Question: Can you recommend a tax and accounting software that helps optimize workflows and prepares for the future of work?

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Sage

If you're looking for tax and accounting software that can help you optimize your workflow and prepare for the future of work, Sage is a good option. Sage uses AI and machine learning in conjunction with a range of modules to accommodate different business needs, automating routine tasks and offering real-time insights into business performance. With more than 40 years of experience and a massive user base, Sage has a wealth of support and community resources, making it a good option for businesses looking to modernize their operations.

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Dext

Another contender is Dext, a cloud-based suite that automates accounting and bookkeeping with data insights. Dext can integrate with other software like Xero and Sage, and offers tools for bookkeeping automation, quality control and financial management. Automating tedious work frees up time for more important work, and Dext can help accountants and bookkeepers be more productive.

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Trullion

For businesses that need more sophisticated AI-powered accounting, Trullion offers a more complete solution. Trullion automates and streamlines financial processes, including complex tasks like lease accounting and revenue recognition. Its data smarts and GenAI technology also means it can provide more accurate and efficient oversight, helping businesses improve productivity and compliance.

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Botkeeper

Last, Botkeeper is an automated accounting service for accounting firms. Botkeeper uses machine learning and workflow tools to automate bookkeeping, cut errors and improve client service. With flexible pricing and strong support options, Botkeeper lets accounting firms free up resources and focus on higher-level work.

Additional AI Projects

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TaxGPT

Provides fast and accurate answers to complex tax questions, ensuring maximum deductions and a seamless tax filing experience with up-to-date tax law data.

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CPA Pilot

Automates tax research, marketing content creation, and client emails, saving at least 5 hours a week, with 95%+ accuracy and authoritative sources.

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HighRadius

Automates and optimizes financial operations, including Order-to-Cash, Treasury, and Record-to-Report processes, to reduce DSO, improve cash flow, and increase productivity.

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Digits

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

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Karbon

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

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FlyFin

Automatically identifies and tracks every tax deduction, freeing you from up to 95% of manual work, ensuring accuracy and maximizing refunds.

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Fiskl

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

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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.

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Kick

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

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Unit4

Integrated AI-powered modules for finance, HR, and projects improve productivity, collaboration, and resilience, while reducing spend and enhancing decision support.

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Taxly

Automatically scan transactions to find eligible deductions, saving time and hassle, and maximize tax savings with expert CPA support and personalized reports.

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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.

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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.

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Syft

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

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Keeper

Automates tax filing with AI-powered drag-and-drop form upload, expert review, and connections to 20,000+ financial institutions for maximum deductions.

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Esker

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

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Glean.ai

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

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Tesorio

Automates cash flow management with AI-driven invoice generation, supplier portal management, and collector tools, reducing manual work and improving forecasting.

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Fortune App

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

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Kintsugi

Automates sales tax compliance across multiple channels, providing real-time nexus tracking, registration, remittance, exemptions, and filing with AI-powered insights.