Kick is the ledger. You connect banks and cards through Plaid, plus Stripe, PayPal, Mercury, Ramp, Gusto, and BILL. Transactions land in Kick's cash-basis books already categorized. You review the misses, keep the rules that stick, match receipts, and reconcile. Reports and the year-end tax package come out of Kick.

It does not sit on QuickBooks Online or Xero. The live books live here, which is the opposite of Double (a layer on the file you already have) or staying in Wave with a local bookkeeper. For a US service shop, Kick's job is a shorter weekly review than QuickBooks and a year-end package a CPA can use. Owner help currently gates a direct QuickBooks import to Advanced; everyone else starts from bank feeds and a CSV or statement import.

People who stick with Kick are usually DIY US owners who found QuickBooks heavier than the books they actually keep. They care most about a clean year-end handoff: a review pass and a package an accountant can use, without paying a monthly bookkeeping service.

Bank, card, and processor lines post to the cash ledger as they sync. You correct the misses and keep rules. Kick leaves a transaction uncategorized when it is not confident.

Categorize as the feed lands

Forward, photograph, or upload receipts. Kick matches them to the bank or card line instead of leaving a pile in your camera roll.

Receipt and document matching

Plus and Advanced keep multiple LLCs in one login, match intercompany transfers, and split shared bills. New entities start free for 250 transactions, then $50/month, and that count does not reset next year. Older Plus plans stay capped at 5 entities until you move to current pricing.

Multi-entity in one workspace

Download an Excel year-end package (cover, P&L, balance sheet, general ledger, trial balance) for your CPA. Flag vendors as 1099 eligible and export a 1099 report. Kick does not e-file 1099s or the return.

Tax package and 1099 review

Cash-basis books are on every plan and post as transactions sync. Plus and Advanced add an accrual ledger, classes, departments, locations, projects, and AR/AP aging. Accrual posts only after you confirm the lines or a rule auto-confirms them.

Cash ledger now, accrual on Plus

Basic and above include an MCP server and CLI so you can query or update the books from Claude, ChatGPT, or a terminal. Firms also get a REST API across every workspace they manage.

MCP, CLI, and a REST API

Kick replaces QuickBooks for US service businesses. Free to 250 expenses/year, paid from $40/mo billed annually. Multi-entity, the catch, and who should skip it.

Kick Review: AI Ledger for US Founders (Not QuickBooks)

Kick

Free

Basic

Plus

Advanced

FloQast is designed to streamline the month-end close process for accounting teams, providing automation and enhanced visibility. It integrates various accounting functions, enabling teams to collaborate effectively and reduce cycle times. The platform offers features like automated reconciliations, AI transaction matching, and journal entry management to optimize financial operations.

Automate high-volume reconciliations, rollforward schedules, and the preparation and posting of journal entries.

Automate the Close

Streamline robust control management, integrated risk, and comprehensive reporting.

Connected Compliance

Accelerate record-to-report processes and consolidate your tech stack.

Integrated Record-to-Report

Empower enterprises to build custom AI-driven workflows for processes like accruals and allocations.

AI Agents

An all-inclusive learning hub offering free CPE/CPD credits while mastering accounting essentials.

FloQademy

FloQast

Numeric is an accounting organization intelligence platform that automates the close process, providing real-time insights on transactions as they occur. It helps accounting teams reduce manual work and improve efficiency, allowing them to focus on strategic tasks. With features like cash management, account reconciliation, and automated reporting, Numeric transforms the way organizations manage their financial close.

Organize your close and get ahead of month-end.

Close Management

Eliminate hours of manual work by automating 90% of cash matching.

Cash Matching

Automatically create and post journal entries for unmatched transactions.

JE Automation

Create flux reports and build reports without a PhD in your ERP.

Analytics Suite

Detect anomalies in your GL data and ensure compliance.

