AI tools for accountants

Abacor

Engagement

AI client-meeting assistant for accounting firms that handles the notes and follow-ups.

Aider

FP&A

Period close automation and AI advisory reports for firms.

Anrok

Tax

Global sales tax and VAT compliance built for software and subscription businesses.

AutoEntry

Capture

Extracts data from receipts, invoices, and bank statements for ledger entry.

Avalara

Tax

Automated sales tax, VAT, and indirect tax compliance across 190+ countries.

BILL

Payments

AP and AR automation for accounting firms and their clients.

Blue J

Tax

AI tax research that gives you sourced answers from primary authority, fast.

Booke

Ledger

AI bookkeeper that categorizes and reconciles inside QuickBooks and Xero.

Botkeeper

Ledger

AI bookkeeping automation built for accounting firms.

Brex

Payments

Business cards, expense management, and bill pay with a free base plan.

Campfire

Ledger

AI-native ERP for high-growth companies.

Canopy

Practice

All-in-one practice management with built-in AI tools for accounting firms.

CaseWare

Audit

End-to-end cloud audit platform covering planning, fieldwork, and reporting.

Chaser

Engagement

Accounts receivable automation and cash flow forecasting for firms and their clients.

Circit

Audit

Audit confirmations and independent bank verification for auditors.

Clear Books

Ledger

UK online accounting with MTD filing, VAT, and payroll.

ClientHub

Practice

Client portal and workflow management for accounting and bookkeeping firms.

CoCounsel Tax

Tax

AI tax research assistant backed by Thomson Reuters' authoritative content library.

Content Snare

Engagement

Collect documents and information from clients without the email chase.

Cube

FP&A

FP&A that works inside Excel and Google Sheets.

Datarails

FP&A

FP&A automation that keeps your finance team inside Excel.

DataSnipper

Audit

Audit automation inside Excel, from evidence collection to reconciliation.

Dext

Capture

Receipt and invoice capture for bookkeepers and firms.

Digits

Ledger

AI-native general ledger for US small businesses and the firms that serve them.

Docyt

Capture

Fully automated bookkeeping and accounting with AI.

Dokka

Payments

AI accounts payable and close automation on top of your ERP.

Drata

Compliance

Continuous compliance automation for SOC 2, ISO 27001, and GDPR.

DualEntry

Ledger

AI-native ERP with multi-entity consolidation and a fast close.

Eazycapture

Capture

Document capture and OCR for UK accounting practices.

Fathom

FP&A

Financial reporting, forecasting, and dashboards for advisory firms.

Financial Cents

Practice

Workflow, client management, and billing for accountants and bookkeepers.

FloQast

Audit

Close management, reconciliation, and compliance for accounting teams.

FreeAgent

Ledger

UK accounting for freelancers and small firms, with a free practice dashboard.

FreshBooks

Ledger

Invoicing-first accounting software built for service-based small businesses.

Glasscubes

Engagement

AI-powered client portal that cuts response times for accounting firms.

Glean.ai

Payments

AI accounts payable with spend intelligence and vendor benchmarking.

Hubdoc

Capture

Fetch bills, receipts, and statements automatically. No more chasing documents.

Ignition

Engagement

Proposals, engagement letters, and automated billing for accounting firms.

Intuit Assist

Ledger

The AI assistant built into QuickBooks Online.

Jetpack Workflow

Practice

Job and task management for accounting and bookkeeping firms.

Jirav

FP&A

FP&A and advisory planning built for accounting firms and their clients.

Karbon

Practice

Collaborative practice management for accounting firms.

Keeper (now Double)

Practice

Month-end close and bookkeeping review platform for accounting firms.

Kick

Ledger

Self-driving bookkeeping for US founders and the firms that work with them.

Kira (by Litera)

Audit

AI contract intelligence for due diligence and document review.

Laurel

Practice

AI timekeeping that captures billable work automatically.

LiveFlow

FP&A

Live financial reporting from QuickBooks and Xero into Sheets and Excel.

MakersHub

Payments

AP automation for operationally complex US businesses with line-item capture.

Melio

Payments

Bill pay and invoicing platform with a free tier for small businesses.

MindBridge

Audit

AI-powered financial transaction monitoring for audit and assurance teams.

Moss

Payments

Spend management, corporate cards, and AP for European SMEs.

