Industries / Accounting

Accounting

Accounting firms and bookkeepers use AI to extract invoice data, chase documents and summarise client questions. Output should be checked before it reaches the books.

What to look for

• Accuracy checks on extracted figures
• Integration with your accounting software
• Client data security

8 tools listed

Listed alphabetically. Sponsored placements are labelled and never change order.

• Basis

  AI agents built for accounting firms that perform month-end close, tax return preparation and audit testing.

  • Workflow Automation
  • Document Processing

  Pricing not published; get a demo / get in touch

• Digits

  AI-native general ledger that automates bookkeeping, month-end close, bill pay and financial reporting.

  • Workflow Automation
  • Document Processing

  Essentials $65/mo; Core $100/mo; Pro $250/mo (coming soon); 30-day free trial

• Docyt

  AI-native accounting ERP for hotels, restaurants, retailers and franchises that closes the books daily.

  • Document Processing
  • Workflow Automation

  Accounting Suite from $299 per property/mo (annual plan, billed monthly); Enterprise contact sales

• Julius AI

  AI workspace that analyzes spreadsheets and data sources in plain English and produces charts, reports and slides.

  • Data Analysis
  • Research

  Free plan (daily credit allowance); Plus $20/mo billed monthly ($16/mo billed annually); Enterprise contact sales · Free plan

• Puzzle

  AI-native accounting software with agents that categorize transactions, reconcile accounts and help close the books.

  • Workflow Automation
  • Data Analysis

  Software from $30/mo (Starter, free for 2 months); Core $72/mo; Complete $120/mo; Scale $360/mo; yearly billing saves 20%; bookkeeping services from $171/mo

• Rossum

  Document processing agents that extract, validate and route invoices and orders into ERP systems.

  • Document Processing
  • Workflow Automation

  Starter from $18,000/year (one-year minimum); Business, Enterprise and Ultimate by quote

• Rows

  AI spreadsheet that imports, extracts and analyzes business data and builds live reports from plain-language requests.

  • Data Analysis

  Free plan; Plus $6/user/mo billed annually ($8 monthly); Pro $59/mo + $6/user billed annually ($79 + $8 monthly); Enterprise contact sales · Free plan

• Skyvern

  Open-source AI agent that automates browser tasks such as logging into portals, filling forms and extracting data.

  • Browser Agents
  • Workflow Automation
  • Document Processing

  Free: $0/month with 5,000 one-time credits; Hobby $29/month; Pro $149/month; Enterprise custom (contact us); monthly prices, no annual billing shown