Transaction Monitoring

Numeric

Essentials

Growth

Enterprise

Redwood's Financial month end close checklist software enhances the efficiency and accuracy of the month-end close process by automating many steps on the checklist. This helps eliminate manual errors and reduces the time spent on repetitive tasks. Users can access a catalog of pre-configured financial close processes and track period close status through a centralized dashboard, simplifying checklist creation and maintenance.

Automate key record-to-report activities for a faster and more reliable close.

Automated Financial Close

Track period close status and progress by company, region, and milestones.

Centralized Dashboard

Access a catalog of pre-configured financial close processes including journal entries and account certification.

Pre-configured Processes

Manage attributes and provide workflows with multiple levels of approvals and notifications.

Flexible Workflows

Financial month end close checklist software

Basis builds AI agents that perform real accounting work end-to-end, allowing accountants to shift from doing to reviewing tasks. The platform is designed to adapt to the specific needs of each practice area, including CAS, Tax, Audit, and Advisory. By automating workflows, Basis helps firms expand their revenue capacity and manage growing client demands.

Basis runs accounting workflows autonomously, delivering finished work for review.

End-to-End Automation

The platform conforms to the standards of your firm and adapts to how your team works.

Adaptability

Accountants transition from doing work to managing agents and reviewing outputs.

Enhanced Review Process

Basis allows firms to take on more clients and complex engagements.

Revenue Expansion

Basis

Double (formerly Keeper) is close software for bookkeeping and accounting firms, and for in-house finance teams. You connect each client's QuickBooks Online or Xero file. The team categorizes bank feeds, attaches workpapers, messages the client, and posts journal entries from one close page. Changes sync back to the ledger. It does not replace QuickBooks or Xero. The client's books still live there.

Firms pay per connected client, with unlimited users. Core is $10 per client per month for a cash-basis close: two-way ledger sync, AI bank feeds, a branded client portal, 1099/W-9 tracking, tasks, and reports. Plus is $25 and adds receipt capture. Scale is $50 and adds accruals plus AI journal entries from source files such as payroll reports. Tax Suite is $200 per month on an annual commitment. Extra practice inboxes are $10 each; Core includes one. In-house finance teams get an annual flat quote with NetSuite and Sage Intacct. You start with a demo, then a guided trial. You need at least one connected client (or your QuickBooks Online Accountant file).

Skip it if you close your own books. Double is priced and built for a firm running many client closes, not a 5-person shop in QuickBooks. Quarterly clients are still billed every month. A 20-client cash-basis book on Core is $200 per month; the same book on Plus is $500. Book the demo and run one real close before you move checklists out of a spreadsheet or another practice tool.

Connect QuickBooks Online or Xero. Tasks, workpapers, client questions, and review live on one close. Posts write back to the client's file.

Close page on the live ledger

Included on Core and above. Transactions land in matches, rules, auto-classifications, or needs-review so you approve instead of coding from scratch.

AI bank feeds

Receipt capture starts on Plus ($25/client). Accruals and AI journal entries from payroll, POS, or settlement PDFs start on Scale ($50/client).

Receipts, accruals, and journal entries

Branded portal uses email magic links. Clients upload docs and answer questions on the close instead of a separate thread.

Client portal without another password

Core includes vendor threshold tracking and W-9 requests so year-end 1099 work starts during the monthly close.

1099 and W-9 tracking

Put cash-basis clients on Core and accrual clients on Scale. Unlimited staff. Unconnected prospects are free. Quarterly clients still bill monthly.

Per-client mix and match

Double is close software for bookkeeping firms on QuickBooks Online or Xero. Per-client pricing from $10/mo. Not a ledger, and not for DIY owners.

Double Review: Close Software for Bookkeeping Firms

Double

Core

Scale

Tax Suite add-on

Internal finance

Receipt Bot is a capture tool, not a ledger. You photograph, email, or upload receipts, supplier invoices, and PDF bank statements. OCR plus a staff check pulls supplier, dates, amounts, tax, and line items. You review, then export into QuickBooks Online or Xero as a bill, expense, invoice, or sales receipt with the image attached. You can also download Excel, CSV, or bank-import files (OFX, QBO, QIF) and skip the live sync.

