CRM for accounting firms automation - AI tools

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

FinKoper is an AI-powered CRM platform designed for accounting firms, offering task management, client communication, tax calendar automation, and integrations with messengers like WhatsApp and Telegram to streamline operations.

• Freemium
• From 5$

FirmOS is an AI-powered accounting software solution that automates client acquisition, optimizes internal workflows, and manages talent. It helps accounting firms save time, improve efficiency, and focus on strategic growth.

• Contact for Pricing

Uku is an advanced accounting practice management software designed to automate workflows, streamline billing, and enhance productivity for accountants and bookkeepers.

• Freemium

Accounting Seed is a flexible, cloud-based accounting software natively built on Salesforce, enabling businesses to streamline financial management through automation, real-time reporting, and secure data integration.

• Contact for Pricing

Firmao is an online CRM and ERP software that helps businesses manage customer relationships, sales processes, projects, invoicing, and inventory with over 1000+ integrations.

• Free Trial

Botkeeper offers an automated bookkeeping solution designed for accounting firms, leveraging machine learning and workflow tools to streamline operations and increase capacity.

• Paid
• From 69$

Hermes AP Automation utilizes AI, RPA, and OCR technology to streamline accounts payable processes, reduce errors, and increase efficiency for accounting teams.

• Contact for Pricing

Tyms is an AI-powered accounting software designed to simplify complex financial tasks for businesses. It automates processes like bank reconciliation, revenue/expense management, and financial statement preparation, saving time and reducing errors.

• Free Trial
• From 10$

Buktec is a cloud-based pre-accounting solution leveraging AI and Machine Learning to automate data entry and streamline collaboration between businesses and accountants.

• Free Trial
• From 13$

LeapCount streamlines accounting and finance management with AI-powered invoicing, automated journal entries, intelligent bank reconciliation, and advanced reporting for business owners and accountants.

• Usage Based

Eleven is an AI-powered accounting software designed for CPAs and accounting firms, offering automated data extraction, multi-currency support, and streamlined bookkeeping.

• Free Trial
• From 25$

Campfire automates accounting and financial reporting, streamlining workflows and unlocking insights to accelerate the monthly close process.

• Contact for Pricing

Experience enhanced operational efficiency with RecordMe's AI-powered automated accounting and bookkeeping platform, designed to maximize your business productivity.

• Contact for Pricing

CraveInvoice is a comprehensive accounting software offering billing, inventory, payroll, and project management solutions for manufacturers, distributors, retailers, and service providers.

• Freemium

Mesha offers AI-powered accounting agents that automate accounts receivables, bookkeeping, and custom workflow solutions for businesses. The platform features Marcus for automated invoice follow-ups and Max for efficient bookkeeping.

• Freemium
• From 29$

DayZero offers AI-assisted bookkeeping and accounting services, simplifying financial management for e-commerce businesses, freelancers, and startups with automated reports and an AI assistant.

• Free Trial
• From 99$

Fidesic offers an AI-driven accounts payable solution with automated invoice capture, workflow management, and vendor self-service, fully integrated with Microsoft D365 Business Central and Dynamics GP.

• Freemium
• From 9$

Suvit is an AI-powered accounting automation tool designed for Tax Professionals and CAs to streamline tasks like data entry, document management, and GST reconciliation, improving accuracy and efficiency.

• Free Trial
• From 12$

Capium offers a comprehensive, cloud-based accountancy software suite designed to streamline financial management, compliance, and client collaboration for accounting firms of all sizes.

• Paid
• From 171$

Cratoflow is a no-code financial workflow platform automating accounts payable, accounts receivable, bank reconciliation, and payments for growing businesses.

• Contact for Pricing

WellyBox is an AI-powered receipt and invoice management platform that automatically collects, analyzes, and integrates financial documents with business tools.

• Free Trial
• From 59$

Chargezoom automates accounts receivables, streamlining billing, invoicing, and payment processes to improve cash flow and reduce administrative workload.

• Paid
• From 9$

My CPA Dashboard is an all-in-one online CPA practice management software designed for accountants, CPAs, and bookkeepers, offering secure document storage, e-signatures, and streamlined client communication. Enhance efficiency and productivity with its robust client portal and efficient workflow features.

• Free Trial
• From 49$

EasyCloudBooks streamlines project, client, and compliance management for Chartered Accountants with automation, dashboards, and client collaboration tools. Enhance productivity, accuracy, and workflow efficiency with this centralized CA practice management solution.

• Paid
• From 12$

RydrexCRM is a comprehensive software platform that streamlines client management, HR processes, project tracking, and financial operations for businesses of all sizes.

• Paid
• From 9$

NewLedger is a cloud-based accounting platform that automates bookkeeping, invoicing, expense tracking, and financial reporting, designed for freelancers, entrepreneurs, and growing businesses seeking to streamline their financial operations.

• Paid
• From 19$

Teamleader delivers a comprehensive business management platform supporting CRM, invoicing, project management, and more—empowering SMEs and agencies to optimize operations efficiently.

• Paid
• From 37$

moduulo is an AI-powered data-clearing platform designed to streamline accounting processes, enhance operational agility, and improve cost efficiency for European accounting firms.

• Contact for Pricing

Mocha Accounting offers a cloud-based platform for businesses to manage invoicing, expenses, banking, inventory, and reporting with automation and robust security features.

• Free Trial