United States · Financial services startup

Streamlined

Streamlined is an AI-powered order-to-cash and B2B payments company based in San Diego, California.

Funding reportedLast round: Seed

Financial servicesSan Diego, United States

About Streamlined

Streamlined is an AI-powered order-to-cash and B2B payments company based in San Diego, California.

Founded in 2020, it offers a platform that integrates orders, invoices, payments, and accounting to help businesses manage receivables more efficiently and get paid faster. The company provides services such as automated invoicing, accounts receivable automation, payment processing, and reconciliation. Streamlined supports various payment methods for B2B customers, including ACH bank transfers, eChecks, paper checks, and international wires. Its platform is designed to simplify the entire order-to-cash workflow, enabling businesses to track orders and payments, automate reminders, and streamline reconciliation processes. Streamlined primarily serves fast-growing B2B and e-commerce companies, focusing on those that handle large volumes of payments and require efficient invoicing and payment solutions.

What company datasets say Streamlined raised

Funding, as reported

Reported in all$4.0Min dollars
Rounds2
Last roundSeed
Last round size$3.0M
Last round dateApr 2022
Investors listed4

Founders and team

From Streamlined's own website: 8 founders, 2 on the team.

Ori ZoharCo-Founder & Co-CEO
Tahmina GhafferFounder & CEO
Yao ZhaoFounder & CEO
Absinthia VermutFounder
Cindy LiFounder
Kelly Van ArsdaleCo-founder
Omar KoukazCo-founder
Steve MarksFounder
  • Erin BurkVP of Business Development
  • Trevor FunderburkDirector of E-Commerce

On 3 portfolio pages

Investors who name them

Each firm lists Streamlined on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

The company, in detail

What they build

Known for

erp integrationbulk payment matching aiauto-reconciliationconsumerspayment data syncerp syncpayment securityshopifydistributionmanufacturingfaster paymentstax preparationpayment lockbox integrationpayment automationai paymentsfinancial data sync

Built with from their website

Amazon CloudFrontGoogle WorkspaceCloudFlareViewport MetaElement UIHubspotFacebook SDKWebflow HostingOpenAIGoogle Meet

+8 more

CloudFlare CDNTwilio SendGrid Email Marketing CampaignsGoogle Font APIGoogle Apps Script for G SuiteMobile FriendlyOpen GraphAmazon Route 53jQuery

Sector
Financial services
Industry code
NAICS 54121, 51321, 522320, SIC 7389
Region
California
Revenue
$3.2M a year, as listed
Full record
Every detail in the company directory

Financial services in United States

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