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77 toolsAI tools for CAS practices
Every tool that names CAS practices as a segment it serves, or sells to accounting practices generally. Grouped by what the tool does.
39 of these 77 tools name CAS practices outright on their own site; the rest sell to accounting practices generally and are included because they work for CAS practices too. 53 post a starting price. Each listing shows what the tool does, what the AI part actually does, and the date it was last checked against the vendor's site.
New to AI for CAS practices? Start with the guide: AI for CAS Practices: Closing Every Client's Month in 2026.
AI Bookkeeping & Transaction Categorization
- Booke AIBookkeeping automation layer inside QuickBooks Online and Xero that categorizes bank feeds, matches documents and preps reconciliations per client.From $129/business/moDetails
- BotkeeperAI bookkeeping platform for accounting firms that connects client bank feeds, auto-categorizes transactions, reconciles accounts and tracks closes.From $149/license/moDetails
- DigitsAI-native general ledger sold to firms per client as a QuickBooks/Xero replacement; categorizes transactions continuously and runs an agentic close.From $65/client/moDetails
- DocytAI-native accounting and bill-pay platform for hospitality and multi-location clients, with a firm console for accounting firms that run their books.Quote-basedDetails
- Integra Balance AIWhite-label AI bookkeeping platform for firms whose bot categorizes, reconciles and closes the month in QuickBooks or Xero with Integra accountants overseeing.From $55/client/moDetails
- Sage IntacctMid-market cloud ledger sold to accounting firms and BPOs through the Sage Intacct Accountants Program, with Sage Copilot as its AI finance assistant.Quote-basedDetails
- SynderAccounting automation for ecommerce clients that syncs sales, fees and taxes from every channel into QuickBooks or Xero, with an accountant program.From $52/moDetails
- XeroCloud ledger with a free US partner program for accountants and bookkeepers; JAX, Xero's AI assistant, answers questions and drafts invoices.Free plan, then $27/moDetails
- Zoho BooksCloud ledger with a free accountant partner program; its Zia AI categorizes bank statements, flags anomalies and answers plain-English questions.Free plan, then $15/moDetails
Document Collection, OCR & Data Entry
- Aiwyn TaxTax document gathering and return delivery for CPA firms, with AI that recognizes and organizes client uploads; a core tax engine is on a waitlist.Quote-basedDetails
- DextCaptures receipts, bills and bank documents from clients by app, email or WhatsApp, extracts the data and publishes coded transactions to the ledger.From $17.70/client/moDetails
- LedgrClient upload portal for accounting firms whose AI checks what arrived against the request list, flags missing files and sends follow-ups to clients.Quote-basedDetails
- SuralinkClient request-list and document-exchange platform for accounting firms whose AI agents prescreen each upload against its request and search files.Quote-basedDetails
- VeryfiOCR API and apps that turn receipts, invoices, bank statements and W-2s into structured data, plus free practice dashboards for accountants.Free plan, then $500/moDetails
Tax Preparation & Review AI
- BasisAI agents for accounting firms that take the first pass on tax returns and month-end closes, from K-1 extraction and trial-balance mapping to workpapers.Quote-basedDetails
- CCH Axcess TaxWolters Kluwer's cloud professional tax suite for firms of all sizes, with an AI-enabled CCH AnswerConnect research bar inside the return.Quote-basedDetails
- FiledAI tax platform for accounting firms that extracts source-document data, enters it into your tax software and reviews each return line by line.Quote-basedDetails
- HubSync Tax WorkpapersCloud tax workpaper workspace for CPA firms that imports trial balances, maps accounts to 1120 and 1065 tax lines with AI and tracks review sign-offs.Quote-basedDetails
- NumeralSales tax compliance (nexus monitoring, registrations, filings, remittance) with a partner program for accounting firms, CAS practices and bookkeepers.Free planDetails
- Ready to ReviewThomson Reuters agentic AI tool that sorts client documents, extracts the data and drafts simple 1040 returns with source links for staff review.Quote-basedDetails
- UltraTax CSThomson Reuters' professional tax suite for 1040, 1120, 1065 and 1041 returns that connects to the CoCounsel Tax AI assistant.Quote-basedDetails
Practice Management & Workflow with AI
- CanopyModular practice management suite for accounting and tax firms covering CRM, client portal, documents, workflow, time and billing with built-in AI.From $74/user/moDetails
