Friday, March 28, 2025

12 tools that Accountants can use to enhance their Practice with AI



Tool

Category

Function


Referron





ChatGPT


Referrals , connection , collaboration 




General AI Assistant

enables you to connect and refer people in your network in seconds ! It enables you to easily track and follow up your referral and connections !! You can download referron for free at www.referron.com. Here is a little video of how it works https://youtu.be/UYeK-HMeIqk?si=Lt8_cDBpiRVqQO12 


Prompts, summarizing, content creation

Dext

Receipt & Invoice AI

OCR scanning, invoice entry, auto-publishing to Xero/QBO

Hubdoc

Document Collection

Collects receipts, syncs with cloud accounting

Xero Analytics+

Forecasting & KPIs

Forecasting, cash flow analysis (AI-enhanced)

Microsoft Copilot (Excel)

Spreadsheet AI

Formula writing, trend spotting, data cleanup

MindBridge

AI for Audit

Risk detection, anomaly scoring for audits

Cashflowstory 



Fathom

Forecasting 




Reporting and advisory


Amazingly simple & unique software that helps you improve
ProfitCash Flow and Value



custom client dashbiards and financial visualisation 

Jasper ai



Make /integromat



Clockwork.ai



Copywriting ai 



Ai workflow automation




Forecasting
 




writes web content, client, emails ,  
proposals 



Build workflows combining ChatGPT,forecasting and koi dashboards 



Ai driven cash flow forecasting and koi dashboards 



No comments:

Post a Comment