← Embedded Finance Index 2026

Knowify

Can being the deepest QuickBooks-integrated vertical SaaS for trade contractors become a durable financial operating layer for construction subcontractors?

Founded2012
HQNew York, NY, USA
FoundersDaniel de Roulet Jr., Marc Visent
Total raised$16.6M
Latest roundSeries A ($5.45M, led by MassMutual Ventures and Companyon Ventures)
IndustryVertical SaaS / Construction
The story

Knowify started in 2012 as project and job management software for small construction contractors, positioning itself as the go-to complement to QuickBooks Online for trade contractors. Rather than build its own accounting/payments/payroll stack, it doubled down on being the deepest QuickBooks integration in construction — routing payments, payroll, and accounting through Intuit's rails. Recent development is a pivot into AI: launching an AI Connector that plugs contractor job data directly into Claude and ChatGPT.

Last 12 months
2026
Product timeline
2012
Knowify founded by Daniel de Roulet Jr. and Marc Visent to bring business management software to small construction contractors.· pivot
2020
Seed investment from CEAS Investments and Lab Miami Ventures.· funding
2026
Launched Knowify AI Connector integrating with Claude and ChatGPT for contractor business insights.· pivot
The stack
4 layers disclosed in Knowify’s embedded-finance stack
Payments / PSP
QuickBooks PaymentsSquarePaySimple
Money movement
in the full report
Payroll
in the full report
Accounting
in the full report
Accounting gap: none
10 more providers across 3 layers, with confidence-scored evidence and source URLs, are in the Embedded Finance Index report.