Safebooks Inc., a company leading the way in Financial Data Governance, has officially come out of stealth mode and announced that it has raised $15 million in seed funding. The round was led by 10D, Propel Ventures, and Mensch Capital, with additional support from Moneta Venture Capital, Magnolia Capital, Cerca Fund, Blue Moon and other strategic investors.
As Safebooks comes out of stealth, it has launched a unique new solution for CFO teams called Agentic Revenue Integrity (ARI). ARI is an intelligent automation layer for finance operations that handle everything from quoting to revenue. It doesn’t just check revenue data—it takes action on it, providing accuracy, speed, and real-time confidence.
ARI runs on top of your current systems, processes, and infrastructure, so companies don’t need to change or replace anything to use it.
Traditional revenue, order, and deal desk processes depend heavily on manual work—like reviews, reconciliations, and data entry. This slow, error-prone approach highlights the increasing need for automated order management.
Safebooks replaces these manual tasks with continuous monitoring, automated revenue reconciliation, and AI-driven automation. This leads to faster deal reviews, removes inefficiencies, brings all structured and unstructured data into one reliable source, and ensures strong, audit-ready compliance at scale.
“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, delivering the first true approach to agentic AI for finance.“, said Ahikam Kaufman, Safebooks co-founder and CEO.
“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, empowering large organizations to run on trusted, governed, and continuously accurate financial data. Every enterprise will need this layer to operate with confidence at scale, and Safebooks is years ahead in making that future real,” said Yahal Zilka, Managing Partner at 10D.
Safebooks was founded by Ahikam Kaufman, who earlier co-founded Check, a payments company that Intuit bought for $360 million. Safebooks aims to be an “agentic” control layer that watches revenue data as it moves through different systems and takes action when needed.
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