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AI accounting software

AI built for accountants, not tech geeks

Automation woven into every workflow — from intake to delivery.

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Average 4.8/5 from 1,200+ reviews

Accounting is changing. So should your tech.

AI and automation actions
30M+
of accountants expect major GenAI impact
57%
of firms already use AI
1/3
work that keeps moving
24/7
AI built for accountants

Great accountants work smarter

  • An AI coworker that manages projects
  • Automatic task reminders and follow-up emails
  • Meeting summaries from the AI notetaker
  • Source documents mapped for tax preparation
Great accountants work smarter
Smart intake

From smart intake to fast delivery

  • Questionnaires generated for each client
  • Files sorted and matched automatically
  • Returns drafted from extracted data
  • Delivery, signature and payment in one step
From smart intake to fast delivery
Your firm’s AI advantage

Meet your AI coworker

  • Monitors work and automates the next step
  • Balances workloads across the team
  • Cuts administrative work dramatically
Meet your AI coworker
Learn more

AI insights for accounting firms

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FAQ

Frequently asked questions

Can’t find what you need? Our team is happy to help.

AI built into the platform that drafts, sorts, summarizes and automates routine work — with your team approving what matters.

No. AI features work within the modules you use.

AI runs inside your secure workspace, respects permissions, and your data is never used to train public models.

An AI assistant that joins meetings, transcribes them and saves summaries and follow-ups to the client record.

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Ready to get started?

See it working with your own clients, workflows and billing setup.

  • 30-minute personalized walkthrough
  • Migration plan for your current tools
  • Transparent pricing for your team size

No spam. We only use your details to schedule your demo.