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TaskRanking

Best AI tools for Finance & Accounting

FP&A, close, AP/AR, audit, tax, treasury, IR and accounting. 40 use cases, each with a ranked top 5.

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Build a financial model in Excel

#1 Shortcut · then Quadratic, Copilot in Excel

Research stocks and company fundamentals

#1 Koyfin · then Fiscal.ai, TIKR

Summarize earnings calls and filings

#1 Quartr · then AlphaSense, Claude

Analyze a spreadsheet or CSV with AI

#1 Julius AI · then ChatGPT, Claude

Write Excel/Sheets formulas

#1 Better Analyst (formerly Formula Bot) · then Copilot in Excel, Rows

FP&A budgeting and forecasting

#1 Pigment · then Anaplan, Planful

Build a rolling cash flow forecast

#1 Fathom (reporting) · then Datarails, Cube

Run board and management reporting

#1 Fathom (reporting) · then Workiva, Datarails

Excel-based FP&A consolidation

#1 Vena · then Datarails, Cube

Automate bookkeeping

#1 Digits · then Booke AI, QuickBooks

Small business accounting software

#1 QuickBooks · then Xero, Zoho Books

Speed up the month-end close

#1 FloQast · then BlackLine, Numeric

Automate account reconciliations

#1 BlackLine · then FloQast, Numeric

Capture receipts and invoices

#1 Dext · then Expensify, Ramp

Automate accounts payable

#1 Vic.ai · then Tipalti, Stampli

Pay international suppliers and contractors

#1 Tipalti · then Deel, Ramp

Automate accounts receivable and collections

#1 HighRadius · then BILL, Chargebee

Manage subscription billing and revenue

#1 Chargebee · then Stripe, Recharge

Track spend and corporate cards

#1 Ramp · then Brex, Expensify

Manage business travel and expenses

#1 Navan · then Ramp, Brex

Send invoices and get paid

#1 FreshBooks · then Stripe, Wave

Treasury and cash management

#1 Kyriba · then HighRadius, Mercury

Audit analytics and testing

#1 MindBridge · then DataSnipper, Workiva

Sales tax compliance

#1 Avalara · then QuickBooks, Xero

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