Sweep

Sweep

Automates Salesforce workflows, reports, and collaboration

Overview

Sweep offers a set of Salesforce-focused tools that help businesses optimize revenue and streamline operations. It provides a visual workspace and a suite of pipeline solutions to automate tasks, route leads, send notifications, and generate real-time reports and dashboards. The product works inside Salesforce to manage and customize configurations, turning Salesforce into an agile platform that scales with a business. It reduces manual troubleshooting by automating to-do lists and workflows, freeing teams to focus on higher-impact work. Sweep differentiates itself by combining automation, collaboration, and real-time insights within Salesforce, and by handling the complexity of Salesforce architecture so users can edit configurations confidently. The goal is to help Salesforce users increase efficiency and accelerate revenue growth through smarter processes and data-driven decision making.

About Sweep

Simplify's Rating
Why Sweep is rated
B
Rated B on Competitive Edge
Rated B on Growth Potential
Rated B on Differentiation

Industries

Data & Analytics

Enterprise Software

AI & Machine Learning

Company Size

51-200

Company Stage

Series B

Total Funding

$58.5M

Headquarters

New York City, New York

Founded

2021

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Simplify's Take

What believers are saying

  • ServiceNow confirmed buying Sweep on September 3, 2026, validating strategic value.
  • Sweep's March 12, 2026 launch cut SailPoint impact analysis from 30 minutes to two.
  • Coastal's October 14, 2025 Agentic Assessment ties Sweep directly to Agentforce demand.

What critics are saying

  • ServiceNow's acquisition makes Sweep's standalone employer story disappear within 12-24 months.
  • Salesforce can bundle metadata intelligence through Agentforce and AppExchange partners, compressing Sweep pricing.
  • Sweep's differentiation depends on deep platform integrations; any Salesforce or ServiceNow API shift breaks workflows.

What makes Sweep unique

  • Sweep maps Salesforce, Snowflake, and ServiceNow metadata into one dependency graph.
  • Its February 25, 2026 Multi-Org Agent tackles fragmented Salesforce estates after acquisitions.
  • SailPoint, Wiz, Vanta, and Brex validate Sweep inside regulated, complex enterprise stacks.

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Funding

Total Funding

$58.5M

Above

Industry Average

Funded Over

3 Rounds

Series B funding is typically for startups that have proven their business model and need more funding to expand rapidly—often by entering new markets or adding more products. Investors are usually venture capital firms that specialize in later-stage investments.
Series B Funding Comparison
Below Average

Industry standards

$35M
$30M
Patreon
$45M
Linktree
$65M
Substack
$100M
ClickUp

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Unlimited Paid Time Off

Hybrid Work Options

Flexible Work Hours

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

-2%
Tech in Asia
Sep 4th, 2026
ServiceNow buys Israeli AI startup Sweep.

ServiceNow buys Israeli AI startup Sweep. ServiceNow, a US enterprise software company, is acquiring Sweep, an Israeli startup that builds software for go-to-market operations, in a deal estimated at hundreds of millions of dollars. Neither company has announced the transaction or disclosed its value. Founded in 2021, Sweep has raised US$46 million in disclosed funding, including a US$22.5 million series B round led by Insight Partners, with participation from Bessemer Venture Partners, announced in May 2025. Sweep's software works across platforms including ServiceNow, Salesforce, and HubSpot to monitor metadata, identify misalignments and bottlenecks, generate documentation, and provide contextual assistance. The startup has also been developing an "agentic layer" to recommend or implement changes. The deal would support ServiceNow's push into AI agents and autonomous enterprise work. The company already offers AI-powered sales automation tools in its customer relationship management lineup. It also follows ServiceNow's July acquisition of Israeli AI startup ai.work and earlier acquisitions including Traceloop, its third Israeli acquisition. Recent ServiceNow developments. Stay updated on the go with our mobile app. Get latest insights with smoother, more personalized experience through TIA mobile app. How would you feel if you could no longer use Tech in Asia? Share, tag us, and land on our Wall of!

Calcalist Tech
Sep 3rd, 2026
ServiceNow acquires Israeli AI startup Sweep in deal estimated at hundreds of million | Ctech

The acquisition adds another Israeli company to ServiceNow’s rapidly expanding AI portfolio and comes less than two months after its purchase of ai.work. Sweep has raised $46 million in disclosed funding and builds AI agents that can work across enterprise platforms including ServiceNow, Salesforce and HubSpot.

Associated Press
Jun 4th, 2026
Sweep launches cross-platform agent to reason across Salesforce, Snowflake and Data 360

Sweep has launched a cross-platform agent that enables teams to reason across Salesforce, Snowflake and Data 360 simultaneously through a continuously updated dependency graph. The system maps how enterprise data, workflows, metadata, permissions and business logic connect before changes are made. The agent addresses operational risks that occur when AI acts without complete cross-system context, such as approving orders without seeing downstream credit holds or compliance processes. Sweep automatically indexes metadata, schema and dependencies across connected platforms, allowing teams to ask plain-language questions and understand impact before implementation. Founded in 2021, Sweep's internal benchmarks show the platform compresses typical 11-hour cross-system investigations to approximately one hour. The company's clients include Brex, Wix, LG Electronics and SailPoint.