- CCH Axcess WorkflowWorkflow module of the CCH Axcess suite that tracks firm work, deadlines and staff capacity and uses Expert AI to recommend scheduling.Quote-basedDetails
- Client HubPractice management and client portal for bookkeeping and CPA firms that turns client emails into tracked tasks and runs month-end close work.From $49/user/moDetails
- Intuit Accountant SuiteIntuit's firm platform replacing QuickBooks Online Accountant: client QuickBooks files, team work, automations and books close in one console, with AI chat.Free plan, then $149/moDetails
- ParoPractice platform for CPA firms with a client CRM, AI-generated project plans, agent workflows, SOW drafting and profitability tracking.Free plan, then $399/moDetails
- QountPractice management platform for tax and accounting firms whose QAI layer prioritizes work, detects risk and flags scope creep and unbilled time.From $74/user/moDetails
- Xero Practice ManagerXero's practice add-on for jobs, time tracking and billing inside Partner Hub, where the JAX assistant summarizes client data.Free plan, then $149/moDetails
Client Communication, Portals & AI Receptionists
- AssemblyBranded client portal and CRM for service firms with messaging, files, e-signature and payments, plus an AI app builder and client AI assistant.Free plan, then $29/moDetails
- MoxoClient-facing workflow and portal platform that collects documents, tracks deadlines and sends follow-ups for accounting firm engagements.Quote-basedDetails
- Virtualworkforce.aiAI email assistant inside Outlook or Gmail that labels, prioritizes, drafts and routes client email for accounting firm staff to review.Free plan, then $29/moDetails
Proposals, Pricing & Engagement Letters
Advisory, Forecasting & Cash-Flow Reporting
- AiderAdvisory platform for accountants and bookkeepers that automates period close from the client ledger and generates AI management reports.From $150/moDetails
- Cash Flow FrogRolling 36-month cash flow forecasts and scenarios built from client books, with branded reports for accountants and bookkeepers.From $78/moDetails
- ClockworkAI-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.From $999/moDetails
- FathomManagement reporting, three-way cash flow forecasting and client-portfolio analysis that firms white-label and resell to clients.From $59/moDetails
- HelmCash management and 12-month cash-flow forecasting for advisors and their small-business clients, built from QBO, Xero or Sage data.From $50/moDetails
- JiravDriver-based forecasting, budgeting, reporting and dashboards that accounting and CFO-advisory firms resell to clients under their own brand.From $50/moDetails
- LiveFlowPulls live QuickBooks Online data into Excel and Google Sheets templates, consolidations and client dashboards for accounting firms.Quote-basedDetails
- LivePlanBusiness planning, forecasting and dashboard software with an Accountants & CPAs program, connecting client QuickBooks or Xero files to AI-built plans.From $20/moDetails
- Reach ReportingAutomated financial reporting and planning for accountants that builds client reports and dashboards from the ledger, with AI narrative insights.From $149/moDetails
- Spotlight ReportingPerformance reports, dashboards, three-way cash flow forecasts and multi-entity consolidation that advisory firms white-label for clients.From $329/moDetails
- Syft AnalyticsAutomated management reports, consolidations, forecasts and benchmarks for client books, now bundled with qualifying Xero plans for partners.Free plan, then $23/moDetails
Audit & Assurance AI
- AuditDashboardClient experience platform for accounting firms that runs PBC request lists, e-signatures and file exchange and links AI agents to the data.Quote-basedDetails
- CasewareCloud audit and engagement platform for firms with trial balance, workpapers, financial statements and AI agents inside the engagement file.Quote-basedDetails
- MindBridgeRisk-analytics platform that scores every transaction in a client's ledger to point audit testing at the riskiest entries.Quote-basedDetails
Month-End Close & CAS Automation
- DoubleMonth-end close platform for bookkeeping and CAS teams that codes bank feeds, reviews files and posts accruals in synced QuickBooks Online or Xero.From $10/client/moDetails
- MeridianPilot's AI operating system for firms that closes clients' QuickBooks Online or Xero books each month and hands finished books to staff for review.Quote-basedDetails
- TruewindAI month-end close platform for accounting firms and finance teams that codes transactions, reconciles accounts and runs flux analysis.Quote-basedDetails
- XenettAI book-review and close platform for accounting firms that scans QuickBooks Online and Xero files for errors and tracks the close.$7.5/client/moDetails
Payroll, AP/AR & Bill Pay with AI
