Fiscal

What Fiscal does

Fiscal is a privately held, for-profit software company founded in 2022 and headquartered in Carlsbad, California, with a workforce in the 11-50 employee range. Per the available firmographic data, the company offers software tools for managing and understanding financial data, targeting users who require financial data workflows, though no specific customer segments, verticals, or end-user profiles are disclosed in the input.

The company's only documented product is "Bixby," referenced through a login portal at fiscal-corp.com. No product description, feature list, underlying technology stack, integrations, API surface, or technical architecture is disclosed in the provided sources. No proprietary technology, patents, trademarks, certifications, or compliance attestations were identified. The firm has not disclosed a public API, SDK, or developer documentation.

No revenue model, pricing tiers, go-to-market motion, distribution channels, named customers, partnerships, awards, or funding history are documented in the input data. Ownership structure, management team, and investor base are also unstated. As a result, the commercial mechanics—how Fiscal acquires customers, what it charges, and how it monetizes Bixby—cannot be characterized from the available evidence and represent material data gaps for any investment assessment.

Name

Fiscal

Website

https://fiscal-corp.com

Company type

Private

Founded year

2022

Headcount range

11–50 employees

Short description

Fiscal is a Carlsbad, California-based private software company founded in 2022 that offers tools for managing and understanding financial data. Its sole referenced product is "Bixby," accessed via a login portal at fiscal-corp.com.

Ownership category

akta.pro rank

Product category

Financial Data Management Software

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Finance Services (6199)

akta.pro primary industry

Expense Tracking & Financial Dashboards (FSAGADAB)

akta.pro secondary industries

Budgeting & Cash-Flow Management (FSAGADAA), Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)

Keywords

• Financial data software
• Financial management tools
• Data analysis software
• Business financial insights
• Financial data platform

Headquarters

HQ city

Carlsbad

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Core offering

Fiscal offers software tools for managing and understanding financial data. Its sole evidenced product, Bixby, is accessed via the company's login portal at fiscal-corp.com, suggesting a hosted software application aimed at users who need to organize, interpret, or act on financial information.

Differentiator

Problem solved

Functional benefit

Products and services

• Bixby Bixby is a software product referenced on Fiscal's login portal at fiscal-corp.com. It appears to be Fiscal's core offering for managing and understanding financial data, targeted at users who need a hosted application to work with financial information. No additional feature or capability details are provided in the source data.

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights2 records

Direct peers

• Rocket Money (Truebill): Rocket Money is a personal finance app focused on expense tracking, budgeting, and subscription management. It directly overlaps with Fiscal's stated focus on tools for managing and understanding financial data.
• Monarch Money: Monarch Money is a personal finance and financial dashboard platform for budgeting, cash-flow tracking, and net-worth analysis, competing directly with Fiscal's likely PFM positioning.
• Copilot Money: Copilot is a mobile-first personal finance app with category tracking, spending insights, and customizable dashboards — a directly comparable consumer financial data experience.
• YNAB (You Need a Budget): YNAB is a budgeting and cash-flow management SaaS product focused on proactive personal financial planning. It is a comparable subscription-based PFM tool aimed at financially engaged consumers.
• PocketGuard: PocketGuard is a consumer financial app that links accounts and surfaces spending, budgets, and bill tracking — directly comparable to a 'managing and understanding financial data' value proposition.

Broad incumbents

• Mint (Intuit): Mint is Intuit's well-known free budgeting and expense-tracking platform, setting the baseline expectation for PFM features and serving a mass-market consumer base overlapping with Fiscal's target.
• QuickBooks (Intuit): QuickBooks is a dominant SMB accounting and financial management suite from Intuit, providing dashboards and reports over financial data and serving as a broader incumbent in the financial-data tooling space.
• Credit Karma: Credit Karma offers free credit, finance, and tax-related dashboards to consumers, broadly overlapping with Fiscal's positioning on helping users understand their personal financial data.

Emerging players

• Plum: Plum is a fintech app combining AI-driven budgeting, saving, and spending insights. It represents an emerging, mobile-first PFM player pursuing a similar consumer financial-data niche.
• Tiller Money: Tiller Money automates personal finance spreadsheets via feeds and templates, appealing to finance-savvy users who want flexible, dashboard-driven views of their financial data.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/fiscalcorp

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 Fiscal