All tools

AI Bookkeeping & Categorization

• Digits

  AI-native accounting platform with automated bookkeeping and real-time financial dashboards.

  AI Bookkeeping & Categorization · Essentials $65/mo, Core $100/mo, Pro $250/mo; no per-seat fees; free trial

• Booke AI

  AI bookkeeping assistant that categorizes and reconciles transactions in QuickBooks and Xero.

  AI Bookkeeping & Categorization · $129 per business/month (Business); firm pricing by quote · Read roundup

• Botkeeper

  Automated bookkeeping platform built for accounting firms, combining machine learning with workflow tools.

  AI Bookkeeping & Categorization · Platform licensed at $69 per client entity; managed bookkeeping from $1,499/month (Essentials) and $2,499/month (Professional) (per Botkeeper's plans pages)

• Pilot

  Software-plus-expert bookkeeping, tax and CFO services for startups and small businesses.

  AI Bookkeeping & Categorization · Starts at $99/month (per vendor pricing page)

• Zeni

  AI-powered bookkeeping, accounting and finance team service for startups.

  AI Bookkeeping & Categorization · From $549/month ($494 billed annually) for pre-revenue companies; from $799/month ($719 annually) for revenue-generating companies (per Zeni's pricing page)

• Docyt

  AI accounting automation that handles bookkeeping, reconciliation and reporting, popular in multi-location businesses.

  AI Bookkeeping & Categorization · From $299 per property per month; unlimited users; onboarding included

• Puzzle

  AI-assisted general ledger and accounting software aimed at startups and their accountants.

  AI Bookkeeping & Categorization · Starter $30/mo, Core $72/mo, Complete $120/mo, Scale $360/mo; accounting services extra (per Puzzle's pricing FAQ)

• Truewind

  AI-powered bookkeeping and close automation for accounting firms and finance teams.

  AI Bookkeeping & Categorization · Pricing not published, contact vendor

• Uncat

  Tool for accountants to get uncategorized transactions answered by clients and synced to the ledger.

  AI Bookkeeping & Categorization · $9/month (per vendor homepage)

• Double (formerly Keeper)

  Bookkeeping quality-control and client communication platform for accounting firms.

  AI Bookkeeping & Categorization · Pricing not published, contact vendor

AP & Invoice Automation

• Vic.ai

  Autonomous AI invoice processing and accounts payable platform.

  AP & Invoice Automation · Pricing not published, contact vendor

• Stampli

  AP automation centered on invoice collaboration with an AI assistant (Billy) for coding and approvals.

  AP & Invoice Automation · Pricing not published, contact vendor

• BILL

  Accounts payable, receivable and spend management platform for SMBs and accounting firms.

  AP & Invoice Automation · Pricing not published, contact vendor

• Tipalti

  Global payables automation covering supplier onboarding, invoice processing and mass payments.

  AP & Invoice Automation · Pricing not published, contact vendor

• AvidXchange

  AP automation and payments software for mid-market businesses.

  AP & Invoice Automation · Pricing not published, contact vendor

• Medius

  AI-driven accounts payable and spend management suite.

  AP & Invoice Automation · Pricing not published, contact vendor

• Yooz

  Cloud AP automation using AI for invoice capture and approval workflows.

  AP & Invoice Automation · Pricing not published, contact vendor

• Basware

  Enterprise AP automation and e-invoicing network.

  AP & Invoice Automation · Pricing not published, contact vendor

Spend & Expense Management

• Ramp

  Corporate cards and spend management with automated expense, bill pay and accounting sync.

  Spend & Expense Management · Free plan available; Plus and Enterprise tiers

• Brex

  Corporate cards, expense management and business banking with AI expense assistance.

  Spend & Expense Management · Pricing not published, contact vendor

• Expensify

  Expense reports and receipt scanning with automated approvals and accounting sync.

  Spend & Expense Management · Collect $5/month; Control from $9 per member/month with the Expensify Card, or $18 without (per Expensify's pricing page)

• Navan

  Combined travel and expense management platform.

  Spend & Expense Management · Free plan listed; larger plans by quote

• Emburse

  Expense management and AP solutions for mid-market and enterprise.

  Spend & Expense Management · Pricing not published, contact vendor

• Spendesk

  European spend management platform with cards, invoices and expense reimbursements.