The bill is the standout: unlimited users and client entities, you pay for document credits, unused credits roll six months, and a person checks the extract before you approve. Starter is $9/month for 45 credits. Standard is $27 for 150. Pro is $81 for 510. A simple invoice costs one credit. Line items cost two per page. Bank or supplier statement pages cost three. The mobile app has a free plan with 10 credits a month. Paid trials start with 30 credits and no card. As of August 2026 they also advertise 10% off the first six months.

Skip it if you need Dext-style supplier auto-fetch, an expense-report product for employees, or a US-first app with a deep review record. Documents must be English. When credits run out, processing pauses until the next bill. The Android app is mainly a camera; bank statements live on the web. Run the 30 free credits through a real month of invoices before you replace your current intake.

OCR reads the document, then qualified staff verify supplier, amounts, tax, and line items before you approve. English documents only.

Staff-checked extraction

Snap on iOS or Android, forward to a per-business inbox, upload in the web app, or pipe files through Zapier or the API.

Photo, email, web, or Zapier intake

Export creates a bill, expense, vendor credit, invoice, credit memo, or sales receipt with the image attached. Bulk export is capped at 25. You can re-export after edits.

Push to QuickBooks Online or Xero

Web-only. Reads statement pages and downloads Excel, CSV, OFX, QFX, QBO, QIF, or IIF. Each statement page costs three credits.

PDF bank statement conversion

Paid plans include unlimited staff, clients, and businesses. No per-client fee. Firms get a practice dashboard and co-branding.

Unlimited users and entities

Unused paid credits carry up to six months. When the balance hits zero, processing stops until the next billing date or you upgrade.

Credits that roll, then pause

Receipt Bot reads receipts, invoices, and PDF bank statements, then you push coded bills into QuickBooks Online or Xero. Credit-priced, no per-client fee.

Receipt Bot Review: Receipt Capture for QuickBooks and Xero

Receipt Bot

Basic (mobile)

Starter

Standard

Premium

Gekko is designed specifically for small entrepreneurs, providing an easy-to-use accounting system with all necessary features. Users can manage expenses, scan receipts, create invoices, and track time and trips seamlessly. The Gekko Costs app allows users to digitize receipts effortlessly, eliminating the need for physical storage. Gekko offers a free basic plan with unlimited use, making it accessible for all entrepreneurs.

Scan and manage receipts using the Gekko Costs app, keeping expenses organized.

Receipt Management

Create and send professional invoices and quotations directly from the platform.

Invoicing

Track billable and non-billable hours with a clear overview and integration with calendars.

Time Tracking

Connect your bank account for real-time updates on incoming and outgoing payments.

Real-Time Bank Integration

Automatically track business trips using GPS for accurate mileage logging.

Trip Management

Gekko

Gekko Basic

Gekko Premium

Rillet is an AI-native ERP platform designed to automate accounting for complex revenue models. Built by a team of over 50 CPAs from the Big Four, Rillet addresses the challenges of traditional accounting software by providing a seamless, integrated solution for modern finance teams. It allows for real-time reporting, advanced revenue recognition, and multi-entity management, making it suitable for fast-growing companies.

Rillet AI taps directly into your general ledger for insights and data processing.

Aura AI

Streamlines bank reconciliation by automatically matching transactions.

Bank Reconciliation

Built-in checklist and automated AI reconciliations to save time on month-end close.

Automates workflows for multi-currency accounting and consolidation.

Multi-entity & Accounting Consolidation

Seamless integration with existing tech stacks for enhanced financial data management.

Native Integrations

Rillet

Red Wing Software develops, integrates, and supports accounting and financial management solutions tailored for small to mid-sized businesses. Their product offerings include various accounting software solutions designed to meet diverse business needs.

Allows employees to clock in and out online.

Online Time Clock

Wide variety of payroll reports that can be customized.

Customizable Reports

Options for electronic filing of tax forms.

eFiling and Complete Fulfillment Options

Custom design check stubs for clients, with translation options.

