Abacus
San Francisco, California, United States · Sales And Marketing, Software
Abacus provides a platform that automates data collection by pulling from client documents, past returns, and standard forms-no 7216 consent form required-and classifies, reconciles, and pushes data directly into CPA workflows for review and filing. As accounting firms face mounting pressure from shrinking headcount and growing client demands, it helps teams stay efficient, eliminating repetitive
Key facts
- Headquarters
- San Francisco, California, United States
- Employees
- 2
- Industries
- Sales And Marketing, Software
- Status
- Private
- Website
- abacusllc.com
- Company page
Recent activity at Abacus
- : Abacus has launched the AI³ Initiative to aid enterprise AI adoption in regulated industries.
- : Abacus raised $6.6M in seed funding, led by Menlo Ventures. The company will use the funds to expand operations and enhance development efforts.
- : Abacus Announces Another Increase To Its Previously Announced Financing, To $750,000
- : Abacus Announces $500,000 Financing
Abacus funding history
| Date | Round | Amount |
|---|---|---|
| Jul 2025 | Seed | $6.6M |
| Mar 2022 | Funding Round | Undisclosed |
| Feb 2022 | Seed | $500K |
Leadership
- Brandon Sugarman, Chief Technology Officer
- Cody Sugarman, Chief Executive Officer
Verified email and direct lines for Abacus’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.
Employee benefit plans
Abacus files 2 employee benefit plans with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.
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About Abacus: questions and answers
What does Abacus do?
Abacus provides a platform that automates data collection by pulling from client documents, past returns, and standard forms-no 7216 consent form required-and classifies, reconciles, and pushes data directly into CPA workflows for review and filing. As accounting firms face mounting pressure from shrinking headcount and growing client demands, it helps teams stay efficient, eliminating repetitive
Where is Abacus headquartered?
Abacus is headquartered in San Francisco, California, United States.
How many employees does Abacus have?
Abacus has about 2 employees.
Has Abacus raised funding?
Yes. Fundz has recorded 3 funding events for Abacus. The most recent, Seed of $6.6M, was in Jul 2025.
Who leads Abacus?
Cody Sugarman is a Chief Executive Officer at Abacus.
What is the latest news on Abacus?
On Sep 14, 2026, Abacus has launched the AI³ Initiative to aid enterprise AI adoption in regulated industries.
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy