Best AI tools for< Accounting Firm Owner >
Infographic
20 - AI tool Sites
TruePrep
TruePrep is an AI software designed for tax accounting firms and CPAs to streamline tax planning, projections, and research processes. The AI Assistant within TruePrep helps accountants and financial advisors to quickly identify clients affected by tax changes, create tax projections, and answer complex tax questions in real time. By leveraging AI technology, TruePrep aims to save time, increase accuracy, and improve revenue generation for tax professionals.
Canopy
Canopy is an all-in-one practice management software for accounting and tax firms. It helps firms manage their clients, documents, workflow, time and billing, and more. Canopy is designed to help firms work more efficiently and effectively, so they can focus on providing better client experiences.
Karbon
Karbon is an AI-powered practice management software designed for accounting firms to increase visibility, control, automation, efficiency, collaboration, and connectivity. It offers features such as team collaboration, workflow automation, project management, time & budgets tracking, billing & payments, reporting & analysis, artificial intelligence integration, email management, shared inbox, calendar integration, client management, client portal, eSignatures, document management, and enterprise-grade security. Karbon enables firms to automate tasks, work faster, strengthen connections, and drive productivity. It provides services like group onboarding, guided implementation, and enterprise resources including articles, ebooks, and videos for accounting firms. Karbon also offers live training, customer support, and a practice excellence scorecard for firms to assess their performance. The software is known for its AI and GPT integration, helping users save time and improve efficiency.
Paro
Paro is a professional business finance and accounting solutions platform that matches businesses and accounting firms with skilled finance experts. It offers a wide range of services including accounting, bookkeeping, financial planning, budgeting, business analysis, data visualization, strategic advisory, growth strategy consulting, startup and fundraising consulting, transaction advisory, tax and compliance services, AI consulting services, and more. Paro aims to help businesses optimize faster by providing expert solutions to bridge gaps in finance and accounting operations. The platform also offers staff augmentation services, talent acquisition, and custom solutions to enhance operational efficiency and maximize ROI.
AI Checklist Generator
AI Checklist Generator is an AI tool that helps users create custom checklist templates for various processes across different industries. It leverages AI technology to streamline the checklist creation process, ensuring accuracy and efficiency. The tool offers a wide range of pre-designed checklist templates tailored to specific industries, such as accounting, advertising, agriculture, construction, consulting, e-commerce, education, engineering, financial services, hotel & hospitality, human resources, information technology, insurance, law firm, manufacturing, marketing, property management, real estate, restaurant, retail, software development, and transportation. Users can easily customize these templates or create their own checklists using AI-powered features.
FloQast
FloQast is an AI-powered accounting workflow and close management software platform that offers solutions for reconciliation automation, connected compliance, and accounting operations. The platform aims to empower accountants by leveraging technology, specifically AI, to shift from preparers to reviewers. It unifies accounting teams, provides visibility, improves efficiency, and simplifies managing the close process. FloQast was built by CPAs for accountants, ensuring a user-friendly experience without the need for heavy IT involvement or constant troubleshooting. The platform also offers free CPE through FloQademy, featuring exclusive content and on-demand learning opportunities.
Flavor
Flavor is an AI-powered accounting automation tool that revolutionizes the month-end close process. It automates tasks such as book closure management, general ledger reconciliations, consolidation & reporting, financial analysis, and accruals management. Flavor combines AI technology with human validation to ensure accurate, compliant, and audit-ready financial records. The tool offers customizable checklists, real-time insights, and dynamic reports for faster decision-making. With Flavor, users can reduce manual workload, eliminate errors, and focus on strategic growth initiatives.
RecordMe
RecordMe is an AI-powered automated accounting and bookkeeping platform that offers fully automated data extraction, real-time access to business records, and streamlined invoice processing. The platform leverages OCR technology to extract and categorize accounting data efficiently, providing users with valuable data insights. RecordMe aims to maximize operational efficiency, eliminate manual data entry processes, and empower businesses to automate accounting and bookkeeping through a simple drag-and-drop process.
Febi.ai
Febi.ai is a cloud-based AI accounting and automated bookkeeping software that redefines the accounting and finance experience by streamlining, automating, and optimizing complex financial operations. It offers automated tax compliances, real-time business insights, and dedicated personal accountant services. With cutting-edge AI/ML technology and a team of domain experts, Febi ensures seamless management of accounting, tax compliance, and finance operations in real-time, allowing users to focus on their core business.
