Best Finance Software for Claude Code

Shareflo is cap table and share scheme software for UK companies. Shares, options, vesting and documents live in one record, with self-service portals for employees and investors. It runs EMI schemes end to end: pre-drafted rules and award agreements, grants, vesting, exercises and leavers. Filings are outputs of the same record — SH01s, ERS returns and share conversions, kept in step with Companies House and HMRC. Every award keeps its approval record and documents, dated when it happened rather than reconstructed years later, so diligence is an export rather than a fortnight of archaeology. Your finance, HR and legal teams get their own logins with role-limited access. Flo, the built-in AI agent, advises on share schemes and compliance, and can carry out actions on your confirmation. An MCP connector lets you query and update your cap table from Claude. Free up to 20 stakeholders, no minimum term, full data export any time — including if you leave.

Fedix is a cloud platform for Australian accounting and tax practices, combining practice management, accounting preparation and a Windows desktop AI assistant. Practice Manager manages client records, jobs, time, billing, engagement letters, document collection, e-signatures and communications. MyLedger imports bank statements and accounting data, uses AI to suggest transaction coding and reconciliation, supports GST and BAS preparation, and produces working papers and draft financial reports for accountant review. It syncs with Xero and supports MYOB data imports. FediPilot works within supported tax and accounting applications to organize client files, prepare workpapers and draft returns for review. Fedix does not lodge returns; practitioners review the work and file through lodgement software. Practice Manager and MyLedger plans are sold separately or together; FediPilot beta access is available to subscribers.

AgentaOS is a merchant-of-record platform that lets AI agents and online sellers manage digital-product payments. Through Claude, ChatGPT, Cursor or its CLI, SDK, API and MCP server, sellers can create products and subscriptions, issue checkout links, accept card payments, offer discounts, and manage invoices and payouts. AgentaOS is the seller for each transaction and handles applicable VAT and sales tax, customer invoicing and chargebacks. Hosted and embedded checkout options support recurring and one-time sales. The service supports eligible sellers in 86 countries and buyers in 190+ countries; some individuals can receive payouts without setting up a company abroad, subject to available payout routes and review. Every account includes Pricing Intelligence, which tests a seller’s offer, scores pricing out of 100, and recommends changes. A free-to-start plan has no monthly fee; transaction and payout fees apply.

LuckPanda is a browser-based business app for small businesses and freelancers. Sales creates quotes, invoices, pro forma invoices, receipts, credit notes, sales orders, recurring invoices, payment links and reminders in multiple currencies, with country-specific tax formats. CRM manages clients, contacts, leads and pipelines. Finance supports payments, accounting, banking and reports. Compliance covers GST, e-invoicing, e-way bills and verification. Purchasing and Inventory are in development; planned tools include vendor and purchase-order workflows, bills, item and warehouse records, and stock movements. Drafting, editing and branded PDF downloads are free; paid modules are required to issue or send documents, collect payments, or download clean PDFs. The REST API and MCP server support authorized searches and drafts; people approve external actions. Free tools include invoice, quote and receipt generators, GST, VAT and sales-tax calculators, and GSTIN and IBAN checkers.

CommodityPriceAPI is a developer-first REST API delivering real-time and historical price data for 170+ commodities, including gold, silver, WTI and Brent crude, natural gas, and agricultural assets. Prices are aggregated from exchange-grade sources and refreshed second-by-second, with rates available in 150+ quote currencies. Five predictable endpoints cover the full workflow: latest rates, historical rates back to January 1990, time-series data, fluctuation calculations, and a symbols reference, all authenticated with a single API key and returned as clean JSON. No SDK is required, integration typically takes under 5 minutes. The platform includes an official MCP server, letting AI assistants like Claude and Cursor query live and historical commodity data directly. Built for fintech dashboards, trading tools, agri-tech platforms, and energy monitoring, with 99.97% uptime and sub-80ms average response times.

Melso is an online accounting and tax service for freelancers and self-employed people in Spain, combining an AI agent, web-based tax tools and human tax professionals. It helps users organize invoices and expenses, review income and costs, follow a tax calendar, and get answers about Spanish tax procedures through the app or WhatsApp. Users can connect email and Google Drive to find records, and authorize compatible AI clients through OAuth and Model Context Protocol (MCP) to access business records and prepare work. Melso’s professionals prepare and review returns included for each customer’s activity and tax profile. Customers approve the exact draft in the app before the professionals file it with Spain’s tax agency; covered forms and services depend on the agreed scope. The AI agent can draft invoices and issue them after customer authorization, subject to account permissions and service prerequisites.

Ceviche is cloud-based fund expense allocation software for finance teams at private equity, venture capital, private credit, and real estate managers. It reads invoices and expense data from accounts-payable and expense systems, then applies finance-approved rules to allocate costs across management companies, general partners, funds, and special-purpose vehicles. Rules can include allocation bases, caps, exclusions, and entity relationships, with allocations routed for approval. Ceviche creates itemized fund reimbursement invoices with supporting documents and posts intercompany journal entries to QuickBooks Online, NetSuite, or Sage Intacct. It links source invoices, allocation methods, fund-agreement terms, and approvals in an audit trail. AI extracts invoice details and drafts line items; approved rules and finance-team decisions determine allocations. It complements existing accounts-payable and general-ledger systems.