Campfire at campfire.ai is an AI-native ERP for finance teams, not a campground product and not a consumer app. The general ledger is the system of record. Billing events, CRM contracts, payroll journals, card spend, and bank feeds post into Campfire, and the statements come out of Campfire. It consolidates entities, recognizes revenue from the contract, and runs close checklists, reconciliations, and flux review. Ember is the accounting assistant that groups related transactions and suggests what to do next. You leave QuickBooks. Prior history can come across, or you cut over on a date and leave the old detail behind.

QuickBooks Online and Xero are the small-company files Campfire tells you to exit once you have more than one entity or deferred revenue. Kick, Digits, and Puzzle are lighter US ledgers for a shop that still wants to run the books itself. Rillet is the other quote-only SaaS ERP in this directory. NetSuite is the heavier system Campfire contrasts itself with: a longer implementation and modules. FloQast can sync close data with Campfire, so some teams keep a close tool beside the new ledger. Bench does not cover this job.

Controllers stick when the revenue schedule, the entity consolidation, and the close are the work that outgrew a single company file, and they want that work in the ledger instead of in spreadsheets. The assistant groups transactions for a person to review. Campfire's own team maps the chart of accounts and the connections before the first close.

Invoices, contracts, payroll, and expenses are meant to land in Campfire and stay reconciled there. Campfire's docs call this the system of record, in place of QuickBooks or NetSuite. Bank feeds from the banks they list post on a daily or automatic cadence, depending on the bank. You review what the assistant groups, rather than coding every line from a bank screen in QuickBooks.

Keep the general ledger in Campfire

Salesforce and HubSpot send contract and deal data. Stripe, Chargebee, Recurly, and Orb send billing events. Campfire says it applies recognition for subscription, usage, tiered, and hybrid models, including ASC 606, without a side spreadsheet. Their buyer notes say QuickBooks has no native revenue recognition for deferred revenue and multi-element contracts.

Recognize revenue from the CRM and the billing tool

The homepage lists close checklists, flux analysis, account reconciliation, and duplicate detection. Payroll journals come from Rippling, Gusto, ADP, Justworks, or Sequoia. Card and AP activity can come from Ramp, Brex, BILL, Payhawk, Routable, or Airwallex. FloQast is a listed sync for close status, which means Campfire is the ledger and FloQast can still sit beside it.

Close with a checklist inside the ledger

Campfire describes multi-entity consolidation, intercompany eliminations, and statements across subsidiaries without logging in and out of separate company files. Their QuickBooks comparison treats QuickBooks Online as one entity at a time. Inventory and cost of goods can post from Cin7 or DOSS. That is a sync into the ledger, not a claim that Campfire is a warehouse system.

Consolidate entities without a second login

Campfire's pricing note, updated June 9, 2026, says price follows legal entities, transaction volume, revenue-model complexity, and integration count. It is not per seat. They say every plan includes the full platform, implementation by Campfire's team, support, and standard integrations such as Salesforce, Stripe, Ramp, and Rippling. Most go-lives are described as 4 to 8 weeks. campfire.ai/pricing returned a 404 on the day of this review.

Quote the whole platform, not seats

Campfire.ai is an AI-native ERP for multi-entity finance teams. The ledger lives here. Pricing is a quote. Not a campground app.

Campfire Review: AI-Native ERP Ledger, Quote Only

Campfire

Custom quote

Zeni is a bookkeeping service for US startups. The books stay in QuickBooks Online Plus, which Zeni requires. If you are on something else, they migrate you there. Zeni's AI and an in-house team categorize transactions, post journal entries, and reconcile bank accounts in that QuickBooks file. You get a dashboard for burn, cash, operating expenses, and the usual statements. Bill pay and employee reimbursements sit on the bookkeeping plan. Checking accounts and a Zeni card are separate products on the same site. Payroll management, tax filing, and a fractional CFO are separate engagements.

