Here is a list of around 80 AI tools which might be of use to Professional Accountants :

The compilation of AI finance tools presented herein is for informational and educational purposes only. This is being shared in individual / personal capacity only and
the faculty do not endorse, guarantee, or validate the functionality, reliability, or accuracy of any of these tools. Users are advised to conduct their independent due
diligence, verify the tools' capabilities, ensure compliance with regulatory requirements, and assess their specific organizational needs before implementation. The
links, descriptions, and ratings are current as of the date of compilation and may change without notice. Neither ICAI nor the faculty assume any responsibility for any
direct, indirect, incidental, consequential, or special damages arising from the use, or inability to use, these tools. Professional judgment and thorough evaluation
remain critical in selecting and utilizing any technological solution.

Ease of Use
Sl.No. Platform Website Link Description Primary Use Case
Rating
• Automated bookkeeping
AI-powered accounting
1 Numra https://numra.io 4-Easy • Financial reporting
automation platform
• Bank reconciliation
• Process automation
Smart accounting workflow
2 Puzzle https://puzzleai.com 3-Moderate • Data integration
automation
• Financial workflows
• Financial planning
AI financial forecasting and
3 Truewind https://truewind.ai 4-Easy • Cash flow prediction
analysis
• Business insights
• Compliance monitoring
AI-driven compliance and
4 Zapliance https://zapliance.com 3-Moderate • Risk assessment
audit platform
• Audit automation
• Account reconciliation
Automated accounting and
5 Numeric https://numeric.ai 4-Easy • Transaction matching
reconciliation
• Financial reporting
• Bookkeeping automation
6 Booke.ai https://booke.ai AI bookkeeping assistant 4-Easy • Expense tracking
• Financial organization
• Document automation
Document processing and
7 Klarity https://klarityai.com 3-Moderate • Data extraction
analysis
• Contract analysis
 • Automated bookkeeping
8 https://bookkeeping.ai Full-service AI bookkeeping 4-Easy • Financial management
Bookkeeping.ai
• Business reporting
• Finance operations
9 Zeni https://zeni.ai AI-powered finance concierge 4-Easy • Bookkeeping
• CFO services
• Document management
AI accounting and document
10 Docyt https://docyt.com 3-Moderate • Accounting automation
processing
• Financial reporting
• Invoice processing
Intelligent document
11 Dokka https://dokka.ai 3-Moderate • Data extraction
processing
• Document management
• Financial consolidation
Cloud accounting with AI
12 AccountsIQ https://accountsiq.com 4-Easy • Business intelligence
capabilities
• Reporting
• Voice transcription
Voice-to-accounting
13 RecordME https://recordme.ai 4-Easy • Transaction recording
automation
• Notes to entries
• Process automation
14 Integra https://integra.ai Finance process automation 3-Moderate • Workflow optimization
• Integration
• Month-end close
15 FlouQast https://flouqast.ai Financial close automation 3-Moderate • Reconciliation
• Financial compliance
• Financial operations
AI-powered financial
16 Gridlex https://gridlex.ai 3-Moderate • Process automation
operations
• Workflow management
• Process automation
Intelligent automation
17 Simplifai https://simplifai.ai 4-Easy • Document handling
platform
• Workflow optimization
• Collections automation
AI-powered receivables
18 CollectAI https://collect.ai 4-Easy • Payment processing
management
• Customer communication
 • Payment processing
Financial transaction
19 Kapittx https://kapittx.ai 3-Moderate • Transaction analysis
processing
• Financial automation
• Accounting automation
Smart accounting and
20 SMAC https://smac.ai 4-Easy • Compliance management
compliance
• Financial reporting
• Cash flow forecasting
21 Clockwork https://clockwork.ai AI-powered financial planning 4-Easy • Financial modeling
• Business planning
• Predictive analytics
22 Akkio https://akkio.com No-code AI financial analysis 4-Easy • Data modeling
• Business intelligence
• Budget planning
Financial planning
23 Precanto https://precanto.ai 3-Moderate • Forecasting
automation
• Scenario analysis
• Portfolio analysis
24 ARKiFi https://arkifi.ai Investment analysis platform 3-Moderate • Risk assessment
• Investment planning
• Workflow automation
Process automation for
25 Qflow.ai https://qflow.ai 4-Easy • Process optimization
finance
• Efficiency tracking
• FP&A automation
Financial planning and
26 Datarails https://datarails.com 3-Moderate • Reporting
analysis
• Data consolidation
• Financial modeling
27 Spindle AI https://spindle.ai Financial modeling platform 3-Moderate • Analysis automation
• Decision support
• Growth modeling
28 Runway https://runway.com Business financial planning 4-Easy • Cash management
• Strategic planning
• Forecasting
29 Farseer https://farseer.ai Predictive financial analytics 3-Moderate • Trend analysis
• Business intelligence
 • Credit scoring
30 Ginimachine https://ginimachine.ai Risk analysis platform 3-Moderate • Risk assessment
• Decision automation
• Data analysis
2-Somewhat
31 Alteryx https://alteryx.com Data analytics platform • Process automation
Difficult
• Analytics workflow
• Advanced analytics
2-Somewhat
32 Watson X https://watsonx.ai IBM's AI analytics platform • Decision support
Difficult
• Business intelligence
• Data visualization
33 Zebra AI https://zebra.ai Financial insights platform 4-Easy • Pattern recognition
• Financial analysis
• Risk analysis
