Safebooks Inc., a San Francisco–based startup specializing in financial data governance, has officially emerged from stealth with a $15 million seed round. The funding was led by 10D, Propel Ventures, and Mensch Capital, with additional backing from Moneta Venture Capital, Magnolia Capital, Cerca Fund, Blue Moon, and several strategic investors.
Along with the funding news, Safebooks launched its flagship product: Agentic Revenue Integrity (ARI). This automation layer is designed for CFOs and works with existing quote-to-revenue systems. ARI constantly monitors revenue data, providing real-time accuracy and audit-ready assurance. Customers don’t need to change their current tech stack.
Traditional revenue and deal desk workflows depend on manual data checks, reconciliations, and scattered documents. Safebooks addresses these issues with ongoing AI monitoring, faster deal validation, and automated fixes. The platform merges structured and unstructured data into one trusted revenue source. This helps finance teams close books faster and lower operational risk.
“Finance teams spend most of their time on data integrity, ensuring revenue data matches across systems. We built Safebooks to automate that work, using AI, as part of a deep data platform that understands how financial data, structured and unstructured, connects across the CFO’s entire tech stack. It restores confidence in the data itself, without the manual effort,” said Ahikam Kaufman, Safebooks co-founder and CEO.
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Safebooks constructs a comprehensive Financial Data Graph that maps every relationship across invoices, contracts, billing systems, payments, and CRM records. Its AI validates data across formats, flags discrepancies instantly, and can even auto-correct them, providing unified visibility without replacing existing tools.
Since quietly launching, Safebooks has monitored over $40 billion in transactions for enterprise SaaS customers, eliminating thousands of hours of manual reconciliation and shifting revenue assurance from a reactive task to a proactive, always-on control system.
“AI is redefining how enterprises operate, and the Office of the CFO is the next domain to be transformed. Safebooks AI is building the foundational infrastructure for this shift,” said Yahal Zilka, Managing Partner at 10D.
Founded in 2023, Safebooks aims to become the intelligence layer for quote-to-revenue operations, helping finance teams prevent revenue leakage, accelerate deal cycles, and operate with greater speed and confidence at scale.
