Salesforce Ventures Investor Index

Salesforce VenturesInvestor Index fintech portfolio in accounting and finance software

Ranked #21 of 129January 2020 – September 2026

Salesforce Ventures backed 10 accounting and finance software companies in 14 rounds between January 2020 and September 2026, ranking #21 in the Investor Index. It led 2 of the rounds. The rounds it backed raised US$878m in total. Its most frequent area was payables and receivables, with 5 rounds.

14Rounds
2Led
US$878mRaisedin its rounds
#21Rank
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Rounds each quarter

Rounds led or joined

Q1 20200
Q2 20201
Q3 20200
Q4 20200
Q1 20212
Q2 20210
Q3 20211
Q4 20211
Q1 20221
Q2 20222
Q3 20222
Q4 20221
Q1 20230
Q2 20230
Q3 20231
Q4 20230
Q1 20240
Q2 20240
Q3 20240
Q4 20240
Q1 20250
Q2 20251
Q3 20250
Q4 20250
Q1 20260
Q2 20260
Q3 20261

Where it invests

Rounds by product area

Payables and receivables5
Close and reconciliation3
Payroll2
Spend management2
Tax and compliance1
Treasury1

Portfolio companies

10 accounting and finance software companies it backed, A to Z

CompanyBackedRoleLatest
Airwallex2 roundsJoinedOct 2022
Balance1 roundJoinedJul 2022
Employment Hero1 roundJoinedMar 2021
Melio1 roundJoinedJan 2021
Modern Treasury1 roundJoinedApr 2022
Numeral1 roundJoinedSep 2026
Oyster1 roundJoinedApr 2022
RightRev3 roundsLed 2May 2025
Sequence1 roundJoinedSep 2022
Spenmo2 roundsJoinedJan 2022

Every round

Largest first, as announced

Download all All 925 rounds since 2020
CompanyAmountRoundRoleWhen
AirwallexUS$160mSeries DJoinedApr 2020
OysterUS$150mSeries CJoinedApr 2022
MelioUS$110mFunding roundJoinedJan 2021
AirwallexUS$100mSeries E extensionJoinedOct 2022
NumeralUS$100mSeries CJoinedSep 2026
BalanceUS$56mSeries BJoinedJul 2022
Modern TreasuryUS$50mSeries C extensionJoinedApr 2022
Employment HeroA$45mSeries DJoinedMar 2021
SpenmoUS$34mSeries AJoinedSep 2021
SpenmoUS$34mSeries AJoinedJan 2022
SequenceUS$19mSeed roundJoinedSep 2022
RightRevUS$13mSeries AJoinedMay 2025
RightRevUS$12mFunding roundLedJul 2023
RightRevUS$5mSeed roundLedNov 2021

How it’s compiled

  • Every funding round announced
  • Rounds led or joined by the firm
  • Rounds as announced, totals in US$

Get the funding report and the Investor Index on the 1st of each month, with the accounting technology briefing for finance professionals.