OpenCFO has raised $2 million in its first institutional funding round led by Endiya Partners, with participation from several angel investors across the United States and India.
The startup is building an agentic AI-powered financial operating system designed to unify and automate key finance workflows including accounts payable, accounts receivable and treasury operations for mid-market companies expanding across geographies.
Finance teams at growing companies often operate across fragmented systems such as ERPs, bank portals, spreadsheets and standalone software tools that manage individual financial functions. While large enterprises typically deploy complex treasury infrastructure and dedicated teams to manage these systems, mid-sized firms frequently rely on disconnected tools that slow operations and increase operational risk.
OpenCFO aims to address this gap by integrating financial workflows into a unified platform powered by AI agents. The system connects banking systems, enterprise resource planning platforms and payment infrastructure into a single operational layer, enabling automated coordination of financial processes while maintaining human oversight through approval workflows, policies and audit trails.
“We are not building another dashboard or point solution,” said Prudhvi Rao Shedimbi, Co-Founder and CEO, OpenCFO.
He added, “CFOs today are expected to operate with greater speed and accuracy, yet the underlying financial infrastructure remains fragmented. Our goal is to build the AI-native execution layer for the CFO office that connects the entire financial stack and enables finance teams to operate confidently across borders.”
The platform coordinates financial activities across the full operational cycle. Data from receivables feeds directly into cash positioning, payables impact treasury forecasting, and finance teams gain real-time visibility into liquidity across entities, currencies and accounts.
Early deployments of the platform have demonstrated measurable efficiency improvements. Invoice processing workflows that traditionally require several days and manual follow-ups can be automated end-to-end. The system also focuses on cross-border treasury and payment optimization, an area that often becomes a hidden cost centre for globally distributed companies.
According to the company, mid-market businesses typically incur foreign exchange costs ranging between 2 and 4 percent and rely on slower international payment rails. By integrating multi-currency accounts and global payment networks, OpenCFO’s platform can intelligently route payments through both traditional banking systems and digital rails.
“Mid-market CFOs are often forced to stitch together fragmented tools that don’t communicate with each other,” said Sankalp Singayapally, Co-Founder and COO, OpenCFO.
He emphasised, “They spend hours reconciling data across systems while paying unnecessary foreign exchange fees. By combining agentic AI with modern treasury infrastructure, we are building a unified platform that automates financial operations while giving finance teams greater visibility and control.”
The founding team brings engineering experience from companies including CrowdStrike, Confluent and Bloomberg.
With the new funding, OpenCFO plans to expand its engineering teams in the United States and India, onboard senior hires with enterprise treasury deployment expertise and accelerate development of automation agents for accounts payable and receivable workflows. The company also intends to scale customer acquisition across key cross-border corridors including the United States–India, the United Kingdom, the European Union and Canada.
The full agentic financial operations platform is expected to launch by mid-2026.
“Mid-market companies with global operations have historically been underserved,” said Sateesh Andra, Managing Partner, Endiya Partners.
He continued, “Consumer payment tools are not built for their complexity and enterprise treasury platforms require scale that many of them do not yet have. OpenCFO is purpose-built for this segment, starting with cross-border finance optimisation and expanding into a full financial operating system.”
Endiya Partners will also support the startup through its network across the U.S. and India, helping with talent acquisition, customer development and strategic partnerships.
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