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AI Agents for accountants

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Tailride

AI invoice & receipt automation that collects bills from email/portals, extracts data, reconciles statements, and forwards to tools.

Shortcut (Excel AI)

AI Excel agent that builds and edits spreadsheets, models, and analyses via chat and an Excel add-in; free tier plus paid plans.

Digits

Digits is an AI-native general ledger with bookkeeping, reconciliation, bill pay, invoicing and reporting.

GetInvoice

GetInvoice now leads to Tailride, which collects invoices and prepares them for accounting.

Stacks

Stacks helps accounting teams coordinate close work, reconcile transactions and prepare reporting while retaining their ERP as the accounting record.

TurboDoc

TurboDoc collects invoices, receipts and bank statements and extracts their fields for review and export.

SageFlow

No-Code AI Agent Builder that allows anyone to build and deploy agents effortlessly without coding.

Taxxa.ai

Taxxa is an AI assistant for accounting firms to search tax and business information, find references, draft documents, emails and collaborate. The tool increase productivity and improve client services.

Jack by Jenesys

An AI-powered financial co-pilot designed to automate bookkeeping, compliance, and payment processes, enhancing efficiency and accuracy for businesses and accounting firms.

TaxGPT

AI tax copilot for professionals: research, writing, and document workflows for accountants and tax teams.

YOUR BRAND · YOUR CUSTOMERS · YOUR AI BUSINESS

Sell AI employees under your own brand.

Give businesses AI teams that own ongoing roles. Set your pricing, delegate routine coordination and build a recurring service.

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