AI Insights

Top AI Accounting Software for Finance Teams in 2025

AI is transforming accounting from a manual, reactive function into an automated, real-time engine for financial operations. This post breaks down the top AI tools accounting teams are using in 2025 to streamline core workflows like close, reconciliation, AP, AR, audit, and compliance. Whether you're modernizing your finance stack or exploring where to start, these platforms are already driving measurable impact.

July 31, 2025

background-1Top AI Accounting Software for Finance Teams in 2025

Accounting has quickly emerged as one of the most practical and impactful use cases for AI in finance. The close is still too slow. Reconciliations are still too manual. Too many accounting teams are doing work that software should already be handling. AI is reshaping the entire finance tech stack, and nowhere is this transformation more visible and more overdue than in accounting.

For most teams, the challenge is not belief in the potential. It is knowing where to begin. The market is crowded with “AI-powered” tools, copilots, and time-saving claims. But very few deliver real, auditable outputs that make a lasting difference in execution.

Many accounting teams start with ChatGPT or similar tools. They ask for help with a formula, scan a policy, or drop in a spreadsheet. The results are often hit or miss and usually require more time to audit and fix than doing the task manually.

AI agents are different. Unlike general-purpose chatbots, AI accounting agents are built specifically for finance workflows. They understand accounting logic, connect directly to your ERP, and execute tasks like reconciliation, reporting, and variance analysis with precision. As AI accounting software matures, more teams are moving beyond experimentation and into daily execution. We’ve seen agents help teams shorten close timelines, flag issues before they become blockers, and eliminate hours of manual rework.

This post outlines where AI agents are driving results in accounting today. From close and reconciliation to AP, AR, and audit support, these are the tools and workflows that are already delivering impact.

Concourse – AI Agents for accounting

Screenshot of a Concourse AI-powered flux analysis report for Q4 2024 vs. Q3 2024. On the left, the input prompt requests a plain-language breakdown of GL account variances greater than 5%. The left output panel displays detailed variance drivers, including a $2.7M increase in Core Software Revenue, rising Customer Support Costs, Assurance Services activity, and changes in Salaries & Wages. The right panel summarizes highlights, such as $2.7M in new revenue and $261K in cost increases, with a strategic takeaway noting targeted investments in people and compliance. Branded with the Concourse logo.

Concourse builds AI agents for corporate finance teams that sit on top of existing systems, transforming structured data into real-time insights through natural language.

Use Cases: Concourse connects to ERPs, accounting platforms, AP and AR systems, and close management tools to automate core finance workflows. These include real-time financial reporting, automated forecasting, account reconciliation, and variance analysis. Built for teams using tools like NetSuite, QuickBooks, and SAP, Concourse transforms structured data into clean, actionable insights without manual prep.

Best For: Mid-market to enterprise finance teams with fragmented systems and growing complexity across close, reporting, and planning.

Customers: Instabase, Descript, Snackpass, Pave

Funding: $4.7M Seed led by Andreessen Horowitz, CRV, Y Combinator, and BoxGroup

Close Management

Numeric

Dashboard view of Numeric’s accounting close management platform, showing pacing progress against close deadlines, task status, and team performance. The interface includes a line graph tracking close completion, a task list for reconciliations and approvals, alerts for large transactions, and a progress circle indicating 26% completion. Sidebar navigation includes access to reports, flux analysis, balance sheets, and income statements. User avatars appear next to task preparers and reviewers, with roles and task status clearly labeled.

Numeric automates financial close workflows by categorizing transactions, reconciling accounts, and generating audit-ready documentation.

Use Cases: Uses AI to tag transactions, build workpapers, and streamline close checklists, reducing reliance on manual spreadsheets.

Best For: Accounting teams managing high transaction volumes or multi-entity structures who want to accelerate close timelines and improve data accuracy.

