Question: Is there a solution that integrates with accounting software like QBO/Xero to streamline financial planning and budgeting?

First, Glean.ai is an accounts payable automation and analysis platform. It uses AI to offer smart insights and visibility into spending so you can make more informed financial decisions. The platform integrates with QuickBooks, Xero and Oracle NetSuite, with features like automated data extraction, bill approval and detailed data benchmarking. That can help businesses of all sizes free up time, cut costs and improve financial planning.

Another good option is Dext. Dext is a cloud-based suite that offers automated accounting services through products like Dext Prepare, Dext Precision and Dext Commerce. It integrates with popular accounting software like Xero, QBO and Sage, and offers tools for bookkeeping automation, data insights and financial administration. That can help you free up time, increase productivity and deliver high-quality bookkeeping work.

For a more AI-infused approach, Booke automates accounting work with features like real-time data extraction, AI-based categorization and automated month-end close processes. It integrates with Xero, QuickBooks and Zoho Books, and offers tools that can save you at least 2 hours per client per month. That can be a big help if you're trying to keep your financial work in order and ensure it's accurate.

Last, Omi is a centralized platform for managing finances, contracts and vendors. It can integrate with QBO/Xero, among other tools, and offers features like automated renewal notifications and detailed financial controls. That can help streamline workflows, improve financial visibility and increase team efficiency across your organization.