Best AI Accounting Software - Page 2

Replace 8+ different software with powerful workflow management, client tracking, and automation tools. Atlas automatically updates your calendar events and generates workflow tasks from incoming client requests. Atlas Chat executes task creation and event scheduling requests while enabling instant client access. Ask Atlas anything. Organize all client data with profiles, which display recent interactions, stored documents and notes, and Atlas insights. Atlas drafts replies for all incoming emails, composes emails upon request and updates your workspace from email content. Explore productivity data and time allocations with detailed insights. Analyze your most valuable clients, hardest working employees, and personal productivity.

Companies need sustainable cash flow and the most efficient way is to strengthen your team to make cash available by collecting faster. Kapittx AI-powered accounts receivable management & automation software is the key to unlocking your cash. Automate AR from invoice presentation to follow-ups, collection, and reconciliation. Get your collections and customer-facing team on the same page with customers on invoice payments, disputes, or reminders. Enhance the power of your ERP and get receivable insights at the click of a button. Kapittx seamlessly integrates with the ERP you use. Using analytics track your cash flow performance and reduce your DSO. Improve operational efficiency, and reduce manual errors and potential write-offs. With integrated payments improve collection and reduce days of sales outstanding. ​Improve the productivity of your team with smart, efficient, and insightful AR automation.

Fazeshift is an AI-driven accounts receivable solution that automates invoicing, cash application, and collections to improve cash flow and scale operations efficiently. The platform converts complex billing terms from sales contracts into invoices instantly, ensuring accuracy through built-in validation. It automatically matches payments, whether via ACH, wire, credit card, or check, to corresponding invoices, synchronizing seamlessly with existing accounting software for real-time updates. Fazeshift also automates collections with timely reminders and intelligent escalation workflows, promoting faster payment cycles and reducing Days Sales Outstanding (DSO). The platform provides complete accounts receivable visibility through real-time notifications and alerts, enabling businesses to stay in control of their financial processes. By eliminating manual tasks, Fazeshift empowers teams to focus on high-impact, strategic activities.

FirmOS is an automation platform built for accounting firms to simplify client acquisition, hiring, and operations. It reduces manual work by integrating AI-driven systems that handle repetitive tasks and improve efficiency. Designed by CPAs, FirmOS helps firms run more smoothly with less day-to-day involvement from owners. Key Features - Client Segmentation Analysis: Identify your most profitable clients using data, so you focus on the right ones. - Automated Lead Scraping: Use AI to find and update contact details for decision-makers, keeping your pipeline full. - End-to-End Sales Automations: Automate follow-ups and outreach to engage leads and close deals with minimal effort.

SevenYoken is a Belgian company providing innovative accounting solutions for fintechs, banks, and financial institutions. Their platform leverages AI to automate and optimize the accounting processes, offering features like real-time data syncing, advanced analytics, and financial reporting. By using AI-driven insights, SevenYoken helps clients enhance their operational efficiency, reduce errors, and make data-driven decisions. The company's aim is to simplify complex accounting tasks and improve financial transparency for its customers.

Finlens is an AI‑powered accounting co‑pilot that delivers real‑time financial clarity and automates the entire bookkeeping workflow for startups and CPA firms. Its intuitive dashboard aggregates data from over 1,000 bank and credit card integrations to provide GAAP‑ready books, instant key metrics (runway, burn rate, MRR, ARR, and customer growth), and interactive spending analyses without manual data entry. Transactions are automatically categorized and reconciled, while custom reports, balance sheets, profit & loss statements, spending and schedules, are generated on demand. Finlens syncs seamlessly with QuickBooks for zero‑friction setup, offers instant invoicing and receivables/payables monitoring, and supports collaborative access for founders, CFOs, and accountants. Built‑in AI insights highlight patterns in expenses and inflows, accelerate monthly closes, and free teams from spreadsheets and email threads by centralizing communication and approvals within the platform.

Quanta is a full-service accounting platform purpose-built for software companies that delivers real-time visibility into financials by combining automated bookkeeping, continuous reconciliations, and deep integrations with common startup financial tools. It maintains an AI-native general ledger that automatically imports data from a company’s banking, payment, payroll, and spend tools and applies predefined rules; ensuring books stay clean, consistent, and always up to date. Quanta offers real-time dashboards showing cash, revenue, burn rate, runway, accounts receivable, vendor activity, customer/invoice status, and other critical metrics; giving teams immediate access to today’s numbers rather than waiting for month-end. It also supports advanced features such as revenue recognition, department-level financial tracking, and tax filing (including federal, state, local income taxes and even R&D-tax-credit studies). Users get access to a dedicated in-house accounting expert.

Maxima is an agentic AI accounting and financial close automation platform built to transform enterprise record-to-report workflows by automating the most manual, error-prone tasks such as journal entries, reconciliations, transaction matching, variance and flux analysis, and close operations while keeping humans in control and compliant with audit standards like SOX. Its specialized AI agents pull data across systems, unify financial context with an Enterprise Finance Graph, generate logic-based journals at scale, validate general ledger accuracy in real time, and provide step-by-step evidence and audit trails so accounting teams can review rather than manually prepare work. Maxima works alongside existing ERPs, posting back automated entries, and consolidates tasks, reconciliations, and reporting into a single platform that reduces close time by days and eliminates repetitive workloads with up to high automation coverage.

