Trigger Alert: Auditoria.AI’s $38M Series B
Auditoria.AI bags $38M. CFOs will spend on AI finance automation. Here’s your battle card to pitch SmartFlow, outflank BlackLine & Workday, and fill your pipeline fast.
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🚀 Battle Card: Auditoria.AI
Quick trigger:
👤 Decision Maker in the News
- Rohit Gupta, CEO 📧 rohit@auditoria.ai
💡 Why It Matters
- This Auditoria.AI sales trigger signals CFO offices are doubling down on AI-driven finance automation to cut manual workflows → Source
🎯 Core Pain Point
- Manual finance processes slow month-end close and forecasting
- Lack of real-time predictive analytics delays strategic decision-making
💰 What to Pitch
- Primary: SmartFlow Skills → Streamline and automate finance back-office tasks
- Expansion: SmartResearch AI Agent for FP&A → Deliver real-time predictive analytics for strategic finance
🗺️ Quick Context
- HQ: Santa Clara, CA
- Employees: ≈ 80
- Rev: ≈ $10M
- Website: auditoria.ai
🤼 Competitive Intel
Which other vendors you’ll probably face to win Auditoria.AI’s business.
- blackline.com — Finance automation
- Unique edge: Deep account reconciliation and close management
- Evaluated by VP Finance for audit readiness
- workday.com — FP&A planning
- Unique edge: Adaptive forecasting and modeling at scale
- Evaluated by CFO for planning accuracy
- trintech.com — Reconciliation & close
- Unique edge: Automated close workflows with compliance controls
- Evaluated by Finance Ops for process efficiency
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Frame outreach around the Auditoria.AI sales trigger to grab attention
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑<1-line value>❑
PROOF_METRIC = ❑<metric>❑
CTA_STYLE = ❑quick_call | case_study❑
TONE = ❑friendly | punchy❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Rohit
COMPANY = Auditoria.AI
DEPT = Finance
SIZE = ≈ TBD
BOTTLENECK = Manual finance processes slow month-end close and forecasting
EVENT = Bags $38M Series B
DETAIL = launch of SmartResearch
PAIN = Manual finance processes slow month-end close and forecasting
SRC = https://vcnewsdaily.com/auditoria.ai/venture-capital-funding/mvlrxgtwgb
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 80
REV_EST = ≈ $10M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Finance
Rohit—noticed your Finance team is ≈ TBD.
That’s when Manual finance processes slow month-end close and forecasting slows growth.
We helped ≈ TBD fix this with SmartFlow Skills to streamline finance back-office tasks.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about launch of SmartResearch — Manual finance processes slow month-end close and forecasting.
SmartFlow Skills to streamline finance back-office tasks. ≈ TBD.
Quick chat?