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Best AI Tools for Finance and accounting (145 options)
145 tools for finance and accounting in the directory. AI for accounting, bookkeeping, investing research and spend management.
How to read this page. We do not rank tools or publish scores. This page lists every Finance & Accounting tool in the directory with its official link and pricing model so you can shortlist, then try the ones that fit. Pricing labels come from each vendor's pricing page when we could confirm them; "See site" means we could not.
At a glance
- 145 tools listed; 0 free to use, 8 with a free tier, 19 paid, 118 where pricing is not confirmed here.
- With a free plan or tier: Brex, Composer, Magnifi, Mercury, Puzzle, Ramp, Veryfi, Wave.
What to look for
Check security certifications, supported accounting systems and how data is stored. Output should be reviewed by a qualified professional.
All 145 tools
| Tool | What it does | Pricing | Link |
|---|---|---|---|
| Abacum | FP&A platform for planning, forecasting and reporting with AI. | See site | Official site |
| Accountable | AI finance platform for vacation-rental managers covering property-coded expenses, bills and owner payments. | See site | Official site |
| Airbase | Spend management platform. | See site | Official site |
| Alder | AI accounts-receivable employee that investigates late invoices and prepares customer communications for approval. | See site | Official site |
| Alguna | AI-native quote-to-revenue platform for quoting, subscriptions, usage billing, invoicing and revenue workflows. | See site | Official site |
| AlphaSense | Market intelligence and search platform with AI summaries. | See site | Official site |
| Anaplan | Connected planning platform with AI. | See site | Official site |
| AppZen | AI for finance teams that audits expenses and automates accounts payable. | See site | Official site |
| Avalara | Tax compliance automation software with AI. | Paid | Official site |
| Avallon AI | AI agents for insurers and claims administrators that handle claims calls, emails and documents. | See site | Official site |
| AvidXchange | Accounts payable and payment automation for mid-market businesses. | See site | Official site |
| Axis Analysis | AI copilot for trading desks. | See site | Official site |
| Balance AI | Full-stack AI accounting for businesses. | See site | Official site |
| Baremetrics | Subscription analytics with AI insights for SaaS metrics. | Free trial | Official site |
| Basis | AI agents for accounting firms that carry out client accounting, tax and audit work for review. | See site | Official site |
| Bench | Online bookkeeping service for small businesses. | Paid | Official site |
| Bigdata.com | AI market intelligence and alternative data platform for investors. | See site | Official site |
| BILL | Financial operations platform for AP, AR and spend, with AI agents. | See site | Official site |
| Billow | AI finance teammates that reconcile accounts and prepare month-end close in existing accounting systems. | See site | Official site |
| Black Ore | AI platform for tax professionals that automates tax preparation work. | See site | Official site |
| BlackLine | Financial close and accounting operations platform with agentic AI. | See site | Official site |
| Blue J | AI tax research tool that answers tax questions with cited sources. | Free trial | Official site |
| Booke AI | AI bookkeeping automation for transaction categorization and reconciliation. | Paid | Official site |
| Boosted.ai | AI investment research and portfolio tools for asset managers. | See site | Official site |
| Botkeeper | Automated bookkeeping for accounting firms. | See site | Official site |
| Brex | Corporate card and spend platform with AI assistance. | Freemium | Official site |
| Bridgewise | AI investment research and analysis. | See site | Official site |
| Campfire | AI-native accounting software for startups and finance teams. | See site | Official site |
| CCC Intelligent Solutions | AI-powered platform for auto insurance claims and repair. | See site | Official site |
| ChartMogul | Subscription analytics platform with AI-assisted metrics analysis. | Free trial | Official site |
| ClaimSorted | End-to-end AI claims handling for insurance MGAs and carriers. | See site | Official site |
| Clarum | AI private-capital intelligence for due diligence, portfolio monitoring and reporting from a firm's internal data. | See site | Official site |
| Cleo | Personal finance app with an AI chat assistant. | See site | Official site |
| Clerked | AI accounts-payable clerks for invoice capture, purchase-order matching, exception handling and vendor replies. | See site | Official site |
| Coco by Combinely | AI coworker for accountants that prepares bookkeeping, payroll and tax work in existing tools for review. | See site | Official site |
| Composer | Automated trading platform from SoFi for building, backtesting and running trading strategies, with AI help. | Freemium | Official site |
| Concourse | AI agent platform for building, sharing and governing finance workflows with deterministic calculations. | See site | Official site |
| Copilot Money | Personal finance app for Apple devices that categorizes spending automatically. | See site | Official site |
| CopyCat AI | AI insurance-agency workspace for proposal creation, quote comparisons, policy checks and renewals. | See site | Official site |
| Coupa | Business spend management platform with AI for procurement and payments. | See site | Official site |
| Covera | AI workspace for insurance agencies covering intake, carrier quoting, quote comparisons and collections workflows. | See site | Official site |
| Cranston AI | AI tax and accounting software that prepares returns in existing CPA-firm tools for human review. | See site | Official site |
| Cube | Planning and analysis software that connects to spreadsheets, with AI features. | See site | Official site |
