10 Best AI Accounting Software & Tools in 2025

Artificial intelligence is a game-changer for finance teams. If you’re not using AI tools for accounting tasks, you’re making things more complicated than they need to be.

AI accounting tools can save you time and money while improving business performance. It automates repetitive tasks so you can put your brainpower into more important things like decision-making. 🤠

Ready to let accounting automation transform your workflow? Here are the 10 best AI tools for accounting and finance to get you started.

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10 Best AI Accounting Software & Tools

⏰ 60-Second Summary

Artificial intelligence is transforming finance teams by automating accounting tasks
Key benefits of AI in accounting include faster data analysis, improved report accuracy, and real-time insights
When selecting AI tools, look for automated bookkeeping, invoice processing, integrations, and machine learning capabilities
The top 10 AI tools for accounting include:
- ClickUp
- Vic.ai
- Bill
- Indy
- Zeni
- Docyt
- Gridlex
- Booke
- Blue Dot
- Truewind

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How Is AI Used in Accounting?

Accounting firms have long used data entry software to reduce human error and improve profitability. When you add AI technology to the mix, magic happens.

Accounting is all about calculations, mathematics, regulated processes, and tax compliance. Those are some of the things automation software does best.

AI accounting software allows accountants to put tedious tasks on autopilot and improve their financial operations. Here are some of the many benefits AI brings to accounting processes:

AI-powered data prediction
Faster financial data analysis thanks to advanced algorithms
Improved financial report accuracy
Lightning-fast automated invoice processing
Real-time insights and alerts
Reduced manual data entry
Scalability without an increase in manual work

What to look for in an AI tool for accounting

AI tools for accounting provide indisputable benefits, from improving financial insights to automating time-consuming tasks. It’s all about identifying what you’re looking for and finding the right tool.

Everyone from freelance CPAs and startups to Fortune 500 CFOs and large accounting firms can use features like these:

Automated bookkeeping: AI tools should automate bookkeeping tasks to help you save time, make better decisions, improve expense management, and reduce financial statement errors
Automated invoice processing: Good AI-powered accounting software can automate payments and invoices to improve expense reports
Integrations: AI accounting tools that integrate with your other software—from Slack to QuickBooks—make life easier
Machine learning: Leading AI tools use machine learning algorithms to assess mathematical models and improve processes without instruction; it’s an accounting industry must-have
Templates: When manual work is required, a good tool can speed it up with bookkeeping templates, payroll templates, and general ledger templates

How we review software at ClickUp

Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.

Here’s a detailed rundown of how we review software at ClickUp.

10 Best AI Tools for Accounting

The hardest part of finding an AI tool for accounting is sifting through all the options. We’ve narrowed it down to the top 10 AI accounting tools.

With this list, you can assess each tool based on the best features, limitations, pricing, and reviews to make the right choice.

1. ClickUp

ClickUp Accounting is a cloud-based business management software designed to simplify financial processes. Manage accounts, create shareable reports, and let ClickUp Brain act as your digital personal assistant so you can focus on the larger strategy.

ClickUp Brain is an AI-powered virtual assistant that uses natural language processing to help with everything from financial management and project detailing to client check-ins and meeting updates. We’ve built hundreds of AI tools for every aspect of your accounting system.

You can also use ClickUp Docs to create spreadsheets and explore templates for all things finance.

For example, the ClickUp Accounting Template is designed to help manage your invoices, sales records, income, and predicted revenue. Keep up with accounts receivable and accounts payable (AR/AP) and use resource tracking to improve overall financial performance.

ClickUp has over 1,000 ready-made integrations with other tools to keep everything in one convenient, customizable Dashboard.

Take It Further with ClickUp Brain MAX for Finance

ClickUp Brain MAX introduces a voice-first AI assistant that understands your workspace, context, and team—so you can manage finance workflows faster than ever.

With Talk to Text, you can speak out invoices, action items, client updates, or reporting tasks—and Brain MAX will instantly format and assign them in ClickUp. No typing. No tab-switching. Just fast, structured outputs from your spoken input.

