Question: Is there a software that can help accountants and bookkeepers streamline their processes and provide better services to their clients?

Dext screenshot thumbnail

Dext

Dext has a range of cloud-based accounting tools, including Dext Prepare for extracting data, Dext Precision for practice insights and Dext Commerce for e-commerce sales. It integrates with common accounting software like Xero, QBO and Sage, automating bookkeeping, data quality and financial management. That can free up time and boost productivity by automating tedious chores, and it's a good option for accountants and bookkeepers.

Botkeeper screenshot thumbnail

Botkeeper

Another option is Botkeeper, which uses machine learning and workflow tools to automate bookkeeping. It eliminates manual data entry, cuts errors and has high security with SOC2 Type 2 compliance. Botkeeper has flexible pricing and extensive support, making it a good option for accounting firms trying to get the most out of their resources and improve client service.

Sage screenshot thumbnail

Sage

If you're looking for something more broadly useful for running a business, Sage combines AI and machine learning with a range of modules for different business needs, including accounting and bookkeeping. Sage automates routine tasks, offers real-time visibility into business operations and offers insights to help you make financial decisions. Sage has a long history of success and strong customer support, so it could help accountants and bookkeepers work more efficiently and improve overall productivity.

Additional AI Projects

Booke screenshot thumbnail

Booke

Automates bookkeeping tasks, extracting data from invoices and receipts in real-time, and categorizing transactions with AI-driven accuracy, saving at least 2 hours per client per month.

Karbon screenshot thumbnail

Karbon

Karbon brings teams together, streamlining client management, workflow, and business analytics in one.

Digits screenshot thumbnail

Digits

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

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.

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.

Fiskl screenshot thumbnail

Fiskl

Automate financial management with AI-powered reconciliation, multi-currency support, and seamless integrations, saving up to 80% of reconciliation work.

Glean.ai screenshot thumbnail

Glean.ai

Automates and analyzes accounts payable processes, providing intelligent insights and visibility into spending patterns for better financial decision-making.

Syft screenshot thumbnail

Syft

Unify financial data from multiple sources into customizable dashboards, reports, and forecasts, with AI-powered data review for accuracy and consistency.

Growfin screenshot thumbnail

Growfin

Automates accounts receivable workflow with AI-based account prioritization, precision dunning, and real-time tracking, reducing manual work and days sales outstanding.

Streamlined screenshot thumbnail

Streamlined

Automates and streamlines B2B invoicing and accounts receivable processes, providing a seamless customer experience and reducing operational overhead.

Kick screenshot thumbnail

Kick

Automates daily bookkeeping with real-time transaction categorization, receipt matching, and accurate financials to minimize audit risk and maximize tax savings.

Esker screenshot thumbnail

Esker

Automates repetitive processes, providing better visibility, collaboration, and productivity, while cutting costs and improving customer satisfaction.

ABBYY screenshot thumbnail

ABBYY

Automates document-based processes with 90%+ recognition accuracy, extracting insights from any document to inform real-time business decisions.

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.

TurboDoc screenshot thumbnail

TurboDoc

Automatically converts unstructured invoices and receipts into easily digestible data with high accuracy, streamlining business workflows and accounting processes.

Brex screenshot thumbnail

Brex

Automate financial spend management with AI-powered controls, approvals, and expense tracking, maximizing resources and giving finance teams superpowers.

Intapp screenshot thumbnail

Intapp

Automates deal management, compliance, and time capture, and provides AI-driven insights, recommendations, and content generation to boost productivity and growth.

Dynamics 365 screenshot thumbnail

Dynamics 365

Unifies business data and processes across teams, creating great customer experiences and business agility through AI-infused experiences and low-code tools.

Laurel screenshot thumbnail

Laurel

Automates timekeeping by capturing and categorizing billable work across digital channels, ensuring accurate and compliant timesheets and billing narratives.

Parseur screenshot thumbnail

Parseur

Automatically extracts text from PDFs, emails, and documents, sending extracted data to other applications, and saving time and labor.