Customers: Plaid, Mercury, OpenAI, Brex, BettermentFunding: $38M total, including $28M Series A led by Menlo Ventures, with participation from IVP, Socii, 8VC, and more

Truewind

Screenshot of Truewind’s bookkeeping dashboard, displaying key financial metrics including revenue ($113,123), gross profit margin ($23,132), burn rate ($63,886.35), and total expenses (–$8,958). Visualizations include a cash flow trend line, bar graph, and pie chart showing expense breakdowns such as depreciation, rent, and pending reviews. The left-hand menu includes navigation for bookkeeping, vendor analysis, flux analysis, and reporting. The dashboard is labeled "On track" with indicators of financial performance improvements month-over-month.

Truewind is a digital staff accountant that helps finance teams automate reconciliations and streamline close workflows.

Use Cases: Accounting teams use Truewind to accelerate reconciliations and generate AI-powered workpapers reducing manual effort and shortening time to close.

Best For: Accounting firms and in-house finance teams looking to scale operations and speed up close cycles without hiring more headcount.

Customers: Wefunder, Superpath, Flagright, EisnerAmper, HHL Advisors Group

Funding: $17M total, including a $13M Series A co-led by Rho Capital and Thomson Reuters Ventures, with participation from Fin Capital, Y Combinator, Soma Capital, and others

Accounting Platforms

Puzzle

Screenshot of Puzzle's AI-powered accounting dashboard displaying real-time financial metrics. The interface shows cash balance ($525,000), cash flow ($20,250), spend ($65,250), and revenue ($85,500), all visualized with purple bar and line charts. On the left, an AI assistant categorizes a transaction with Apple and prompts the user to describe transactions for automatic classification. Tabs for Cash & Activity, Profit & Loss, and Balance Sheet are visible at the bottom.

Puzzle delivers real-time accounting by syncing financial data from banks, payroll, and payments to keep books continuously updated.

Use Cases: Automates reconciliation, categorizes transactions, and delivers live financials to help startups stay investor-ready.

Best For: Founders and early-stage finance teams who want clean, GAAP-compliant books without waiting for month-end.

Customers: Burkland, trivium, Decimal, Attivo, FondoFunding: $50M total, including a $30M funding round led by S32 and XYZ Capital, with participation from General Catalyst, FOG Ventures, and more

DualEntry

Screenshot of Dual Entry’s financial dashboard summarizing key metrics for the quarter. Displays total balance ($72.45M), revenue ($45.2M), expenses ($12.98M), operating profit ($32.23M), and liquid assets ($565K). A pie chart shows total balance by entity, while line graphs visualize cash flow trends. Insights include increased marketing spend, underutilized IT budget, and steady payroll costs. Date range is set to Jan 1–Mar 31, with data filtered across all subsidiaries.

DualEntry is an AI-powered general ledger platform that enables automated bookkeeping through direct banking, payroll, and commerce integrations.

Use Cases: Automatically syncs transactions, handles ledger entries, and reduces manual work across financial systems.

Best For: SMBs and solo accountants looking to streamline day-to-day bookkeeping and maintain clean records with minimal input.

Customers: Trillion Digital, Slash

Rillet

Rillet dashboard with a dark theme UI displaying real-time financial metrics for a company. Key figures include ARR ($167M), cash balance ($30.8M), outstanding AR ($14.3M), AP ($1.8M), net burn ($1.2M), and runway (26 months). A workflow snapshot shows tasks like reconciliations, invoice reminders, and contracts to review. The tech stack integration section includes logos for Banking, Ramp, Stripe, Gusto, and Salesforce. A reports panel provides access to income statements, AR aging, MRR breakdowns, and executive P&L.

Rillet is a modern ERP built for accounting teams to automate invoicing, revenue recognition, and reconciliation in one unified system.

Use Cases: Automates invoice creation, aligns billing with revenue schedules, and reduces manual reconciliation across entities.Best For: Finance teams looking to replace outdated ERPs and centralize billing, revenue, and reporting workflows to produce cleaner, analysis-ready financial data.

