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