Fin

Fin

Gives CX workflow insights across SaaS

Overview

Fin provides leaders of customer operations teams with instant visibility into how agents work across SaaS applications. Its turnkey browser plugin surfaces granular, end-to-end workflow insights across multiple SaaS tools for customer operations. The plugin collects data as agents use apps and presents benchmarks and actionable insights to optimize processes, training, and tool choices. Its goal is to help fast-growing CX teams work more efficiently, improve agent performance, and choose technology decisions that support continuous improvement.

About Fin

Simplify's Rating
Why Fin is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Company Size

1-10

Company Stage

Series A

Total Funding

$20M

Headquarters

Colma, California

Founded

2015

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Simplify's Take

What believers are saying

  • Salesforce agreed June 15, 2026 to buy Fin for about $3.6 billion.
  • Fin reported 30,000-plus customers and over 2 million weekly conversations in June 2026.
  • June 2026 launches expanded Fin Standalone, Agent API, and usage-based billing.

What critics are saying

  • Salesforce’s June 15, 2026 acquisition can stall on regulatory approvals until Q4 FY2027.
  • Fin’s product becomes strategically subordinate after closing, limiting independence and hiring appeal.
  • Rivals like Zendesk, Ada, and Salesforce Agentforce can commoditize support-agent pricing quickly.

What makes Fin unique

  • June 2026 Fin Voice 2 and Fin Insights deepen AI agent control loops.
  • Fin’s performance dashboard tracks resolution rate, CX Score, and automation rate together.
  • Fin integrates across chat, email, WhatsApp, SMS, Slack, phone, and Freshworks.

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Funding

Total Funding

$20M

Above

Industry Average

Funded Over

1 Rounds

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Above Average

Industry standards

$15M
$8.2M
Discord
$15M
Canva
$20M
Fin
$30M
Kalshi

Benefits

Competitive compensation

Work from home setup stipend

Unlimited PTO

Two annual company off-sites

Insurance premiums covered at 90%

401k

Company News

NVNOM
Dec 5th, 2023
Funding for drinking water startup SolarDew - Investment and Development Agency for the Northern Netherlands

The Netherlands Enabling Watertechnology Fund is investing in SolarDew together with Oost NL, VOx Impuls. Read more about this investment

Domain Observer
May 2nd, 2023
James Booth announces acquisition of Fin.com – Domain Observer

It appears James acquired the domain name from The Fin Exploration Company, The company had raised $20,000,000 USD in various rounds and the below describes their business.

PYMNTS
Apr 7th, 2022
eCommerce Platform SamCart Raises $82M

SamCart, an Austin, Texas-based creator-focused eCommerce platform, has raised $82 million in a Series B funding round to expand its platform features.

GlobeNewswire
Dec 14th, 2021
Stere Closes $2M Seed Funding Round led by Fin VC

Investment will enable Stere to transform the marketplace connecting insurance capacity providers with managing general agents, program administrators, and...

TechCrunch
Sep 9th, 2021
Fin names former Twilio exec Evan Cummack as CEO, raises $20M

Work insights platform Fin raised $20 million in Series A funding and brought in Evan Cummack, a former Twilio executive, as its new chief executive officer.

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