Agents need end-to-end data
“now can replace it with agents who see the data end to end, and it has to be end to end, and that's part of our secret sauce.”
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How Safebooks Reached $1.5M ARR Selling AI Agents to Enterprise CFOsAhikam Kaufman explains how Safebooks uses AI agents and a graph database to check billing and revenue data across enterprise systems.
Ahikam Kaufman · Safebooks
Published May 6, 2026Explore the lesson. Sign in to access the resource library.
Ahikam Kaufman, co-founder and CEO of Safebooks, explains how the company uses AI agents to check billing and revenue data across CRM, billing and ERP systems for large enterprise finance teams. He describes starter deals of $100,000-$125,000, about 15 paying customers and roughly $1.5M of ARR, and ties the approach to the data foundation he built at his earlier company Check, which was sold to Intuit.
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“now can replace it with agents who see the data end to end, and it has to be end to end, and that's part of our secret sauce.”
“it's the cost of a single resource, a finance resource. So it's, I would say it's around like a 100, $125,000 for the the initial starter use case.”
“Because in finance it's all about the linking.”
“the acquirer will appropriate, let's say 90% of the fund to the shareholders of the company, founders and employees included, and then typically 10% for retention.”
“Yeah, we crossed a million dollars of ARR. We're about at like 1.5.”
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