AI Close tools

FloQast is close management software built by accountants for accounting teams. It uses AI agents to automate reconciliations, close checklists and journal entries, with human approval and an audit trail at every step.

BlackLine is an enterprise financial operations platform covering record-to-report and invoice-to-cash. It automates account reconciliations, transaction matching, journal entries and close task management, now with agentic AI features.

Numeric is a finance data platform that started in close management. It combines close checklists, AI-generated flux analysis and reporting, and has expanded into order-to-cash and ERP replacement.

Cadency is Trintech's record-to-report platform for large enterprises. It handles financial close, account reconciliation and close task management in the cloud.

Workiva is a cloud platform for connected financial reporting, SEC filings, audit, risk and sustainability reporting. Its AI features help draft and review reports from linked source data.

Planful is a financial performance management platform for budgeting, planning, consolidation and reporting. It adds explainable AI features to help finance teams forecast and analyze variances.

OneStream is a unified enterprise performance management (EPM) platform. It brings financial consolidation, close, planning and reporting into one system for large organizations.

Ledge is a close management tool that uses AI agents to automate the month-end close. Agents fetch data, reconcile accounts and draft working papers.

Nominal is an agentic AI accounting platform that plugs into an existing ERP. It automates repetitive close and accounting work, with a focus on multi-entity companies.

Puzzle is AI-native accounting software aimed at startups. It produces real-time financials with native integrations to tools like Stripe, Brex and Gusto, and keeps books tax-ready.

Digits is AI-native accounting software with automated bookkeeping and a real-time general ledger. It also includes AI bill pay and invoicing.

Rillet is an AI-native ERP built to shorten the close, with a stated goal of a "zero-day close". It automates revenue recognition and real-time reporting for growing companies.

Campfire is an AI-native ERP for lean finance teams. It automates reconciliations, revenue workflows and the close so teams can scale without adding headcount.

Pilot provides bookkeeping, tax and CFO services for startups and small businesses. Its accountants work on top of Pilot's own software.

Kick is an agentic ledger that does bookkeeping alongside business owners and accountants. It has a free tier and paid plans for accrual accounting and multi-entity books.