AI finance & accounting tools

Recipes (8)

Build it yourself. Each recipe explains the inputs, setup, and checks for your platform.

• Cash Flow Planner

  Build a 13-week cash flow forecast from your bank balance, invoices and bills

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• Close Checklist Keeper

  Reset a month-end close checklist

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• Expense Category Reviewer

  Review expense categories and flag exceptions

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• Invoice Row Extractor

  Turn invoices, bills and PDF bank statements into spreadsheet rows

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• Receipt Hunter

  Prepare a clear list of missing receipts

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• Payment Match Reviewer

  Review payment-to-invoice matches

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• Subscription Auditor

  Find every subscription and recurring bill you’re paying

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• Variance Commentary Drafter

  Draft variance commentary from checked figures

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Ready-made (7)

Existing tools that already do this work. You sign up with the provider instead of building it yourself.

• Ready-made

  Copilot Money

  Copilot Money is a US budgeting app that sorts your transactions into categories automatically and lists your subscriptions and recurring bills, including charges still to come this month. It only reads your accounts; you cancel anything yourself.

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• Ready-made

  Dext

  Dext reads receipts, bills and bank statements you send by app, email or WhatsApp, codes them with supplier rules and optional AI suggestions, and publishes them to Xero or QuickBooks Online after review.

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• Ready-made

  Expensify

  Expensify reads receipt photos, categorizes expenses with its Concierge AI, builds and submits reports on a schedule, and pays employees back once reports are approved.

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• Ready-made

  Float

  Float turns your Xero or QuickBooks Online data into a rolling cash flow forecast with a 13-week view and what-if scenarios. It is a forecasting tool rather than an agent, and it only reads your books.

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• Ready-made

  Paidnice

  Paidnice chases unpaid Xero and QuickBooks Online invoices with email and SMS reminders, statements and late fees, following policies you approve and handing stuck accounts to a person.

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• Ready-made

  Rillet

  An AI-native accounting platform that combines the general ledger, revenue workflows and close work with built-in accounting agents.

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• Ready-made

  Tabs

  A contract-to-cash platform that turns B2B agreements into billing workflows and uses agents to help manage collections.

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Reusable instructions you can add to a compatible AI tool.

• Account reconciliation

  Compare accounting records with a clear audit trail, separate uncertain matches, and explain remaining differences.

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• Budget versus actual review

  Compare budget and actual figures on the same basis and explain only supported differences.

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• Cash flow forecast

  Build a dated cash movement view with explicit timing scenarios and checked balances.

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• Invoice and expense check

  Check supplied invoices for missing fields, arithmetic differences and possible duplicates.

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• Month-end close checklist

  Organize a team’s existing close tasks into a dependency-based checklist with evidence and review status.

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