Compare 10+ Accounting AI Agents in 2025

Tools like Dext, AutoEntry, and Hubdoc have automated data extraction and transaction posting. But these systems are fundamentally still rule-based, often requiring accountants to jump between spreadsheets.

Thus, after reviewing the documentation and spending hours watching demos, I picked the best:

1. Commercial accounting AI agents that autofill forms for daily bookkeeping and the month-end close. 
2. Open-source ERP / accounting frameworks that can be integrated with low-code/no-code automation platforms.

What are accounting AI agents?

AI agents are LLM-enhanced software components, and task automation frameworks that can assist with accounting tasks with minimal human intervention.

In accounting these systems can orchestrate complex workflows such as month-end close, reconciliations.

• Master orchestrator agent: Coordinates all agents.
• Data & invoice processing agent: Retrieves and auto-generates invoices for both payables and receivables.
• Verification & matching agent: Cross-checks vendor invoices with POs and matches incoming payments to customer invoices.
• Payment & cash flow agent: Schedules vendor payments.

Real-world accounting agent demos

Here, I showcased how you can optimize/automate different accounting tasks with accounting agents:

Agent automate invoice workflows:

In this demo, the accounting agent streamlines the data processing system. 

1. A Google Drive folder is typically the entry point, where incoming invoices are stored. Alternatively, invoices can be received via a dedicated email inbox, either sent directly by contractors or forwarded from a general business address.
   
2. Once received—usually in PDF format—an AI agent extracts all relevant data, similar to how a human in an accounts department would.
   
3. The extracted data—including vendor names, VAT numbers, and line items—is converted into XML, a format compatible with most accounting software.
   
4. From there, the data is either added to a spreadsheet or automatically transferred into an ERP system, QuickBooks, Xero, or another destination system.

Here is a GUI-based example of cash disbursements and invoices:

General ledger transformation:

In this example, an accounting AI agent allows users to upload a raw ledger file, view AI-suggested account mappings, and make adjustments using intuitive dropdown menus. 

Once finalized, clicking ‘Transform’ instantly generates a preview of the cleaned data, which can be downloaded as a CSV file for integration into accounting systems.

Categorizing chart of accounts:

In this example, you can see how Google’s LLMs are used as a co-pilot voice assistant to categorize chart accounting in QuickBooks.

Commercial accounting AI agent examples

Commercial accounting agents are pre-built low-code / no-code tools that are best for enterprise workflow automation tasks and rapid deployment.

Open source accounting frameworks

These web-based ERP frameworks can be used for bookkeeping and integrated with low-code/no-code automation platforms (e.g, Beam AI) to enable autonomous bookkeeping.

Stacks

Stacks is for accounting teams that need to automate their financial close and streamline reconciliations. It integrates Google Sheets, Databases, and ERP systems, which helps them have real-time access to data trends, variances, and contextual explanations.

Key features:

• AI-powered close management
• Automated account reconciliations
• Journal entry automation
• Real-time financial analysis (e.g., consolidated revenues/expenses)

Pricing:

Custom – quote-based.

Docyt

Docyt AI is best for small to mid-sized businesses, accounting firms, and multi-entity organizations looking for end-to-end bookkeeping automation. 

Docyt connects directly to bank feeds, QuickBooks Online, and over 30 POS systems. Its agents like GARY (Generative Accounting Retrieval System) and Docyt Copilot automate tasks like document extraction to financial variance analysis. Docyt Copilot is especially helpful for flagging P&L anomalies and preparing KPI dashboards.

Key features:

• End-to-end bookkeeping automation
  
• GARY handles workflows, tasks, and approval coordination
  
• Docyt Copilot for variance analysis and financial anomaly detection
  
• Forecasting with predictive AI models
  
• Multi-entity and departmental reporting
  

Pricing

• 30-day free trial available
• Enterprise – Custom pricing based on feature scope

FloQast

Best for small to medium-sized teams, FloQast offers strong value in automating reconciliations and financial close processes. Its month-end close (MEC) functionality, audit trail, and reconciliation automation work seamlessly. 

The platform also provides a feature called flux analysis (used for analyzing changes in operating expenses, revenue, and departments), which is useful for teams with complex reconciliation needs.

Pricing:

• Enterprise – Starts around $40,000/year
• Includes implementation (~$5,000) and modular add-ons

Accy.ai

Currently, there is a waitlist, the platform is in private beta.

Accy.ai can ingest invoices via email or manual upload, analyze them using AI, and apply relevant tax codes based on jurisdiction. For example, it recognizes that a UK company’s purchase from a US vendor is “Out of Scope of VAT” and categorizes it.

Each AI agent can be refined to handle specific compliance needs like UK GAAP, US GAAP, or IFRS.

Pricing:

Custom – Pricing based on the number of agents, ERP integrations, and volume.

Numeric

Numeric is best for a structured financial close process before scaling to more automation-heavy tools like FloQast or Stacks. It provides a free month-end checklist, flux analysis, and month-end close checklist.

The trade-off is that it is less robust than enterprise tools and provides limited workflow automation in the free plan.