Recordme-Client
Recordme-Client is a web application designed to provide automated services for accounting processes. Users can access their accounts, fetch data, and manage their credentials securely. The application offers a seamless experience for users to streamline their accounting tasks efficiently.
Spark
Spark is an AI tool designed specifically for accounting and business workflows. It allows users to create and chat with role-based assistants to get relevant answers to their accounting-related questions. Spark also enables users to add their own specific content for the AI to use, creating hyper-personalized responses. With Spark, accounting firms can boost their efficiency and scale their business.
Receiptor AI
Receiptor AI is an automated tool that extracts and categorizes receipts and invoices from emails, saving users time and effort in manual organization. It seamlessly integrates with various email accounts, offers real-time expense analytics, and supports multi-language extraction. The tool provides comprehensive information extraction, retroactive email analysis, and intelligent contextual categorization. Receiptor AI is designed to streamline accounting processes and enhance financial tracking for individuals and businesses.
Booke AI
Booke AI is an AI-driven bookkeeping software that automates tasks, reduces errors, and improves communication. It uses AI to categorize transactions, extract data from invoices and receipts, and provide expert reconciliation assistance. Booke AI integrates with Xero, QuickBooks, and Zoho Books, and offers a user-friendly client portal for seamless collaboration. With Booke AI, businesses can save time, reduce stress, and improve the accuracy of their bookkeeping.
Bookeeping.ai
Bookeeping.ai is an AI-powered accounting tool that automates 95% of financial tasks, offering stress-free solutions for businesses and individuals. It replaces traditional accounting software and manual processes by leveraging artificial intelligence to streamline tasks such as tax form filing, receipt matching, document creation, and more. Bookeeping.ai aims to save time, money, and reduce the complexities associated with financial management. Users can interact with the AI accountant through chat messages to complete various financial tasks efficiently.
Klarity
Klarity is an AI-powered platform that automates accounting and compliance workflows traditionally offshored. It leverages AI to streamline documentation processes, enhance compliance, and drive real-world impact and sustainable scaling. Klarity helps businesses evolve into Exponential Organizations by optimizing functions, scaling efficiently, and driving innovation with AI-powered automation.
SnaptoBook
SanptoBook is a personal accounting software designed to help individuals manage their finances efficiently. It offers features such as invoice and receipt management, reimbursement facilitation, tax filing assistance, bill splitting, and project tracking. The application aims to simplify financial tasks and improve overall financial organization for users. With AI-powered efficiency, SnaptoBook provides state-of-the-art receipt recognition technology and secure cloud storage for all receipts.
BotGPT
BotGPT is a 24/7 custom AI chatbot assistant for websites. It offers a data-driven ChatGPT that allows users to create virtual assistants from their own data. Users can easily upload files or crawl their website to start asking questions and deploy a custom chatbot on their website within minutes. The platform provides a simple and efficient way to enhance customer engagement through AI-powered chatbots.
Jyotax.ai
Jyotax.ai is an AI-powered tax solution that revolutionizes tax compliance by simplifying the tax process with advanced AI solutions. It offers comprehensive bookkeeping, payroll processing, worldwide tax returns and filing automation, profit recovery, contract compliance, and financial modeling and budgeting services. The platform ensures accurate reporting, real-time compliance monitoring, global tax solutions, customizable tax tools, and seamless data integration. Jyotax.ai optimizes tax workflows, ensures compliance with precise AI tax calculations, and simplifies global tax operations through innovative AI solutions.
Nuvio
Nuvio is an AI-powered financial management application that acts as a personal CFO for startups and small businesses. It provides insights, predictions, and real-time financial analytics to help users manage income, expenses, and cash flow efficiently. Nuvio simplifies complex financial calculations, offers ready-made charts for key metrics analysis, and enables users to track all bank accounts on a single dashboard. The application also allows users to predict future cash flow, customize finance reports, and benefit from dedicated customer support and bank-level security measures.
Trullion
Trullion is an AI-powered accounting software solution that helps businesses streamline their accounting processes, improve accuracy, and reduce risk. It offers a range of features for both accounting teams and auditors, including revenue recognition, lease accounting, and audit workflow automation. Trullion's platform leverages AI to automate and error-proof key accounting functions, from managing financial data to reporting to stakeholders.
