Booke AI
AI Bookkeeper $129/business/mo (works inside QuickBooks & Xero)
AI bookkeeping automation for transaction categorization and reconciliation.
Checked Oct 15, 2026 DetailsVisit Booke AI ↗
Automation & AI agent tools for CPA firms & consultants
We list 14 automation & AI agent tools for CPA firms & consultants, each checked on the vendor's own site. 13 publish a starting price; the lowest we found is $0 (free to start), from ChatGPT (vendor page: “Free version available; paid plan prices not rendered in snapshot text”).
Updated Oct 15, 2026
Featured · paid placements are labeled “Ad”
Sponsor this page| Tool | What it does | Entry price | Checked on |
|---|---|---|---|
| Booke AI | AI bookkeeping automation for transaction categorization and reconciliation. | AI Bookkeeper $129/business/mo (works inside QuickBooks & Xero) | Oct 15, 2026 |
| Hubdoc | Document capture and bank statement fetching for Xero users. | $12/mo after 30-day free trial | Oct 15, 2026 |
| Karbon | Practice management and workflow for accounting firms. | Team $59/user/mo annual ($79 monthly); Business $89 ($99) | Oct 15, 2026 |
| ChatGPT | OpenAI general-purpose AI assistant. | Free version available; paid plan prices not rendered in snapshot text | Oct 15, 2026 |
| Claude | Anthropic AI assistant for writing, analysis and coding. | Free $0; Pro $17/mo annual ($20 monthly) | Oct 15, 2026 |
| Dext | Receipt and invoice capture that publishes to accounting software. | Contact for pricing* | Oct 15, 2026 |
| Digits | AI-native accounting and bookkeeping platform. | Essentials $65/mo; Core $100/mo; Pro $250/mo | Oct 15, 2026 |
| Docyt | AI bookkeeping and accounting automation. | Accounting Suite from $299/property/mo; Daily Flash from $100/location/mo | Oct 15, 2026 |
| Gusto | Payroll, benefits and HR for small businesses. | Simple $49/mo + $6/person; Plus $80/mo + $12/person | Oct 15, 2026 |
| Motion | AI calendar, tasks and project manager. | Pro AI $19/seat/mo; Business AI $29/seat/mo | Oct 15, 2026 |
| Pilot | Bookkeeping, tax and CFO services for startups and small businesses. | Bookkeeping Essentials $99/mo (up to $100k monthly expenses) | Oct 15, 2026 |
| Puzzle | AI accounting software for startups. | Starter $30/mo (billed annually; free first 2 months); Core $72; Complete $120; Scale $360 | Oct 15, 2026 |
| QuickBooks Online | Small business accounting with AI agents for invoicing and bookkeeping. | Simple Start $38/mo ($19 promo for 3 months); Essentials $85/mo | Oct 15, 2026 |
| Xero | Cloud accounting for small businesses. | Early $27/mo, Growing $59/mo, Established $97/mo (intro offer: $5.40/$11.80/$19.40 per month for the first 3 months) | Oct 15, 2026 |
* Contact for pricing: the vendor publishes no price on its own site, so we don't show one. How we handle this.
Hubdoc
$12/mo after 30-day free trial
Document capture and bank statement fetching for Xero users.
Checked Oct 15, 2026 DetailsVisit Hubdoc ↗
Karbon
Team $59/user/mo annual ($79 monthly); Business $89 ($99)
Practice management and workflow for accounting firms.
Checked Oct 15, 2026 DetailsVisit Karbon ↗
ChatGPT
Free version available; paid plan prices not rendered in snapshot textFree tier
OpenAI general-purpose AI assistant.
Checked Oct 15, 2026 DetailsVisit ChatGPT ↗
Claude
Free $0; Pro $17/mo annual ($20 monthly)Free tier
Anthropic AI assistant for writing, analysis and coding.
Checked Oct 15, 2026 DetailsVisit Claude ↗
Dext
Partner (accountant) pricing per client, e.g., add-ons $7-$7.50/client/mo; small-business plan price not in snapshot
Receipt and invoice capture that publishes to accounting software.
Checked Oct 15, 2026 DetailsVisit Dext ↗
Digits
Essentials $65/mo; Core $100/mo; Pro $250/mo
AI-native accounting and bookkeeping platform.
Checked Oct 15, 2026 DetailsVisit Digits ↗
Docyt
Accounting Suite from $299/property/mo; Daily Flash from $100/location/mo
AI bookkeeping and accounting automation.
Checked Oct 15, 2026 DetailsVisit Docyt ↗
Gusto
Simple $49/mo + $6/person; Plus $80/mo + $12/person
Payroll, benefits and HR for small businesses.
