
11 - 50 employees
Founded 2023
🏢 Enterprise
☁️ SaaS
🤖 Artificial Intelligence
Enterprise • SaaS • Artificial Intelligence
WisdomAI is a company that provides an enterprise AI analytics platform focused on delivering highly accurate, governed, and explainable answers across chat, dashboards, agents, and embedded analytics. It uses an Adaptive Context Engine to continuously model and govern business context (metrics, definitions, permissions, documents, workflows, and business logic) so queries return validated, CFO-approved measures and comply with access controls. Its product suite includes Conversational BI, AI-Powered Dashboards, Analytics Agents, and Embedded Agentic Analytics delivered via SDKs and APIs, and integrates with customers' existing data warehouses and LLMs (BYO-LLM). The platform emphasizes enterprise-grade security, compliance (SOC 2 Type II, ISO 27001, GDPR, HIPAA readiness), multi-tenant query-layer security (RLS/CLS), and deployment options (VPC/on-prem). WisdomAI targets large enterprises and offers white-labeling, multi-tenant capabilities, and the ability to embed analytics into products quickly.
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11 - 50 employees
Founded 2023
🏢 Enterprise
☁️ SaaS
🤖 Artificial Intelligence
Enterprise • SaaS • Artificial Intelligence
WisdomAI is a company that provides an enterprise AI analytics platform focused on delivering highly accurate, governed, and explainable answers across chat, dashboards, agents, and embedded analytics. It uses an Adaptive Context Engine to continuously model and govern business context (metrics, definitions, permissions, documents, workflows, and business logic) so queries return validated, CFO-approved measures and comply with access controls. Its product suite includes Conversational BI, AI-Powered Dashboards, Analytics Agents, and Embedded Agentic Analytics delivered via SDKs and APIs, and integrates with customers' existing data warehouses and LLMs (BYO-LLM). The platform emphasizes enterprise-grade security, compliance (SOC 2 Type II, ISO 27001, GDPR, HIPAA readiness), multi-tenant query-layer security (RLS/CLS), and deployment options (VPC/on-prem). WisdomAI targets large enterprises and offers white-labeling, multi-tenant capabilities, and the ability to embed analytics into products quickly.
• Own the accounts payable cycle for US and India entities, including vendor onboarding, invoice processing, approval routing, and payment runs • Issue customer invoices from signed order forms and maintain billing schedules • Track aging, follow up on collections, and apply cash • Submit and track invoices through SAP Ariba and Coupa procurement portals • Review order forms for billing terms and set up new customers • Maintain the renewals calendar in HubSpot and bridge Sales and Finance • Prepare reconciliations, accrual schedules, and supporting workpapers in Rillet • Work with external accountants and progressively bring close tasks in-house • Build KPI schedules, spend and cash reporting, and runway tracking for investor updates and board materials • Maintain Carta and respond quickly to investor data requests • Own US compliance activities including 1099 preparation, Delaware franchise tax, state registrations, sales tax filings via Anrok, and annual report deadlines • Manage employment-side compliance through Rippling and track business insurance renewals • Own India statutory and employment compliance, including GST, TDS, MCA/ROC filings, PF, ESI, professional tax, gratuity, and shops and establishments • Manage the group health insurance renewal • Handle expense management, payroll inputs, banking hygiene, and ad hoc leadership reporting
• 3–6 years running finance and accounting operations for US clients or a US company • Commerce or finance degree (B.Com, M.Com, or MBA) • Personally owned AP or AR for a US entity • Working knowledge of US compliance, including 1099s, franchise tax, and sales tax concepts • Working knowledge of India statutory compliance, including GST and TDS • Daily hands-on use of QuickBooks, NetSuite, Rillet, or a comparable GL • Strong Excel or Google Sheets skills • Excellent written English • Based in India • Comfortable with late-evening or early-morning IST calls each week • CA Inter or newly qualified CA is a strong plus • Experience with Rillet, Brex, Rippling, Carta, Anrok, HubSpot, Tally, SAP Ariba, or Coupa is a strong plus • SaaS billing experience is a strong plus • Investor or board reporting exposure is a strong plus • Experience moving work in-house from an outsourced accounting firm is a strong plus
• Employee stock options (ESOPs) • Remote work • Above-market compensation benchmark • Group health insurance renewal • Business insurance coverage including D&O, E&O, and cyber insurance
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