
Fintech · Palo Alto, United States
CoreWorks
Coreworks offers an AI platform for finance teams to query and compute financial data in natural language, unifying Excel, ERP, and other sources. It provides ready-to-use plugins for SEC reporting, ESG disclosures, tax, and customizable financial worksheets.
Work at CoreWorks?
- Location
- Palo Alto, United States
- Team size
- 1-10
- Founded 2025
- Total raised
- $5M
- Seed · last round Mar '26
About CoreWorks
Coreworks provides an AI platform for finance teams to interact with financial data using natural language. The platform connects data from Excel, ERPs, and other financial systems into a unified data hub. Users can ask questions, run computations, and generate reports using everyday language. Coreworks offers ready-to-use plugins for SEC reporting, ESG disclosures, and tax computations. Coreworks allows building custom financial worksheets. Its mission is to make financial operations faster, smarter, and radically simpler.
Funding
$5Mtotal raised
- Mar 2026 · Seed$5M
Company at a glance
The team at CoreWorks
1-10 peopleSee everyone on LinkedIn
Location
Life at CoreWorks
Frequently asked questions
CoreWorks is based in Palo Alto, United States.
Ask your AI about CoreWorks
Connect Clera once, then ask what they're hiring for.
Ask about this company
Tell me about CoreWorks (https://www.getclera.com/companies/coreworks). Then find open roles at similar startups on Clera that fit my profile.
Not connected yet? Takes a minute
https://mcp.getclera.comSign in with your Clera account. MCP docs
Companies similar to CoreWorks
This startup is building the future AI OS for traders, starting with a modern web & mobile trading platform with an integrated AI coach, journaling, and more.
Augustus is building the global dollar bank. Moving dollars across borders still runs on correspondent banking, a chain of intermediaries that is slow, opaque, and expensive. Augustus replaces it with programmable USD and EUR accounts, direct clearing and settlement, and an AI-native core banking platform built from scratch. The moat is the license. Augustus holds OCC conditional approval for a US national bank charter, which is rare and very hard to replicate, and euro clearing is live today for customers including Kraken. $180M Series B at a $1B valuation, led by Tiger Global with QED, plus operators from Nubank, Ramp, Circle, Revolut, and Coinbase. Fewer than 50 people, in NYC and Berlin.
Duna is an AI-native business identity platform focused on KYB, KYC, AML, and lifecycle compliance, enabling enterprises to manage risk and regulatory adherence across the customer journey. By delivering automated identity verification, ongoing monitoring, and risk scoring, Duna helps organizations streamline compliance while reducing friction for legitimate customers. Global customers like Plaid, Moss, and Bol rely on Duna to maintain robust, scalable identity programs.