Customers: Windsurf, Decagon, Postscript, Finch, Laurel

Funding: $38.5M total, including $25M Series A led by Sequoia Capital with participation from existing investors

The tools above represent the new core of accounting, where AI doesn’t just support the close, it accelerates it. From auto-generated workpapers to real-time reconciliations, these platforms are helping teams shift from batch-driven chaos to continuous clarity. If you're looking to dig deeper into how agents are powering this transformation, check out our full breakdown in AI Agents for Accounting.

AR & AP Automation

Fazeshift

Fazeshift invoice schedule dashboard showing a monthly breakdown of invoice statuses across clients from March to August 2024. Rows include companies like CloudLogix, CodeCanvas, and SecureNetPro, with color-coded status labels such as Paid, Overdue, Sent, Viewed, and Draft. Columns show invoice amounts by month, with a total revenue row at the bottom. The left sidebar menu includes navigation to schedule, contracts, invoices, payments, and customer records.

Fazeshift is an AI-native platform that automates both AR and AP workflows to streamline cash flow operations.

Use Cases: Automates invoicing, payment reconciliation, and collections tracking to reduce manual touchpoints and accelerate cash cycles.

Best For: Finance teams managing both payables and receivables who want better visibility, fewer errors, and faster close cycles.

Funding: $4M Seed round led by Gradient Ventures, Google’s AI-focused venture fund with participation from Y Combinator, Wayfinder, Pioneer Fund, and more

Stampli

Stampli invoice processing interface showing an OpenAI invoice for $1,349.15. The platform displays invoice details such as status (scanned), handler (waiting to be assigned), processing date, and due date. The center panel includes activity messages like receipt requests and document attachments. On the right, a PDF invoice preview is shown with a breakdown of charges and confirmation of $200 paid on March 25, 2024. Controls allow users to approve, reject, or comment on the invoice.

Stampli is an AP automation tool that streamlines invoice capture, approvals, and vendor communication using embedded AI.

Use Cases: Simplifies invoice routing, detects errors or duplicates, and centralizes communications to reduce back-and-forth.Best For: AP teams that want tighter control over approvals, faster processing, and better audit readiness.

Customers: Avid Acceptance, Wenspok Companies, Spanish Fork, Beyer Mechanical

Funding: $148M total, including $61M Series D led by Blackstone with participation from Insight Partners, SignalFire, and others

Receivables and payables are no longer just transactions; they’re levers for cash optimization. AI-native platforms like Fazeshift and Stampli are proving that automation can drive not just efficiency, but better working capital outcomes. For a deeper look at how agents are transforming the day-to-day execution of collections and disbursements, read AI Agents for AR and AI Agents for AP.

Spend & Expense Management

Mesh

Mesh Payments organizational dashboard showing multi-entity financial data across Blueprint US, UK, FR, and HK. Highlights include available balances, monthly spend trends, and end-of-month close status. The interface tracks February spend ($350,984), budget ($750,452), and cashback ($5,556). Widgets show active travel locations on a world map, transaction syncing status, and budget-related tasks. The left-hand sidebar offers navigation to balance, budgets, transactions, cards, subscriptions, employees, and travel.

Mesh is a smart spend management platform that provides real-time visibility, controls, and card-level policy enforcement.

Use Cases: Tracks team spending, enforces budgets, and uses AI to recommend optimizations across departments.

Best For: Finance teams managing distributed spending who want to prevent overages and eliminate manual expense reconciliation.

Customers: Strava, MRI Software, monday.com

Funding: $123M total, including $60M raise in 2022 led by Alpha Wave with participation from Tiger Global, TLV Partners, and more

Digits

Digits financial dashboard displaying real-time metrics across six panels: Total Cash ($8.6M) with a multi-source area chart, Net Burn ($900K), Runway (18 months) with a color gauge, Gross Income ($170K), Top Expenses (Payroll, Advertising, Travel, etc.), and Cash Flow ($57.2M) with a combined bar and line chart. Visual trends show month-over-month changes, with key performance indicators for startups or finance teams.

Digits is a live finance dashboard that turns accounting data into real-time insights, trend analysis, and financial narratives.

