Patterns Analysis
What is Patterns?
Patterns is a finance-focused AI agent and agentic research platform for M&A deal teams. It produces banker-grade CIMs, buyer lists, financial models, memos, and process intelligence with Excel, Snowflake, and Python integrations. The product is positioned for investment bankers and PE teams executing sell-side workflows, with cited outputs and measurable deal-specific deliverables.
Location
San Francisco, California 94123, United States
Employees
1-10
Founded
2021
Revenue
$18.7-50M
Product Features & Capabilities
- Transformative financial operations and reporting, real-time observability, unified financial intelligence, automated reconciliation and close, automated financial reports, integration with various data sources (Postgres, MySQL, Snowflake, BigQuery), support for ERP, AP, AR, bank accounts, EDI, order/payment systems, inventory management.
Market Focus
Patterns primarily focuses on the financial technology (fintech) industry, specifically streamlining financial operations and reporting for companies.
Investors
- Anthony Goldbloom
- Christopher Golda
- Justin Gage
- Lenny Rachitsky
- Lisha Li
Competitors Overview
The main competitors of Patterns in the financial operations and reporting market include:
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Oracle NetSuite: A robust, cloud-based ERP solution ideal for large enterprises. It centralizes data from multiple sources for consistent reporting but has a steep learning curve and higher costs.
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FreshBooks: Designed for small to medium-sized businesses, it automates invoicing and expense tracking, making it user-friendly and affordable. However, it has limited features for larger enterprises.
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Datarails: Focuses on financial planning and analysis, integrating well with Excel, which is beneficial for companies that rely heavily on spreadsheets. It may not be as intuitive for users unfamiliar with Excel.
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Workiva: A cloud-based platform that simplifies complex financial reporting and compliance, ideal for large organizations. It offers exceptional compliance features but comes at a higher cost.
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Multiview ERP: Targets mid-sized enterprises, providing a balance between cost and functionality with customizable reporting options. However, it may be less scalable for very large enterprises.
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Planful: Specializes in continuous planning and reporting, making it suitable for organizations that require ongoing financial analysis.
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Prophix: Offers automated reporting solutions that streamline financial processes, making it easier for companies to manage their financial data.
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Vena Solutions: Known for its strong collaboration features and Excel integration, which can be advantageous for teams familiar with spreadsheet-based workflows.
These competitors highlight the diversity in the market, catering to different business sizes and needs, with varying levels of complexity, integration capabilities, and pricing structures.
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