Why Brain MAX is a win for finance teams:

Talk through reports or policy changes—AI captures, structures, and saves them
Voice-based task creation: Say, “Max, create a task to review Q4 invoices by Friday,” and it’s done
Finance-specific formatting: Use natural commands like “bullet,” “line break,” or “section heading” to format reports
Context-aware AI: Automatically links tasks, Docs, and @mentions based on what you say
Multilingual support: Dictate in one language and output in another—great for global finance teams

It’s perfect for CFOs, accountants, and finance ops leaders who want to manage financial workflows hands-free—while staying fully synced with the team.

ClickUp best features

Choose from hundreds of templates to help with everything from budget and cash flow management to project management
Use ClickUp Brain’s AI power to summarize financial planning meetings, connect with clients, outline audit policies, update sales forecasting reports, and more
Choose from over 100 ClickUp Automations to put back-office tasks on autopilot
Make informed decisions and improve your business’s financial health with help from ClickUp’s ChatGPT Prompts for Finance
Switch between multiple views, create custom Dashboards for every team member, and use project time tracking to streamline your workflow

ClickUp limitations

Some users may face a learning curve with ClickUp’s many features and functionalities (we’ve solved this with free video tutorials for almost everything)
ClickUp Brain isn’t available on the Free Forever plan

ClickUp pricing

free forever

Best for individual users

Free Free

Key Features:

60MB Storage

Unlimited Tasks

Unlimited Free Plan Members

unlimited

Best for small teams

$7 $10

per user per month

Everything in Free +

Unlimited Storage

Unlimited Folders and Spaces

Unlimited Integrations

ClickUp ratings and reviews

G2: 4.7/5 (8,800+ reviews)
Capterra: 4.7/5 (3,800+ reviews)

2. Vic.ai

AI tools for accounting: screenshot of Vic.ai's Invoices — via Vic.ai

Vic.ai is an AI-powered invoice processing tool with high accuracy rates and advanced machine learning algorithms. It uses powerful algorithms trained on millions of invoices to automate almost every aspect of billing without the need for templates or custom rules.

Once an invoice is uploaded, Vic.ai can extract essential details from invoices, detect duplicates, and put the approval process on autopilot. It also keeps your team on track by identifying which employee needs to review each step of the invoice approval process.

Vic.ai best features

Use integrations with leading enterprise resource planning (ERP) tools to automatically sync financial data
Reduce human error by allowing Vic.ai to identify and flag duplicate invoices and other accounting mistakes
Automatically recognize, code, and calculate value-added tax (VAT) and other taxes to improve accuracy and tax compliance
Improve financial decision-making using insights and analytics based on your accounting firm’s latest data

Vic.ai limitations

No visible pricing information; some customers report that the tool is expensive for freelance accounting professionals and small businesses
Reviews mention a need for additional sorting and report options to improve efficiency

Vic.ai pricing

Customers must contact Vic.ai and provide business information to request a price quote

Vic.ai ratings and reviews

G2: 4.8/5 (20+ reviews)
Capterra: N/A

3. Bill

Bill is a cloud-based tool that automates AR/AP processes. It’s designed for accounting firms and businesses that want to streamline the billing and invoicing process.

Users also gain access to Divvy From Bill, an automated credit and expense management software, at no extra charge. Divvy offers lines of credit up to $15 million and tools to help control budgets and manage spending.