Kick, Digits, and Puzzle are ledgers you run yourself. Booke is software inside QuickBooks or Xero, without a finance team. Bench and Pilot also put people on the books. Zeni's published model is AI plus named roles (controller, bookkeeping manager, bookkeeping analyst) and a single concierge email, and it will not keep the file in Xero. NetSuite is a different scale: you operate the ERP. Zeni operates QuickBooks for you.

Founders stick when they want the transactions coded without logging in to do it, and they want one login for reports. The team is staffed Monday through Friday, 9:00 am to 6:00 pm Pacific, and Zeni says it aims to answer within two hours. You still have to be a US entity, you still have to be on QuickBooks Online Plus, and a second company is a second subscription.

Zeni's FAQ says the dashboard syncs with QuickBooks Online Plus and that Plus is required. If you do not have it, they move your data onto it. Entries in QuickBooks are made by Zeni's accounting staff together with their software. You are not buying a replacement ledger. Onboarding is a screen-share of about 30 minutes for read-only access to banks, cards, payroll, and payment tools, and the dashboard is typically on within a week.

Post the books in QuickBooks Online Plus

The bookkeeping plans include a controller and a bookkeeping manager. Zeni describes AI doing data posting, vendor and transaction categorization, journal entries, and bank reconciliation, with people reviewing the file. The finance concierge is one email to that team, staffed weekdays 9:00 am to 6:00 pm Pacific. Hours on your account are included in the flat fee; they do not bill bookkeeping by the hour.

AI categorization with a named finance team

Bill pay and reimbursements are listed on every bookkeeping plan. You upload a bill or receipt, Zeni's AI fills the details, and you can set multi-level approvals. Zeni says domestic and international vendor payments are supported, ACH fees on bill pay are $0, and reimbursements can go out by same-day ACH. The reimbursement FAQ says Zeni supports 160 currencies and does not cap how many reports a user submits.

Bill pay and reimbursements on the bookkeeping plan

Tax Starter, Tax Growth, and Tax Enterprise are their own prices, for pre-revenue companies, companies up to $500k revenue, and companies over that. Several filings are add-ons (R&D credit as 20% of the credit received, Delaware franchise tax, Forms 5471 and 5472, FBAR, and extra state returns). Payroll Manager is a separate line for US employees and contractors only: onboarding, submitting payroll in your payroll system, and state registration at an extra fee. CFO Lite, Premium, and Enterprise are another price list, with setup fees on Lite and Enterprise.

Tax, payroll, and CFO are separate buys

Services are for US entities only. Zeni says it is not GDPR compliant yet. C-corp, S-corp, and LLC are supported. Multi-entity is allowed, and each business or location needs its own Zeni subscription at the level that fits that entity. Checking is a Zeni account product with an FDIC sweep description on the pricing page. This listing does not treat the card or the checking account as part of the bookkeeping sticker.

One subscription per US entity

Zeni pairs AI with a finance team for US startups. Books stay in QuickBooks Online Plus. Starter from $549/mo. Xero is not supported.

Zeni Review: AI Books Plus a Finance Team on QBO Plus

Zeni

Starter

Growth

Enterprise

CFO Lite

CFO Premium

CFO Enterprise

Tax Starter

Tax Growth

Tax Enterprise

Payroll Manager Service

Workiva is where finance, audit, risk, and sustainability teams assemble reports they have to defend. You link a number once across a spreadsheet, a narrative, and a presentation, so a change is not retyped. The finance list on the site includes annual and interim reporting, SEC reporting, multi-entity financial reporting, and internal management reporting. Risk covers controls, SOX, policies, and IT compliance. Sustainability covers carbon data and disclosure reports. The SEC page names 10-K, 10-Q, 8-K, proxies, XBRL tagging, and filing through EDGAR Next.

It does not replace QuickBooks Online, and it does not close the books. You still record transactions and lock the period in the ledger or ERP. A QuickBooks connector exists, and it is a premium Wdata chain for pulling data into reports. It is not the bank feed, the chart of accounts, or the close checklist. FloQast and Numeric, already in this directory, are built for the close. Fathom is the lighter management-report layer on QuickBooks Online or Xero.

