AI accounting tools that work with Salesforce
22 AI accounting tools in the CurateSuite directory list an integration with Salesforce, spanning Ledger, Audit, Tax, FP&A, Practice, Engagement, Payments and Compliance.
Details checked September 4, 2026.
Core ledger and bookkeeping
| Tool | What it does | Pricing | Free trial | Firm size fit |
|---|---|---|---|---|
| Campfire | AI-native ERP for high-growth companies. | Quoted on request | No | Mid-size firms |
| DualEntry | AI-native ERP with multi-entity consolidation and a fast close. | Quoted on request | No | Mid-size firms |
| NetSuite | Oracle's cloud ERP for multi-entity, multi-currency accounting. | Quoted on request | Yes | Mid-size firms |
| QuickBooks Online | Cloud bookkeeping and accounting for small and mid-sized firms and their clients. | $38/mo | Yes | Solo, Small firms, Mid-size firms |
| Rillet | Cloud ERP that replaces NetSuite and Sage Intacct for growing finance teams. | Quoted on request | No | Small firms, Mid-size firms |
| Sage Intacct | Cloud financial management for growing and mid-market organizations. | Quoted on request | No | Mid-size firms |
| Xero | Cloud accounting built for accountants, bookkeepers, and their small-business clients. | $25/mo | Yes | Solo, Small firms, Mid-size firms |
Audit and risk
| Tool | What it does | Pricing | Free trial | Firm size fit |
|---|---|---|---|---|
| Netgain | Lease accounting, fixed assets, and close automation, built for NetSuite. | Quoted on request | Yes | Small firms, Mid-size firms |
Tax compliance and research
| Tool | What it does | Pricing | Free trial | Firm size fit |
|---|---|---|---|---|
| Anrok | Global sales tax and VAT compliance built for software and subscription businesses. | $100/mo | No | Small firms, Mid-size firms |
| Avalara | Automated sales tax, VAT, and indirect tax compliance across 190+ countries. | Quoted on request | No | Solo, Small firms, Mid-size firms |
FP&A and advisory reporting
| Tool | What it does | Pricing | Free trial | Firm size fit |
|---|---|---|---|---|
| Cube | FP&A that works inside Excel and Google Sheets. | Quoted on request | No | Mid-size firms |
| Datarails | FP&A automation that keeps your finance team inside Excel. | Quoted on request | No | Small firms, Mid-size firms |
| Jirav | FP&A and advisory planning built for accounting firms and their clients. | $50/mo | No | Small firms, Mid-size firms |
| Planful | Cloud FP&A for budgeting, forecasting, consolidation, and reporting. | Quoted on request | No | Mid-size firms |
| Vena | Complete FP&A planning that runs natively on Excel. | Quoted on request | No | Mid-size firms |
Practice management and workflow
Client engagement and onboarding
| Tool | What it does | Pricing | Free trial | Firm size fit |
|---|---|---|---|---|
| Abacor | AI client-meeting assistant for accounting firms that handles the notes and follow-ups. | Quoted on request | No | Solo, Small firms, Mid-size firms |
| Chaser | Accounts receivable automation and cash flow forecasting for firms and their clients. | $259/mo | Yes | Small firms, Mid-size firms |
| Ping Assistant | AI meeting and intelligence assistant built for advisory accounting firms. | $28/mo | Yes | Solo, Small firms, Mid-size firms |
AP, AR, and payments
| Tool | What it does | Pricing | Free trial | Firm size fit |
|---|---|---|---|---|
| Numra | AI agents that run accounts payable and repetitive finance work. | Quoted on request | No | Mid-size firms |
Compliance, privacy, and governance
How these tools connect to Salesforce
Tools that integrate with Salesforce typically use one or more common patterns: syncing bank feeds and transactions so records match on both sides, pushing documents like receipts or invoices into or out of Salesforce, or keeping ledger entries in two-way sync so a change made in one system shows up in the other. The exact depth of a given integration (a one-way export, a scheduled sync, or a live two-way connection) varies by tool. Check each tool's own page for the specifics of how it works with Salesforce before you commit.
Frequently asked questions
Which AI bookkeeping tools work with Salesforce?
Campfire, DualEntry, NetSuite, QuickBooks Online, Rillet, Sage Intacct, and Xero are the core ledger and document capture tools in the CurateSuite directory that list an integration with Salesforce. See the full table below for tools in other categories, such as practice management, payments, and reporting.
Are there free tools that integrate with Salesforce?
Netgain and QuickBooks Online publish a free tier. Canopy, Chaser, NetSuite, Ping Assistant, and Xero do not have a permanently free tier but do offer a free trial.
Which Salesforce integrations are for accounting firms rather than SMB clients?
Abacor, Anrok, Avalara, Canopy, Chaser, Datarails, Jirav, and Ping Assistant are built specifically for accounting firms and bookkeepers rather than for the end business client. Netgain, NetSuite, QuickBooks Online, Rillet, Sage Intacct, Transcend, and Xero serve both accounting firms and their business clients.