34 MindBridge https://mindbridge.ai Risk discovery platform 3-Moderate • Anomaly detection
• Audit intelligence
• Business planning
35 Upmetrics https://upmetrics.co Business planning platform 4-Easy • Financial projections
• Strategy development
• Tax planning
36 AlTaxAssist https://altaxassist.ai AI tax planning assistant 4-Easy • Compliance checks
• Advisory support
• Tax automation
37 Exactera https://exactera.ai Tax automation platform 3-Moderate • Compliance
• Document processing
• Financial analysis
38 Flyin https://flyin.ai Financial analytics platform 3-Moderate • Reporting
• Performance tracking
• Tax preparation
39 AiTax https://aitax.ai AI-powered tax platform 4-Easy • Planning
• Compliance
• Statement analysis
40 Statement https://statement.ai Financial statement analysis 4-Easy • Reporting
• Financial insights
 • Report writing
41 ChatGPT https://chat.openai.com AI language model 5-Very Easy • Analysis assistance
• Research support
• Document creation
42 Gemini https://gemini.google.com Google's AI assistant 5-Very Easy • Analysis
• Research
• Complex analysis
43 Claude https://claude.ai Advanced AI assistant 4-Easy • Documentation
• Research
• Automation scripts
44 Copilot AI coding assistant 3-Moderate • Code generation
https://github.com/features/copilot
• Technical solutions
• Spreadsheet automation
45 Formulas HQ https://formulashq.com Excel formula assistant 4-Easy • Formula creation
• Data analysis
• Financial modeling
46 Arcwise https://arcwise.app Spreadsheet AI 3-Moderate • Data analysis
• Reporting
• Formula creation
Formula
47 https://formulaassistant.ai Excel AI helper 4-Easy • Function assistance
Assistant
• Spreadsheet optimization
• Spreadsheet automation
48 AI Excel Bot https://aiexcelbot.com Excel automation 4-Easy • Data processing
• Analysis
• Slide creation
49 Plus https://plus.ai Presentation AI 4-Easy • Design assistance
• Content generation
• Presentation creation
50 Gamma https://gamma.app AI presentation tool 4-Easy • Design
• Content generation
• Presentation design
51 Tome https://tome.app Storytelling platform 4-Easy • Story creation
• Visual content
 • Slide design
52 Beautiful.ai https://beautiful.ai AI presentation design 4-Easy • Content creation
• Templates
• Document automation
53 Alphamoon https://alphamoon.ai Document processing 3-Moderate • Data extraction
• Processing
• Document processing
Microsoft 2-Somewhat
54 https://azure.microsoft.com Cloud AI services • AI services
Azure Difficult
• Automation
• Document analysis
55 Ocrolus https://ocrolus.com Financial document AI 3-Moderate • Data extraction
• Verification
• Invoice processing
56 Rossum https://rossum.ai AI document processing 3-Moderate • Data capture
• Document automation
• Financial research
57 Perplexity https://perplexity.ai AI research assistant 4-Easy • Analysis
• Information gathering
• Research analysis
58 Consensus https://consensus.app Research synthesis 4-Easy • Data synthesis
• Information gathering
• Project management
59 Taskade https://taskade.com AI task management 4-Easy • Task automation
• Team collaboration
• Task management
60 Trevor https://trevor.ai AI project assistant 4-Easy • Project planning
• Team coordination
• Investment analysis
61 Sibil https://sibil.ai Fund management AI 3-Moderate • Portfolio management
• Risk assessment
• Portfolio automation
62 Avanzai https://avanzai.com Investment automation 3-Moderate • Investment analysis
• Risk management
 • Market prediction
2-Somewhat
63 AXYON.AI https://axyon.ai Investment prediction • Investment analysis
Difficult
• Risk modeling
• Investment strategy
64 Boosted.ai https://boosted.ai Investment intelligence 3-Moderate • Portfolio optimization
• Market analysis
• Digital assets
65 Finoa https://finoa.io Investment platform 3-Moderate • Portfolio management
• Investment tracking
• Trading strategies
66 Capitalise.ai https://capitalise.ai Trading automation 3-Moderate • Automation
• Market analysis
• Portfolio analysis
2-Somewhat
67 Sigtech https://sigtech.com Investment analytics • Risk management
Difficult
• Investment strategy
• Investment research
68 CharliAI https://charliai.com Investment assistant 4-Easy • Market analysis
• Portfolio insights
• Market insights
69 FinChat https://finchat.ai Financial chat AI 4-Easy • Investment research
• Analysis
• Investment analysis
70 FINALLE https://finalle.ai Financial analysis 3-Moderate • Market research
• Portfolio management
• News analysis
71 Stocknews AI https://stocknews.ai Market news analysis 4-Easy • Market insights
• Trading signals
• Market research
72 Hudson Labs https://hudsonlabs.ai Investment research 3-Moderate • Analysis
• Investment insights
• Contract analysis
73 Evisort https://evisort.com Contract AI platform 3-Moderate • Legal automation
• Risk management
 • Contract lifecycle
74 Sirion https://sirion.ai Contract management 3-Moderate • Risk analysis
• Compliance
• Contract automation
75 Ironclad https://ironcladapp.com Contract automation 3-Moderate • Legal workflow
• Compliance
• Contract management
76 ContractPodAi https://contractpod.ai Legal AI platform 3-Moderate • Legal automation
• Risk analysis
• Legal research
77 Harvey https://harvey.ai Legal research AI 3-Moderate • Compliance
• Risk analysis
• Compliance monitoring
78 Greenlite https://greenlite.ai Compliance AI 3-Moderate • Risk management
• Regulatory tracking
• Market analysis
79 PrometAI https://prometai.com Business intelligence 4-Easy • Business insights
• Strategic planning
• Document processing
80 AngelDocAI https://angeldoc.ai Document automation 4-Easy • Analysis
• Automation