AI Accounting 190

AI document automation tool that extracts, validates, and imports invoice data into ERPs.
Harold is an AI-powered document automation tool designed to extract, validate, and fix data from documents like invoices, receipts, purchase orders, and statements before they enter downstream business systems. Unlike standard OCR tools that only extract text, Harold features a validation step with an advanced rules engine that recalculates totals, catches VAT mismatches, maps supplier aliases to internal IDs, and validates line items. The clean, import-ready data can then be seamlessly exported to various accounting platforms, legacy or new ERPs (such as Sage, WinMan, Pegasus, and Syspro), or automated workflows via Zapier.

AI-powered email marketing, page builder, and course creation tool for SMEs.
TribeArc is an AI-powered email marketing engine, page builder, and course creation & automation tool for SMEs to capture, nurture, and convert more customers. It helps capture more leads, build email lists, sell digital products, and launch online courses in minutes. It offers a suite of software for running a complete business, aiming to change the way businesses operate.
IOTA.UZ: ERP and CRM development for businesses in Uzbekistan.
IOTA.UZ is a leading developer of ERP and CRM systems for businesses in Uzbekistan. They offer on-demand software development, accounting systems, production automation, and resource management solutions. They also develop mobile and web applications. IOTA.UZ focuses on creating efficient ERP products that simplify the work of employees and managers.
A platform for feedback, hiring, and creating online stores for services and products.
Wereviews is a platform designed to help users obtain feedback from clients, friends, and colleagues. It offers tools to create hire pages, manage contracts, gigs, and jobs from over 80 countries with zero commission. It also provides features for creating stores for various services and products, auto-charging clients, and sending bulk SMS deals.

AI-assisted tax preparation with expert review for businesses and individuals.
UnitedTax.AI combines real tax professionals with AI for faster, more accurate, and affordable tax preparation. It is designed for businesses, freelancers, and tech employees with equity compensation, offering professional tax preparation without the high prices of local CPAs. The platform streamlines the tax filing process, provides expert review, and ensures secure handling of sensitive information.

AI assistant for Spanish tax queries and automated document data extraction.
HaciendaIQ is an AI-powered assistant specialized in Spanish taxation and document management. It allows users to extract data from various documents like invoices, payrolls, and PDFs into structured formats such as XLSX, JSON, or SQL. It covers both common Spanish tax territory and foral jurisdictions including Vizcaya, Guipúzcoa, Álava, and Navarra. Beyond simple OCR, it interprets the context of documents to provide fiscal insights, answer questions about IRPF, IVA, and Social Security, and generate accounting-ready files to optimize productivity for advisors and businesses.
AI-powered tax assistant simplifying tax filing and management in Australia.
Taxly.AI is an AI-powered tax assistant designed to simplify tax filing and management in Australia. It helps individuals, small business owners, and CPAs streamline their tax processes, maximize deductions, and stay organized with their finances. Taxly.AI offers features such as automated tax filing, personalized recommendations, expense tracking, and integration with accounting software.

AI-driven bookkeeping for self-employed, automating expenses and tax reports.
Tabby is an AI-driven bookkeeping tool designed for small businesses, solopreneurs, freelancers, and 1099 workers. It automates expense tracking, categorizes transactions, and generates tax-ready reports, eliminating the need for a bookkeeper. Leveraging advanced AI and machine learning, Tabby intelligently categorizes transactions, detects patterns, and optimizes deductions, becoming smarter with continued use. It offers mobile-first convenience for on-the-go finance management, secure bank connections for real-time transaction syncing, and automates up to 80% of bookkeeping tasks, saving users significant time.
AI-powered tax planning to discover savings in 60 seconds.
Rally is an AI-powered tax planning platform designed to help individuals discover significant tax savings quickly. It eliminates the need for expensive advisors by leveraging AI to scan over 125 tax strategies across various income sources like RSUs, W-2s, and investments. Users can get a personalized tax plan in 60 seconds, aiming to save thousands, with their data fully protected by top-tier security measures.

AI assistant for tax professionals automating research, communication, and marketing.
CPA Pilot is an AI-powered assistant designed for tax professionals. It automates tax research, client communication, marketing content creation, and staff training. It helps tax professionals save time, reduce stress, and grow their practice.

No Fee 1031 Qualified Intermediary that shares interest earned on exchange funds.
Deferred is a Qualified Intermediary (QI) for 1031 exchanges, offering a 'No Fee' exchange service. They share the interest earned on exchange funds with clients, unlike other QIs who typically retain it. Deferred uses technology to lower costs and provide a secure, seamless exchange process. They offer services for standard forward, reverse, and improvement exchanges.

Open Source alternative to NotebookLM for teams.
SurfSense is a highly customizable AI research agent, connected to external sources such as search engines, Google Drive, Slack, Microsoft Teams, Linear, Jira, ClickUp, Confluence, BookStack, Gmail, Notion, YouTube, GitHub, Discord, Airtable, Google Calendar, Luma, Circleback, Elasticsearch, Obsidian, and more to come. With core features of NotebookLM, you can now connect any LLM to your internal knowledge sources and chat with it in real time alongside your team.

