# Streamlined: Financial services, San Diego, United States

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

Source: https://millionrounds.com/startup/streamlined (Millionrounds; every figure on the page links to its filing or article)

United States · [Financial services startup](https://millionrounds.com/companies)

# Streamlined

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

Funding reported Last round: Seed

Financial services San Diego, United States

Company summary

- **Founded:** 2020 6 years old
- **Team:** 6 1 to 10 people
- **Funding reported:** $4.0M in dollars
- **Last round:** Seed Apr 2022

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Streamlined has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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 **$4.0M** in dollars

Rounds **2**

Last round **Seed**

Last round size **$3.0M**

Last round date **Apr 2022**

Investors listed **4**

## Founders and team

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

**Ori Zohar** Co-Founder & Co-CEO

**Tahmina Ghaffer** Founder & CEO

**Yao Zhao** Founder & CEO

**Absinthia Vermut** Founder

**Cindy Li** Founder

**Kelly Van Arsdale** Co-founder

**Omar Koukaz** Co-founder

**Steve Marks** Founder

- **Erin Burk** VP of Business Development
- **Trevor Funderburk** Director of E-Commerce

## On 3 portfolio pages

Investors who name them

- [SignalFire](https://millionrounds.com/fund/signalfire)
- [Noveus Capital](https://millionrounds.com/fund/noveus-capital)
- [Flucas Ventures](https://millionrounds.com/fund/flucas-ventures)

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 integration bulk payment matching ai auto-reconciliation consumers payment data sync erp sync payment security shopify distribution manufacturing faster payments tax preparation payment lockbox integration payment automation ai payments financial data sync

Built with from their website

Amazon CloudFront Google Workspace CloudFlare Viewport Meta Element UI Hubspot Facebook SDK Webflow Hosting OpenAI Google Meet

+8 more

CloudFlare CDN Twilio SendGrid Email Marketing Campaigns Google Font API Google Apps Script for G Suite Mobile Friendly Open Graph Amazon Route 53 jQuery

- **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](https://millionrounds.com/directory/streamlined)

## Financial services in United States

Startups like it

- [**Kalshi** New York · founded 2019 *Raised*](https://millionrounds.com/company/kalshi)
- [**Temporal** founded 2022 *Raised*](https://millionrounds.com/company/temporal)
- [**Vestwell** New York · founded 2016 *Raised*](https://millionrounds.com/company/vestwell)
- [**C2FO** Kansas City · founded 2008 *Raised*](https://millionrounds.com/company/c2fo)
- [**Yieldstreet** New York · founded 2015 *Raised*](https://millionrounds.com/company/yieldstreet)
- [**Flutterwave** San Francisco · founded 2016 *Raised*](https://millionrounds.com/company/flutterwave)
- [**Corgi** San Francisco · founded 2024 *Raised*](https://millionrounds.com/company/corgi)
- [**Alpaca** San Mateo · founded 2017 *Raised*](https://millionrounds.com/company/alpaca)

## Is this your company?

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