  Spend & Expense Management · Pricing not published, contact vendor

• Pleo

  Company cards and expense management for European SMBs.

  Spend & Expense Management · UK: Start £8/user/month, Build £14, Optimise £18, billed yearly (per Pleo's pricing page)

Income Tax

• Blue J

  Generative AI tax research tool that answers tax questions with cited sources.

  Income Tax · 7-day free trial, no credit card required

• Black Ore

  AI tax preparation platform (Tax Autopilot) for CPA firms.

  Income Tax · Pricing not published, contact vendor

• SurePrep

  1040 tax automation with document OCR and workpaper prep (Thomson Reuters).

  Income Tax · Pricing not published, contact vendor

• Gruntworx

  Tax document organization and data-entry automation for tax preparers.

  Income Tax · Pricing not published, contact vendor

• Column Tax

  Embedded tax filing API for fintechs and banks.

  Income Tax · Pricing not published, contact vendor

• April

  Embedded AI tax filing and financial planning platform.

  Income Tax · Pricing not published, contact vendor

• Filed

  AI agents that automate tax preparation workflows for accounting firms.

  Income Tax · Custom monthly pricing scoped to the client book

• CoCounsel (Thomson Reuters)

  Thomson Reuters' generative AI assistant for tax, audit and legal professionals.

  Income Tax · Pricing not published, contact vendor

• CCH Axcess (Wolters Kluwer)

  Cloud tax, accounting and workflow suite with integrated AI features.

  Income Tax · Pricing not published, contact vendor

Sales Tax

• Avalara

  Automated sales tax, VAT and indirect tax compliance software.

  Sales Tax · Pricing not published, contact vendor

• TaxJar

  Sales tax calculation, reporting and filing for e-commerce sellers (a Stripe company).

  Sales Tax · Starter and Professional plans; 30-day free trial

• Anrok

  Sales tax and VAT compliance for SaaS and digital businesses across the financial stack.

  Sales Tax · Starter: $100 per market per month (per Anrok's pricing page)

• Numeral

  Fully managed sales tax: registrations, filings, nexus monitoring and exemption certificates.

  Sales Tax · $75 per return filed, plus a one-time $150 per registration (per Numeral's pricing page)

• Kintsugi

  AI sales tax, VAT and GST automation with exposure monitoring and filing.

  Sales Tax · Free plan $0 (exposure monitoring); Starter $75 per action (US and Canada); Scale and Premium are custom flat monthly (per Kintsugi's pricing page)

• Zamp

  Managed sales tax compliance for US and Canadian sellers.

  Sales Tax · Plans: Free, U.S., and U.S. + Canada; paid plan prices are by contacting sales (per Zamp's pricing page)

• TaxCloud

  Sales tax calculation, collection and filing for ecommerce businesses.

  Sales Tax · Starter from $39/mo; Premium from $99/mo; filing as low as $20 per filing (per TaxCloud's pricing page)

• Stripe Tax

  Sales tax, VAT and GST calculation, collection and filing built into Stripe.

  Sales Tax · Tax Complete starting at $90 per month; tiers of $90, $430, $1,000 and $1,500 per month on a 1-year contract (per Stripe's pricing page)

• Vertex

  Enterprise indirect tax determination, e-invoicing, reporting and filing.

  Sales Tax · Pricing not published, contact vendor.

• Sovos

  Global indirect tax, e-invoicing and tax reporting compliance platform.

  Sales Tax · Pricing not published, contact vendor.

Audit, Assurance & Risk

• MindBridge

  AI risk-analytics platform that analyzes full general-ledger populations for anomalies.

  Audit, Assurance & Risk · Pricing not published, contact vendor

• DataSnipper

  Excel add-in using AI to automate audit document matching and testing.

  Audit, Assurance & Risk · Quote-based (Start/Accelerate/Elevate tiers); not public · Read roundup

• Inflo

  Cloud audit platform with data analytics and client collaboration.

  Audit, Assurance & Risk · Pricing not published, contact vendor

• Caseware

  Audit, engagement and financial reporting software with AI capabilities.

  Audit, Assurance & Risk · Pricing not published, contact vendor

• Optro (formerly AuditBoard)

  Connected risk platform for internal audit, SOX and compliance.

  Audit, Assurance & Risk · Pricing not published, contact vendor

• Fieldguide

  AI-powered engagement automation for audit and advisory firms.