Companies buy Workiva when a filed report, a control narrative, or a sustainability disclosure has to stay tied to the same figures, with versions, permissions, and an audit trail. The buyer is a controller, an SEC reporting lead, or a similar owner. Staff accountants and control owners live in the documents. A shop that only needs the QuickBooks Online profit and loss does not need this.

The pricing page says every plan includes data linking across documents, spreadsheets, and presentations, plus comments, review, version history, and blackline. Change the source number once. The SEC page describes the same link from source data into filings, board decks, and related narratives.

Link a figure across the reporting set

The SEC reporting page names Forms 10-K, 10-Q, 8-K, 20-F, 40-F, proxies, registration statements, and Section 16 filings, plus XBRL and iXBRL tagging with a roll-forward of prior tags. It says you can file from Workiva through the EDGAR Next dashboard. The page also says the platform supports more than 350 SEC form types.

Prepare SEC filings and submit to EDGAR

The same SEC page says control documentation and testing can be linked to the filing, with role-based access for contributors and external auditors. Risk on the homepage covers controls, audit management, SOX, policies, and IT risk. This is control evidence beside the report, not the close checklist in the ERP.

Tie SOX testing to the filing

The homepage lists carbon accounting, sustainability program management, framework mapping, and disclosure reports. That carbon work is greenhouse-gas data for a sustainability report. It is not inventory costing and it does not replace the ledger.

Collect sustainability and carbon figures

The pricing page says every plan includes 70+ connectors and names Oracle, Salesforce, Workday, and BlackLine, plus open APIs. QuickBooks is a separate marketplace connector marked premium. It requires Wdata. The support article updated July 1, 2026 documents an Export to CSV command from QuickBooks Online. The marketplace page also says the connector can import or export. Neither page makes Workiva the ledger.

Pull source data through connectors

Workiva links SEC, financial, SOX, and sustainability reports. Quote-only, unlimited seats. The ledger stays in QuickBooks or an ERP.

Workiva Review: SEC Reporting, Not the Ledger

Workiva

Custom

Syft Analytics sits on the accounting file you already keep. You connect Xero, QuickBooks Online, QuickBooks Desktop, Sage, MYOB, FreshBooks, or FreeAgent, and you can add Excel, Google Sheets, Square, Stripe, Shopify, Gusto, or a bank feed. Syft pulls those results into dashboards, financial reports, consolidations, budgets, and forecasts. You still code transactions, reconcile, and lock the period in the ledger. A trial-balance or transaction-list upload can create an entity when there is no live connector.

Fathom and Spotlight Reporting do the same job of a management pack and a forecast after the books are clean. Jirav is the planning model where department heads edit a three-statement budget and a staffing plan. Numeric and FloQast run the close checklist. QuickBooks Online and Xero already print a profit and loss. Syft is the layer for a live pack, a group view, and a forecast you do not want to rebuild in a spreadsheet each month. Its data review covers accounts, transactions, contacts, bank activity, and VAT or GST on the connected file.

Firms and in-house finance teams stay when the pack, the consolidation, or the cash forecast is what the lender, the board, or the client actually opens. Paid plans list unlimited team users and unlimited external users, so a firm can share a live view without buying a seat per person. They stay when the source file is already reconciled. A polished dashboard on an unreconciled file does not fix the month.

Connect Xero, QuickBooks Online, QuickBooks Desktop, Sage, MYOB, FreshBooks, or FreeAgent. Excel and Google Sheets are spreadsheet sources. You still categorize and close in the ledger. Syft is where you build financial reports, live views, and commentary on those results.

Connect a ledger, then build the pack

The pricing FAQ says consolidations and multi-entity groups are free, with no limit on how many entities you group. Eliminations are on Standard, Plus, and Advanced. Currency management, consolidated budgets, acquisitions and disposals, and consolidation journals start on Plus. Nested consolidations, division segments, and high-scale infrastructure are Advanced only.

