
Sapien provides strategic finance teams with fast, precise, and traceable financial and operational insights using natural-language queries. The platform connects to ERPs, CRMs, data warehouses, and Excel without requiring data migration, applying AI models and Python-based analytics to generate audit-ready answers and automated workflows. Sapien is a B2B subscription SaaS platform that integrates with NetSuite, SAP, Workday, Salesforce, HubSpot, Snowflake, BigQuery, and Excel, and can export results to reports, Excel, PowerPoint, and Word. The system adapts to a company's processes, learning contextual 'DNA,' and includes enterprise features such as SOC 2 Type II compliance and end-to-end encryption. Sapien targets FP&A, strategic finance, operations, and analytics teams across mid-market to Fortune 500 organizations.

Sapien provides strategic finance teams with fast, precise, and traceable financial and operational insights using natural-language queries. The platform connects to ERPs, CRMs, data warehouses, and Excel without requiring data migration, applying AI models and Python-based analytics to generate audit-ready answers and automated workflows. Sapien is a B2B subscription SaaS platform that integrates with NetSuite, SAP, Workday, Salesforce, HubSpot, Snowflake, BigQuery, and Excel, and can export results to reports, Excel, PowerPoint, and Word. The system adapts to a company's processes, learning contextual 'DNA,' and includes enterprise features such as SOC 2 Type II compliance and end-to-end encryption. Sapien targets FP&A, strategic finance, operations, and analytics teams across mid-market to Fortune 500 organizations.
Product: AI-native platform that provides natural-language, audit-ready financial and operational insights for finance teams
Integrations: Connects to ERPs, CRMs, data warehouses, and Excel (e.g., NetSuite, SAP, Workday, Salesforce, Snowflake, BigQuery)
Founded: 2024
Seed raise: $8.7M seed led by General Catalyst (Oct 29, 2024)
Target users: FP&A, strategic finance, operations, and analytics teams
Automating and accelerating financial and operational analysis for strategic finance and analytics teams in mid-market to enterprise organizations.
2024
Data and Analytics
8700000
Round lists participation from Neo and angel investors including Russell Kaplan, Claire Hughes Johnson, Scott Belsky, Sabrina Hahn, and Bryan Baum.
“Seed led by General Catalyst with participation from institutional investor Neo and several notable angel investors”