20 - Open Source Tools
awesome-generative-ai
A curated list of Generative AI projects, tools, artworks, and models
awesome-ai
Awesome AI is a curated list of artificial intelligence resources including courses, tools, apps, and open-source projects. It covers a wide range of topics such as machine learning, deep learning, natural language processing, robotics, conversational interfaces, data science, and more. The repository serves as a comprehensive guide for individuals interested in exploring the field of artificial intelligence and its applications across various domains.
iceburgcrm
Iceburg CRM is a metadata driven CRM with AI abilities that allows users to quickly prototype any CRM. It offers features like metadata creations, import/export in multiple formats, field validation, themes, role permissions, calendar, audit logs, API, workflow, field level relationships, module level relationships, and more. Created with Vue 3 for the frontend, Laravel 10 for the backend, Tailwinds with DaisyUI plugin, and Inertia for routing. Users can install default, admin panel, core, custom, or AI versions. The tool supports AI Assist for module data suggestions and provides API endpoints for CRM modules, search, specific module data, record updates, and deletions. Iceburg CRM also includes themes, custom field types, calendar, datalets, workflow, roles and permissions, import/export functionality, and custom seeding options.
fractl
Fractl is a programming language designed for generative AI, making it easier for developers to work with AI-generated code. It features a data-oriented and declarative syntax, making it a better fit for generative AI-powered code generation. Fractl also bridges the gap between traditional programming and visual building, allowing developers to use multiple ways of building, including traditional coding, visual development, and code generation with generative AI. Key concepts in Fractl include a graph-based hierarchical data model, zero-trust programming, declarative dataflow, resolvers, interceptors, and entity-graph-database mapping.
aiomultiprocess
aiomultiprocess is a Python library that combines AsyncIO and multiprocessing to achieve high levels of concurrency in Python applications. It allows running a full AsyncIO event loop on each child process, enabling multiple coroutines to execute simultaneously. The library provides a simple interface for executing asynchronous tasks on a pool of worker processes, making it easy to gather large amounts of network requests quickly. aiomultiprocess is designed to take Python codebases to the next level of performance by leveraging the combined power of AsyncIO and multiprocessing.
TagUI
TagUI is an open-source RPA tool that allows users to automate repetitive tasks on their computer, including tasks on websites, desktop apps, and the command line. It supports multiple languages and offers features like interacting with identifiers, automating data collection, moving data between TagUI and Excel, and sending Telegram notifications. Users can create RPA robots using MS Office Plug-ins or text editors, run TagUI on the cloud, and integrate with other RPA tools. TagUI prioritizes enterprise security by running on users' computers and not storing data. It offers detailed logs, enterprise installation guides, and support for centralised reporting.
Awesome-Code-LLM
Analyze the following text from a github repository (name and readme text at end) . Then, generate a JSON object with the following keys and provide the corresponding information for each key, in lowercase letters: 'description' (detailed description of the repo, must be less than 400 words,Ensure that no line breaks and quotation marks.),'for_jobs' (List 5 jobs suitable for this tool,in lowercase letters), 'ai_keywords' (keywords of the tool,user may use those keyword to find the tool,in lowercase letters), 'for_tasks' (list of 5 specific tasks user can use this tool to do,in lowercase letters), 'answer' (in english languages)
OpenAdapt
OpenAdapt is an open-source software adapter between Large Multimodal Models (LMMs) and traditional desktop and web Graphical User Interfaces (GUIs). It aims to automate repetitive GUI workflows by leveraging the power of LMMs. OpenAdapt records user input and screenshots, converts them into tokenized format, and generates synthetic input via transformer model completions. It also analyzes recordings to generate task trees and replay synthetic input to complete tasks. OpenAdapt is model agnostic and generates prompts automatically by learning from human demonstration, ensuring that agents are grounded in existing processes and mitigating hallucinations. It works with all types of desktop GUIs, including virtualized and web, and is open source under the MIT license.
AimStar
AimStar is a free and open-source external cheat for CS2, written in C++. It is available for Windows 8.1+ and features ESP, glow, radar, crosshairs, no flash, bhop, aimbot, triggerbot, language settings, hit sound, and bomb timer. The code is mostly contributed by users and may be messy. The project is for learning purposes only and should not be used for illegal activities.
