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11 tools

Advisory, Forecasting & Cash-Flow Reporting

Management reporting, forecasting and cash-flow tools firms deliver to clients under their own brand, with AI commentary, forecasts or assistants.

Advisory software is where firms turn client books into something they can charge for, and the AI here writes the commentary, builds the forecast or answers the client's question in plain English. Fathom's Commentary Writer drafts report narrative with every figure traced to its source, Spotlight AI drafts executive summaries and action plans, Reach Reporting's AI flags anomalies and writes the insights, Syft adds AI summaries to the reports bundled free with qualifying Xero plans, and Clockwork's Mira answers questions from a 52-week cash forecast and briefs clients weekly.

Prices run from Syft's free plan and Helm at $50 a month for the first connected business, through Fathom Pro at $59, Jirav from $50 on its wholesale tier, Cash Flow Frog at $78 for three companies and Reach at $149, to Spotlight at $329 for ten organizations and Clockwork's firm plans from $999; Aider starts at a $150 minimum per month and LiveFlow is quoted. All of them connect to Xero or QuickBooks Online, most to both and several to Sage and NetSuite, and the better ones white-label the output under the firm's brand.

Featured spot open. Put your tool at the top of this category for $149/month.

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Aider

Advisory platform for accountants and bookkeepers that automates period close from the client ledger and generates AI management reports.

AI: AI-powered advisory assistants and AI-generated performance and management reports; period-close automation that flags anomalies and reconciles transactions; firm-wide dashboards

Bookkeeping practicesSmall CPA firmsCAS practices
From $150/mo$150/mo minimum (per-client pricing falls as more clients connect; 12-month commitment) · Per client/month with a monthly minimum
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Cash Flow Frog

Rolling 36-month cash flow forecasts and scenarios built from client books, with branded reports for accountants and bookkeepers.

AI: AI projection suggestions after each sync; AI connector (MCP) gives Claude, ChatGPT, Copilot or Gemini live read/write access to the forecast

Solo practitionersBookkeeping practicesSmall CPA firmsCAS practices
From $78/mo$78/mo (accountants' Pro plan, up to 3 companies; $47/mo with the current 40% early-bird); businesses from $55/mo · Subscription by company count · free trial
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Clockwork

AI-native FP&A platform with firm plans that build a 5-year model, 52-week cash forecast and dashboards for every advisory client from the ledger.

AI: Clockwork's AI builds the 5-year three-statement model, 52-week cash flow forecast and dashboards from the ledger; Mira, the AI FP&A analyst, answers questions from the forecast and runs weekly client briefings on firm plans; Smart Alerts

Small CPA firmsCAS practicesBookkeeping practices
From $999/mo$999/mo (Start firm plan, annual; $1,199 billed monthly); businesses from $599/mo · Per month flat (firm plans) · free trial
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Fathom

Management reporting, three-way cash flow forecasting and client-portfolio analysis that firms white-label and resell to clients.

AI: Commentary Writer (AI Commentary) drafts context-aware report commentary with every figure traced to its source (Symbolic Attribution); Fathom Pro reports only

Small CPA firmsBookkeeping practicesCAS practices
From $59/mo$59/mo (Fathom Pro, 1 company); Portfolio $67/mo for 100 companies · Subscription by company count · free trial
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Helm

Cash management and 12-month cash-flow forecasting for advisors and their small-business clients, built from QBO, Xero or Sage data.

AI: Helm's 'intelligent forecasting A.I.' builds automated 12-month cash-flow forecasts from how the business has been paid and has paid in the past, with every transaction adjustable

Bookkeeping practicesCAS practicesSmall CPA firms
From $50/mo$50/mo for the first connected business (per-business pricing thereafter) · Per business connected/month · free trial
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Jirav

Driver-based forecasting, budgeting, reporting and dashboards that accounting and CFO-advisory firms resell to clients under their own brand.

AI: Jirav Intelligent Forecasting (JIF): AI/ML model that builds a client forecast from historical data with one toggle

Small CPA firmsCAS practices
From $50/moStarting at $50/mo (Controller Essentials, wholesale tier) · Subscription
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LiveFlow

Pulls live QuickBooks Online data into Excel and Google Sheets templates, consolidations and client dashboards for accounting firms.

