How we verify listings
Each listing is a factual summary of what a vendor says about itself in official documents, checked on a stated date and linked to the pages we read. We don’t test products, publish ratings or estimate savings.
Sources we accept
The vendor’s own website, trust or security center, privacy policy, AI or data-use terms, documentation and newsroom; press releases issued by the company; the lead investor’s own funding announcement; SEC filings and investor-relations pages for public companies; and the official app marketplaces run by ledger providers for integration claims.
We don’t cite review sites, funding databases, news coverage or other directories as evidence. They can point us to an official page, but the listing links to that official page.
Unconfirmed is a finding
When an official source doesn’t state a fact, the listing says unconfirmed. That often means the vendor hasn’t published it, not that the answer is bad. A vendor that wants a field updated can point us to the page that states it.
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Field definitions
SOC 2
- Type II
- The vendor states on its own site or trust center that it holds a SOC 2 Type II report.
- Type I
- The vendor states it holds a SOC 2 Type I report, and does not state Type II.
- None stated
- The vendor states it does not hold a SOC 2 report.
- Unconfirmed
- We could not find an official statement either way.
Trains on customer data
- No
- The vendor's published policy says customer data is not used to train AI models.
- Opt-out available
- The policy allows training on customer data by default, and customers can opt out.
- Yes
- The policy says customer data, in some form, is used to train or improve models. The note on the listing gives the detail.
- Unconfirmed
- We could not find a published statement that answers the question.
Human review
- Human review
- AI output is reviewed by a person before it takes effect, either your team or the vendor's staff.
- Configurable
- Customers set rules or thresholds that decide what runs automatically and what goes to review.
- Autonomous
- The vendor describes the product as processing work without human review by default.
- Unconfirmed
- The vendor's materials do not make this clear.
Free plan
- Yes
- A free plan is listed on the vendor's site. A free trial does not count.
- No
- The vendor's pricing shows no free plan.
- Unconfirmed
- Pricing is not public or does not say.
Customers
Who the vendor says the product is for: Small business, CPA firms, Mid-market, Enterprise. We record only segments the vendor names or clearly targets on its own pages.
Ledger integrations
We track five systems: QuickBooks Online, Xero, NetSuite, Sage Intacct, Microsoft Dynamics. An integration counts when the vendor documents it or lists it in the ledger provider’s official marketplace. Other notable integrations are noted on each listing.
Pricing
The starting price is the lowest published price for a plan that includes the product, as shown on the vendor’s pricing page on the verified date, with its billing basis. A free trial is not a free plan.
Funding
Rounds, amounts and investors appear only when the company or its lead investor announced them. Totals appear only when the company states a total.
No ratings, no rankings
Lists are alphabetical by default and can be ordered by verification date. There are no star ratings because we have not published a testing methodology that would support them; if we ever add one, it will be documented here first. We don’t publish ROI or time-savings figures, including ones vendors quote.
Sponsorship
Sponsored placements, if any, carry a visible “Sponsored” label wherever they appear. The facts on a listing come from the vendor’s own pages either way. Outbound links to vendors are marked nofollow.
Updates and corrections
Each listing shows the date it was last verified. We recheck listings on a rolling basis and whenever a reader or vendor sends evidence of a change. To report an error, email contact@aiaccountingvendors.com with the official page that shows the correct information. See About for who publishes this site.
Not advice
Listings describe what vendors say. They are not legal, tax, accounting, security or purchasing advice, and a listing is not an endorsement. Confirm anything that matters to your decision with the vendor in writing.