Consolidate entities without a group fee

Cash-flow forecasting, budgets, profit and loss forecasting, a 10-year planning window, and import from Excel or Google Sheets are on Standard, Plus, and Advanced. Driver-based modelling and integrated financials start on Plus. Actuals versus forecast and budget is on every paid plan in the comparison grid.

Budget and forecast from actuals

Data review on the paid grid covers Clarify, eliminations, bank review, data quality, accounts, transactions, contacts, and VAT or GST review, on Standard, Plus, and Advanced. This is a check on the connected file. It does not replace the bank reconciliation inside QuickBooks Online or Xero.

Review the file before you publish

Spreadsheet Link for Excel and Google Sheets is on Standard, Plus, and Advanced. Exports listed on those plans are PDF, Excel, Word, and Syft Assist. The grid shows Syft Assist AI on Standard, with Plus labeled Unlimited insights and Advanced labeled Deeper insights. IFRS and GAAP financial statements, and a style library, start on Plus.

Share Excel, Sheets, and Syft Assist

The pricing grid puts ERP data sources on Advanced only. Accounting, spreadsheet, ecommerce, payroll, and bank-feed sources are marked on Standard and up. On the integrations page, Sage Intacct and Stripe Connect carry a Premium label. A dedicated customer success manager and phone or video support start on Plus. Live chat is on all three paid plans.

Gate ERP and premium connectors

Syft sits on Xero or QuickBooks for reports, consolidations, and forecasts. Free Basic; Standard $23/mo. Over 10 entities, contact them.

Syft Analytics Review: Reports and Forecasts on Your Ledger

Syft Analytics

Basic

Standard

Plus

Advanced

More than 10 entities

LiveFlow FP&A is the spreadsheet product on liveflow.com. The Excel page says it connects QuickBooks or Xero to Microsoft Excel and syncs reports. The Google Sheets page says the same for Sheets. You keep the formulas in the sheet. The Sheets page says a chart-of-accounts change updates the model without a fresh export. Consolidation on the product page covers account mapping, reports by class, region, or department, intercompany elimination, custom FX or built-in rates across 160+ currencies, and ownership percentages with custom dates. You still categorize, reconcile, and lock the period in the accounting file.

Fathom and Spotlight Reporting build the pack inside their own app, on QuickBooks Online or Xero. Jirav is a three-statement planning model in its own workspace. Vena and Datarails are Excel planning suites with a central database and a quote. LiveFlow is the path that leaves the report in the Google Sheet or Excel file and refreshes it from the ledger. The same website also sells Flow, which its FAQ calls an AI-native ERP and a replacement for QuickBooks Online. That is a different product from LiveFlow FP&A. Buying the spreadsheet sync does not move your books into Flow.

Finance teams stay when the board file is already a spreadsheet and the monthly pain is pasting a QuickBooks or Xero export. The pricing page lists consolidation, budget versus actuals, cash-flow forecasting, department and project reporting, and AP and AR reporting as included, and it does not show a dollar amount. They stay if someone owns the sheet. A live link to a messy ledger just refreshes the mess.

The Excel product page meta description says connect QuickBooks or Xero to Microsoft Excel and sync reports. The Google Sheets page says the same for Sheets. A help article shows connecting another QuickBooks account from inside LiveFlow: open LiveFlow, choose Connect Another Account, connect the other QuickBooks account. The pages opened say QuickBooks, not Online versus Desktop.

Sync QuickBooks or Xero into a sheet

The Google Sheets page says new general-ledger accounts are picked up and models update without a fresh export or broken formulas. You still edit the sheet. The page says other people can view financials in Google Sheets without opening the accounting system.

Let the chart of accounts move

The consolidation page describes account mapping, board-level and custom reports, class or region or department filters, one-click intercompany elimination, FX in 160+ currencies with built-in or custom rates, and ownership percentages with custom dates. The books for each entity stay in the source ledger.