Bill best features

Use smart rules and workflows to automate bill payments and approvals
Control spending across teams, projects, departments, and vendors with increased visibility
Get cash-back rewards for eligible purchases made with Divvy lines of credit
Navigate multiple clients with ease to process AP invoices, approval, and payments

Bill limitations

May charge fees from some services and individual transactions
Bill does not provide support for all credit cards, payment methods, and currencies

Bill pricing

Essential: $40/month per user
Team: $55/month per user
Corporate: $79/month per user
Enterprise: Contact for pricing

Bill ratings and reviews

G2: 4.3/5 (600+ reviews)
Capterra: 4.2/5 (200+ reviews)

4. Indy

AI tools for accounting: screenshot of Indy's invoice features — via Indy

Indy is an AI workflow and admin program designed for independent professionals. It allows freelancers to create proposals, draft contracts, send invoices, and—most importantly—get paid. 🤑

Bonus: How to Professionally Ask for Payments From a Client

With Indy, you can track your time for effortless billing, negotiate the terms of your contract, store files, and run your business from one convenient dashboard.

Indy best features

Take advantage of the free plan and get unlimited access to basic features with limited access to advanced functionality
Let the Indy AI writing assistant help you create contracts and proposals using ChatGPT technology
Unify your work using the app’s integration with Zapier and Google Calendar (paid plan only)
Set up recurring invoices, offer multiple payment options, set tax rates, and keep track of every transaction to ensure tax compliance

Indy limitations

Free plan limits users to three clients
Some user reviews report inaccuracies when manually tracking time

Indy pricing

Free
Pro: $12/month per user

Indy ratings and reviews

G2: N/A
Capterra: 4.7/5 (100+ reviews)

5. Zeni

AI tools for accounting: Zeni's dashboard — via Zeni

Zeni uses AI to automate accounting, spending, and budgeting processes to streamline financial operations. It provides real-time financial data analysis to improve business decisions, integrating AI with human knowledge for the most effective information.

Use Zeni to automate the time-consuming daily expense tracking and bookkeeping procedures.

Zeni best features

Get a top-down perspective on your financial operation using the one-page view
Compare monthly, quarterly, and yearly reports to track financial progress and identify trends
Extract necessary data from receipts and forward it to a dedicated email address for consolidation and record-keeping
Improve communication and information sharing between multiple teams with automatic updates and notifications

Zeni limitations

Some user reviews mention a need for more guidance regarding how to review and process data to improve decision-making
May be expensive for some freelancers, entrepreneurs, and startups

Zeni pricing

Starter: $549/month per month billed annually
Growth: $799/month per month billed annually
Enterprise: Contact for pricing

Zeni ratings and reviews

G2: 4.7/5 (20+ reviews)
Capterra: N/A

6. Docyt

Screenshot of Docyt's dashboard — via Docyt

Docyt is an AI-powered bookkeeping platform designed to automate back-office and accounting tasks. Gain insight with real-time reports and ensure financial control over all aspects of your business.

Docyt also allows you to keep all critical financial information and documents in one secure place and create separate vaults for different projects or businesses.

Docyt best features

Multiple plans to suit various needs, from expense management to automated bookkeeping for large operations
The mobile app is easy to use and navigate, providing secure, on-the-go financial tools and information
Use the expense tracking feature to track and control your business’s budget and cash flow
Integration with most major POS and PMS systems to provide industry-specific reporting

Docyt limitations

Some user reviews mention difficulty connecting with customer support and slow response times
Some users mention the need for additional features to assist with accounting project management

Docyt pricing

Expense Management: $50/month
Revenue Reconciliation: $50/month
Corporate Credit Card Management: $50/month
Mini: $149/month
Insight: $149/month
Impact: $299/month
Advanced: $499/month
Enterprise: $999/month
Accounting Firm & CFO: Contact for pricing

Docyt ratings and reviews

G2: N/A
Capterra: 4.6/5 (30+ reviews)

7. Gridlex

Screenshot of Gridlex's AI Advisor feature — via Gridlex

Gridlex is a unified suite of business tools that includes Gridlex Sky. Sky is an accounting, expenses, and ERP software created by Gridlex to make financial processes easier.

Use Gridlex Sky to oversee all accounting, expense management, and ERP functions with customizable automations and AI-driven insights. Sky can handle invoicing, billing, payroll, general ledger management, and more.