Pricing:

• Free – Includes checklist module
• Paid – Usage-based (depends on ERP integration and user count)

Vic.ai

Vic.ai is best for mid-sized to enterprise-level organizations that need to automate high-volume accounts payable (AP) workflows. 

It automatically pulls in and categorizes hundreds of invoices without requiring manual PDF uploads. The system can learn about your GL coding preferences, reducing corrections and freeing up more time for forward-looking financial planning. Provides an open API.

Key features:

• VicInbox™ for AI-powered invoice ingestion and categorization
• VicPay™ for payment approvals, rebate tracking, and scheduling
• VicCard™ for controlled company spending
• VicAnalytics™ for AP performance and productivity dashboards
• PO matching with automated discrepancy alerts
• Open API for integration with ERP, procurement, and finance systems
• Autopilot processing for no-touch invoice handling
• SOC 2 certified

Pricing:

Custom – Based on invoice volume, features, and organization size

Mesha

Mesha is best for Behavior-based follow-up improves AR collections.

Mesha’s AI agents, like Marcus (AR) and Max (month-end), respond to natural language commands, automate follow-ups based on client behavior, and generate real-time financial reports.

It integrates natively with tools like QuickBooks, Xero, Stripe, PayPal, Oracle, and SAP and offers predictive analytics for cash flow forecasting.

Pricing:

• Free – $0/month
• Professional – $99/month
• Growth – $399/month

Relavance AI

Relevance AI is a workflow automation tool for building accounting AI agents. Best for prototyping. It is particularly useful for basic tasks like data entry, categorizing invoices, or generating financial reports.

Pricing:

• Free – Fully usable sandbox environment
• Paid – Usage-based (API calls, agents, storage)

Akira AI

Akira AI is an agentic platform for agent orchestration, automation, and analytics. It provides a set of specialized AI agents, like data & invoice processing agents, designed to auto-generate invoices and automate accounting workflows.

Pricing:

Custom – Quote based on the number of agents

Circit

Circit’s AI general ledger transformation agent. It is built with agent-building frameworks (LangChain, Streamlit, GitHub Copilot).

It streamlines the data mapping and normalization process, transforming raw CSV or Excel ledger files into structured, standardized formats with an AI-assisted, human-in-the-loop workflow:

1. Upload – User selects a raw general ledger file (CSV/Excel).
   
2. AI analysis – The agent scans and suggests column-to-schema mappings.
   
3. Human review – Users confirm or adjust AI-suggested mappings via dropdown menus.
   
4. Transformation – A cleaned, standardized ledger file is generated for download.

Pricing:

Free – Access to the basic GL transformation tool

OSOME

Best for e-commerce companies. Osome supports multi-currency transactions, revenue recognition automation, and general ledger management.

Pricing

• Start – ~$49/month (basic compliance and bookkeeping)
• Boom – ~$129/month (for businesses)
• Scale – Custom pricing for high-volume or multi-country companies)

Key capabilities of AI accounting agents

• Document parsing: Extracts structured data from invoices, receipts, bank statements, and tax forms.
• Autonomous data classification: Automatically categorize transactions based on learned patterns and vendor context (e.g., classify an AWS charge as IT expenses).
  
• Reconciliation automation: Match invoices to payments, identify discrepancies.
  
• Accrual and journal scheduling: Handle deferred expenses or revenue schedules by automatically generating monthly journal entries.
  
• Contextual research: Search online or internal sources to understand unknown vendors or services for proper GL assignment and tax treatment.
  
• Anomaly detection: Identify unusual transactions, duplicates, or fraud risks through pattern recognition and outlier detection.
  
• Client communication automation: Draft personalized emails to clients and stakeholders.
  
• Integration with ERP systems: Use APIs to receive and transfer data from platforms like QuickBooks, Xero, NetSuite, or custom ERPs.

Use cases of accounting AI agents

• Bookkeeping: Documenting all financial transactions.
• Financial close: Automates account reconciliation, flags discrepancies, and suggests adjustments.
• Expense categorization: Classifies receipts and invoices using pattern recognition and past behavior.
• Financial forecasting: Uses historical and external data to generate accurate projections.
• Financial reporting: Generates statements like balance sheets and income statements.
• Tax preparation: Applies updated tax rules, identifies deductions, and calculates liabilities.
• Audit preparation: Compiles documents, cross-references data, and drafts preliminary reports.

The role of agentic AI in accounting

Source: ⁵

Agentic AI could automate the grunt work in the accounting and tax profession.

However, accounting regulations and annual financial plans often involve multiple interpretations and analytical decision-making. Agentic AI lacks the moral judgment and reasoning framework to make decisions on accounting policies. In such cases, it cannot make decisions and evaluate complex contextual nuances and ethical considerations. 

Futher reading

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• What are the Top 10 LLM Security Risks

External Links

• 1. AI Agents in Finance: Redefining Payable and Receivable Accounts.
• 2. AI Takes Over Accounting? 🤖 Real Demo Automates Chart of Accounts Like Magic! - YouTube.
• 3. I built my first AI Agent – using AI | ICAEW.
• 4. Google AI + Bookkeeping in QuickBooks - YouTube.
• 5. Impact of Automation on Accounting Practices.