Consolidate entities in the model

The pricing page lists budgeting and forecasting, budget versus actuals, cash-flow forecasting, department reporting, project reporting, and AP and AR reporting as included. FinanceIQ is the budgeting product link from the FP&A page. No plan split shows which of those items cost extra.

Budget against live actuals

The site FAQ for Flow says Flow is an AI-native ERP that unifies accounting, AP and AR, and FP&A, and that Flow is a replacement for QuickBooks Online. LiveFlow FP&A is the product that sits on the accounting software you already have, including QuickBooks and Xero. Do not treat a Flow demo as the spreadsheet connector.

Keep Flow separate from the spreadsheet

LiveFlow FP&A syncs QuickBooks or Xero into Excel or Google Sheets. Pricing is demo-only. Flow on the same site is a different product.

LiveFlow Review: QuickBooks or Xero into Excel or Sheets

LiveFlow

DualEntry (dualentry.com, published by Entry, Inc. in New York) is an AI ERP. The general ledger, bills, invoices, cash, close, and bank feeds live here. You move off QuickBooks or Xero with a migration connector, or you start from opening balances and leave the old detail in the old system. After the tie-out, you disconnect bank feeds and payroll from the old file so the same transaction does not post twice. Gusto and ADP are the payroll examples in the migration guide: they post journals into DualEntry. They do not turn DualEntry into a payroll engine. Contractor totals accumulate on a cash basis. You can export them, or e-file through a separate Tax1099 account.

QuickBooks Online and Xero are the files you migrate away from, not a live sync you keep. Kick, Digits, and Puzzle are lighter US ledgers for a smaller shop. Rillet and Campfire are the other quote-only ERP ledgers aimed at companies that have outgrown that smaller file. NetSuite is the system DualEntry contrasts on implementation: DualEntry says its own team does the setup as part of the plan, rather than sending you to a separate implementation project. Bench is a bookkeeping service, not this product.

Teams stick when they want more than one entity, bill approvals, and a locked period in the same system as the bank feed. The entry plan stops at 3 entities. Plus stops at 20. Ultra is the unlimited-entity plan and the one with advanced revenue recognition, financial planning, and SAML. Multi-book and flux reporting are marked Soon on the pricing comparison. Someone on your side still has to confirm the account mapping, because DualEntry does not apply those suggestions on its own.

The migration guide covers QuickBooks and Xero. A connector brings historical bills, invoices, payments, and journals. Opening balances are one journal per balance sheet account plus open AR and AP, and you keep history in the old system. QuickBooks attachments do not migrate. Xero attachments do. DualEntry wants a numeric account code. Default ranges run 1000-1999 assets through 9000-9999 other expense. Suggestions for the map are ranked for you to confirm. They are not applied automatically. The guide says QuickBooks, and it does not split Online from Desktop.

Migrate QuickBooks or Xero, then leave them

You pay bills, collect invoices, and close inside DualEntry. The site lists the general ledger, accounts payable, accounts receivable, cash, bank feeds, close, and revenue recognition as the product. The entry plan says core accounting with limited revenue recognition. Advanced revenue recognition and financial planning are named on Ultra. Purchase orders appear on the comparison table; this listing does not treat them as a full inventory system.

Run AP, AR, cash, and the close in one ledger

The first plan, DualEntry, is up to 3 entities, with unlimited users, transactions, classifications, and currencies on the card, and limited revenue recognition. DualEntry Plus is everything in that plan, up to 20 entities, an entity add-on, and multi-currency consolidation. DualEntry Ultra is everything in Plus, unlimited entities, advanced revenue recognition, financial planning and dynamic allocations, and SAML. The comparison reads as SSO on the first two columns and SAML on Ultra. Revenue recognition reads as linear and usage, then plus SSP, then all.

