Question: Do you know of a platform that offers automated account reconciliations and custom rule-setting for financial professionals?

Equility screenshot thumbnail

Equility

Equility is a tool to automate financial reviews that can link to QuickBooks data to check financial statements for errors. It automates account reconciliations, flags discrepancies and lets you set your own rules. It's geared for bookkeepers, accounting firms and auditing firms, with a lot of modules for different financial tasks and the ability to integrate with QuickBooks Online with a Chrome plug-in.

Osfin screenshot thumbnail

Osfin

Another powerful option is Osfin, an all-in-one finance and accounting automation platform. Osfin automates financial transactions like reconciliation, invoicing and payouts through 30+ integrations. It provides real-time visibility into cash flows and streamlines financial operations, making it a good option for financial services companies who want to increase efficiency and accuracy.

HighRadius screenshot thumbnail

HighRadius

If you want a more complete approach, HighRadius has an autonomous finance platform that's designed to support the Office of the CFO. It includes features like AI-based account reconciliation, cash forecasting and electronic invoicing, and integrates with multiple ERPs and banks for increased productivity and better working capital management.

Additional AI Projects

Botkeeper screenshot thumbnail

Botkeeper

Automates manual bookkeeping tasks, freeing up time for accounting professionals to focus on higher value work, while ensuring data accuracy and strong security.

Zamp screenshot thumbnail

Zamp

Achieve real-time cash visibility, automate optimization, and intelligent reconciliation to maximize working capital and make data-driven financial decisions.

Trullion screenshot thumbnail

Trullion

Automates financial processes, ensuring compliance, with AI-powered lease accounting, revenue recognition, audit, and data extraction capabilities for efficient accounting.

Digits screenshot thumbnail

Digits

Automates accounting tasks, providing rapid monthly close, instant reports, and live financial insights, enabling businesses to make more informed decisions.

Lucanet screenshot thumbnail

Lucanet

Automates financial consolidation, planning, and reporting, providing a single source of truth for data-driven decision-making with speed and confidence.

Modern Treasury screenshot thumbnail

Modern Treasury

Automate payment operations with real-time reconciliation, AI-powered exception handling, and a single API for connecting to multiple banks.

Ocrolus screenshot thumbnail

Ocrolus

Converts unstructured financial documents into actionable data with industry-leading accuracy, enabling faster and more accurate decision-making.

Paymerang screenshot thumbnail

Paymerang

Automates invoice, payment, and receivables processes using AI, increasing efficiency, accuracy, and visibility, while freeing up time and resources for business growth.

Quadient AR screenshot thumbnail

Quadient AR

Automates accounts receivable processes, providing real-time visibility and advanced analytics to optimize order-to-cash cycles and accelerate cash flow.

Perfios screenshot thumbnail

Perfios

Automates financial data analysis, extracting and categorizing thousands of data types in real-time, to improve risk assessment and informed lending decisions.

COUNT screenshot thumbnail

COUNT

Automate financial tasks, track expenses and income in real-time, and generate instant reports to make better business decisions with AI-powered accounting tools.

Fortune App screenshot thumbnail

Fortune App

Automatically processes, analyzes, and forecasts financial data across 17,000+ banks, providing a unified view and actionable insights to inform business decisions.

Ramp screenshot thumbnail

Ramp

Automates expense management, travel, and accounting processes, providing real-time visibility and AI-powered workflows to prevent errors and overspending.

FinFloh screenshot thumbnail

FinFloh

Automates and optimizes accounts receivable processes, accelerating collection, and cash application, while providing data-driven insights for better credit decisions and dispute resolution.

Vic.ai screenshot thumbnail

Vic.ai

Automates invoice processing, PO matching, and approval flows with high accuracy, reducing processing times and minimizing errors, while providing real-time data insights.

InsightSoftware screenshot thumbnail

InsightSoftware

Integrates with 200+ environments to consolidate data from multiple sources, providing seamless access and management for informed financial decision-making.

ArkiFi screenshot thumbnail

ArkiFi

Automates finance workflow tasks, eliminating manual errors and freeing professionals to focus on strategic, high-level thinking and innovation.

Stampli screenshot thumbnail

Stampli

Consolidates all AP-related communication, documentation, and workflows into one place, automating manual work and increasing efficiency, visibility, and control.

Automation Anywhere screenshot thumbnail

Automation Anywhere

Unlock enterprise-wide automation with AI-powered process intelligence and cognitive AI Agents.

Automation Anywhere screenshot thumbnail

Automation Anywhere

Unlock automation potential across systems and teams with a unified, AI-powered platform.

Automation Anywhere screenshot thumbnail

Automation Anywhere

Combines AI, automation, and RPA to create custom agentic automations, speeding up the automation lifecycle and optimizing processes across multiple systems.