What Viewz does

Viewz is an Israel-based fintech company that has built an AI-native finance operating system combining a governed-ledger software platform with an embedded managed finance team service. The platform unifies bookkeeping, financial planning, payroll, compliance, and reporting into a single continuous operation, replacing the fragmented finance stacks common at tech-driven SMBs and startups. Core technical components include a governed ledger that serves as the single source of truth, an agentic bookkeeping engine that autonomously handles transactions and reconciliation, a real-time financial intelligence layer with predictive cash flow forecasting, an embedded FP&A module, and Vision AI — a natural language interface for querying live financial data. The platform integrates with Stripe, Ramp, Brex, Rippling, Monday.com, Pipedrive, and Comply, and holds SOC 1, SOC 2, ISO 27001, and WCAG 2.1 AA certifications.

The company targets four primary buyer personas — founders, CFOs, VP Finance, and COOs — at tech-driven SMBs and growth-stage startups. Its go-to-market motion is sales-led, with custom annual subscription pricing bundled with the embedded finance team, acquired through website-driven demo requests rather than self-service. Eleven named customers include Aligned, XType, Bringiton, Dig, Confetti, Visitt, Bliss, SiteAware, Easeysend, Echo, Guardz, and OneLayer — predominantly Israeli and US tech startups. Disclosed customer outcomes include a 90% reduction in close time and 5x team capacity without headcount growth.

Viewz was founded in 2024 by Moti Cohen (CEO), Omer Aviad (CMO), and Liran Kessel (CTO), who bring approximately 50 years of combined experience in audit, transactions, and CFO roles. The company emerged from stealth with a $7 million seed round led by Ibex Investors and FLINT Capital, and reports multi-million-dollar ARR with 67% revenue growth in Q4. The company is privately held, headquartered in Ramat Gan, Israel, and operates with 11-50 employees.

Name

Viewz

Legal name

Viewz Financial Solutions Ltd.

Website

https://viewz.co

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

Viewz is an Israel-based fintech startup offering an AI-native finance operating system on a governed ledger, bundled with an embedded managed finance team, targeting founders, CFOs, and finance leaders at tech-driven SMBs and startups. The platform unifies bookkeeping, FP&A, payroll, compliance, and real-time reporting.

Ownership category

akta.pro rank

Product category

AI Finance Operations Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

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

akta.pro primary industry

Data Platform (Unified Data & Analytics) Suites (HDAEABAD)

Keywords

• AI finance operations
• Automated bookkeeping software
• Financial planning platform
• Embedded finance services
• Multi-entity financial control

Headquarters

HQ city

Ramat Gan

HQ country

Israel

HQ region

Middle East

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Finance Operating System Subscription: Viewz is an all-in-one solution combining an AI-powered finance platform with a dedicated finance team. The platform serves as the governed general ledger and real-time dashboard, while the team manages daily operations like payments, AP/AR, payroll coordination, reporting, budgeting, and FP&A. This appears to be a subscription-based model bundled with managed services.
2. Managed Finance Services: Embedded finance team services covering daily operations including payments, accounts payable/AR, payroll coordination, reporting, budgeting, and FP&A. The team scales to customer needs and operates within the Viewz platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Viewz is an AI-native finance operating system built on a governed ledger architecture that unifies bookkeeping, financial planning, payroll, compliance, and reporting into one continuous operation for tech-driven SMBs and startups. The offering combines a subscription-based AI platform with an embedded dedicated finance team that handles daily operations including payments, AP/AR, payroll coordination, reporting, budgeting, and FP&A. Deployments go live within days, with the platform achieving a 90% reduction in close time and 5X team capacity for customers.

Product overview

Viewz is a unified 'finance operating system' built on a governed ledger that combines an AI-powered finance platform with a dedicated embedded finance team. The core platform consists of four main modules: One Source of Truth (governed ledger), Agentic Bookkeeping (automated transaction processing), Real-time Financial Intelligence (live visibility), and Embedded FP&A (planning and forecasting). Vision AI provides a natural language interface for querying financial data. The platform integrates bookkeeping, financial planning, payroll, compliance, and reporting into one continuous system, replacing fragmented finance stacks with consolidated AI-driven operations.

Differentiator

Problem solved

Functional benefit

Brands

• Vision AI: AI-powered natural language interface that allows users to ask questions and get instant answers about financial data including cash flow, forecasts, variance explanations, and key business metrics.

Products and services

• Viewz Finance Operating System AI-native unified finance operating system for tech-driven SMBs and startups, combining an AI-powered platform with an embedded dedicated finance team. Replaces fragmented finance stacks with one continuous operation on a governed ledger, with deployments going live within days.
• One Source of Truth (Governed Ledger)

Quantifiable outcome

• 90% reduction in close time
• +3 more outcomes

Named customers12 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability7 records

Feature7 records

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Brex: Brex provides corporate cards, expense management, bill pay, and treasury to startups and enterprises. Its expanding finance-operations suite overlaps with Viewz's target buyer and workflow scope.
• Xero: Xero is a leading cloud accounting platform for SMBs with deep integrations and a global footprint. It is the broader-incumbent analog to Viewz's bookkeeping, reporting, and multi-entity capabilities.
• Ramp: Ramp is a corporate card and spend management platform that has expanded into bill pay, vendor management, and accounting automation for SMBs. It competes with Viewz at the procurement-and-finance-workflow layer with significant funding advantages.
• NetSuite (Oracle): NetSuite is Oracle's cloud ERP suite covering financials, multi-entity, and reporting for growing and mid-market companies. It competes with Viewz's multi-entity control and embedded FP&A as customers scale past the SMB stage.
• QuickBooks Live (Intuit): QuickBooks Live is Intuit's bundled bookkeeping service for SMBs using QuickBooks Online. It is the scaled incumbent analog to Viewz's software-plus-dedicated-bookkeeper model.

Direct peers

• Pilot: Pilot provides bookkeeping, CFO services, and tax support for startups and SMBs using a bundled service-plus-software model. It is the closest direct competitor to Viewz's combination of AI-powered finance platform and embedded finance team.
• FloQast: FloQast provides AI-powered financial close management software for the office of the controller. It overlaps with Viewz's continuous close and real-time reporting positioning for an adjacent finance-buyer persona.
• Bench: Bench offered bookkeeping software paired with dedicated bookkeepers for SMBs. Despite its 2024 restructuring, it remains the most direct historical analog to Viewz's bundled bookkeeping-and-platform offering.
• Numeric: Numeric is an AI-native accounting close automation platform for venture-backed startups. It targets the same finance-led, tech-SMB buyer with AI-driven close workflows, directly competing for Viewz's core ICP.

Emerging players

• Cube: Cube is an FP&A platform that brings budgeting, forecasting, and reporting into a unified workspace. It overlaps with Viewz's embedded FP&A and projections module for the same CFO/VP Finance buyer.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors2 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 Viewz