Related Products
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About
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.
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About
Farsight AI is an AI-driven financial workflow automation platform built to help investment banking, private equity, hedge funds, wealth management, and other finance teams automate and accelerate core, high-value work that historically has been manual, repetitive, and time-consuming. It uses advanced AI agents to generate complete, client-ready deliverables, including valuation models, pitch decks, investment committee memoranda, research write-ups, buyer and seller lists, and strategic insights, tailored to a firm’s historical work style, brand, and voice rather than producing generic fragments. Farsight automates end-to-end workflows directly inside familiar tools like Excel, PowerPoint, and Outlook, cutting hours or days of manual formatting, data assembly, and drafting down to minutes while preserving institutional standards and security.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Accounting firms and tax professionals that want to automate and streamline tax preparation and review workflows while maintaining professional accuracy and audit controls
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Audience
Finance professionals and teams that want to automate complex financial workflows and produce high-quality deliverables faster and more efficiently
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAccrual
Founded: 2024
United States
accrual.com
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Company InformationFarsight
Founded: 2022
United States
www.farsight-ai.com
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Categories |
Categories |
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Integrations
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
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