Checked Oct 15, 2026 DetailsVisit Gusto ↗
Motion
Pro AI $19/seat/mo; Business AI $29/seat/mo
AI calendar, tasks and project manager.
Checked Oct 15, 2026 DetailsVisit Motion ↗
Pilot
Bookkeeping Essentials $99/mo (up to $100k monthly expenses)
Bookkeeping, tax and CFO services for startups and small businesses.
Checked Oct 15, 2026 DetailsVisit Pilot ↗
Puzzle
Starter $30/mo (billed annually; free first 2 months); Core $72; Complete $120; Scale $360
AI accounting software for startups.
Checked Oct 15, 2026 DetailsVisit Puzzle ↗
QuickBooks Online
Simple Start $38/mo ($19 promo for 3 months); Essentials $85/mo
Small business accounting with AI agents for invoicing and bookkeeping.
Checked Oct 15, 2026 DetailsVisit QuickBooks Online ↗
Xero
Early $27/mo, Growing $59/mo, Established $97/mo (intro offer: $5.40/$11.80/$19.40 per month for the first 3 months)
Cloud accounting for small businesses.
Checked Oct 15, 2026 DetailsVisit Xero ↗
Also works for any business
General tools with this job that aren't built for CPA firms & consultants specifically. Not counted in the total above.
Bench
Micro business $199/mo (≤$250k revenue); Bookkeeping $399/mo; Bookkeeping + Tax $649/mo
Online bookkeeping and tax service for small businesses.
Checked Oct 15, 2026 DetailsVisit Bench ↗
Bland AI
Developer start: $0.14/min, $0 platform fee, 2 free credits + inbound number
Enterprise AI phone call platform.
Checked Oct 15, 2026 DetailsVisit Bland AI ↗
Chatbase
Hobby $32/mo billed yearly ($40 monthly)
Build AI chatbots trained on your own content.
Checked Oct 15, 2026 DetailsVisit Chatbase ↗
CustomGPT.ai
Standard $99/mo; Premium $499/mo; 7-day trial
No-code custom AI agents trained on business content.
Checked Oct 15, 2026 DetailsVisit CustomGPT.ai ↗
Google Gemini
Free Gemini app; Google AI plan prices not cleanly parsed from snapshotFree tier
Google AI assistant, also inside Google Workspace.
Checked Oct 15, 2026 DetailsVisit Google Gemini ↗
Gumloop
Pro from $37/mo; 14-day free trial
No-code AI automation builder.
Checked Oct 15, 2026 DetailsVisit Gumloop ↗
Lindy
Free with $50 in credits; paid plans availableFree tier
No-code AI agents for email, meetings and calls.
Checked Oct 15, 2026 DetailsVisit Lindy ↗
Make
Free plan referenced; paid prices not in snapshot textFree tier
Visual automation platform with AI agents.
Checked Oct 15, 2026 DetailsVisit Make ↗
n8n
Cloud plan prices not in snapshot text; self-host option; free trial
Workflow automation with AI, self-host or cloud.
Checked Oct 15, 2026 DetailsVisit n8n ↗
Ramp
Free $0/user/mo; Plus $15/user/mo + platform feeFree tier
Corporate cards and spend management with AI.
Checked Oct 15, 2026 DetailsVisit Ramp ↗
Retell AI
Pay as you go, $0.07-$0.31/min for voice agents; $10 free credits
Platform for building and deploying AI phone agents.
Checked Oct 15, 2026 DetailsVisit Retell AI ↗
Rippling
From $8/employee/mo plus monthly base fee
HR, IT and finance platform.
Checked Oct 15, 2026 DetailsVisit Rippling ↗
FAQ
What automation & AI agent tools work for CPA firms & consultants?
14 tools on this page, including Booke AI, Hubdoc, Karbon, ChatGPT. Each was checked against the vendor's site, most recently on Oct 15, 2026.
Which automation & AI agent tools for CPA firms & consultants publish their prices?
13 of 14: ChatGPT (Free version available; paid plan prices not rendered in snapshot text); Claude (Free $0; Pro $17/mo annual ($20 monthly)); Hubdoc ($12/mo after 30-day free trial); Motion (Pro AI $19/seat/mo; Business AI $29/seat/mo); Xero (Early $27/mo, Growing $59/mo, Established $97/mo (intro offer: $5.40/$11.80/$19.40 per month for the first 3 months)). The rest ask you to contact sales or book a demo.
Is there a free option?
The vendor sites for ChatGPT, Claude state a free tier or free plan as of our last check.
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