Sweep
Mar 24th, 2026
How Coastal uses Sweep for smarter Salesforce delivery.

How Coastal uses Sweep for smarter Salesforce delivery. Tldr: * Coastal is using Sweep as part of its AI-powered methodology to accelerate manual Salesforce delivery work; automating org discovery, documentation, and dependency mapping across objects, fields, automations, and code. * Delivery teams work smarter by getting early technical clarity, faster root-cause investigation (saving 8 to 16 hours on complex issues), and more repeatable testing + training outputs. * The ROI is measurable across the lifecycle: Coastal sees 2-3 hours saved per workflow, smarter delivery execution, and pre-sales discovery shrinking from ~3 weeks to ~3 days with a 60%+ reduction in cost. Coastal & Sweep: smarter Salesforce delivery with AI. Coastal has built its reputation on delivery excellence: creating clarity in complex Salesforce environments and earning the trust that turns engagements into long-term strategic partnerships. That's why Coastal is partnering with Sweep to automate manual work and bring always-on agentic intelligence into GTM, delivery, and ongoing support. "For us, the ROI is clear: Sweep automates the busywork so our team can spend more time on the high-impact work that delivers results for our customers." - Eric Berridge, CEO, Coastal Salesforce delivery challenges with manual documentation. Salesforce delivery slows down when org knowledge is hard to access and impossible to keep current. Teams lose time tracing automation and rebuilding documentation that's outdated the moment it's written. Sweep indexes the Salesforce environment and maps dependencies across objects, fields, automations, and code, so teams can quickly understand what's in the org, how it works, and where risk lives. The result is earlier clarity, fewer surprises, and more time for strategic delivery work. How AI improves Salesforce delivery speed and quality. Salesforce project kickoff: faster discovery with AI. In the early days of a project, teams can sometimes find themselves building and gathering context that may not exist. With Sweep, Coastal teams begin with a shared source of truth: org logic can be surfaced, explained, and documented quickly, which reduces ambiguity and accelerates alignment with stakeholders. "Sweep is a vital part of Coastal's AI-powered methodology, closing the gap between kickoff and technical clarity. Our teams can onboard into an org and start making strategic recommendations in days, not weeks." - Sam Taylor, Senior Director Innovation, Coastal Reduce manual Salesforce build work with AI-powered org analysis. Sweep helps Coastal teams move faster through the most manual parts of builds by accelerating documentation creation and review, supporting functional testing workflows, and enabling proactive monitoring with agent-driven insights. One delivery team member described saving 8-16 hours by using the agent to go deeper on a technical problem rather than writing custom investigation code. Salesforce testing and UAT acceleration with AI. Sweep supports Coastal's delivery teams with unit test writing and UAT test writing in the test phase, UAT support and monitoring during training, and consistent asset generation or review throughout. This makes Coastal teams work smarter with the quality their customers expect. 1) smarter delivery execution OR manual tasks accelerated. On average, Coastal teams save roughly 2-3 hours every time they use Sweep to investigate an org, validate logic, or generate delivery documentation, reducing rework and improving project predictability. 2) clear ROI and cost impact. That reclaimed delivery capacity compounds quickly across projects and allows, Coastal to focus on high value work for their customers. 3) faster, more efficient pre-sales discovery. Because Sweep accelerates early technical clarity, Coastal has seen pre-sales analysis move from about 3 weeks to about 3 days, with a 60%+ reduction in pre-sales cost when AI-powered assessments replace manual discovery loops AI-powered Salesforce delivery differentiation for consulting partners. This partnership is about more than productivity. It's about evolving how a leading Salesforce consultancy delivers outcomes in a market where customers expect faster time-to-value, clearer technical accountability, and a modern delivery experience. If you want to speed up Salesforce discovery, delivery, and QA with AI-powered org intelligence, book a demo here (https://www.sweep.io/book-demo/). Read its latest

PR Newswire
Mar 12th, 2026
Cybersecurity firms including Wiz, SailPoint and Vanta adopt Sweep to manage Salesforce environments

Sweep, an agentic layer for enterprise systems, has been adopted by leading cybersecurity firms including SailPoint, Varonis, Vanta and Wiz to manage complex Salesforce environments. The companies use Sweep for AI documentation, impact analysis and audit readiness. Many security firms operate highly customised Salesforce systems built over 15 to 20 years, creating governance challenges as they scale globally or prepare for IPOs. These companies face strict audit requirements including SOC, SOX and HIPAA compliance. At SailPoint, Sweep reduced impact analysis time from 30 minutes to two minutes and reclaimed over 750 hours of Salesforce capacity annually. The platform indexes Salesforce metadata, automation logic and dependencies into a unified system model, providing real-time impact analysis. Founded in 2021, Sweep recently launched support for multiple Salesforce environments, with Snowflake and ServiceNow integration coming soon.

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