Finergia

finergia.es ↗ ·Barcelona ·Pre-seed

Finergia is a Barcelona-based fintech that provides SMEs, startups and financial advisors with a SaaS financial planning and management platform. The platform replaces spreadsheets with budgeting, dashboards, budget control and 12-month cash-flow forecasting. It can be paired with an online CFO service, and the company says it cuts the time clients spend on financial planning by more than 80%. Founded in 2020, Finergia raised a €300,000 first funding round in 2022 and joined the Traction phase of the Lanzadera accelerator in Valencia in 2023.

Founded

2020

Founders

Total funds raised

€300K

SectorsFintech, SaaS, Financial planning, SME software Start-up MapFintech › Finance operations software

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Founders

Agustín Serrano Romero

Founder & CEO

Daniel Orozco

Co-founder, CCO & CLO

Global models 5

Agicap

France · agicap.com ↗

Agicap sells SMEs a subscription cash-flow forecasting and budgeting platform that replaces spreadsheets, the same product Finergia sells.

$150MComparable

Mosaic

United States · www.mosaic.tech ↗

Mosaic sold start-ups and mid-market companies a SaaS planning tool for budgets, dashboards and cash forecasts in place of spreadsheets; Bill bought it in 2024.

$45MComparable

Runway

United States · runway.com ↗

Runway is a SaaS financial planning and forecasting tool for start-ups and growing companies that replaces spreadsheet models with live budgets and cash projections.

$33MComparable