What Minerva Intelligence does

Minerva Intelligence, Inc. is a privately held, US-based SaaS company that builds and deploys AI tailored to accounting firms rather than selling off-the-shelf software. Its platform is organized as a single core product, Minerva, with three solution modules: CAS, which automates journal entries, reconciliations, and month-end close; Tax, which automates document collection, organizer preparation, and return review while surfacing planning opportunities; and CFO Advisory, which automates the operational layer of outsourced CFO work and delivers real-time financial visibility and strategic counsel. The product is described as 'industrial-grade AI,' spans text and structured-data modalities, and combines process automation, NLP, generative AI, predictive analytics (cashflow forecasting), and knowledge retrieval capabilities, with a full audit trail logging sources, changes, and rationale for every AI action.

The technical architecture is explicitly security-first: multi-tenant cloud with strict tenant isolation, AES-256 encryption at rest, TLS 1.3 in transit, US-only hosting, a zero-data-training guarantee, and customer-controlled data export and deletion. SOC 2 Type II, GDPR, and CCPA compliance are publicly listed as 'Coming Soon.' The company is headquartered at 420 Mission Bay Blvd N, Unit 406, San Francisco, California, and Terms of Service are governed by California law. Minerva is Y Combinator-backed (with a $525,000 seed round on April 7, 2025 co-led by Y Combinator, with a16z Scout Fund, Matador Ventures Capital, and Multifaceted Capital), and operates a sister brand, Mars (trymars.ai), targeted at businesses.

The business model is a sales-led B2B motion: paid monthly subscriptions billed in advance (non-refundable except as required by law) with an optional free trial that auto-converts to paid, and pricing changes allowed on 30 days' notice. The company is very early stage — 1-10 employees, founded in 2025 — and acquisition runs entirely through a direct 'Book a call' CTA on tryminerva.ai aimed at US accounting practices, with no third-party resellers, marketplaces, app-store listings, or public APIs. No customer logos, ARR figures, or pricing tiers are publicly disclosed, and there are no confirmed sales, hires, or geographic moves beyond the US-only footprint.

Name

Minerva Intelligence

Legal name

Minerva Intelligence, Inc.

Website

https://tryminerva.ai

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Minerva Intelligence is a US-based SaaS company that builds and deploys custom AI to automate bookkeeping, tax preparation, and outsourced CFO workflows for US accounting firms via three modules (CAS, Tax, CFO Advisory) on a subscription model.

Ownership category

akta.pro rank

Product category

Accounting Practice Automation Software

NAICS

Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming Services (7371), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Regulatory Readiness & Audit Automation (e.g., EU AI Act, NIST AI RMF, ISO/IEC 42001) (HDAAAMAE)

akta.pro secondary industries

Audit, Explainability & Accountability Tooling (traceability, reporting) (HDAAAKAL), Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies) (HDAEANAE)

Keywords

• AI accounting automation
• Accounting firm software
• Bookkeeping automation
• Tax automation software
• Outsourced CFO software

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: Recurring monthly subscription billed in advance for the Minerva AI accounting automation platform. Non-refundable except as required by law, with 30 days' notice required for pricing changes. Free trial may be offered that auto-converts to paid subscription unless cancelled by the user.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Minerva is an AI-powered SaaS platform that builds and deploys tailored AI for accounting firms, automating CAS workflows (journal entries, reconciliations, month-end close), Tax workflows (document collection, organizer prep, return review, planning opportunity surfacing), and CFO Advisory workflows (real-time financial visibility, cashflow forecasting, and AI-assisted strategic counsel). Delivered with strict tenant isolation, AES-256/TLS 1.3 encryption, US-only hosting, zero data training, and a full audit trail of every AI action.

Product overview

Minerva is a single AI-powered SaaS platform ("Precision AI for accounting") built and deployed for accounting firms, organized as a core platform with three named solution modules. The CAS module handles journal entries, reconciliations, and month-end close; the Tax module automates document collection, organizer prep, and return review while surfacing planning opportunities; and the CFO Advisory module automates the operational layer of outsourced CFO work with real-time financial visibility. Together these modules operate on top of shared infrastructure (SOC 2 Type II, GDPR, and CCPA controls, US-only hosting, AES-256/TLS 1.3 encryption, tenant isolation, zero data training, and full audit trails) to serve accounting firms and their clients.

Differentiator

Problem solved

Functional benefit

Brands

• Mars: Separate business-facing product accessible at trymars.ai, linked from the Minerva website's "For businesses" navigation entry.

Products and services

• Minerva AI-powered Software-as-a-Service platform providing accounting automation, financial reporting, cashflow forecasting, and AI-assisted financial analysis, built and deployed for accounting firms and their clients. Delivered as automation infrastructure rather than off-the-shelf software.
• CAS (Client Accounting Services) Automates journal entries, reconciliations, and month-end close for accounting firms' client accounting services teams, compressing work that previously took days into hours while delivering greater accuracy and a complete audit trail.
• Tax Automates tax document collection, organizer preparation, and return review, and surfaces planning opportunities before season ends across every client and every year.
• CFO Advisory

Quantifiable outcome

• Reduces time spent on journal entries, reconciliations, and month-end close from days to hours
• +2 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature10 records

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Botkeeper: Botkeeper combines AI and human accountants to automate bookkeeping, reconciliations, and financial reporting for accounting firms and their SMB clients. Comparable automation stack and firm-centric model.
• Basis: Basis is an AI accounting automation platform aimed at accounting firms, automating bookkeeping, month-end close, and advisory workflows. Comparable product category and vertical focus to Minerva.
• Truewind: Truewind is an AI bookkeeping and accounting platform built specifically for accounting firms, offering AI-assisted close, reconciliations, and back-office workflows. Direct overlap with Minerva's CAS module and firm-centric GTM.
• Numeric: Numeric is an AI-native accounting automation platform targeted at accountants and controllers, automating journal entries, reconciliations, and month-end close. Closely comparable product surface and customer to Minerva's CAS offering.
• Puzzle: Puzzle provides AI-powered accounting software for accountants and modern accounting firms, with automated journal entries, reconciliation, and financial reporting. Directly overlaps with Minerva's automation scope and target buyer.
• Rillet: Rillet is an AI-native accounting platform designed for modern accounting teams and firms, automating journal entries, reconciliations, and financial reporting. Directly comparable to Minerva's CAS and CFO Advisory modules.
• Karbon: Karbon is a practice management and workflow automation platform built for accounting firms, handling work coordination, client communication, and process automation. Adjacent overlap on firm workflow automation and the same buyer.
• Docyt: Docyt is an AI-driven bookkeeping and back-office automation platform for accounting firms and SMBs, automating transaction categorization, reconciliation, month-end close, and reporting. Direct functional overlap with Minerva's CAS module.

Broad incumbents

• Pilot: Pilot is a large-scale AI-assisted bookkeeping and accounting service for SMBs and their accountants, with a much broader market footprint and deeper capital base than Minerva. Overlaps on AI bookkeeping automation but is more generalist.
• Intuit QuickBooks: Intuit QuickBooks is the dominant SMB accounting platform with an installed base of millions of firms and small businesses, increasingly adding AI-assisted bookkeeping and tax features. Broad incumbent overlap with Minerva's automation surface.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights3 records

Customer concentration

• Xx.com/tryminervatech
• Facebookfacebook.com/profile.php

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds2 records

Investors4 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 Minerva Intelligence