Use Cases: Delivers automated variance analysis, alerts, and board-ready visuals directly from your GL.Best For: Finance teams and founders who want always-on financial visibility without building manual reports.

Customers: Hiline, The Third Place, Finch, Mural Pay

Funding: $97.5M total, including a $65M Series C led by SoftBank Vision Fund 2 with participation from Harry Stebbings’ 20VC Growth, Benchmark, and GV

Spend management is shifting from reactive cleanup to proactive control. Tools like Mesh and Digits use AI to provide real-time insights and enforce policy at the point of spend rather than weeks later. For more on how finance teams are using agents to stay ahead of cost overruns and streamline reporting, don’t miss our post that breaks down How CFOs Use AI Agents to Streamline Finance Workflows.

Compliance, Audit & Tax Automation

Klarity

Klarity AI contract review dashboard displaying a legal document with highlighted clauses for “Automatic Renewal,” “Renewal Pricing Guarantee,” and “Non-Standard Renewal Option.” The interface includes a checklist on the left for identifying contract performance obligations, with fields for Service SLA, warranty terms, and purchase options. The highlighted legal terms appear on page 3 of 3, with contextual annotations and extracted contract metadata. Top navigation includes tabs for Dashboard, Analytics, and Admin.

Klarity uses AI to review financial documents like contracts and policies to ensure compliance with accounting standards and audit requirements.

Use Cases: Automates contract review, surfaces revenue recognition and policy risks, and prepares supporting documentation for audits.

Best For: Finance and accounting teams preparing for audits, scaling compliance programs, or standardizing rev rec documentation.

Customers: Stripe, Brex, Zoom, coupa, instacart

Funding: $90M total, including a $70M Series B led by Nat Friedman and Daniel Gross, with participation from Scale Venture Partners, Tola Capital, and more

Anrok

Anrok sales tax dashboard showing real-time tax exposure across jurisdictions. The interface features a business summary with gross sales ($1.44M) and total tax exposure ($13.5K), a U.S. map color-coded by tax status, and a jurisdiction breakdown for Texas, Chicago, and the United Kingdom. Additional panels display recent transactions by customer, VAT ID, and tax due, along with return statuses marked as “Ready for review” or “Approved.” Sidebar navigation includes Dashboard, Jurisdictions, Transactions, Returns, and Reconciliation.

Anrok automates sales tax compliance for SaaS companies with dynamic nexus, filing, and rate calculation across jurisdictions.

Use Cases: Determines tax obligations in real time, files automatically, and helps teams stay compliant as they grow.

Best For: SaaS companies selling across states or globally who need to reduce risk and avoid manual sales tax tracking.

Customers: Vanta, Notion, Anthropic, Pave, Descript

Funding: $54.5M total, including $30M Series B led by Khosla Ventures with participation from Sequoia Capital, Index Ventures, and others

Numeral

Numeral tax compliance dashboard displaying tasks, thresholds, activity, and integrations. Tasks include registering for tax in four jurisdictions, adding tax categories, and reviewing seven April 2025 filings. The threshold tracker shows 23 jurisdictions below, 2 approaching, and 4 exceeded. Active connections with Shopify and Stripe are syncing. Recent activity logs show updates on exemption certificates and New York registration. A highlighted section introduces exemption certificate management for improved tax workflow.

Numeral automates indirect tax workflows, including VAT/GST filings, reconciliations, and global compliance reporting.

Use Cases: Syncs data across ERPs, prepares multi-jurisdictional filings, and ensures accurate audit trails for indirect taxes.

Best For: Finance teams operating across countries or sales platforms who want to reduce the burden of manual tax filing and compliance.

Customers: Kitsch, Nomad, 4FRNT

Funding: $22M total, including $18M Series A led by Benchmark Capital with participation from existing investors Uncork Capital, Y Combinator, and FundersClub

Audit readiness and tax compliance used to be seasonal sprints. Now, with AI agents surfacing exceptions and building support in real time, they’re becoming always-on processes. Klarity, Anrok, and Numeral are leading this shift from documentation to execution. Explore our full perspective on AI Agents for Audit and AI Agents for Tax and Compliance.