AI: LiveFlow MCP connects QuickBooks Online reports, balances and transactions to AI assistants (Claude, ChatGPT, Grok); AI agents that push data into QuickBooks 'releasing soon'

Small CPA firmsCAS practices
Quote-basedQuote-based
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LivePlan

Business planning, forecasting and dashboard software with an Accountants & CPAs program, connecting client QuickBooks or Xero files to AI-built plans.

AI: AI writing assistance and an AI forecast builder (LivePlan's AI trained for business planning); AI-guided Idea Canvas and Plan Review

Small CPA firmsBookkeeping practicesCAS practices
From $20/mo$20/mo (Standard, business plan; $15 on annual billing); Premium $40/mo; accountant pricing by request · Per month flat; accountant pricing by request · no trial
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Reach Reporting

Automated financial reporting and planning for accountants that builds client reports and dashboards from the ledger, with AI narrative insights.

AI: AI-Powered Insights: automated variance analysis and report generation, AI that identifies trends, flags anomalies and generates narrative insights from the financial data

Small CPA firmsBookkeeping practicesCAS practices
From $149/mo$149/mo (by number of data connections; annual billing saves up to 30%) · Subscription by number of data connections · free trial
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Spotlight Reporting

Performance reports, dashboards, three-way cash flow forecasts and multi-entity consolidation that advisory firms white-label for clients.

AI: Spotlight AI: AI Suggestions and Enhanced AI Executive Summaries draft report summaries, insights and recommendations and turn them into an Action Plan

Small CPA firmsCAS practices
From $329/mo$329/mo (Basic, up to 10 organizations) · Subscription · free trial
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Syft Analytics

Automated management reports, consolidations, forecasts and benchmarks for client books, now bundled with qualifying Xero plans for partners.

AI: AI-powered summaries and suggestions on reports and graphs; AI-powered anomaly detection (per Xero's Syft page and Xero App Store listing)

Bookkeeping practicesSmall CPA firmsCAS practices
Free plan, then $23/moFree plan (Basic); Standard $23/mo per entity; included free with qualifying Xero plans for partners · Freemium subscription per entity · free plan
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Quick answers

How much does AI advisory and reporting tool software cost for an accounting firm?

10 of the 11 tools post a price; 1 is quote-based (priced to your business after a demo). Among the 9 with a flat monthly price, the range runs from $20/mo (LivePlan) to $999/mo (Clockwork). Priced differently: Syft Analytics free plan, then $23/mo.

Which advisory, forecasting and cash-flow reporting tools offer a free trial or a free plan?

Free trial: Cash Flow Frog, Clockwork, Fathom, Helm, Reach Reporting and Spotlight Reporting. Free plan: Syft Analytics. The other 4 start with a demo or a quick signup.

Which advisory, forecasting and cash-flow reporting tools fit a solo practitioner?

Cash Flow Frog, Helm, LivePlan and Syft Analytics are listed as a fit for a solo practitioner. The other 7 are built for small and mid-size firms.

Who do these advisory, forecasting and cash-flow reporting tools serve: solo practitioners, small CPA firms, bookkeepers, tax offices or CAS practices?

Tools that name the segment on their own site: Solo practitioners 1; Small CPA firms 11; Bookkeeping practices 8; CAS practices 11.

Which advisory, forecasting and cash-flow reporting tools work with QuickBooks Online, Xero, Drake, Lacerte, UltraTax, CCH Axcess or your practice software?

Listings that name an integration or platform: Aider (Xero, QuickBooks Online); Cash Flow Frog (QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, Zoho Books, FreshBooks); Clockwork (QuickBooks Online, Xero, Gusto); Fathom (QuickBooks Online, QuickBooks Desktop, Xero, Sage, MYOB, Excel); Helm (QuickBooks Online, Xero, Sage Accounting); Jirav (QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, Excel); LiveFlow (QuickBooks Online, Excel, Google Sheets, Ramp, Xero); LivePlan (QuickBooks Online, Xero); Reach Reporting (QuickBooks Online, QuickBooks Desktop, Xero, MYOB, Digits, Google Sheets); Spotlight Reporting (Xero, QuickBooks Online, Google Analytics); Syft Analytics (Excel, Google Sheets, Square, Shopify, Stripe). Integrations change often; confirm with the vendor before you buy.

When were these listings last checked?

On Oct 29, 2026, against each vendor's own site and pricing page. Vendors change plans often; anything a reader or vendor flags is fixed, usually the same day. Corrections: support@aiforaccountingpractices.com.