  Audit, Assurance & Risk · Pricing not published, contact vendor

• Validis

  Financial data extraction and standardization for audit and lending.

  Audit, Assurance & Risk · Pricing not published, contact vendor

• Workiva

  Reporting and compliance platform for SEC, ESG and SOX workflows.

  Audit, Assurance & Risk · Pricing not published, contact vendor

Close, Reconciliation & FP&A

• FloQast

  Month-end close management and reconciliation software built by accountants.

  Close, Reconciliation & FP&A · Custom pricing; no per-user fees

• BlackLine

  Enterprise financial close, reconciliation and intercompany automation.

  Close, Reconciliation & FP&A · Pricing not published, contact vendor

• Numeric

  AI-powered close automation and flux analysis for accounting teams.

  Close, Reconciliation & FP&A · Quote-based per current pricing page; not public · Read roundup

• Trintech

  Financial close and reconciliation software (Cadency, Adra).

  Close, Reconciliation & FP&A · Pricing not published, contact vendor

• Cube

  Spreadsheet-native FP&A platform with AI analysis.

  Close, Reconciliation & FP&A · Custom quote

• Datarails

  Excel-based FP&A automation with a generative AI assistant.

  Close, Reconciliation & FP&A · Custom quote

• Vena

  Excel-native planning, budgeting and forecasting platform.

  Close, Reconciliation & FP&A · Pricing not published, contact vendor

• Fathom

  Financial reporting and analysis tool used by advisors for client management reports.

  Close, Reconciliation & FP&A · Tiered by number of company files; all features and unlimited users on every plan

• Planful

  Cloud FP&A and consolidation platform.

  Close, Reconciliation & FP&A · Pricing not published, contact vendor

• Abacum

  FP&A platform for mid-market finance teams.

  Close, Reconciliation & FP&A · Pricing not published, contact vendor

• Pigment

  Business planning platform with AI agents for forecasting.

  Close, Reconciliation & FP&A · Pricing not published, contact vendor

Practice Management & Client Workflow

• Karbon

  Practice management and email-integrated workflow for accounting firms with AI features.

  Practice Management & Client Workflow · Team $59/user/month (annual) or $79 (monthly); Business $89/user/month (annual) or $99 (monthly); Enterprise custom (per Karbon's pricing page)

• TaxDome

  All-in-one practice management, client portal and billing for tax and accounting firms.

  Practice Management & Client Workflow · US: Pro $1,000 per user/year and Business $1,200 per user/year on a 1-year term, with lower rates for 2 and 3-year terms (per TaxDome's pricing help article)

• Canopy

  Cloud practice management for accounting firms, including tax resolution tools.

  Practice Management & Client Workflow · Standard $74, Plus $109, Premium $149 per user/month billed annually ($89, $131, $179 monthly); Enterprise custom (per Canopy's pricing guide)

• Financial Cents

  Workflow and practice management software for small accounting firms.

  Practice Management & Client Workflow · Solo $19, Team $49, Scale $69, Enterprise $89 per user/month billed annually; monthly billing costs more (per Financial Cents' pricing FAQ)

• Jetpack Workflow

  Recurring-work and deadline management for accounting firms.

  Practice Management & Client Workflow · Starter, Premium and Enterprise plans; 14-day free trial

• Ignition

  Proposals, engagement letters and automated billing for professional services firms.

  Practice Management & Client Workflow · Solo, Core, Pro and Pro+ plans; 14-day free trial

• Liscio

  Secure client communication and document exchange for accountants.

  Practice Management & Client Workflow · Annual per-user packages from $19 to $99 per month

• Aiwyn

  Billing, payments and client experience platform for accounting firms.

  Practice Management & Client Workflow · Pricing not published, contact vendor

Document Capture & AI Assistants

• Rossum

  AI document processing for invoices and transactional documents.

  Document Capture & AI Assistants · Starter, Business, Enterprise and Ultimate plans

• Nanonets

  AI OCR and workflow automation for invoices, receipts and financial documents.

  Document Capture & AI Assistants · Start free with $50 in credits; usage-based

• Docsumo

  Intelligent document processing for extracting data from financial documents.

  Document Capture & AI Assistants · Free plan; Business and Enterprise by quote

• Doxis (formerly Klippa)

  Document capture and OCR for receipts, invoices and IDs.

