We built the platform
we always needed.
XTERWISE was born from frustration — the frustration of running a real business and having no single tool that could tell you if you were actually profitable.
Our mission
We believe that every business owner — regardless of their accounting background — deserves to understand their finances in real time. Not at month-end. Not after a $300/hour accountant meeting. Now.
The average e-commerce business uses 7 different tools to manage their finances. XTERWISE replaces all of them with one platform that actually talks to itself.
We're not building accounting software. We're building the financial command center that serious business owners have always deserved.
What we stand for
The principles that guide every decision we make — from product features to customer support.
Radical Clarity
We believe every business owner deserves to understand their finances without a finance degree. We make complexity invisible.
Real-Time Everything
Waiting for month-end reports is a relic of the past. Every number in XTERWISE is live, accurate, and actionable.
Security First
Your financial data is the most sensitive data you have. We treat it that way — SOC 2 certified, AES-256 encrypted, always.
Built With Customers
Every feature we ship was requested by a real customer. We talk to 20+ businesses every week and build what they actually need.
Our journey
Founded
Marcus and Priya quit their jobs to build the financial platform they always wished existed.
Seed Round
Raised $3.2M seed from Sequoia and Y Combinator. Launched private beta with 50 businesses.
Public Launch
Launched publicly with Amazon, Shopify, and Plaid integrations. 1,000 customers in 90 days.
Series A
Raised $18M Series A. Expanded to 5 e-commerce channels and launched the AI Engine.
Today
12,000+ businesses trust XTERWISE. Processing $2.4B in transactions monthly.
The team behind XTERWISE
Former operators, engineers, and finance professionals who've lived the problem we're solving.
Marcus Chen
CEO & Co-Founder
Former CFO at a $40M e-commerce brand. Built XTERWISE after spending 3 years in spreadsheet hell managing 6 sales channels.
Priya Nair
CTO & Co-Founder
Ex-Stripe engineer. Led the payments infrastructure team before co-founding XTERWISE to solve real financial operations problems.
Jordan Williams
Head of Product
Previously at Shopify and QuickBooks. Obsessed with making complex financial workflows feel effortless for non-accountants.
Sofia Reyes
Head of AI
PhD in computational finance from MIT. Leads the XTERWISE AI Engine — the system that predicts your cash flow before you ask.
Aiden Park
Head of Integrations
Built the Plaid and Amazon integrations from scratch. Ensures every data connection is reliable, fast, and secure.
Leila Hassan
Head of Customer Success
Helped 500+ businesses migrate from QuickBooks and spreadsheets. Your first call when you need help getting set up.
As seen in
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