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Basis
Premium
Basis is an AI solution that helps accounting firms automate accounting and tax workflows, such as close-related tasks and workpaper generation, by using AI agents that connect to accounting data and execute routine steps.
  • Need
  • 2023
  • Very Small (6-20)
  • Medium Firms, Large Firms
Inflo
Premium
HubSync is a cloud-based, AI-powered tax practice management platform designed to streamline CPA firm workflows….
  • London, United Kingdom
  • 2015
  • Mid-Size (51-200)
  • Medium Firms, Large Firms
Digits
Premium
Digits is the first AI-native general ledger for business owners and accountants. One system for automated books, month-end close, bill pay, invoicing, and real-time financials. An AI-native accounting platform offering automated bookkeeping, real-time financials, bill pay, and invoicing aimed at reducing the manual work required to keep books current and decision-ready.
  • Need
  • 2018
  • Small (21-50)
  • Small Firms
Karbon
Premium
Karbon is built for accounting firms that want better visibility and control over work in progress without relying on scattered email threads, spreadsheets, and disconnected task trackers….
  • San Francisco, CA, United States
  • 2014
  • Upper Mid-Size (201-500)
  • Medium Firms, Large Firms
Brieff
An AI meeting platform for accounting firms delivering advisory services, focused on prep, note-taking, and follow-through.
Complyance
An AI-first GRC platform for enterprises to manage controls, policies, risks, third parties, and audit readiness with automation and AI agents.
Contented
Meeting intelligence that turns recorded conversations into polished, expert-designed outputs and action-ready insights.
  • Franklin, TN
  • 2017
  • 100-250
BlueJ
A GenAI tax research platform delivering defensible answers with verifiable sources and built-in drafting support.
Black Ore Tax Autopilot
An AI tax prep platform for CPAs focused on automating 1040 preparation with a review-oriented workflow.
Breeze Tax
AI-driven 1040 preparation automation that delivers review-ready output into your existing tax software.
Managed Automation Services
Automata Practice Development provides managed automation services for accounting firms, using APIs and RPA to automate repeatable, step-by-step processes especially across tax and accounting operations. APD also offers packaged automation tools and accelerators for common firm workflows.
AlliantDigital
As the nation’s premier management consulting firm, businesses expect more from us, whether it’s expertise in tax credits and incentives, change management and digital consulting, or managed service and talent solutions
Beech Valley
Beech Valley is a vetted, on-demand network of U.S.-based accounting, finance, and legal consultants, supporting service lines such as CFO advisory, cloud accounting/CAS, and assurance/tax/IT risk.
Bizora
Bizora is an AI tax assistant built to automate tax research, document analysis, and transaction planning.
Abacor
An AI meeting assistant built specifically for accounting firms to automate documentation and follow-up workflows.