Quanta MCP is live today! You can now connect your general ledger to the AI tools you already use.
We're seeing customers use the MCP to automate investor reporting, update forecasting, and more.
Learn more here: usequanta.com/mcp
Our Founder + CEO @helenbhastings is joining a panel at @chargebee Beelieve to discuss a very interesting (and totally existential) topic: how does product-market fit change in an AI-native world?
Join us in person at Fort Mason this Thursday, 4/16, or register for the livestream here: chargebee.com/events/beeliev…
What does product-market fit actually look like in practice?
Our founder @HelenHastings joined @pablosrugo on The Product Market Fit Show to talk about the early days of Quanta, months of user research before building, and why getting something scrappy into customers’ hands teaches you more than waiting for perfect.
Listen here: pmf.show/she-raised-20m…
Highlight of last week: @cjgustafson and Matthew Mozzocchi from Mostly Metrics popping into the office while they were in town. Always fun to catch up in real life.
CJ’s been a great partner to us at Quanta, and Mostly Metrics is one of the best resources out there for finance leaders and operators who care about getting SaaS metrics right. Highly recommend giving it a read.
👉 mostlymetrics.com
We’re hiring Senior Engineers 📍 San Francisco (in person)
You’ll design and build systems that make AI useful in a domain where correctness matters. The work starts with the foundation: modeling financial data accurately, reconciling it continuously, and structuring it so the system can be reasoned about end-to-end.
Because we operate directly on real customer data and real workflows, AI here isn’t speculative. It’s constrained, grounded, and accountable. If the data or model is incorrect, the system must show it.
This is for engineers who want to apply AI to problems that don’t tolerate shortcuts.
Learn more 👉 usequanta.com/careers
Finance breaks when accounting and analysis live in different places.
Quanta is built as a new kind of finance foundation for software companies — where the work that creates the numbers and the work that explains them live in the same system.
The result is financial data that stays usable throughout the month, not just after close.
Learn more → usequanta.com
Today we announced our $15M Series A, led by @Accel, and launched Prism — agentic reporting that can explain your finances.
Prism gives you answers you can follow: what changed, why it changed, and the transactions behind it. It’s reporting that shows its reasoning.
usequanta.com/prism
At the end of last year, we announced two big milestones at Quanta: our Series A and the launch of Prism.
Now we’re finally getting together to celebrate 🎉
We’re hosting a curated gathering with founders, finance leaders, and friends of the team — and we have a few spots left. RSVP luma.com/h2iaxr1o?tk=cy…
Is your financial system keeping up with your growth? Early-stage teams often start with basics, but as you scale, those systems can fall behind. Transactions multiply, and reporting drifts from reality.
💸Big opportunity: Tax, accounting, and financial back-office workflows are being rewritten in real time through AI-native software and services firms. While a wave of new companies has emerged, I believe we’re still early in the transition, as these systems need to be accurate and outperform both human judgment and expertise.
There is an opportunity to build:
🧠 A Personal CFO for every individual and SMB
Personal tax returns sit at the center of someone’s financial life — touching income, investments, benefits, and major life decisions. This creates an opportunity to build an AI-native, trusted personal accountant that connects to every source of income and expense, delivers year-round intelligence, and evolves from tax prep into proactive wealth and financial advice.
🤖 Digital workers for controllers and finance teams
Finance leaders are under pressure to move from backward-looking reporting to forward-looking insight. Manual work like revenue recognition, month-end close, reconciliation, and tax calculations will increasingly be handled by agents.
The opportunity to build the next generation of accounting and tax solutions that can finally scale with technology, not people, is pressing: nearly 75% of the CPA workforce reached retirement age by 2020, and the number of incoming CPA certifications has declined by 36% over the last decade.
💫 How I'm thinking about stellar teams💫
1. AI-native teams paired with DOMAIN EXPERTISE: The strongest founding teams combine technical talent with direct industry experience of accounting and tax workflows, unpacking edge cases, compliance risk, and practitioner behavior to build trust and adoption.
2. Distribution Strategy: Selling to consumers and SMBs is notoriously hard and expensive, which makes embedded distribution critical. For mid-market and enterprise, defensibility comes from being deeply embedded in core workflows while moving upmarket over time.
3. Access to unique, proprietary data: High-quality tax returns, financial statements, and labeled accounting data are difficult to source and expensive to maintain. Teams that have a path to owning differentiated datasets paired with feedback gain compounding advantages in model performance.
4. Complex cases and judgment calls: As models get better at producing financial recommendations, the real differentiation shifts to handling complex, ambiguous scenarios. Founders must design systems where AI accelerates human judgment, knows when to escalate, and earns trust in high-stakes decisions.
Who are examples of companies in the space already? @AccordanceAI@Numerico_AI@UseQuanta@truewindai@ArtifactOffcial@digits@numeral@fifteenth_tax
👇Comment tax if you want the full market map!
If you’re a founder building in the space, I’d love to hear from you! 📧 [email protected]
Thanks for including us — couldn’t agree more. We’ve found that in finance, trust has to come first. That’s why we rebuilt the accounting foundation from the ground up so numbers are accurate and drillable to their source. It’s what lets AI and automation be visible and provable, not a black box.
Since we launched Prism, our agentic AI reporting layer, we've heard the same questions over and over: “Is it real?,” “Does it actually work?”
You bet it does — and here’s a quick peek with REAL Quanta data.
Prism generates custom spreadsheets on the fly and shows the math all the way back to the source data. That’s what we mean by explainable finance.
Is month-over-month Sweetgreen🥗 growth the next great SaaS metric that predicts startup success?
If people want it, we’ll add it to our template library 🤣
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