From Manual to Intelligent Accounting

AI is transforming accounting from a reactive, manual function to a proactive, strategic engine. By aligning AI-native tools across AR, AP, close, compliance, and spend, accounting teams can achieve not just faster closes but also more accurate, real-time insights. The best part? You don’t have to overhaul your stack to get started.

If you’re trying to figure out where to begin, we’ve compiled a list of 30 AI prompts finance teams are using in 2025, from journal entry reviews to variance analysis and cash flow modeling. These aren’t hypothetical use cases. They’re live workflows being executed by agents every day.

Concourse brings all these tools together. It ensures that the structured, clean data from specialized accounting tools flows seamlessly into planning, reporting, and decision-making. Bridging the gap between operations and strategy.

Why Concourse

Concourse builds AI agents for corporate finance teams. Our agents sit on top of your existing systems and automate high-friction workflows like reporting, forecasting, and reconciliation. No reimplementation. No retraining. Just faster execution and better decisions.

Book a demo or reach out to us at hello@concourse.co to see what AI Agents can do for your accounting team

FAQ: Choosing the Best AI Tools for Accounting Teams

What are the top AI tools for automating the financial close process?

Tools like Numeric, Truewind, and Concourse are leading the way in automating financial close. Concourse specifically deploys AI agents that integrate with your ERP and close tools to automate reconciliations, validate entries, and surface blockers before they delay your close.

How do AI agents differ from traditional accounting automation software?

AI agents go beyond automation by executing tasks with context. Concourse agents understand accounting logic, connect directly to systems like NetSuite or SAP, and produce audit-ready outputs. 

Which AI tools work best with ERP systems like NetSuite or SAP?

Concourse is built to integrate directly with ERPs and layered tools. Its agents sync in real time with your accounting stack to automate tasks like reporting, reconciliation, and forecasting without requiring new system implementations.

Can AI help reduce manual effort in account reconciliations?

Yes. AI tools like Truewind and Concourse automate large portions of the reconciliation process. Concourse agents match transactions, flag anomalies, and generate supporting documentation automatically, saving hours of manual work.

What’s the best way to evaluate AI tools for an accounting team?

Look for tools that connect directly to your systems, produce auditable results, and reduce your team’s workload. Concourse offers agent-led workflows that sit on top of your existing stack with no retraining required.

How can AI improve audit readiness and compliance tracking?

Concourse AI agents continuously track documentation, flag policy deviations, and generate audit trails. This enables always-on audit readiness instead of relying on rushed quarter-end efforts.

Are AI tools useful for accounts receivable and payable operations?

Absolutely. AI tools like Fazeshift and Stampli streamline AR/AP by automating invoice tracking, payment matching, and exception handling. Concourse agents also connect these workflows back into reporting and planning automatically.

How secure are AI tools used in finance and accounting?

Enterprise-grade tools like Concourse prioritize security and compliance. Concourse follows strict data governance protocols, including role-based access and audit logging, to ensure sensitive financial data remains protected.

What kind of results can accounting teams expect from using AI agents?

Teams using Concourse see faster close timelines, fewer reconciliation errors, and significantly reduced manual work. Agents work continuously in the background, allowing your team to focus on reviews and strategic decisions.

Can AI tools help reduce errors in financial reporting?

Yes. Concourse agents analyze your structured data in real time, catching anomalies and helping ensure accuracy before reports are finalized. This reduces downstream rework and improves confidence in your numbers.

Related posts you might like

background-1AI Agents for Accounting: The Path Toward Zero-Day Close

June 18, 2025

AI Agents for Accounting: The Path Toward Zero-Day Close

Streamline accounting with AI agents built for finance teams, eliminating manual...

AI Agents
background-1How CFOs Use AI Agents to Streamline Finance Workflows

July 21, 2025

How CFOs Use AI Agents to Streamline Finance Workflows

Learn how AI agents are changing the way CFOs operate by automating close, forec...

AI Agents