What Abacum does

Abacum is an AI-native Financial Planning & Analysis (FP&A) platform founded in 2020 and headquartered in New York City. The company builds software for mid-market finance teams—typically at companies of 100 to 1,000-plus employees—consolidating planning, reporting, modeling, and forecasting into a single system. Its core product consists of four integrated modules: Abacum Intelligence (an embedded AI layer that handles data cleaning, reconciliation, anomaly detection, backsolving, modeling, scenario planning, and forecasting), Collaborative Financial Planning (continuous planning, driver-based planning, budgeting workflows, AI forecasting), Financial Reporting (live dashboards, always-on reporting, AI summaries, drill-downs), and Data Management (self-service integrations, self-service ETL, AI formulas). An Excel Connector add-on and 700+ pre-built integrations with systems such as Salesforce, Snowflake, Stripe, BigQuery, Tableau, Looker, Chargebee, and Google Sheets extend the platform's reach into customers' existing data estates.

The platform's technical differentiator is its self-service, no-code design that allows finance teams to connect source systems, build models, and produce live dashboards without consultants or engineering support. Abacum monetizes through SaaS subscriptions on a quote-based enterprise sales motion, complemented by self-service interactive demos and ROI calculators that support a product-led growth overlay. Customer evidence spans B2B SaaS, fintech, sports/fitness technology, automotive, and cryptocurrency, with named customers including Strava, Carwow, Typeform, Upvest, ClearLink, Cortex, Softonic, Flipside Crypto, and Highway Finance. The company has raised approximately $105 million across three funding rounds ($7M seed in 2021, $25M Series A led by Atomico in November 2021, and $60M Series B led by Scale Venture Partners in June 2025), maintains offices in New York (HQ) and Barcelona, serves hundreds of companies across more than 30 countries, holds SOC 2 Type II, ISO 27001, and GDPR certifications, and is led by co-founders Julio Martínez (CEO) and Jorge Lluch (COO).

Name

Abacum

Legal name

Abacum Inc.

Website

https://abacum.io

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

101–250 employees

Short description

Abacum is an AI-native FP&A platform that unifies planning, reporting, modeling, and forecasting for mid-market finance teams on a single system, replacing spreadsheet-driven workflows with embedded AI and 700+ pre-built integrations to Salesforce, Snowflake, Stripe, and other enterprise data sources.

Ownership category

akta.pro rank

Product category

Financial Planning & Analysis (FP&A) Software

NAICS

Software Publishers (5132), Software Publishers (51321)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

akta.pro secondary industries

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

Keywords

• Financial planning software
• FP&A platform
• AI business planning
• Financial reporting software
• Collaborative budgeting tools

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: Abacum operates as a SaaS FP&A platform with subscription-based pricing for finance teams, providing access to planning, reporting, intelligence, and data management capabilities

Go-to-market motion2 records

Distribution channels2 records

Marketing channels8 records

Core offering

Abacum sells an AI-native, modular FP&A (Financial Planning & Analysis) SaaS platform that helps mid-market finance teams plan, report, model, and forecast on a single system. The platform connects source systems, automates data cleaning, reconciliation, anomaly detection, and forecasting, and delivers live, AI-narrated dashboards to replace spreadsheet-driven processes. It is sold as subscription software with quote-based enterprise pricing and serves customers in 30+ countries across financial services, SaaS, fintech, sports tech, automotive, and cryptocurrency.

Product overview

Abacum is an AI-native FP&A (Financial Planning & Analysis) platform with a unified, modular architecture. The platform consists of four core integrated modules: Collaborative Financial Planning (for target-setting, scenario planning, and budgeting workflows), Financial Reporting (for dashboards, always-on reporting, and AI Summaries), Data Management (for self-service integrations and ETL), and Abacum Intelligence (the AI layer providing data cleaning, anomaly detection, backsolving, modelling, and forecasting). An Excel Connector add-on enables spreadsheet interoperability. The platform is designed to replace manual spreadsheet-driven processes for mid-market finance teams, connecting source systems and automating busywork while enabling real-time decision support.

