Accountants are busier than ever, but the tools are catching up.
Whether you’re running a lean solo firm or managing a growing team, AI-powered apps are giving accountants an edge, helping them save hours, simplify workflows and lean into innovation.
We’ve rounded up the best tools we’ve used, tested, and seen other firms rave about. These are practical, team-tested, and designed for modern accounting work. Our practical picks for modern, AI-driven or AI-curious firms looking to save time, boost margins and automate the admin.
Admin & Personal Ops
Vera
That’s us. Vera is your AI-powered admin assistant for client workflows. We handle document collection, info requests, and ongoing updates, no more portals or messy email chains. hirevera.com
Fyxer
Your inbox and calendar, handled. Fyxer drafts emails, books meetings, and acts like a full-time assistant, ideal for solo accountants or lean firms who want executive support without the headcount. fyxer.io
Amie
A beautiful calendar app that makes it easy to juggle client calls, deep work, and everything else. Especially handy if you manage multiple calendars. amie.so
GTM, Sales & CRM
Circleback AI
Turns Zoom calls into highlights, summaries, and follow-ups automatically. Great for busy firms juggling high client volume or sales meetings. It’s like having a virtual assistant take notes for you. circleback.ai
Granola AI
Meeting notes delivered seconds after your call ends. Simple, fast, and ideal if you want a lightweight tool without the bloat of full transcription platforms. We use both Circleback and Granola for different jobs. granola.so
Attio
Think Notion meets CRM. Attio is flexible, collaborative, and AI-powered, perfect for early-stage firms that want a smart, simple client management tool without the clunky setup. attio.com
Beehiiv AI
An AI-powered newsletter builder that helps you write, format, and grow your audience. If you want to stay front-of-mind with clients, Beehiiv makes it easy to share your insights and build trust. beehiiv.com
HeyReach
Automated LinkedIn outreach while you sleep. Add your target list, partners, clients, leads and HeyReach handles connections and follow-ups. We grew our network 200x in a month using this. heyreach.com
Clay
The most powerful lead prospecting tool we’ve seen. Pull data from across the web, enrich contacts, and trigger personalized outreach at scale. You’ll need a technical setup, but it’s worth it. Ask us if you need help, we have recommended experts we can share. clay.com
Ops & Finance
Fuel Finance
Outsourced CFO-in-a-box. Dashboards, forecasting, cash flow - all done. Perfect for recommending to your startup clients who don’t have in-house finance yet. fuelfinance.me
Kick
Automates expense categorization and bookkeeping. Great for small businesses that want set-it-and-forget-it accounting—makes your job easier too. kick.app
AI-powered invoice processing and approvals. Handles high volumes with speed. Been around a while, still one of the best. vic.ai
Docyt
Combines document management with real-time bookkeeping. A solid option while we wait for more platforms to consolidate these features under one roof. docyt.com
Dext
Longtime favorite for data extraction from receipts, bills, and statements. Excellent OCR. Common in Europe, worth a look if you haven’t tried it yet. dext.com
Ledger Tools
QuickBooks Online
The go-to for most firms. Huge app ecosystem, widely supported, and deeply integrated into Vera. Still the top choice for many. quickbooks.intuit.com/online
Xero
Strong outside the US, with excellent integrations. If you’re not on QuickBooks, you’re probably here—and yes, we integrate with Xero too. xero.com
Campfire
Early-stage but promising. Not widely adopted yet, but worth watching. campfireaccounting.com
Digits
Still maturing, but has a fresh take on the ledger. Great partnerships team and an interesting product direction. digits.com
NetSuite
Enterprise-grade ledger for bigger or more complex businesses. Requires setup and support. We’re working on an integration. netsuite.com
Puzzle
Designed for startups using Stripe, Ramp, and Gusto. We’re excited about this one—and partnering soon. Great for early-stage firms. puzzle.io
Practice Management
Karbon
The standard for scaling firms. Email, tasks, workflow—all in one. Powerful and worth the onboarding effort. karbonhq.com
Client Hub
Built for small firms and bookkeepers. Shared task lists for both your team and your clients—simple and collaborative. clienthub.app
Financial Cents
Projects, time tracking, docs, and tasks—all in one dashboard. A solid all-rounder for small firms. You may outgrow it, but it’s a great place to start. financial-cents.com
Keeper
Built for bookkeeping and month-end. Syncs deeply with QBO. We love the product team behind this one—smart, accountant-first thinking. keeper.app
Tax Tools & Workflow
Drake Tax
Old-school but solid. Not cloud-based, but great value and widely trusted. drakesoftware.com
UltraTax
Covers complex returns with ease. Legacy platform, but still reliable for heavy tax workflows. tax.thomsonreuters.com
ProConnect
Intuit’s cloud-based tax tool. Simple, collaborative, and easy to scale. proconnect.intuit.com
StanfordTax
Smart 1040 doc collection and checklist tool. Shaves prep time significantly. stanfordtax.com
Soraban
AI-powered tax workflow that helps you streamline tax season and plan ahead. Smart pick for future-focused firms. soraban.com
Client Engagement
Ignition
Proposals, engagement letters, and billing—all in one place. Gold standard for client onboarding and renewals. ignitionapp.com
Anchor
Recurring billing made simple. Flat pricing and smooth setup. useanchor.com
Liscio
A modern, mobile-first client portal. Built for tax season and beyond. Easy for clients, and keeps your docs and chats organized. liscio.me
Final Thoughts
The right tools can 10x your impact. The ones that win are simple to use, client-friendly, and actually save time. We built Vera with the same goal—helping accountants focus on what matters most.
Got a favorite we missed? Share it with us on LinkedIn or drop us an email.
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