Automated document drafting and bank statement coding for CP
Accounts Draft automates routine accounting tasks with AI, turning bank statements into Excel tables, generating client onboarding packs, and drafting reports.
Automated receipt and invoice capture for accounting books
Receiptor AI captures receipts and invoices from email, WhatsApp, and messaging apps, categorizes transactions, and publishes them directly to books.
Manage close operations, cash flow, and revenue accounting
Numeric is a financial operations workspace that automates account reconciliations, cash matching, revenue recognition, and month-end close workflows.
Automated verification and financial auditing platform
DataSnipper provides automated verification and financial audit workflows for accounting, tax, and finance teams, handling repetitive document reviews.
Automate categorization and reconciliation for accounting bo
Booke AI automates bank feed categorization, receipt matching, and exception reviews directly inside accounting ledgers like QuickBooks Online and Xero.
Automated accounting workflow and close management with AI
FloQast is an accounting workflow automation platform that unifies close management, reconciliations, and compliance with audit-ready AI capabilities.
Chat with spreadsheets to build formulas and pivot tables
GPTExcel translates plain English questions into spreadsheet formulas, pivot tables, charts, and slide decks from your uploaded data files.
Automate bookkeeping and generate accounting reports with AI
Smart Clerk provides automated AI-driven bookkeeping for small businesses, turning bank statements into organized financial reports within minutes.
AI tax assistant backed by licensed CPAs
Deduction combines an assistant named Taylor with real CPAs to organize documents, surface deductions, plan strategies, and file taxes.
Trial balance automation and tax line mapping software
Ledger IQ imports client trial balances, suggests tax line mappings, posts adjusting journal entries, and exports directly to popular tax software.
FirmOS
Project ManagementAutomated operations and growth systems for accounting firms
FirmOS is an AI-powered operating system built for accounting firms to automate client acquisition, hiring, and daily internal workflows.