| Curacel | AI infrastructure for financial services, including insurance support, claims extraction and operational automation. | See site | Official site |
| Daloopa | Data platform that extracts financial data from filings. | See site | Official site |
| Danelfin | AI stock analytics that scores stocks by probability of outperforming the market. | See site | Official site |
| Datarails | FP&A platform for Excel users with AI for reporting and analysis. | See site | Official site |
| Definite | Connects finance systems into one data layer for dashboards, reconciliations and analysis. | See site | Official site |
| Dext | Bookkeeping automation that extracts data from receipts and invoices. | See site | Official site |
| Dexter | Item-level spend visibility from invoice data across all your ERPs. | See site | Official site |
| Digits | Accounting software for small businesses with automated bookkeeping, bill pay and invoicing. | Free trial | Official site |
| Docyt | AI-native accounting and ERP platform for hotels, restaurants, retail and franchises. | See site | Official site |
| DOKKA | Agentic accounting platform for accounts payable, invoice processing and financial close automation. | See site | Official site |
| Elimentary | AI platform for private-credit teams that processes loan tapes and deal documents, monitors portfolios and covenants, and prepares reporting. | See site | Official site |
| End Close | Payment-reconciliation platform combining rules-based transaction matching with AI agents for exceptions. | See site | Official site |
| Expensify | Expense reporting software with receipt scanning. | See site | Official site |
| FathomHQ | Financial reporting and KPI analysis software for accountants and FP&A teams. | Free trial | Official site |
| Fazeshift | AI accounts-receivable automation for collections, cash application and dispute resolution. | See site | Official site |
| Federato | AI underwriting platform. | See site | Official site |
| Feedzai | AI-native fraud and financial crime prevention platform. | See site | Official site |
| Fieldguide | Agentic AI platform for audit and advisory firms that helps plan, test and document engagements. | See site | Official site |
| Finaloop | Ecommerce accounting with AI categorization for online sellers. | See site | Official site |
| Finto | AI invoice-to-pay automation for invoice validation and journal entries, integrated with accounting systems. | See site | Official site |
| Fiscal.ai | Financial data and research platform with AI assistance. | See site | Official site |
| FloQast | Accounting close management software with AI agents for reconciliations and journal entries. | See site | Official site |
| FreshBooks | Accounting and invoicing software for small businesses. | See site | Official site |
| FullSeam | AI agents for finance close, reporting and accounting workflows within existing ERP systems. | See site | Official site |
| Gradient AI | AI for insurance underwriting and claims. | See site | Official site |
| Handled | AI teammate for consumer brands that handles orders, inventory, procurement and month-end close in existing tools. | See site | Official site |
| Hebbia | AI platform for document analysis in finance and professional services. | See site | Official site |
| Hesper AI | AI claims platform for intake, coverage review, investigation, settlement and recovery workflows with team oversight. | See site | Official site |
| HighRadius | AI-powered autonomous finance software for order-to-cash, record-to-report and treasury. | Paid | Official site |
| Hummingbird | Risk and compliance operations platform with AI for financial crime investigations. | See site | Official site |
| Hyperexponential | Pricing platform for insurers. | See site | Official site |
| Inscribe | AI document fraud detection for financial services. | Free trial | Official site |
| IronLedger.ai | AI real-estate accounting tools for collecting and allocating receipts, processing invoices and auditing contracts. | See site | Official site |
| Kavout | AI financial research agents and stock ranking tools for investors. | See site | Official site |
| Keeper | Tax filing service that combines AI with tax professionals, plus expense tracking for self-employed people. | Free trial | Official site |
| Kensho | S&P Global's AI unit offering tools for extracting and linking financial data. | See site | Official site |
| Kick | AI bookkeeping and accounting software for small businesses. | See site | Official site |
| Koyfin | Market data and analytics platform for investors. | Paid | Official site |
| LedgerUp | AI accounts-receivable agents for invoicing, collections, portal submissions and payment reconciliation. | See site | Official site |
| Lemonade | Insurance company that uses AI for policies and claims. | See site | Official site |
| Levelpath | AI procurement platform. | See site | Official site |
| Levocred AI | AI platform for lenders that drafts investment memos, answers sourced portfolio questions, and checks compliance certificates. | See site | Official site |
| Lighthouz AI | AI agents for freight brokers that audit FTL and LTL freight bills and automate AR and collections. | See site | Official site |
| Loop | Logistics data platform with AI for freight audit and payment. | See site | Official site |
| Magnifi | AI investing assistant that answers questions about your portfolio and markets. | Freemium | Official site |
| MarginEdge | Restaurant management and invoice processing. | Paid | Official site |
| Mercury | Banking for startups with spend management and AI features. | Freemium | Official site |
| MindBridge | AI financial risk analysis that scans general ledger data for anomalies. | See site | Official site |
| Moby Analytics | AI Excel assistant for auditors and financial advisors that prepares testing, tie-outs and ledger analysis. | See site | Official site |