Gridlex best features

Gridlex Sky users also receive access to Gridlex Ray, an HR software, and Gridlex Zip, a CRM and customer service help desk tool
Eliminate the need for manual work and reduce the risk of human error with automated calculations for profitability, revenue, and expenses
Use the expense management feature to organize and store receipts and expense claims through a straightforward interface
Automate expense approvals and reimbursements to reduce administrative processing

Gridlex limitations

Lack of customer reviews on popular platforms makes it difficult to gauge the overall user experience
Advanced features such as revenue recognition automation are not available on the first pricing tier

Gridlex pricing

Start: $10/month per user
Grow: $30/month per user
Scale: Contact for pricing

Gridlex ratings and reviews

G2: N/A
Capterra: N/A

8. Booke

Booke mobile and desktop views — via Booke

Booke is a bookkeeping automation tool that makes daily accounting tasks easier. It uses AI technology to reconcile errors and provide real-time data extraction. The more you use it, the better the AI becomes.

Get faster client responses and avoid tedious back-and-forth communication with Booke’s user-friendly messaging portal.

Booke best features

Leverage AI to resolve coding errors, categorize transactions, communicate with clients, and automate your work
Increase efficiency with AI-powered automation for month-end close tasks
Find and fix errors in seconds with Booke’s advanced error detection features
Integration with popular tools like QuickBooks and Xero lets you sync your financial data

Booke limitations

Lack of user reviews on popular platforms makes it difficult to make a decision based on general customer experiences
A minimum of five clients for each pricing tier

Booke pricing

Smart: $10/month per client
Premium: $20/month per client
Enterprise: Contact for pricing
Robotic AI Bookkeeper: Contact for pricing

Booke ratings and reviews

G2: N/A
Capterra: N/A

9. Blue Dot

Screenshot of Blue Dot's dashboard — via Blue Dot

Blue Dot is an AI tax compliance platform that uses patented technology to help businesses ensure tax compliance. Reduce tax vulnerabilities for consumer-style spending and get a 360-degree view of all employee-driven transactions.

Use the tax knowledge base to find any information you need for your business and harness the power of natural language processing to leverage external data.

Blue Dot best features

Use VAT Box to identify and calculate any eligible or qualified VAT spending
Let the Taxable Employee Benefits feature leverage AI to detect and analyze wage tax information
Improve your expense management workflow and let Blue Dot’s proprietary AI-driven suite apply checks and tax rules to keep your business compliant
Create corporate income tax reports that ensure compliance with minimal need for human input

Blue Dot limitations

Can be challenging to get an idea of general customer experiences due to a lack of user reviews on popular platforms
No visible pricing data

Blue Dot pricing

Customers must contact Blue Dot and book a demo to get quotes and pricing information.

Blue Dot ratings and reviews

G2: N/A
Capterra: N/A

10. Truewind

Screenshot of Truewind's website homepage — via Truewind

Truewind is an AI-driven finance and bookkeeping platform that empowers small businesses and startups. It provides accurate monthly reports and tailored financial solutions for your industry.

Users also receive access to Truewind’s concierge team of experts to ensure precision and transparency.

Truewind best features

Make timely, informed business decisions with faster monthly close times and efficient bookkeeping
Contact and work with certified public accountants (CPAs) who can assist you with every step of your business’s financial processes
Keep back-office operations accurate with minimal hands-on time so you can put your focus on growing your operation
Simplify bookkeeping processes and integrate them with the tools you use to make financial management stress-free

Truewind limitations

Lack of user feedback on popular review platforms
No visible pricing and subscription data

Truewind pricing

Customers must schedule a demo with Truewind for pricing information.

Truewind ratings and reviews

G2: N/A
Capterra: N/A

Maximize Efficiency and Accuracy With AI

The integration of AI software has changed the accounting and finance industries. AI tools use automation to improve the accuracy and speed of financial reporting, offering valuable insights so you can make better decisions. 🌻

If you’re ready to streamline your financial processes, reduce costs, and improve efficiency for all things financial management, it’s time to embrace digital transformation. Get started today—sign up for ClickUp!

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