  Document Capture & AI Assistants · Pricing not published, contact vendor

• Dext

  Receipt and invoice capture plus bank-feed tools for bookkeepers.

  Document Capture & AI Assistants · 14-day free trial

• Hubdoc

  Document collection and data extraction included with Xero.

  Document Capture & AI Assistants · Included with eligible Xero plans; standalone US$12 per client per month (per Hubdoc's pricing page)

• Intuit Assist

  Intuit's generative AI assistant across QuickBooks and other Intuit products.

  Document Capture & AI Assistants · Pricing not published, contact vendor

• Xero JAX

  Xero's AI financial superagent for small businesses and advisors.

  Document Capture & AI Assistants · Pricing not published, contact vendor

• Sage Copilot

  Sage's generative AI assistant embedded in Sage accounting products.

  Document Capture & AI Assistants · Available within or as an add-on to Sage product subscriptions

• Better Analyst (formerly Formula Bot)

  AI tool that generates Excel/Sheets formulas and analyzes spreadsheet data.

  Document Capture & AI Assistants · From $20/month; free usage limited to 10 messages and 25 actions (per Better Analyst's pricing docs)

• Rows

  AI-enabled spreadsheet with built-in data integrations.

  Document Capture & AI Assistants · Free plan; Plus, Pro and Enterprise

Core Accounting & ERP

• NetSuite

  Oracle's cloud ERP with general ledger, AR, AP and close, plus the NetSuite Next AI layer.

  Core Accounting & ERP · Annual license based on core platform, optional modules and number of users, plus a one-time implementation fee; no list prices published. AI Units are included with eligible user licenses, and more can be purchased.

• Xero

  Cloud accounting for small businesses and their accountants, with the JAX AI agent built in.

  Core Accounting & ERP · US plans: Early $27/mo, Growing $59/mo, Established $97/mo (per Xero's US pricing page). Global USD plans (Starter, Standard, Premium) increase from November 1, 2026.

• QuickBooks Online

  Intuit's cloud accounting for small businesses, with Intuit Assist AI built in.

  Core Accounting & ERP · Simple Start $38/mo, Essentials $85/mo, Plus $140/mo, Advanced $340/mo (per Intuit's pricing page); Essentials, Plus and Advanced prices changed for renewals on or after August 1, 2026.

• Sage Intacct

  Cloud financial management for midsize organizations, with built-in AI agents including Sage Copilot.

  Core Accounting & ERP · US pricing is quote-based and modular, on an annual subscription (per Sage's US pricing page). The UK site lists plans from £1,200 per month.

• SAP Business One

  SAP's ERP for small and midsize businesses, covering financials, inventory and sales, with optional AI.

  Core Accounting & ERP · Pricing not published, contact vendor.

• Microsoft Dynamics 365 Business Central

  Microsoft's ERP for small and midsize businesses, with Copilot included and paid AI agents.

  Core Accounting & ERP · Essentials $80 per user/month and Premium $110 per user/month, billed annually (per Microsoft's pricing page); agents use Copilot Credits, bought prepaid or pay-as-you-go.

• Acumatica

  Cloud ERP for midmarket finance, distribution, manufacturing and project businesses, with AI Studio and anomaly detection.

  Core Accounting & ERP · Subscription priced by applications, transaction volume and deployment rather than per user; quotes come through partners (per Acumatica's pricing page).

• Oracle Fusion Cloud ERP

  Oracle's enterprise cloud ERP and financials, with embedded AI agents for payables, ledger and payments.

  Core Accounting & ERP · Pricing not published, contact vendor.

• Workday Financial Management

  Workday's cloud finance system, with an Accounting Agent for reconciliation, close and audit evidence.

  Core Accounting & ERP · Pricing not published, contact vendor.

• FreshBooks

  Cloud invoicing and accounting for freelancers and small service businesses.

  Core Accounting & ERP · Lite $23/mo (up to 5 clients), Plus $43/mo (up to 50), Premium $70/mo (unlimited); 10% off annual billing (per FreshBooks' pricing page).

• Zoho Books

  Cloud accounting in the Zoho suite, with the Zia AI assistant built in.

  Core Accounting & ERP · Free, Standard $15/mo, Professional $20/mo, Premium $40/mo, Elite $60/mo, Ultimate $150/mo (US, per Zoho's pricing page).