Best AI tools for< Automate Accounting Tasks >

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.

Truewind is a next-generation AI-powered accounting solution that brings generative AI to automate accounting tasks for accounting firms, startups, and SMBs. It offers end-to-end services, core AI platform, and month-end close powered by AI. Truewind helps accountants close their books faster, provides AI-powered bookkeeping services, and offers CFO services for strategic scaling. The platform ensures enterprise-grade data security and privacy, and integrates with various accounting systems. Truewind is SOC 2 certified and adheres to strict data privacy policies.

eSapiens is an AI last-mile delivery platform dedicated to solving real business problems with AI technology. It offers solutions to boost productivity and elevate products by leveraging AI-driven insights and automation. The platform provides features for customer support, sales management, accounting automation, marketing optimization, investment analysis, and product management. eSapiens enables users to streamline operations, make data-driven decisions, and enhance user experience through AI capabilities. With LangChain technology, eSapiens ensures accurate responses and deeper insights. The platform also offers no-code SQL queries for easy data access and automates message management to free up resources and enhance productivity.

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.

SparkReceipt is an AI-powered receipt scanner, expense tracker, and document manager application that streamlines pre-accounting tasks by reducing manual data entry up to 95%. It allows users to scan receipts, invoices, and bank statements, track expenses and income with AI-powered scanning and automatic categorization. The application works in any language and supports 150 currencies. SparkReceipt offers features like automatic data extraction (OCR), forwarding e-receipts from email, managing finances across borders, separating business and personal expenses, real-time profit/loss monitoring, and lightning-fast expense tracking.

Ramp is a comprehensive platform offering spend management, corporate cards, and accounts payable solutions to streamline financial processes for businesses. With a focus on saving time and money, Ramp provides easy-to-use tools for expense management, travel, accounts payable, and more, all in one centralized location. The platform is designed to enhance efficiency and productivity for finance teams by automating tasks and providing intelligent insights. Ramp aims to simplify financial operations for startups, global enterprises, and businesses of all sizes, offering customizable features and dedicated support to meet the unique needs of each user.

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.

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.

Sonny9 is an AI-powered data collection tool designed specifically for CPAs, tax preparers, and auditors. It helps professionals in these fields collect customer information and documents efficiently, minimizing the time and effort spent on back-and-forth communications. With Sonny9, users can automate repetitive tasks, receive notifications about new insights and consulting opportunities, and get prepared data for further analysis. The tool integrates with QuickBooks and can automatically extract data from documents into CSV format. Sonny9 also provides users with tips and opportunities for high-level consulting services based on customer information.

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.

Zimply is an AI tool that offers solutions for automating processes and work tasks. It provides AI assistants for various functions such as order registration, purchase order matching, accounting, and leads generation. Zimply aims to streamline operations, enhance efficiency, and simplify tasks through intelligent automation. The platform caters to different industries by offering AI-assistants that can work in systems where repetitive tasks are prevalent. With a focus on minimizing errors, reducing costs, and providing 24/7 availability, Zimply helps businesses optimize their workflows and free up time for more critical activities.

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.

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.

Composio is an integration platform for AI Agents and LLMs that allows users to access over 150 tools with just one line of code. It offers seamless integrations, managed authentication, a repository of tools, and powerful RPA tools to streamline and optimize the connection and interaction between AI Agents/LLMs and various APIs/services. Composio simplifies JSON structures, improves variable names, and enhances error handling to increase reliability by 30%. The platform is SOC Type II compliant, ensuring maximum security of user data.

Auditoria.AI is a leading provider of agentic AI solutions for Accounts Payable, Receivable, and Procurement processes. The platform offers SmartBots and RPA technology to automate mundane finance tasks, streamline workflows, and provide real-time insights for improved cash flow. Auditoria.AI's AI-driven applications integrate seamlessly into finance teams, transforming operations and enhancing efficiency and accuracy.

Botkeeper is an AI-powered bookkeeping platform designed specifically for accounting firms. It automates manual and time-consuming bookkeeping tasks using machine learning and workflow tools, allowing accounting professionals to save time, increase efficiency, and focus on serving their clients. With features like Smart Connect, Transaction Manager, Auto Bank Rec, and more, Botkeeper offers a comprehensive solution to streamline bookkeeping processes. The platform is built to be secure, scalable, and user-friendly, providing a seamless experience for accounting firms of all sizes.

COUNT is a modern accounting software designed for ambitious businesses, offering automation of bookkeeping and providing actionable insights to help businesses grow. The platform equips users with tools for invoicing, bill management, employee task streamlining, and automated workflows powered by AI. COUNT aims to help businesses operate smarter, scale faster, and stay ahead of the competition by simplifying financial tasks and providing real-time insights.

The FileAI website offers an AI-powered file reading assistant that specializes in data extraction from structured documents like financial statements, legal documents, and research papers. It automates tasks related to legal and compliance review, finance and accounting report preparation, and research and academia support. The tool aims to streamline document processing, enhance learning processes, and improve research efficiency. With features like summarizing complex texts, extracting key information, and detecting plagiarism, FileAI caters to users in various industries and educational fields. The platform prioritizes data security and user privacy, ensuring that data is used solely for its intended purpose and deleted after 7 days of non-use.

