Independent directory · updated

AI accounting tools, tied out to the source.

A neutral directory of 72 AI tools for bookkeeping, payables, close, tax, audit and lease accounting. Each fact links to the vendor’s own documents and shows the date we checked it. Placement isn’t for sale.

Summaryn = 72 tools
RowWhat the vendor’s documents stateToolsShare of 72
SOC 2 Type II report stated4461.1%
Says it doesn’t train on customer data3041.7%
Human review by default4461.1%
Publishes pricing2838.9%
Training policy unconfirmed3447.2%
What vendors’ own documents state, across the 72 tools listed. Unconfirmed means their pages don’t say.

Run a screen

Filter on the questions a firm’s security review asks first. This one: a stated SOC 2 Type II report, and a documented QuickBooks Online integration.

=COUNTIFS(Vendors[SOC 2],"Type II", Vendors[Works with],"QuickBooks Online")13 of 72 match
Tools with a SOC 2 Type II report and a QuickBooks Online integration, first 10 of 13, alphabetical
ToolCategorySOC 2Trains on customer dataReviewLedgersStarting price
AvidXchangeAP & invoicesType IIUnconfirmedHuman reviewQuickBooks Online, NetSuite, Sage Intacct, Microsoft DynamicsNot published
BILLAP & invoicesType IIUnconfirmedHuman reviewQuickBooks Online, Xero, NetSuite, Sage Intacct, Microsoft Dynamics$49 per user/month
BotkeeperBookkeepingType IIYesConfigurableQuickBooks Online, Xero$53 per license/month
CanopyPractice managementType IINoConfigurableQuickBooks Online, Xero$74 per user/month, billed annually
DocytBookkeepingType IINoConfigurableQuickBooks Online, Sage Intacct, NetSuite, Xero$299 per property/month
DoubleClose & reconciliationType IINoHuman reviewQuickBooks Online, Xero$10 per client/month
FiledTax preparationType IINoHuman reviewQuickBooks Online, NetSuiteNot published
HubdocBookkeepingType IIUnconfirmedConfigurableXero, QuickBooks Online$12/month
KarbonPractice managementType IINoConfigurableQuickBooks Online, Xero$59 per user/month, billed annually
TaxDomePractice managementType IINoHuman reviewQuickBooks Online$800 per seat/year (1-year term)

Ledgers: Q QuickBooks Online · X Xero · N NetSuite · S Sage Intacct · D Microsoft Dynamics. Filled means the vendor documents the integration.

Showing 10 of 13. Open this screen in the directory

A listing, with the working shown

Each value carries a source reference. Notes explain the calls a reader might question.

DataSnipper

Audit

Last verified
DataSnipper listing fields and sources
FieldValueRef
Built forCPA firms, Enterprise1
SOC 2Type II2
Trains on customer dataNo2
Human reviewHuman review3
Starting priceNot published4
Free planNo4
Founded2017 · Amsterdam, Netherlands5

Read the full DataSnipper listing

Latest rounds

From company announcements only. 93 rounds tracked so far.

AnnouncedCompanyRound$M
RilletSeries C100.0
RampNot stated750.0
BasisSeries B100.0
FieldguideSeries C75.0
DatarailsSeries C70.0
DoubleSeries A6.5
NumericSeries B51.0
Total, rounds shown1,152.5

Open the funding tracker

Other sheets

Guides and tools built on the same data.

Notes to the directory

Note 1No pay-to-rank
Lists are alphabetical or sorted by the column you pick. Placement can’t be bought.
Note 2Sponsorship is labeled
If a listing is ever sponsored, the label sits beside the name wherever it appears.
Note 3No unsourced scores
No star ratings, ROI figures or time-saved claims.
Note 4Unconfirmed means unconfirmed
When a vendor’s own pages don’t say, the cell says so. We don’t guess. Read the methodology.