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Basis

Premium

AI Assistants & Intelligent Automation Workflow Automation & Orchestration CAS Bookkeeping & Close

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.

Digits

Premium

AI Assistants & Intelligent Automation CAS Bookkeeping & Close Advisory Analytics & BI

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.

Campfire

AR Collections & Revenue Acceleration CAS Bookkeeping & Close Time Billing & Revenue Management

An AI-first ERP built to unify core accounting and revenue automation so finance teams can close faster with cleaner, audit-ready data.

Crunchafi Data Extraction

Workflow Automation & Orchestration CAS Bookkeeping & Close Advisory Analytics & BI

Lease accounting and financial data extraction for accounting and financial professionals.

Crunchafi Lease Accounting

Audit Assurance & Risk CAS Bookkeeping & Close Advisory Analytics & BI

Lease accounting and financial data extraction for accounting and financial professionals.

Client Hub

Practice Management & Firm Operations CAS Bookkeeping & Close Growth CRM & Client Portals

Practice management + client portal software for cloud accounting and bookkeeping firms, with AI-powered tools to speed month-end close work.

Amalgam

Workflow Automation & Orchestration CAS Bookkeeping & Close Advisory Analytics & BI

Spreadsheet-to-accounting-system connectivity to automate reporting and operational workflows without abandoning Excel/Sheets.

Beech Valley

AI Assistants & Intelligent Automation Workflow Automation & Orchestration CAS Bookkeeping & Close

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.

Acounta

CAS Bookkeeping & Close Document Management eSign Workflow Automation & Orchestration

A client collaboration and financial data management platform designed to help accounting firms streamline document collection and recurring reporting workflows.