InScope
InScope is an AI-native financial reporting platform that automates financial statement preparation, review, and disclosure drafting for accounting firms and enterprise finance teams, replacing manual Excel-to-Word workflows with an Excel-native SaaS workspace featuring an AI review assistant and ERP integration.
- Company typePrivate
- Founded2023
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What InScope does
InScope (legal name InScope Tech, Inc.) is an AI-powered financial reporting platform designed to replace manual Excel-to-Word workflows for accounting firms and enterprise finance teams. Founded in 2023 in San Francisco by Mary Antony (CEO) and Kelsey Gootnick (Co-founder/COO)—both veterans of accounting and finance leadership roles at Autodesk, Dropbox, Flexport, Miro, and Yelp—the platform combines an Excel-native workspace with a generative AI Review Assistant named Penny that performs footing, cross-footing, and internal consistency checks, drafts audit-ready footnotes using ASC guidance and comparable SEC filing examples, and surfaces accounting guidance in real time. Core capabilities include automated rollforward of prior-year PDFs, live link-and-sync between Excel workbooks and financial statements, real-time collaboration with controlled access for auditors and consultants, an AI Disclosure Assistant that rebuilds footnotes in the customer's own format, and native ERP integration with Oracle NetSuite, with planned expansion into XBRL validation and ESG reporting.
The product surface spans the InScope Platform as the core workspace, Penny as an AI add-on, the Excel Integration Add-in, Link + Sync functionality, and early-access Automated Cash Flow Statements. InScope sells through a quote-based enterprise SaaS subscription model with no publicly disclosed pricing, using direct enterprise field sales (HubSpot-driven demo scheduling) as the primary motion and an inside-sales/early-access list approach for mid-market prospects. The customer base includes more than 40 named logos spanning Top 100 accounting firms (CohnReznick, Armanino, Frazier Deeter, Aprio, DFP Partners, Calabrese Consulting, ATKG, McDirmit Davis, Williams Marston, Geffen Mesher), enterprise technology companies (Miro, Netlify, Celigo, Copado, Intermedia, Tarana, Stord, Oura, Cursor), fintech and insurance firms (Vouch, Inspira Financial, Millennium, Alpaca, EquiTrust), and other verticals. As of February 2026, the company had raised $18.8 million in total funding across a $4.3M seed round (June 2024) and a $14.5M Series A led by Norwest Venture Partners, reported 5x customer growth and over 30x ARR growth over the prior 12 months, and held SOC 2 Type 2 compliance managed through Drata. Competitive positioning is direct against Workiva, BlackLine, and FloQast in financial close and reporting automation.
InScope firmographics
Firmographics- Name
- InScope
- Legal name
- InScope Tech, Inc.
- Website
- https://inscopehq.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- InScope is an AI-native financial reporting platform that automates financial statement preparation, review, and disclosure drafting for accounting firms and enterprise finance teams, replacing manual Excel-to-Word workflows with an Excel-native SaaS workspace featuring an AI review assistant and ERP integration.
- Ownership category
- akta.pro rank
InScope industry classification
Industry- Product category
- Financial Reporting Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
- akta.pro secondary industries
- AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), AI Observability, Monitoring & Evaluation Platforms (Drift, Quality, Safety) (HDAEANAF)
Keywords
Where InScope is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
InScope business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Cloud-based SaaS platform providing access to the InScope financial reporting automation platform. Customers pay subscription fees for access to AI-powered financial statement preparation, review, and collaboration features. Terms of Service references Order Forms and subscription-based service delivery.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
InScope product offering
Product offeringCore offering
InScope provides an AI-powered financial reporting platform that automates the preparation, review, and audit of financial statements for accounting firms and enterprise finance teams. The platform combines an Excel-native workspace with generative AI capabilities (including the Penny review assistant) to automate rollforward, formatting, disclosure drafting, footing and consistency checks, and collaboration with auditors. It is delivered as a cloud-based SaaS subscription with native ERP integrations such as Oracle NetSuite.
Product overview
InScope is a unified AI-powered financial reporting platform designed by accountants for accounting firms and enterprise finance teams. The core InScope Platform provides the primary workspace for financial statement preparation and review, supplemented by Penny, an AI assistant that drafts disclosures, runs accuracy checks, and surfaces accounting guidance. The platform operates via an Excel-native workflow where linked workbooks sync automatically into formatted financial statements. Key add-on capabilities include an AI-Powered Review Assistant (footing/cross-footing/consistency checks), Automated Cash Flow Statements (early access), and Link + Sync functionality for real-time document updates. The platform targets the tedious verification and reconciliation tasks that consume significant accountant time during peak reporting windows.
Differentiator
Problem solved
Functional benefit
Products and services
- InScope Platform Cloud-based SaaS platform that automates financial statement preparation, review, and audit workflows for accounting firms and enterprise finance teams. Provides an Excel-native workspace with automated rollforward, formatting, linking and syncing, AI-assisted review (Penny), disclosure drafting, and collaboration with auditors.