Check Stub Designer

Process payroll without any paper using direct deposit and online reports.

Paperless Payroll

Red Wing Software

ReceiptsAI is an AI-powered bookkeeping software designed for small businesses. It automates the organization, categorization, and tracking of spending by connecting to your email and processing receipts, invoices, and bank statements. The software aims to save users time by eliminating manual data entry and providing organized bookkeeping records. With features like automated expense reports and multi-currency support, ReceiptsAI simplifies financial management for small business owners.

Capture receipts and statements from your email inbox.

Automated Bookkeeping

Generate expense reports automatically to monitor business spending.

Automated Expense Reports

Automatic detection and conversion for international purchases.

Multi-currency Support

Find any receipt, merchant, or amount instantly with full-text search.

Smart Search

Your data stays yours with built-in privacy controls.

Privacy-first Approach

ReceiptsAI

Receiptor AI automates the process of capturing receipts and invoices from your email and WhatsApp, allowing businesses to save time and streamline bookkeeping. The platform processes over 7.2 million emails and extracts more than 550,000 receipts, freeing up significant hours for users. It is designed for small businesses, freelancers, and accountants, providing features like smart categorization and audit-ready reports.

AI with transaction context for automatic categorization of receipts.

Smart Categorization

Generate reports that are ready for audits.

Audit-Ready Reports

Extract receipts from past emails automatically.

Retroactive Extraction

Process receipts and invoices in real-time.

Real-time Processing

WhatsApp Support

Receiptor

STARTER

GROWTH

SCALE

MMC Convert allows users to convert data from any accounting software to another seamlessly. The service supports historical data conversion, payroll setup, and multi-currency transactions, ensuring a hassle-free experience. With a focus on timely execution and customization, MMC Convert aims to meet diverse accounting needs.

Convert full previous years of financial data to provide a complete mirror image.

Historical Years of Conversion

All transactions and payroll are set up for continuity.

Payroll Setup

Transfer multi-currency transactions at the same exchange rate as the source.

Multi Currency Support

Data conversion can be tailored to specific requirements.

Customized Conversions

Committed to delivering converted data promptly.

Timely Execution

MMC Convert

Historical Data Conversion

Other Software Conversion

Ledge is an AI-powered platform designed to automate and simplify finance operations for teams working at scale. It allows finance teams to run their financial close in a single checklist, with tasks orchestrated and automated using built-in automation and AI agents. Ledge prepares reconciliations, flux, workpapers, and journal entries automatically, enabling teams to focus on review and approval.

The platform is built for mid-market and enterprise finance teams, offering unlimited user access without per-seat fees. Ledge integrates natively with various ERPs, banks, and other financial systems, ensuring a seamless workflow for accounting tasks. With Ledge, finance teams can gain capacity without growing payroll, as the automation capabilities significantly reduce manual work.

AI accountants prepare your close with automated tasks and orchestration.

Agentic Close Management

Produces Excel workpapers and schedules while preserving your formulas.

Spreadsheet-First Accounting

Tasks are prepared automatically, ready for review and approval.

Human-Guided Preparation

Automate any workflow you can describe, with no hard-coded templates.

Close Workflow Automation

Invite your full team without per-seat charges.

Unlimited User Access

Ledge

Track

Execute

Keeper is a month-end close management software designed for accounting firms and internal finance teams. It streamlines month-end processes with integrated review tools, client communication, and AI features that automate manual tasks. The platform integrates directly with popular accounting software like QuickBooks Online, Xero, Sage, and NetSuite, ensuring that workflows are grounded in real financial data.

Automate the creation of journal entries with AI.

📊Accounting & Bookkeeping

Kick

FloQast

Numeric

Financial month end close checklist software

Basis

Double

Receipt Bot

Gekko

Rillet

Red Wing Software

ReceiptsAI

Receiptor

MMC Convert

Ledge

Keeper

GroFlex

Found

Ecommerce Accounting Software & Services for Sellers

Patriot Software

KashFlow

FreeAgent

NetSuite

Digits

Puzzle