Best AI Finance Tools for Xero

Domo puts data to work for everyone so they can multiply their impact on the business. Underpinned by a secure data foundation, our cloud-native data experience platform makes data visible and actionable with user-friendly dashboards and apps. Domo helps companies optimize critical business processes at scale and in record time to spark bold curiosity that powers exponential business results.

Datarails transforms financial planning and analysis by combining the flexibility of Excel with the automation power of AI. Its FinanceOS platform enables finance teams to keep using their familiar spreadsheets while automating consolidation, reporting, and planning tasks that often consume days of work each month. Seamless integrations with popular accounting, ERP, and CRM systems ensure that all company financial data is accessible from a single source of truth. With Datarails, dashboards become more than just visuals—they provide real-time drill-down capabilities, allowing finance professionals to respond instantly to stakeholder inquiries. The built-in AI, FP&A Genius, delivers conversational access to consolidated data, helping teams handle last-minute finance requests in seconds instead of hours. From budgeting and forecasting to scenario modeling and cash management, Datarails supports every stage of the FP&A process. Its user-friendly design eliminates the steep learning curve associated with new software while maintaining Excel’s full functionality. By saving time on manual processes, finance teams can reallocate effort toward strategic decision-making that drives measurable growth.

Meet BILL. Your financial operations platform. The intelligent way to create and pay bills, send invoices, manage expenses, control budgets, and access the credit your business needs to grow—all on one platform.

You can harness the power of sophisticated automation for data entry and real-time visibility to your revenues, expenses, and profitability. Docyt uses powerful artificial intelligence (AI) to learn about your business. Docyt automates back-office and bookkeeping tasks. Docyt provides real-time financial insight to help you make better decisions. Automate tedious bookkeeping tasks, empower management, and gain instant visibility into your financial health with live reports and insights. Docyt allows you to view individual and roll-up financial statements for all of your business locations. Docyt increases employee satisfaction by reducing manual tasks. Docyt simplifies back-office accounting operations for a fraction of the price, so don't commit to a costly and time-consuming transition to a new ERP. Contact us today to find out how Docyt automates your accounting workflows and spend management.

Discover heightened productivity, diminished stress, and seamless handling of unclassified transactions and coding mistakes through Booke's AI-driven automation. Easily identify and correct inaccuracies in your bookkeeping utilizing our state-of-the-art error detection system. Enhance your client interactions and enjoy quicker feedback with our intuitive portal. Reduce the hours spent on manual entries significantly. With each use, Booke grows in precision and dependability, ensuring your financial records are consistently accurate. Maintain client satisfaction and ensure the smooth operation of your business through our effective communication resources, which further bolster your workflow and efficiency.

Asseta serves as an all-encompassing, AI-driven platform aimed at simplifying the financial management tasks of family offices, empowering them to oversee their wealth and accounting processes with both efficiency and transparency. It offers powerful resources for monitoring investments, cash flow, multi-currency dealings, and intricate ownership frameworks, delivering real-time analytics and personalized reporting options. Through its ability to integrate seamlessly, Asseta enables users to gather data from various platforms, including QuickBooks, Bill, and Ramp, into a singular, unified system. Additionally, the platform facilitates the automation of routine financial responsibilities, such as allocations, bill payments, and the month-end closing procedures. Designed with scalability in mind, Asseta not only enhances the efficiency of financial operations for family offices but also improves visibility across diverse entities and currencies on a global scale, thereby fostering informed decision-making. This comprehensive approach allows family offices to focus more on strategic planning and less on administrative burdens.

Samey AI serves as a sophisticated work assistant powered by artificial intelligence, aimed at enhancing the efficiency of legal, finance, and accounting teams through seamless integration with their current tools and data sources. The platform features an advanced search engine that enables users to swiftly find documents, emails, and files across multiple platforms, thereby centralizing information for rapid access. With its straightforward one-click, no-code integrations, Samey AI facilitates connections between different applications, removing the necessity for APIs or coding expertise. Additionally, its Workflow Agents empower users to schedule and automate tasks on a recurring basis—daily, weekly, monthly, or yearly—allowing teams to concentrate on more critical initiatives. To prioritize data security, Samey AI retains information locally on users' systems, avoiding reliance on external servers, while also offering compatibility with a wide array of tools. Moreover, this innovative assistant not only simplifies workflows but also enhances team collaboration and productivity.

Numeric empowers teams to efficiently manage their close process, optimize reconciliations, and utilize AI for automated flux analysis and rapid reporting. By centralizing and refining the month-end close, teams can take advantage of recurring workflows and collaborative tools. Designed for speed, Numeric enables users to operate at an accelerated pace. Enhance your month-end close with automation and workflows that prioritize efficiency and oversight. Manage every aspect of your close from a single interface, encompassing journal entries, reconciliations, flux analysis, review notes, tasks, and subtasks. You can schedule recurring tasks at various intervals—monthly, quarterly, annually, or even on a personalized timeline—ensuring you have the appropriate checklist when needed. All comments can be viewed and addressed, and updates as well as reviews can be conducted from one centralized platform. Additionally, leverage rich-text procedures and pinned links to meticulously document every detail, consolidating all pertinent information in one convenient location. This comprehensive approach not only enhances organization but also fosters clearer communication among team members.

