on ProcIndex — recommendation, valuation, rhythm, risks.
Total raised · real
0
Rounds
Latest step-up
Top 35%
Sector rank · raised
Latest stage · inferred

ProcIndex: limited disclosed financing to assess.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Where it sits in Fintech

ProcIndex is one of 1063 Fintech companies tracked from San Francisco, CA, USA, on record since 2025. By capital raised it ranks mid-pack (ahead of 66% of sector peers), and mid-pack by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

AI analyst read est. — model-extracted from this company's public description, not a verified fact. 30%

operates a technology-led product inferred from public copy

Grounded in: “You are a venture analyst

AI Agents for Accounting Operations

ProcIndex is a full stack AI accounting firm, with a suite of agents to automate quote to cash, accounts payable and month end close processes end to end. ProcIndex connects with your existing ERP, operates in the background while giving you full visibility into the agent actions and powers accounting teams to become 33% more efficient.

AIB2BFinanceFintechai/ml
Find ProcIndex online

As reported in public records reported — not modeled.

US
Jurisdiction
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

No round amounts on record to chart.

Financing ladder & sequence gaps

No staged rounds to sequence.

Modeled valuation trajectory
Base estimate est.
Conservative case
Upside case
Modeled post-money

Round size and date are reported; the stage label is inferred from round size. Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Financing rhythm
Avg between rounds
Capital velocity
On record since
First round
0
Rounds on file
How it compares to the market

Benchmarked against 1063 companies in Fintech. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages)
This company
Sector median$4.3M
Modeled value — vs sector median (estimate, all stages)
This company
Sector median$45.0M

Raised more than 66% of sector peers (real $). Modeled value above 66% of peers (estimate).

Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
No rounds recorded.
Intelligence
Modeled next raise
Modeled next size est.
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Registry & provenance

ProcIndex is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
1stCollabFintechsame sector
AbacusFintechsame sector
Absa BankFintechsame sector
AccendFintechsame sector
Accept.inc (formerly BoardRE)Fintechsame sector
AerFintechsame sector
AffinityFintechsame sector
AjaibFintechsame sector
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Prodigal
Lending Intelligence Software
Fintech81%
Finto
AI accounting for enterprise finance teams
Fintech80%
Fini
Fini | Automate 80% of enterprise support with AI agents
Fintech80%
Cedalio
AI agents that automate AP, procurement, and finance
Fintech79%
Bluebook
AI for accounting
Fintech79%
OffDeal
AI-native investment bank for small businesses
Fintech78%
AiPrise
AI-powered Global Compliance Platform
Fintech78%
Two Dots
AI fraud prevention and underwriting agent
Fintech77%
Frequently asked
What does ProcIndex do and where is it based?
ProcIndex operates in the Fintech sector, based in San Francisco, CA, USA. AI Agents for Accounting Operations
Explore related

See where ProcIndex sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

Is this your company?

If you work at ProcIndex, claim this profile or suggest a correction. We aggregate from public filings, so help us keep your description, website and links accurate.

Is this your company? Update your profile or add contact details — and choose exactly who can reach you. Reviewed before anything is published.