Cap entities by plan

Flag a vendor as 1099-eligible, store the TIN and legal name, and tag the GL account with a 1099 category such as NEC box 1. Amounts are cash basis: the year you pay, not the year you bill. Credit card and other methods can be excluded so you do not double-report a 1099-K. The tracking guide says DualEntry does not file with the IRS by itself; you can export CSV or IRS FIRE. A separate Tax1099 connection e-files 1099-NEC, MISC, INT, and DIV and tracks acceptance. You need your own Tax1099 API login. W-2s are not in that integration.

Track 1099s and file them through Tax1099

After cutover you point payroll at DualEntry. The migration guide names Gusto and ADP as examples and tells you to run one cycle and check the journal. There is no free trial. The pricing FAQ says implementation and training are included, extra users are an additional fee per user per month, and you can still have unlimited users. The Plus FAQ also says Plus includes five more team members. No per-user dollar amount is published. The pricing page says data can be ingested in 24 hours and that go-live is often 4 to 6 weeks. Those are DualEntry's claims.

Post payroll journals, and pay for implementation in the plan

DualEntry is an AI ERP ledger. Pricing is a quote, implementation is included, and there is no free trial. You migrate off QuickBooks or Xero.

DualEntry Review: AI ERP Ledger, Quote Only

DualEntry

DualEntry Plus

DualEntry Ultra

Aider is period-close and advisory software for accounting and bookkeeping firms. You connect each client's Xero or QuickBooks file. Aider pulls the ledger, runs close checks, flags anomalies, and reconciles transactions so the reviewer works a checklist instead of rebuilding the month. It also writes a performance report, with an executive summary, action points, and charts, that the firm can edit and take to a client meeting. An advisory assistant drafts meeting prep. A firm dashboard shows which clients are behind.

Fathom reads a company file and turns it into management reports for that business. Jirav and Vena are planning systems for a finance team inside the company, building budgets and forecasts. FloQast is a close checklist for an internal accounting department. Aider is the firm's version of the close-and-explain job: many client files, one queue, and a report meant for an advisory conversation. It does not replace Xero or QuickBooks. Karbon acquired Aider in 2025. You can run Aider on its own. Connected to Karbon, close checks sit next to the firm's work management and client messages.

Firms keep it when month-end is a pile of client files and the partners want a report they can show without building slides. Bookkeepers live in the checklist. Advisors use the report in the meeting. The books stay in the client's ledger. Aider tells you whether that ledger is ready, and gives you something to say about it.

Connect Xero or QuickBooks and Aider syncs the client ledger. The checklist flags anomalies, reconciles transactions, and lets you set alerts on figures you care about. The firm still corrects the books in Xero or QuickBooks. Aider is the review layer.

Run the close checklist on the client file

The period-close dashboard shows progress across clients, which alerts are open, and which checks are still manual. That is how a firm spreads work across bookkeepers instead of discovering a late file in the last week.

See every client on one close board

AI-written management reports produce an editable executive summary, action points, and charts in plain language. The firm uses them in client meetings next to the annual accounts. You can edit the draft before it goes out.

Hand the client a performance report

The advisory assistant is described as meeting prep, analysis, and charts, with juniors doing more of the first draft. A separate advisory dashboard uses a traffic-light view across the client base so partners can see who is ready for an advisory conversation.

Prep the advisory meeting

The pricing FAQ says Aider works as a standalone close tool. With Karbon, close checks, exceptions, and client communication sit in the practice workflow. The about page says Karbon acquired Aider in 2025. Unlimited users are listed on the pricing page.

Use it alone, or next to Karbon

Aider runs period-close checks on client Xero or QuickBooks files and drafts advisory reports. It is accounting software, not the coding assistant.

Aider Review: Firm Close Checks and Advisory Reports

Aider

Advisors

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

DataSnipper lives inside Microsoft Excel. You import PDFs, scans, and images, run OCR, then snip figures from the document into the workbook with a link back to the source page. Form extraction, document matching, version comparison, and Find All Sums cover the sample-testing work that usually means flipping between a PDF and a spreadsheet.