ASSIST is an AI-driven document management software designed to streamline financial paperwork processing and data entry tasks. The application offers features such as SmartDoc Entry for extracting information from invoices and receipts, Polyglot Processing for multilingual support, One-Tap Integration with accounting platforms, ExportEase for data export in CSV format, and AutoFlow Revolution for automated workflows. ASSIST aims to simplify document management, enhance efficiency, and drive digital transformation in businesses by leveraging AI technology.

Spreadsheet.com is an online spreadsheet that allows users to build no-code solutions for project management, CRM, and other tasks. It offers features such as sheet views, Gantt charts, Kanban boards, form views, calendar views, attachments, related rows, charts, reports, dashboards, automations, integrations, and Spreadsheet AI. Spreadsheet.com also provides a variety of templates for specific use cases, such as project management, sales and CRM, product development, finance and accounting, lists and checklists, HR and recruiting, small business, personal, team collaboration, marketing, IT and support, construction, education, real estate, startups, and nonprofits.

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.

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.

PulsarRPAPro is a powerful robotic process automation (RPA) tool designed to automate repetitive tasks and streamline business processes. It offers a user-friendly interface for creating and managing automation workflows, allowing users to easily automate tasks without the need for extensive programming knowledge. With features such as task scheduling, data extraction, and integration with various applications, PulsarRPAPro helps organizations improve efficiency and productivity by reducing manual work and human errors. Whether you are a small business looking to automate simple tasks or a large enterprise seeking to optimize complex processes, PulsarRPAPro provides the flexibility and scalability to meet your automation needs.

cursor-tools is a CLI tool designed to enhance AI agents with advanced skills, such as web search, repository context, documentation generation, GitHub integration, Xcode tools, and browser automation. It provides features like Perplexity for web search, Gemini 2.0 for codebase context, and Stagehand for browser operations. The tool requires API keys for Perplexity AI and Google Gemini, and supports global installation for system-wide access. It offers various commands for different tasks and integrates with Cursor Composer for AI agent usage.

A curated list of Generative AI projects, tools, artworks, and models

Panora is an open-source unified API tool that allows users to easily integrate and interact with various software platforms. It provides features like Magic Links for data access, Custom Fields for specific data points, Passthrough Requests for interacting with other platforms, and Webhooks for receiving normalized data. The tool supports integrations with CRM, Ticketing, ATS, HRIS, File Storage, Ecommerce, and more. Users can easily manage contacts, deals, notes, engagements, tasks, users, companies, and other data across different platforms. Panora aims to simplify data management and streamline workflows for businesses.

SurveyX is an advanced academic survey automation system that leverages Large Language Models (LLMs) to generate high-quality, domain-specific academic papers and surveys. Users can request comprehensive academic papers or surveys tailored to specific topics by providing a paper title and keywords for literature retrieval. The system streamlines academic research by automating paper creation, saving users time and effort in compiling research content.

LeetTools is an AI search assistant that can perform highly customizable search workflows and generate customized format results based on both web and local knowledge bases. It provides an automated document pipeline for data ingestion, indexing, and storage, allowing users to focus on implementing workflows without worrying about infrastructure. LeetTools can run with minimal resource requirements on the command line with configurable LLM settings and supports different databases for various functions. Users can configure different functions in the same workflow to use different LLM providers and models.

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)

AI-PhD-S25 is a mono-repo for the DOTE 6635 course on AI for Business Research at CUHK Business School. The course aims to provide a fundamental understanding of ML/AI concepts and methods relevant to business research, explore applications of ML/AI in business research, and discover cutting-edge AI/ML technologies. The course resources include Google CoLab for code distribution, Jupyter Notebooks, Google Sheets for group tasks, Overleaf template for lecture notes, replication projects, and access to HPC Server compute resource. The course covers topics like AI/ML in business research, deep learning basics, attention mechanisms, transformer models, LLM pretraining, posttraining, causal inference fundamentals, and more.

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.

SheetCopilot is an assistant agent that manipulates spreadsheets by following user commands. It leverages Large Language Models (LLMs) to interact with spreadsheets like a human expert, enabling non-expert users to complete tasks on complex software such as Google Sheets and Excel via a language interface. The tool observes spreadsheet states, polishes generated solutions based on external action documents and error feedback, and aims to improve success rate and efficiency. SheetCopilot offers a dataset with diverse task categories and operations, supporting operations like entry & manipulation, management, formatting, charts, and pivot tables. Users can interact with SheetCopilot in Excel or Google Sheets, executing tasks like calculating revenue, creating pivot tables, and plotting charts. The tool's evaluation includes performance comparisons with leading LLMs and VBA-based methods on specific datasets, showcasing its capabilities in controlling various aspects of a spreadsheet.

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.

Solana Agent Kit is an open-source toolkit designed for connecting AI agents to Solana protocols. It enables agents, regardless of the model used, to autonomously perform various Solana actions such as trading tokens, launching new tokens, lending assets, sending compressed airdrops, executing blinks, and more. The toolkit integrates core blockchain features like token operations, NFT management via Metaplex, DeFi integration, Solana blinks, AI integration features with LangChain, autonomous modes, and AI tools. It provides ready-to-use tools for blockchain operations, supports autonomous agent actions, and offers features like memory management, real-time feedback, and error handling. Solana Agent Kit facilitates tasks such as deploying tokens, creating NFT collections, swapping tokens, lending tokens, staking SOL, and sending SPL token airdrops via ZK compression. It also includes functionalities for fetching price data from Pyth and relies on key Solana and Metaplex libraries for its operations.

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.

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