Lease and location management platform for multi-unit tenants.
Leasecake is a lease and location management platform designed to help multi-unit tenants protect themselves from missing renewals, signing bad leases, violating lease terms, overpaying landlords, missing rent changes, failing an audit, and having contracts expire. It centralizes real estate portfolio data, including leases, assets, contracts, new deals, and accounting information, into one source of truth. Leasecake provides alerts for critical dates, keeps lease documents in one place, and offers financial oversight, enabling proactive lease management and informed real estate strategy.

AI-powered platform for contracts, e-signatures, invoicing, and payment processing.
Agree.com is an all-in-one agreements platform powered by AI, designed to streamline the contract process from e-signature to payment processing. It offers features such as editable and collaborative contracts, automated invoice generation, and secure payment processing, aiming to accelerate revenue collection and enhance compliance.

Receipt management tool using AI, text messages, and email for easy expense tracking.
Receipt-AI is a tool to manage receipts via text messages. It uses AI to provide a convenient CSV file and upload receipts to accounting software like Xero or QuickBooks. It aims to save time by simplifying receipt management through text and email uploads.

AI OCR app for instant invoice and receipt data extraction.
InvoiceClip is an AI-powered invoice and receipt scanner app that utilizes OCR technology to instantly scan receipts, bills, and utility invoices. It aims to eliminate manual invoice typing by automating data extraction and processing, providing organized, accurate, and export-ready data for accounts payable automation and small business invoicing.

AI bookkeeping software for receipts and expense automation
ReceiptsAI is an AI-powered bookkeeping platform that extracts, organizes, categorizes, and exports data from receipts, invoices, bank statements, and email receipts for small businesses, freelancers, bookkeepers, and accountants.

AI-powered expense categorization tool for Google Sheets and other platforms.
Expense Sorted is an AI-powered tool designed to automatically categorize monthly expenses. It integrates with Google Sheets, Lunch Money, Tiller, and soon PocketSmith, allowing users to streamline their budgeting process. The tool eliminates the need for manual categorization by using AI to analyze transactions and assign them to appropriate categories. It also offers a free Google Sheet template to help users get started quickly.

Unified banking, fundraising, expense, and compliance platform for nonprofits
Crowded is a financial management and banking platform designed for nonprofits, charities, associations, foundations, and independent or multi-chapter organizations. It combines nonprofit banking services, payment collection, fundraising, expense management, bill payments, compliance workflows, grantmaking, fiscal sponsorship, and financial reporting tools in one platform. Crowded also offers AI-powered compliance features, customized donation pages, budget-controlled Visa debit cards, subaccounts, centralized chapter oversight, and integrations with accounting platforms such as Sage, Xero, and QuickBooks. Banking services are provided by i3 Bank, while Crowded Technologies operates as a financial technology company rather than a bank.

AI-powered expense tracker with voice input and iCloud storage.
MonAI revolutionizes how you track your daily expenses with a fun, easy, and beautiful interface. Enter your expenses just like a voice message and it will automatically track it for you. No login required, all saved securely in your personal iCloud. MonAi is an AI-powered expense tracker that allows users to track their financial expenses quickly and easily. Users can input expenses as voice messages, which are then automatically split into a short description, amount, and category using AI. The app offers subscription-based services with different tiers, including a free tier with limited functionality and paid tiers with unlimited transactions and family sharing options. All data is stored securely in the user's private iCloud.

AI bookkeeping software for multi-entity businesses.
Docyt AI is a multi-entity AI bookkeeping software designed to automate accounting processes efficiently and quickly for multiple businesses. It offers end-to-end bookkeeping automation, AI agents like Docyt Copilot and GARY, and collaboration tools to streamline financial operations, reduce errors, save time, and provide real-time financial insights. It is recognized by Capterra and G2.

AI business assistant automating LLC formation, bookkeeping, and tax filing for small businesses.
Jupid is an AI business assistant designed for small businesses. It automates LLC formation, bookkeeping, and tax filing. Jupid uses AI to handle complex accounting tasks through simple conversations, offering an all-inclusive AI solution with 24/7 support and continuous tax optimization.

Monetization and billing platform for AI agent companies
Paid is a monetization platform for AI-native companies that helps teams design pricing, manage credits and usage-based billing, track delivery costs and customer margins, monitor agent activity, automate invoicing, and demonstrate delivered value. It supports credit-based, usage-based, outcome-based, subscription, and hybrid pricing models through a no-code dashboard. The platform also provides customer value receipts, revenue and cost dashboards, event monitoring, billing automation, and enterprise security features.

AI-powered financial management tool for startups and small businesses.
Nuvio automates financial management with AI-powered tools for startups. Track income, expenses, and cash flow effortlessly, get real-time insights, and predict trends. Save time, reduce errors, and make smarter decisions with automated financial tracking. Nuvio offers AI-powered financial tracking and predictive analytics tailored for startups and small businesses, including features like bank account integration, tailored reports, and dedicated customer support.
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