Pricing is quote-only, sold per user. Start includes document import, OCR, snips, form extraction, document matching, version comparison, Find All Sums, comments, and SSO. Accelerate adds Excel Agents, an agent builder, DocuMine (ask questions of a document set), AI extractions, and connectors for SharePoint, OneDrive, Xero, QuickBooks, and SAP Concur. Elevate adds company templates, directory sync, guest access, retention policies, advanced export, and premium support. Financial Statement Suite (statement procedures and tickmarks) and UpLink (client PBC requests without a client login) are separate add-ons.

This is for external audit, internal audit, tax, and financial control teams that already work in Excel. It is not a general ledger, not a receipt app for a 10-person company, and not something you can buy from a self-serve pricing page. If you need DIY bookkeeping, look at Kick or QuickBooks. If your team already tests samples in workpapers, DataSnipper keeps the evidence attached.

Click a figure in a PDF and drop it into Excel with a cross-reference back to the page, so reviewers can open the evidence from the cell.

Snip to source

Pull repeating fields from invoices, bank statements, or confirmations, and match workbook rows to supporting documents.

Form extraction and document matching

Check that totals add and compare two versions of a statement or workpaper without a manual tick-and-tie.

Find All Sums and version compare

Run end-to-end tests (revenue samples, royalty calcs, tests of details) with an agent; your team reviews the output instead of building the sample from scratch.

Excel Agents (Accelerate+)

Ask a question across a pile of uploaded documents and get answers with citations, useful when the support file is 80 pages and you need one clause.

DocuMine

Add-ons: request PBC files from clients without a login, and run statement procedures with firm-wide tickmarks.

UpLink and Financial Statement Suite

DataSnipper

Start

Accelerate

Elevate

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

Vena is an Excel-native platform designed for financial planning and analysis (FP&A) that integrates AI to enhance business and financial context. It streamlines processes such as budgeting, forecasting, and reporting, enabling organizations to achieve faster planning cycles and improved accuracy. Vena's features include collaborative planning, real-time reporting, and seamless integration with Microsoft 365 applications.

Vena Copilot turns everyday finance questions into FP&A insights, enabling analysis and collaboration without disrupting workflows.

AI-Powered Insights

Centralized templates and co-authoring features enhance collaboration and eliminate version control issues.

Collaborative Planning

Deliver accurate financial and management reports quickly, sharing strategic insights across the organization.

Real-Time Reporting

Facilitates the financial close process, including consolidations and account reconciliations, with speed and accuracy.

Streamlined Financial Close

Allows users to model unlimited 'what-if' scenarios and make adjustments easily within Excel.

Flexible Modeling

Vena

Professional

Complete

Spotlight Reporting offers a comprehensive suite of reporting, forecasting, and dashboard tools designed for accountants and businesses. It empowers users to create visually engaging reports and forecasts, enabling informed decision-making and strategic choices. The platform is particularly beneficial for accounting firms looking to enhance their advisory services and for businesses aiming to gain insights from both financial and non-financial data.

Easily create budgets, forecasts, and what-if analysis, including consolidated forecasts for groups.

Powerful Forecasting

Create insightful dashboards to get an instant snapshot of business metrics.

High-Level Dashboards

Turn data into engaging Environmental, Social, and Governance reports with customizable templates.

Customizable ESG Reporting

Consolidate financial data for up to 75 entities, with options for multiple currencies.

Group Consolidation

Comprehensive training and ongoing support to maximize the use of Spotlight Reporting.

Training & Support

Spotlight Reporting

Super VCFO 25

Super VCFO 75

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.

Financial Reporting & Dashboards

Campfire

Zeni

Workiva

Syft Analytics

LiveFlow

DualEntry

Aider

Kick

DataSnipper

Numeric

Vena

Spotlight Reporting

Rillet

Float

Digits

Puzzle

Fathom

Sage Accounting