Differentiator

Problem solved

Functional benefit

Products and services

• Abacum Intelligence AI-native intelligence layer embedded at the foundational level of the Abacum platform that automates data cleaning, reconciliation, anomaly detection, backsolving, modelling, scenario planning, and forecasting. Designed for mid-market finance teams that need to move to defensible options in minutes rather than months of manual model maintenance.
• Collaborative Financial Planning Planning module that runs a continuous, collaborative planning process staying in sync with the business, including AI Forecasting, scenario planning, workflow management, driver-based planning, and budgeting workflows. Built to replace spreadsheet-driven planning projects for mid-market and enterprise finance teams.
• Financial Reporting Reporting module providing live, narrated dashboards with always-on reporting, AI-generated summaries, custom visualizations, spreadsheet connectors, and drill-down capabilities so stakeholders enter reviews already understanding the 'why' behind numbers.
• Data Management Data management module providing self-service integrations, self-service ETL, and AI Formulas that let finance teams connect and manage financial and performance data from 700+ systems (e.g., Snowflake, Salesforce, Stripe, BigQuery, Tableau) without technical support tickets.
• Excel Connector Spreadsheet connector add-on enabling finance teams to integrate the Abacum platform with Excel and other spreadsheets, allowing them to keep working within familiar spreadsheet environments while benefiting from connected FP&A data.

Quantifiable outcome

• Reduced forecasting cycle from 6-8 weeks to 2-4 weeks
• +3 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability5 records

Feature5 records

Partnerships

One partnership is on record.

• MaxiocoreTechnology or Integration · 19 March 2026Strategic partnership to integrate billing and revenue data with financial planning and forecasting. The integration connects real-time billing performance to planning models, allowing finance teams to eliminate manual reconciliation and accelerate month-end close processes. This partnership extends Maxio's vision beyond billing into the financial planning layer.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Pigment: Pigment is an AI-native FP&A and business planning platform targeting mid-market and enterprise finance teams. It directly competes with Abacum on continuous planning, scenario modeling, and AI-assisted forecasting, with comparable customer logos and pricing tiers.
• Mosaic (strategic finance platform): Mosaic is a strategic finance platform for FP&A, revenue planning, and metrics reporting aimed at venture-backed and mid-market companies. It overlaps Abacum's core use cases (budgeting, headcount planning, scenario analysis) and competes for the same CFO buyer.
• Cube Software: Cube is an FP&A platform that integrates natively with Excel and Google Sheets, aimed at mid-market finance teams that want to modernize without abandoning spreadsheets. It targets the same customer base and use cases (planning, forecasting, reporting) as Abacum.
• Datarails: Datarails is an FP&A solution purpose-built for Excel-centric finance teams, automating data consolidation and reporting. It competes with Abacum's Excel Connector and FP&A workflows for mid-market customers migrating off manual spreadsheets.
• Vena Solutions: Vena is a cloud FP&A platform built on Excel, serving mid-market and growth-stage companies with budgeting, planning, and reporting. It overlaps with Abacum's mid-market positioning and collaborative planning emphasis.
• Planful: Planful is a cloud-native financial planning and analysis platform for the office of the CFO, covering budgeting, forecasting, and financial close. It directly competes with Abacum for mid-market and enterprise finance teams modernizing from legacy EPM tools.
• Jedox: Jedox provides integrated EPM/FP&A software for budgeting, planning, and forecasting, with both cloud and on-premise deployment. It serves mid-market and enterprise finance teams with similar planning and reporting use cases as Abacum.

Broad incumbents

• Anaplan: Anaplan is a large, established connected planning platform used for FP&A, sales, and supply chain planning across enterprises. It is a broader incumbent with a wider portfolio than Abacum and represents the legacy alternative customers often migrate from.
• Workday Adaptive Planning: Workday Adaptive Planning is Workday's cloud FP&A offering bundled within the broader Workday enterprise cloud suite. It competes with Abacum in enterprise FP&A but as part of a much larger HR/finance platform portfolio.

Others

• Maxio: Maxio is a billing and revenue automation platform for B2B SaaS. It is a partner rather than direct competitor of Abacum, but its billing/finance workflow overlap positions it as an adjacent ecosystem participant through its March 2026 integration partnership.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Abacum_io
• YouTubeyoutube.com/@abacumio
• LinkedInlinkedin.com/company/abacum-io

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds3 records

Investors9 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Abacum