Accrual is an AI-native accounting automation platform built for tax and professional accounting workflows, especially for firms that prepare and review tax returns at scale. It uses advanced AI agents that act like a preparer by reading and organizing client inputs from documents such as K-1s, 1099s, spreadsheets, emails, and multi-hundred-page statements, identifying missing information, generating targeted follow-up questions, and producing draft tax returns ready for professional review, all within a unified system instead of fragmented tools. Its AI-driven structure automatically organizes data as it’s ingested, so preparation, review, and client guidance build on one another rather than requiring repeated manual rework, helping reduce preparation and review time dramatically while preserving accuracy, controls, and auditability that accounting firms require.

Planful (formerly Host Analytics) is a trusted, premier provider of scalable, cloud-based enterprise performance management (EPM) software solutions. Specifically created for enterprises, Planful enables users to integrate realistic modeling data to operational and financial business plans, compare projections to outcomes, and collaborate with key stakeholders using a single, easy to use interface. By leveraging Planful, finance teams can maximize their corporate performance by automating, accelerating, and aligning all their financial processes.

No more emailing. Easily drag and drop documents from your computer into our platform. Machine Learning algorithm learns transaction coding behavior of the invoice and memorizes historical patterns. Robust workflow to obtain approval or resolve exceptions. Scheduled payments using the integrated payment solution on the website or on the go with our mobile app. Easily communicate with your customers using our customer portal for quick payments and to resolve billing inquires. Enable quick customer billing using automated and recurring billing solutions. Improve your customer collections process with systematic billing and revenue tracking to reduce manual effort. Integrated payment collection that allows customers to send payments directly to you with the click of a button. Forecast your cash flow for the next one, three, or six months based on historical trends. Gauge current profitability to make more informed business decisions.

Manual review of customer contracts for revenue accounting impact is time consuming and painful. Each contract requires accountants to spend hours creating and populating new contract review checklists with metadata, dates, fees and non-standard terms— hours that could be spent on process innovation. Klarity automates this process on every level. All contracts are automatically reviewed against a bespoke checklist that is pre-populated by Klarity. Accounting impact, notes, and notifications are all built into the application, along with a simple, automated workflow. With Klarity, organizations can skip the laborious manual work and focus on adding strategic value through analysis and audit documentation. Establish customized workflows for first and second-level reviewers for a more seamless contract review process and a faster month-end close.

Through a combination of AI and concierge service, we deliver a delightful financial back office experience. Reliable bookkeeping, detailed financial models, built exclusively for startups. Always count on getting accurate books delivered monthly. By pairing our concierge team with AI, you'll enjoy a new level of transparency and accuracy in accounting. You can't get to real-time finance if it takes three weeks to close your books. We close your books in days rather than weeks, so you can make faster business decisions. The wind speed you experience while sailing is relative to the movement of the boat. The true wind speed can only be measured by a stationary point on land, which is the role of finance. We give you the true wind speed readings so you can navigate the seas.

Imagine a world where you no longer have to waste hours on invoices, receipts, and accounting stuff. Focus on what truly matters – driving your business forward, exploring new opportunities, and making strategic decisions that shape the future. Digitoo allows you to receive invoices digitally in the formats you know – PDF, PNG, JPEG, TIFF, or ISDOC. No more dealing with paper documents or tedious data transfers. Digitoo ensures a smooth and paperless accounting experience, saving you time and hassle. No more wasted hours on laborious manual data entry, document scanning, or printing. With Digitoo, these tasks are automated, freeing up valuable time for you and your team. Immediate access to your financial data allows you to make informed decisions with confidence. Having a clear and accurate picture of your company's finances is essential. Digitoo offers the ability to process all your invoices in real time.

Power your investment operations with real-time data immediately and seamlessly integrated across all workflows. Unburden yourself of obsolete technology while shaping the future of investment accounting. Delight your clients with unparalleled speed, innovation, and digital experiences. Embrace new regulations, ensure oversight, and easily incorporate new asset classes – including crypto – with ease. Scale for the future, improve operational efficiency and dramatically reduce costs. Complete with general ledgers and NAV values in addition to portfolio holdings and cash. Designed to handle near limitless volumes of data without the common constraints of relational databases. Cloud-native, big-data database and distributed architecture enables near real-time business continuity and disaster recovery.

Our AI-powered bookkeeping bots can automate all your bookkeeping tasks, ensuring they are completed quickly, accurately, and effortlessly.

A.I. powered chatbot to help solve complex accounting questions using a sophisticated prompting algorithm. The chatbot is offered on platforms like WhatsApp, Instagram, SMS, and iMessage. CPA exam testbank with over 20,000 MCQs covering all the topics covered on the US CPA exam.

OpenEnvoy is the Applied AI platform that unifies payables, contracts, receivables, and transactions to free Finance teams from clerical work. OpenEnvoy provides customers with AI that eliminates coding errors, over-billings, and fraud to improve operating efficiency and cash flow without impacting suppliers or IT. With OpenEnvoy, customers have eliminated more than $400M in losses.