Aleph is a finance platform designed for AI, facilitating financial planning and analysis by merging data consolidation, spreadsheets, dashboards, and intelligent automation to enhance finance processes. It seamlessly integrates with over 150 systems, including ERP, HRIS/ATS, CRM, and various databases, utilizing no-code solutions to ensure real-time data synchronization. The platform adeptly transforms raw data through mapping, table combinations, and applying specific calculations, while securely storing essential metrics. Users can access Aleph via a web interface, complemented by spreadsheet add-ins that allow for the preservation of existing models, all while leveraging more accurate and live data. With features like dashboards and drill-down capabilities, it enables users to identify variances, expedite reporting and closing procedures, engage in forecasting and budget planning, model various scenarios, manage headcount effectively, and share visualized metrics across teams. Additionally, it incorporates robust security measures (SOC 2 Type II) and compliance features, ensuring clients receive immediate value from the platform; many report achieving operational readiness and generating reports within just a few days or weeks after implementation. This rapid onboarding and user-friendly design make Aleph an appealing choice for organizations looking to optimize their finance workflows.

Glean, a smart accounting tool, analyzes invoices at line-item level to quickly identify when vendors are charging you more than they should. Give your finance team the tools they need to save money and empower them. Track spend and budget as they occur, not after accounting close. Our AI software automates all data entry and approval processes, saving you time. Compare bills with previous periods to identify differences. Finance teams can save money and increase accountability for spending within their organizations with Glean. Glean allows you to make better spend decisions by analysing vendor costs at the line-item levels. Glean automates your entire process, saving you time and money. Machine learning is used to provide contextualized analysis and strategic insight we call "gleans". You don't need to be alerted when your monthly invoices change, but you should also understand why.

Bid farewell to the complications of manually handling invoices and expenses, and eliminate the tedious task of tracking down missing information. With Summit's AI-driven system, you can automate your processes with ease. Utilize AI-enhanced tools for Accounts Payable to automatically capture invoices and receipts, route them to the relevant approvers through tailored workflows, and synchronize smoothly with accounting software for stress-free reconciliation and bookkeeping. Gain insights with real-time status updates, enabling swift reporting and audit preparedness. Streamline the tasks of invoice uploading, monitoring, and approval. By removing manual data entry, you not only enhance accuracy but also free up valuable time for more strategic initiatives. Oversee reimbursement requests through our centralized dashboard while ensuring compliance with established policies. This approach saves time and minimizes the possibility of errors. Our Accounts Payable automation solutions provide comprehensive visibility into all company expenditures. By consolidating everything in one location, you can effortlessly maintain policy compliance and promote responsible spending, ultimately enhancing your financial management practices.

Mesh serves as an AI-driven finance assistant tailored to support busy teams in managing expenses, runway, and revenue efficiently, eliminating the reliance on spreadsheets and guesswork. It effortlessly integrates with established accounting and financial systems, thereby removing the hassle of duplicate data entry and minimizing additional workload. With real-time insights, Mesh delivers prompt information on cash flow, expenditures, and revenue, much like having a CFO readily available. Its ongoing reconciliation feature guarantees that transactions are consistently updated and accurate, maintaining flawless records. By synchronizing information across various financial platforms, Mesh removes the need for manual data mapping, enabling users to prioritize growth over tedious bookkeeping tasks. The AI-driven analyst embedded in Mesh can address inquiries, enhancing financial visibility, promoting smarter spending choices, and decreasing unnecessary expenses. Furthermore, this innovative tool empowers teams to make informed decisions quickly, promoting overall financial health and efficiency.

Ledge is a finance operations platform driven by AI, aimed at assisting finance teams in streamlining and expediting their month-end closing processes and managing high-volume operational tasks. Instead of relying on spreadsheets for each cycle, Ledge’s smart agents take the initiative to automatically fill in reconciliations, journal entries, cash application matches, and working papers by utilizing data from interconnected bank, ERP, billing, and payment processing systems, ensuring that when your team accesses the checklist, a significant portion of the groundwork is already laid. It enables ongoing account reconciliation, daily cash application, and features a close checklist that functions like an intelligent workbench; pre-completed tasks simplify the process, exceptions are highlighted, approvals are monitored, and audit trails connect every item back to the original transactions. Consequently, finance teams can transition from a reactive, last-minute rush at the end of the month to a more proactive and insightful review process that is context-rich, robust in controls, satisfying for auditors, and conducive to timely decision-making. This shift not only enhances efficiency but also contributes to a more strategic approach to finance management.