| Model ML | AI agent for finance professionals that automates decks, models and research. | See site | Official site |
| Monarch | Personal finance and budgeting app with AI features. | See site | Official site |
| Navan | Corporate travel and expense management platform with AI. | Paid | Official site |
| Numeric | Accounting close automation platform. | See site | Official site |
| Ocrolus | AI document automation for lenders that extracts financial documents. | See site | Official site |
| Origin | Personal finance app with an AI financial assistant. | See site | Official site |
| Payhawk | Expense and spend management with corporate cards and AI automation. | Paid | Official site |
| Pigment | Business planning platform with AI features. | See site | Official site |
| Pilot | Bookkeeping and tax service that uses AI alongside human accountants. | Paid | Official site |
| Planful | Financial planning, consolidation and reporting with AI features. | See site | Official site |
| Pleo | Business spend management with company cards and automated expense reports. | Paid | Official site |
| ProcIndex | AI accounting agents for construction and manufacturing accounts payable, ERP posting and receivables workflows. | See site | Official site |
| PropRise | AI commercial-real-estate platform for deal sourcing and source-linked underwriting. | See site | Official site |
| Puzzle | AI accounting and bookkeeping platform for startups. | Freemium | Official site |
| Qlo | AI commercial-insurance underwriting platform that coordinates submission and renewal work through Outlook. | See site | Official site |
| Quartr | Company research platform with earnings calls, filings and AI tools. | See site | Official site |
| QuickBooks | Accounting software with Intuit Assist features. | See site | Official site |
| Ramp | Corporate card and spend management platform with AI agents. | Freemium | Official site |
| Retape | CRM for debt settlement companies with built-in AI workers for leads, client follow-up and questions. | See site | Official site |
| Rex | AI order-to-cash agents that manage account communications and resolve payment-process exceptions. | See site | Official site |
| Rillet | AI-native ERP and general ledger for finance teams. | See site | Official site |
| Rocket Money | Personal finance app for budgeting and canceling subscriptions. | See site | Official site |
| Rogo | AI platform for financial professionals. | See site | Official site |
| Runtime | Lets payment teams build and run AI agents for payment operations, risk, compliance and support. | See site | Official site |
| Sardine | AI fraud prevention and AML compliance platform for banks and fintechs. | See site | Official site |
| Shift Technology | AI for insurance claims and fraud detection. | See site | Official site |
| Sixfold | AI underwriting assistant for insurers. | See site | Official site |
| Soria | Investment research terminal focused on healthcare, with source-traceable datasets and agents that monitor companies and upcoming catalysts. | See site | Official site |
| Speedy Labs | AI agents for distributor rebate reconciliation, contract analysis and margin operations. | See site | Official site |
| Stampli | Accounts payable automation platform. | See site | Official site |
| TaxGPT | AI tax assistant for accountants and tax professionals. | See site | Official site |
| Tesora | AI actuarial workbench for rate filings, pricing models and reserve-review workflows with source-linked results. | See site | Official site |
| Tickeron | AI stock forecasts, pattern recognition and trading bots. | See site | Official site |
| Tipalti | Finance automation for accounts payable, global payouts and procurement, with AI. | See site | Official site |
| Tractable | AI for vehicle and property damage appraisal. | See site | Official site |
| Trade Ideas | Real-time stock scanner with AI-driven trade ideas (Holly AI). | Paid | Official site |
| TrendSpider | Charting, market research and automated technical analysis for traders. | See site | Official site |
| Truewind | AI bookkeeping and finance automation for startups and accounting firms. | See site | Official site |
| Trullion | AI accounting platform for lease accounting, revenue recognition and audit. | See site | Official site |
| Unit21 | Agentic AI platform for fraud and AML operations. | See site | Official site |
| Vantel | AI tools for insurance brokers to create submissions and compare quotes against coverage requirements. | See site | Official site |
| VectorShift | Private-market intelligence for investors with fully sourced answers from deal documents. | See site | Official site |
| Vena | Excel-based FP&A planning platform with the Vena Copilot AI assistant. | See site | Official site |
| Veryfi | OCR APIs that extract data from receipts, invoices and other documents. | Freemium | Official site |
| Vic.ai | Autonomous accounting for invoice processing. | See site | Official site |
| Wave | Accounting, invoicing and payments software for small businesses. | Freemium | Official site |
| Workiva | Reporting, audit, risk and sustainability platform with AI built for finance teams. | See site | Official site |
| Xero | Cloud accounting software with AI features. | See site | Official site |
| Zalos | AI computer agents that map and automate finance processes across ERP, banking and invoicing systems. | See site | Official site |
| Zarna | AI associates for private-equity deal sourcing, due diligence and portfolio workflows. | See site | Official site |
| Zeni | AI bookkeeping, accounting and CFO services for startups. | Paid | Official site |
| Zerve | Autonomous AI agents for investment research that generate, test and validate ideas, built for financial institutions. | See site | Official site |
| Zip | AI procurement orchestration platform for intake, approvals and purchasing. | See site | Official site |
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