- BILLAP, AR and bill-pay platform with an Accountant Console that firms use to run client payables and receivables across many entities.From $49/user/moDetails
- BILL Spend & ExpenseFree corporate-card and expense-management software, formerly Divvy, that firms deploy for clients and sync to the ledger.$0/user/moDetails
- BrexCorporate cards, expense management and bill pay with an Accounting Partnership Program for accounting, bookkeeping and fractional-CFO firms.Free plan, then $12/user/moDetails
- ChaserAccounts-receivable automation — reminders, payer portal, receivables forecasting — that accountants and bookkeepers offer clients through a partner program.From $233/moDetails
- DeelGlobal payroll, contractor, EOR and PEO platform whose accounting partner program lets firms deliver multi-country payroll and compliance for clients.From $49/contractor/moDetails
- ExpensifyExpense management, cards and bill pay that firms run for clients via the ExpensifyApproved! program: free firm account, 50% client discount.Free plan, then $5/member/moDetails
- ForwardlyAP and AR payments platform with a multi-client dashboard for accounting firms: capture and code bills, invoice, and pay by instant or standard transfer.Free planDetails
- GustoSmall-business payroll, benefits and HR that firms run or refer for clients through the Gusto Partner Program, with free Gusto Plus for the firm itself.From $49/moDetails
- MelioBill-pay and receivables platform that firms run for clients at no firm subscription cost, syncing to QuickBooks, Xero and NetSuite.Free plan, then $25/moDetails
- Paychex FlexPayroll and HR platform firms refer, resell under their own brand or manage for clients from the Partner Pro (formerly AccountantHQ) dashboard.Quote-basedDetails
- QuickBooks PayrollPayroll service inside QuickBooks Online that firms run for clients via the ProAdvisor program, with AI that collects hours and flags errors.From $50/moDetails
- RampCorporate cards, expense management and bill pay in one platform that firms manage across clients through an accounting partner program.Free plan, then $15/user/moDetails
- RipplingPayroll, HR, spend and bill-pay platform that firms resell or refer through a tiered partner program with free payroll for the firm itself.From $8/employee/moDetails
- RUN Powered by ADPSmall-business payroll and HR that firms refer, resell or process for clients through ADP's free Accountant Connect multi-client platform.Quote-basedDetails
- Sage Expense ManagementExpense management on clients' existing cards that firms resell or refer, with text-message receipts and automatic coding to the chart of accounts.From $11.99/user/moDetails
- Zoho ExpenseTravel and expense management (receipts, cards, approvals, reimbursements) that firms roll out for clients through the Zoho Expense CPA Partner Program.Free plan, then $3/user/moDetails
Marketing, Websites & Lead Generation for Firms
- 10WebAI website builder with an accountant landing page that generates a firm site from a text description and edits it with an AI co-pilot.From $10/moDetails
- B12AI website builder with an accountants page that drafts a firm site in a minute and adds client intake, scheduling and invoicing.Free plan, then $24/moDetails
- CountingWorks PROWebsite, marketing automation, lead capture, CRM and client-hub platform for tax and accounting firms, run on its MAX AI layer.$150/moDetails
- Marketing by NumbersThought-leadership marketing platform built only for accounting firms: branded videos, articles and email published to the firm site, with an AI Suite.From $199/moDetails
- MYCPE ONE WebsitesWebsite design and digital marketing service for CPA and accounting firms, with an AI chatbot trained on the firm's site on higher tiers.From $99/moDetails
Tax Research & Knowledge Assistants
- Avalara Tax ResearchSales and use tax research library with the Avi research agent that answers taxability and rate questions with citations for client work.Quote-basedDetails
- Bloomberg Tax ResearchBloomberg Tax research platform with an AI Assistant that answers plain-language tax questions linked to its Portfolios and sources.From $2,200Details
- CCH AnswerConnectWolters Kluwer tax research library with AI-powered search, Expert AI answers and Document Analysis for notices and uploads.From $1,499Details
- Checkpoint EdgeThomson Reuters tax and accounting research library with AI-powered natural-language search, state charts and advisory maps.Quote-basedDetails
- Rightworks Spark AIAI assistant bundled with Rightworks cloud hosting that explains GAAP and IRS rules, drafts emails and notice replies and analyzes exported data.No additional costDetails
- TaxGPTAI assistant for tax firms that researches with citations, drafts memos and notice responses, reviews returns and runs prep, planning and bookkeeping agents.Quote-basedDetails