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Industry

Accounting & consulting

Accounting, audit, advisory and consulting firms.

20 listings

AI Bookkeeper (Booke AI) logo

AI Bookkeeper (Booke AI)

Embedded AI feature

AI bookkeeper that automates bank-feed categorization, document matching, and exception review in QuickBooks and Xero.

Embedded AI feature
Process automation
Document intelligence (extraction)
Document review
SubscriptionUnited StatesOffice / productivity add-in

AppZen Autonomous AP

Vertical application

AI-powered accounts payable platform that automates the entire invoice lifecycle from receipt through OK-to-pay.

Vertical application
Process automation
Document intelligence (extraction)
Compliance monitoring
Enterprise / custom quoteUnited States, Europe, GlobalSaaS (vendor-hosted) · API / SDK
Botkeeper logo

Botkeeper

Vertical application

AI-powered bookkeeping solution for accounting firms that automates manual bookkeeping with dedicated support.

Vertical application
Process automation
Document intelligence (extraction)
Business intelligence
Enterprise / custom quoteUnited StatesSaaS (vendor-hosted)
Canopy logo

Canopy

Vertical application

Cloud-native all-in-one practice management platform for U.S. accounting, CPA, tax, and bookkeeping firms.

Vertical application
Process automation
Workflow orchestration
Knowledge management
SubscriptionUnited StatesSaaS (vendor-hosted) · Mobile application
Datarails FinanceOS logo

Datarails FinanceOS

Vertical application

Governed Excel-connected operating layer for finance that links insights and decisions to live data from 600+ sources.

Vertical application
Business intelligence
Process automation
Forecasting
Enterprise / custom quoteUnited States, United Kingdom, EuropeSaaS (vendor-hosted) · Office / productivity add-in
Digits logo

Digits

Vertical application

AI-native general ledger for automated books, month-end close, bill pay, invoicing, and real-time financials.

Vertical application
Process automation
Business intelligence
Document intelligence (extraction)
SubscriptionUnited StatesSaaS (vendor-hosted)

Hubdoc

Retrieval & data layer

Document and data capture software that imports financial documents and converts bills and receipts into usable data.

Retrieval & data layer
Document intelligence (extraction)
Process automation
Document review
FreeUnited StatesSaaS (vendor-hosted) · Mobile application
Intuit ProConnect Tax logo

Intuit ProConnect Tax

Vertical application

Cloud-based professional tax software connecting books, tax, and client workflows in one unified system.

Vertical application
Document intelligence (extraction)
Process automation
Workflow orchestration
Usage-basedUnited StatesSaaS (vendor-hosted)
Juno Tax logo

Juno Tax

Vertical application

AI tax preparation software that automates data entry, builds review-ready workpapers, and pushes validated returns to tax software.

Vertical application
Document intelligence (extraction)
Process automation
Document review
Usage-basedUnited StatesSaaS (vendor-hosted)

Lexroom.ai helps legal professionals research cited legal sources, review uploaded files and draft documents, including within Microsoft Word.

Vertical application
Research assistance & Q&A
Document intelligence (extraction)
Document review
SubscriptionGlobal
Maxima logo

Maxima

Vertical application

Agentic accounting automation platform that prepares entries, reconciliations, schedules, and variance analysis for review.

Vertical application
Process automation
Workflow orchestration
Business intelligence
Enterprise / custom quoteUnited StatesSaaS (vendor-hosted) · API / SDK
Numeric logo

Numeric

Horizontal platform

Financial data platform for finance teams supporting close, revenue recognition, cash management, and ERP replacement.

Horizontal platform
Process automation
Business intelligence
Workflow orchestration
Enterprise / custom quoteUnited StatesSaaS (vendor-hosted) · API / SDK

Ramp

Vertical application

All-in-one spend management platform combining corporate cards, expenses, AP, travel, and accounting automation with AI.

Vertical application
Process automation
Document intelligence (extraction)
Risk assessment
FreemiumUnited States, Canada, United KingdomSaaS (vendor-hosted) · Mobile application
Rillion AI logo

Rillion AI

Vertical application

AI-powered invoice processing and AP automation tools that reduce manual work through intelligent capture and routing.

Vertical application
Process automation
Document intelligence (extraction)
Workflow orchestration
Enterprise / custom quoteUnited States, EuropeSaaS (vendor-hosted) · API / SDK

Serrala AP Automation

Vertical application

Agentic AI-powered accounts payable automation software for autonomous invoice processing, validation, and payment.

Vertical application
Process automation
Document intelligence (extraction)
Risk assessment
Enterprise / custom quoteEurope, United States, GlobalSaaS (vendor-hosted) · API / SDK
Spark AI logo

Spark AI

Assistant / agent product

Secure, accounting-focused AI for drafting, research, and data analysis with compliance safeguards for client data.

Assistant / agent product
Research assistance & Q&A
Process automation
Business intelligence
SubscriptionUnited StatesSaaS (vendor-hosted)

Stampli AP Automation

Vertical application

AI-powered accounts payable platform that automates invoice processing, vendor management, payments, and reconciliation.

Vertical application
Process automation
Document intelligence (extraction)
Compliance monitoring
Enterprise / custom quoteUnited States, EuropeSaaS (vendor-hosted) · API / SDK
TaxWise Online logo

TaxWise Online

Vertical application

AI-enhanced tax preparation software for professional tax preparers with document capture and workflow management.

Vertical application
Document intelligence (extraction)
Process automation
Compliance monitoring
One-time purchaseUnited StatesSaaS (vendor-hosted) · Desktop application · Mobile application
Truewind Digital Accountant logo

Truewind Digital Accountant

Vertical application

AI platform that turns bank statements and workpapers into reviewable journal entries, reconciliations, and SOPs.

Vertical application
Process automation
Document intelligence (extraction)
Business intelligence
Enterprise / custom quoteUnited StatesSaaS (vendor-hosted)

Trullion

Vertical application

AI-powered accounting and audit platform for full-population substantive testing and auditable AI workflows.

Vertical application
Document review
Document intelligence (extraction)
Workflow orchestration
Enterprise / custom quoteUnited States, EuropeSaaS (vendor-hosted)