财务和会计团队终于有了 AI 原生的 ERP 替代方案，Campfire 从 Google Sheet 起步的务实路径值得 SaaS 创业者借鉴——做复杂 B2B 软件的团队建议点开看创始人如何用 4 人撬动 NetSuite 客户。
Campfire 是一家面向高增长科技公司的 AI 原生 ERP 初创企业，帮助财务和会计团队自动化会计、税务和投资者报告等手工工作。公司近期完成由 Accel 和 Ribbit Capital 领投的 B 轮融资，自 2024 年 Q4 以来每季度 ARR 翻倍以上。2025 年 6 月以仅 12 人团队完成 3500 万美元 A 轮融资，如今已超 100 名员工。创始人 John Glasgow 在 YC 访谈中分享了从 Google Sheet 发布首个付费版本、以 4 人团队从 NetSuite 抢客户、直到 A 轮都亲自做销售的经历。Campfire 证明了 AI 原生 ERP 在传统巨头盘踞的市场中，通过聚焦特定客户群和产品速度可以快速崛起。
Campfire (@meet_campfire) is the AI-native ERP for high-growth tech companies, helping finance and a...
Campfire ( @meet_campfire ) is the AI-native ERP for high-growth tech companies, helping finance and accounting teams automate manual work across accounting, taxes, and investor reporting. The company, which recently raised a Series B led by Accel and Ribbit Capital, has more than doubled ARR each quarter since Q4 2024, and now has over 100 employees after closing a $35 million Series A in June 2025 with just 12 people. In this episode of Founder Firesides, founder and CEO @john__glasgow sat down with YC's @amiklas to talk about launching the first paying version as a Google Sheet, pulling customers off NetSuite with only four employees, doing all the sales himself through Series A, and more. 00:44 - What Even Is an ERP? 01:09 - Taking On NetSuite 03:15 - The YC Wedge Strategy 04:35 - Google Sheets as a Product 05:46 - Going Narrow to Win Big 07:10 - Pulling Customers Off NetSuite 08:52 - How They Found Early Believers 10:48 - Flipping the Go-To-Market 16:45 - Competing on Product Velocity 18:06 - Building for the Long Game 19:23 - Advice to Seed-Stage Self 22:12 - Why Now Your browser does not support the video tag. 🔗 View on Twitter 💬 3 🔄 4 ❤️ 34 👀 5437 📊 8 ⚡