Top-AI-Tools
Top AI Tools is a comprehensive, community-curated directory that aims to catalog and showcase the most outstanding AI-powered products. This index is not exhaustive, but rather a compilation of our research and contributions from the community.
swarms
Swarms provides simple, reliable, and agile tools to create your own Swarm tailored to your specific needs. Currently, Swarms is being used in production by RBC, John Deere, and many AI startups.
learn-generative-ai
Learn Cloud Applied Generative AI Engineering (GenEng) is a course focusing on the application of generative AI technologies in various industries. The course covers topics such as the economic impact of generative AI, the role of developers in adopting and integrating generative AI technologies, and the future trends in generative AI. Students will learn about tools like OpenAI API, LangChain, and Pinecone, and how to build and deploy Large Language Models (LLMs) for different applications. The course also explores the convergence of generative AI with Web 3.0 and its potential implications for decentralized intelligence.
scalene
Scalene is a high-performance CPU, GPU, and memory profiler for Python that provides detailed information and runs faster than many other profilers. It incorporates AI-powered proposed optimizations, allowing users to generate optimization suggestions by clicking on specific lines or regions of code. Scalene separates time spent in Python from native code, highlights hotspots, and identifies memory usage per line. It supports GPU profiling on NVIDIA-based systems and detects memory leaks. Users can generate reduced profiles, profile specific functions using decorators, and suspend/resume profiling for background processes. Scalene is available as a pip or conda package and works on various platforms. It offers features like profiling at the line level, memory trends, copy volume reporting, and leak detection.
BotServer
General Bot is a chat bot server that accelerates bot development by providing code base, resources, deployment to the cloud, and templates for creating new bots. It allows modification of bot packages without code through a database and service backend. Users can develop bot packages using custom code in editors like Visual Studio Code, Atom, or Brackets. The tool supports creating bots by copying and pasting files and using favorite tools from Office or Photoshop. It also enables building custom dialogs with BASIC for extending bots.
aif
Arno's Iptables Firewall (AIF) is a single- & multi-homed firewall script with DSL/ADSL support. It is a free software distributed under the GNU GPL License. The script provides a comprehensive set of configuration files and plugins for setting up and managing firewall rules, including support for NAT, load balancing, and multirouting. It offers detailed instructions for installation and configuration, emphasizing security best practices and caution when modifying settings. The script is designed to protect against hostile attacks by blocking all incoming traffic by default and allowing users to configure specific rules for open ports and network interfaces.
LARS
LARS is an application that enables users to run Large Language Models (LLMs) locally on their devices, upload their own documents, and engage in conversations where the LLM grounds its responses with the uploaded content. The application focuses on Retrieval Augmented Generation (RAG) to increase accuracy and reduce AI-generated inaccuracies. LARS provides advanced citations, supports various file formats, allows follow-up questions, provides full chat history, and offers customization options for LLM settings. Users can force enable or disable RAG, change system prompts, and tweak advanced LLM settings. The application also supports GPU-accelerated inferencing, multiple embedding models, and text extraction methods. LARS is open-source and aims to be the ultimate RAG-centric LLM application.
20 - OpenAI Gpts
Accounting Assistant GPT
An expert in accounting, providing clear and accurate information.
AI Accounting Advisor (AAA)
Expert in financial and accounting advice, specializing in personal, business, and non-profit sectors.
Accounting News Tutor
Learn about accounting and related fields with today's top business & finance news.
Financial Accounting Advisor
Provides financial guidance through accurate accounting advisory.
Financial Accounting Professor
Expert in financial accounting, clarifying complex concepts with academic sources.
Top Boca Raton CPA for Accounting Services
At JG CPA & Advisory, we provide the best Boca Raton CPA Accounting services - detailed financial statements, effective financial data, and financial insights. Ask our AI chatbot about our services, experience, and how we can help you.
SQL Support Wizard
Expert in SQL accounting software, prioritizing the user manual and SQL Wiki.
ContaCrypto.io
Easily navigate the complexities of crypto accounting. Expert guidance made accessible to everyone.
Miami CPA
At JG CPA & Advisory, we provide the best Miami CPA tax and accounting services for businesses, investors, and entrepreneurs. Ask our AI chatbot about our Miami CPA tax planning and bookkeeping services.
Jacksonville CPA
At JG CPA & Advisory, we provide the best Jacksonville CPA tax and accounting services for businesses, investors, and entrepreneurs. Ask our AI chatbot about our Jacksonville CPA tax planning and bookkeeping services.
Orlando CPA
At JG CPA & Advisory, we provide the best Orlando CPA tax and accounting services for businesses, investors, and entrepreneurs. Ask our AI chatbot about our Orlando CPA tax planning and bookkeeping services.
Find Top Virtual Creator Specialized CPA
This GPT assists in finding a top-rated Virtual Creator specialized CPA - local or virtual. Accounting or Taxes, a CPA that aligns with your business! We account for their qualifications, experience, testimonials and reviews. Provide the services you require and your city or state.
Accountant FRS102 - FinShift
A specialist in FRS102, providing detailed accounting guidance.