Nanonets

Capture

AI document processing for invoices, receipts, and beyond.

Netgain

Audit

Lease accounting, fixed assets, and close automation, built for NetSuite.

NetSuite

Ledger

Oracle's cloud ERP for multi-entity, multi-currency accounting.

Numeric

Audit

AI close management that ties reconciliation, reporting, and review together.

Numra

Payments

AI agents that run accounts payable and repetitive finance work.

OneTrust

Compliance

Privacy, data governance, and compliance management for regulated firms.

Ping Assistant

Engagement

AI meeting and intelligence assistant built for advisory accounting firms.

Pixie

Practice

Practice management for accountants at a flat fee, unlimited users.

Planful

FP&A

Cloud FP&A for budgeting, forecasting, consolidation, and reporting.

Puzzle

Ledger

AI-first accounting software built for startups.

QuickBooks Online

Ledger

Cloud bookkeeping and accounting for small and mid-sized firms and their clients.

Ramp

Payments

Corporate cards, expense management, and AP automation in one free platform.

Receipt AI

Capture

Capture receipts by text, email, or photo and post them to your ledger.

Rillet

Ledger

Cloud ERP that replaces NetSuite and Sage Intacct for growing finance teams.

Rossum

Capture

Your end-to-end document automation platform.

Routable

Payments

B2B payments and mass payouts across 200-plus countries.

Rydoo

Payments

Expense management for mid-market and multinational teams.

Sage Intacct

Ledger

Cloud financial management for growing and mid-market organizations.

Seamlss

Engagement

Client onboarding and identity verification built for Australian accounting firms.

Secureframe

Compliance

Compliance automation for SOC 2, ISO 27001, HIPAA, and GDPR.

Senta

Practice

Practice management with live client data for accountants and bookkeepers.

Silverfin

Practice

Cloud compliance and accounts production for accounting firms.

Soraban

Practice

AI tax workflow that automates intake, data entry, and delivery for US 1040 firms.

Spark AI

Practice

Secure AI assistant for accounting firms, from Rightworks.

Spotlight Reporting

FP&A

Management reporting and forecasting for advisory accountants.

Stampli

Payments

AI-powered AP automation built around the invoice, not the ERP.

StanfordTax

Practice

AI tax intake and prep-ready binders for US firms with a real free starting tier.

Syft Analytics

FP&A

Reporting, dashboards, and consolidations for accountants and advisors.

TaxDome

Practice

Practice management, client portal, and tax workflow for accounting firms.

TaxGPT

Tax

AI tax research assistant with citation-backed answers.

TaxJar

Tax

Automated US sales tax calculations, reporting, and filing for growing businesses.

Thomson Reuters ONESOURCE

Tax

Enterprise tax compliance and reporting platform for large and mid-market firms.

Tipalti

Payments

Global AP automation and mass payments for mid-sized and scaling firms.

Transcend

Compliance

Automate data subject requests and consent across your client data stack.

Trintech

Audit

Financial close and account reconciliation automation.

Truewind

Ledger

AI bookkeeping that turns statements and workpapers into GL-ready entries.

Trullion

Audit

Auditable AI for lease accounting, financial statement validation, and audit workflows.

Truss

Practice

AI intake, workpapers, and on-demand US prep capacity for tax firms.

Validis

Audit

Connect to client accounting systems and pull structured financial data in minutes.

Vanta

Compliance

Automated compliance for SOC 2, ISO 27001, and HIPAA.

Vena

FP&A

Complete FP&A planning that runs natively on Excel.

Veryfi

Capture

Platform pricing for document capture SDKs and multi-modal data extraction APIs. No hidden charges.

Vic.ai

Payments

Autonomous accounts payable for enterprise finance teams.

Vinyl

Engagement

AI meeting assistant that turns client calls into action items and follow-up documents.

Wave Accounting

Ledger

Free cloud accounting for micro businesses and sole traders.

Workiva

Compliance

Cloud platform for regulated financial, ESG, and compliance reporting.

XBert

Audit

AI alerts and data-quality checks for Xero, QuickBooks, and MYOB.

Xero

Ledger

Cloud accounting built for accountants, bookkeepers, and their small-business clients.

Zeni

Ledger

AI bookkeeping with a dedicated human finance team for startups.

Zoho Books

Ledger

Full-featured cloud accounting with a permanent free tier for micro businesses.