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RoleBotz

Pre-built AI roles for finance work in Slack and QuickBooks

Raised to date

$144K

of $500K offered across 1 Form D filing

Still open
$356K
Investors
13
Last filed
Apr 14, 2026

About

RoleBotz is an enterprise AI company building what it calls the Knowledge Layer for Enterprise AI: a catalog of over 2,000 pre-trained 'roles' that carry the methods, business rules, evidence requirements, and defined stopping points a job requires. Aimed at finance, operations, and shop-floor leaders, the roles plug into tools teams already use, such as Slack, Teams, QuickBooks, Xero, NetSuite, and Sage Intacct. When a workflow hits a missing fact or unsupported condition, a RoleBot stops and routes the work to a person instead of guessing. It was founded by former Amazon finance leaders and is sold as a per-seat monthly subscription.

Packages practitioner judgment (methods, business rules, evidence requirements, and a hard stop at unknowns) into reusable, pre-built roles rather than generic AI that must be re-prompted with operational context.

Funding

  • EquityFiled Apr 14, 2026Form D
    $144K/ $500K

Product

RoleBotz

Enterprise AI platform

A subscription platform giving teams access to a catalog of pre-trained RoleBot knowledge packs (the PowerGrid ontology of 2,000+ roles) that run inside existing chat, email, and accounting systems with chat and actions included.

  • Searchable catalog of 2,000+ ready-to-deploy roles
  • Defined checks that stop and route exceptions to a person
  • Traceable calculations using approved rules

Built for

Finance, operations, and shop-floor leaders at businesses adopting AI, with solutions for finance, operations, HR, revenue operations, and risk and compliance

People on file