Quantifiable outcome
- Customer base grew over 5x in 12 months
- +8 more outcomes
Companies that use InScope
Customer profileNamed customers17 records
Segments3 records
Ideal customer profiles2 records
InScope technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability6 records
Feature7 records
InScope partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered flagship_customer_integration and reference_customer.
- CohnReznickflagship_customer_integrationCohnReznick Advisory Practice uses InScope for IPO readiness and SEC filing support. Their feedback and use case development has shaped product features like live sync, controlled external access, and version history for client engagements.
- Miroreference_customerMiro's Assistant Controller uses InScope for audit-ready financial reporting. Their collaborative workflow with consultants and auditors has informed InScope's real-time collaboration capabilities.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
InScope competitors and assessment
Company assessmentDirect peers
- Workiva: Workiva is the dominant cloud platform for SEC filing, financial reporting, and ESG disclosures. InScope positions directly against Workiva in financial statement preparation and audit-ready reporting, but targets a more AI-native, accountant-friendly workflow on top of Excel rather than Workiva's document-centric model.
- BlackLine: BlackLine is a leader in financial close automation, including account reconciliation, journal entry management, and variance analysis. InScope competes by automating the downstream financial statement preparation and review step that sits adjacent to BlackLine's close processes, often as a complementary or replacement layer for traditional close suites.
- FloQast: FloQast is a financial close management platform for accounting teams, focused on close orchestration, checklists, and reconciliation workflows. InScope addresses a later step in the close cycle — drafting, reviewing, and assembling the actual financial statements — directly overlapping FloQast's accounting team ICP.
- AuditBoard: AuditBoard provides audit, risk, and compliance management software, with strong adoption among accounting firms and internal audit teams. It overlaps with InScope's accounting firm and enterprise audit-preparation use cases, though InScope focuses specifically on the financial statement preparation workflow rather than broader GRC.
- Trintech: Trintech offers financial close management solutions including reconciliation, transaction matching, and close orchestration. It overlaps with InScope's financial close automation category and serves a similar enterprise accounting buyer, with Trintech focused on the close process and InScope on the final reporting step.
- Vena Solutions: Vena offers financial planning, consolidation, and reporting built natively on Excel. It overlaps with InScope's Excel-native approach and accounting/finance buyer, but is focused more on FP&A and budgeting rather than the financial statement preparation and audit workflow.
Broad incumbents
- OneStream: OneStream provides a unified corporate performance management (CPM) platform for financial consolidation, planning, and reporting at large enterprises. It is a broader incumbent serving the same enterprise finance buyer as InScope but with a much heavier, enterprise-scale deployment footprint.
Others
- Drata: Drata is a compliance automation platform for SOC 2, ISO 27001, and other security frameworks, and is also InScope's own trust/compliance backend (per their Trust Center link). It is comparable as an adjacent automation platform for accounting-adjacent compliance workflows, though Drata targets security rather than financial reporting.
Emerging players
- Tipalti: Tipalti automates accounts payable, global payments, and supplier management for finance teams. It addresses a different but adjacent slice of finance automation for mid-market and enterprise customers that InScope also serves, making it a comparable peer in the broader AI-driven finance back-office wave.
- Ramp: Ramp is an AI-driven corporate card and finance automation platform rapidly expanding into accounting automation (categorization, close support). It targets a similar mid-market and enterprise finance buyer as InScope and represents an emerging AI-native competitor in adjacent finance workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
InScope social profiles
Digital presenceInScope compliance and trust
Trust signalCompliance1 record
InScope financial estimates
Financial estimateRevenue estimate
Valuation estimate
InScope leadership team
Management profileNumber of profiles
Profiles2 records
InScope funding detail
Funding detailFunding overview
Funding rounds2 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InScope M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about InScope
What does InScope do?
InScope provides an AI-powered financial reporting platform that automates the preparation, review, and audit of financial statements for accounting firms and enterprise finance teams. The platform combines an Excel-native workspace with generative AI capabilities (including the Penny review assistant) to automate rollforward, formatting, disclosure drafting, footing and consistency checks, and collaboration with auditors. It is delivered as a cloud-based SaaS subscription with native ERP integrations such as Oracle NetSuite.
Is InScope a public or private company?
InScope is a private company. It is classified as venture growth investor backed and is currently operating.
When was InScope founded?
InScope was founded in 2023. It employs 1 to 10 people.
Where is InScope based?
InScope is headquartered in San Francisco, United States, in the North America region.
How does InScope make money?
One revenue line is on record: saaS Subscription.
Who are InScope's main competitors?
Direct peers on record are Workiva, BlackLine, FloQast, AuditBoard, Trintech and Vena Solutions. OneStream is listed as a broad incumbent. Drata is listed as an others. Emerging players are Tipalti and Ramp.
Does InScope have an API?
No public API is recorded for InScope.
What industry is InScope in?
InScope's product category is Financial Reporting Software. Its primary akta.pro industry code is HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites, with a secondary code of HDAEANAI, AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI). Its NAICS code is 513210 and its SIC code is 7372.