7 Best Accounting AI Tools for 2025

October 17, 2025
Jason Berwanger
Accounting

Find the best accounting AI tools 2025 for automating bookkeeping, streamlining workflows, and improving accuracy in your finance team’s daily tasks.

An accountant analyzing a financial graph with AI accounting tools on a laptop for 2025.

Let’s clear the air: AI is not coming for your job. It’s coming for the most tedious parts of your job. The introduction of AI into accounting is transforming the profession, shifting your role from financial historian to forward-looking strategist. This is a massive opportunity. Instead of being buried in spreadsheets, you can become a trusted advisor who interprets complex data and guides business decisions. Your value will be measured by the quality of your insights. This evolution requires adapting, and this guide will show you how the right accounting AI tools 2025 can help you make that transition successfully.

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Key Takeaways

  • Embrace AI as a Strategic Partner: View AI as a tool to handle repetitive tasks like data entry and reconciliation. This shift allows you to move from processing information to analyzing it, providing the high-value strategic insights that guide business growth.
  • Choose Specialized Tools That Solve Real Problems: Don't adopt AI for its own sake. Identify your biggest operational bottlenecks—like complex revenue recognition or manual invoice processing—and select a specialized tool designed to solve that specific issue. The right software should also integrate smoothly with your existing systems.
  • Develop Your Skills Beyond the Numbers: As AI handles routine calculations, your value will come from your ability to interpret data and communicate its meaning. Focus on strengthening your analytical, problem-solving, and advisory skills to translate complex financial information into clear, strategic guidance.

What AI Really Means for Accounting

Let’s be honest, the conversation around AI can feel a little overwhelming. It seems like every day there’s a new tool or a bold prediction about the future of work. But when we cut through the noise, what does AI actually mean for accounting professionals? The short answer is that it has huge potential to change the profession for the better. It’s not about replacing human expertise, but enhancing it.

Think of AI as a new, incredibly efficient member of your team. It’s the one who loves handling the tedious, repetitive tasks that take up so much of your day. This shift allows you and your team to step away from manual data entry and focus on the work that truly matters: strategy, analysis, and advising clients. The future of accounting isn’t a world without accountants; it’s a world where accountants work alongside AI to deliver more value than ever before. It’s a partnership, and understanding how to make that partnership work is the key to getting ahead.

How AI is Changing Finance

The biggest change AI brings to finance is the automation of routine work. Tasks like data entry, transaction categorization, and reconciliations can be handled by smart software, which frees up your team for more engaging and strategic roles. Instead of spending hours matching invoices, you can spend that time analyzing spending patterns or forecasting revenue. This makes the work more interesting and allows you to provide deeper insights for your business or clients.

AI tools are also becoming incredibly specialized. We’re moving past general AI assistants and into software designed for specific accounting functions, like accounts payable or revenue recognition. These tools aren't just faster; they learn from your data to improve accuracy and spot anomalies you might miss. This specialization means you can build a tech stack that solves your team’s unique challenges.

Common AI Myths, Busted

One of the most common myths I hear is that AI will make accountants obsolete. It’s a valid concern, especially with how quickly the technology is developing. However, the reality is much more nuanced. AI is far more likely to change the nature of accounting jobs than to eliminate them entirely. The core skills of an accountant—critical thinking, ethical judgment, and complex problem-solving—are things AI can't replicate.

Instead of replacing you, AI will automate the most routine parts of your job. This means the role of an accountant will become more strategic and advisory-focused. You’ll be the one interpreting the data AI provides, communicating insights to stakeholders, and making high-level decisions. The demand for tech-savvy accountants who can effectively work with new technology is only going to grow.

The Real Benefits for Your Finance Team

So, what are the tangible benefits of bringing AI into your workflow? For starters, you can make smarter, faster decisions. AI can analyze vast amounts of data to predict future trends and identify opportunities, giving you a clear competitive edge. Companies that adopt AI tools early are already seeing incredible results, including faster month-end closes, improved compliance, and access to real-time financial information.

This isn't just about efficiency; it's about accuracy and control. AI-powered systems can enforce accounting rules consistently, reducing the risk of human error and strengthening your internal controls. With a tool like HubiFi, for example, you can automate complex revenue recognition processes to ensure ASC 606 compliance without the manual headache. Ultimately, AI gives your team the data visibility needed to guide the business with confidence.

The Best AI Accounting Tools to Know

With so many AI tools popping up, it can be tough to know where to start. The right software depends entirely on your business's biggest needs, whether that’s managing invoices, organizing client work, or handling complex revenue streams. To help you find the perfect fit, I’ve put together a list of my top picks for AI accounting tools that solve specific, everyday problems for finance teams. Each one excels in its own area, from automating tedious tasks to providing deep financial insights. Let's look at what makes them stand out.

HubiFi for Revenue Recognition

For high-volume businesses, revenue recognition is a major headache. That’s where HubiFi comes in. It’s designed specifically to automate this process, ensuring you stay compliant with standards like ASC 606. HubiFi pulls data from all your different systems—like your payment processor, CRM, and ERP—into one place, giving you a clear, real-time picture of your financials. This isn't just about closing the books faster; it's about gaining the visibility you need to make smarter strategic decisions. If you’re dealing with complex revenue streams and want to pass audits without breaking a sweat, you can schedule a demo to see how it works.

Vic.ai for Accounts Payable

If your team is buried in invoices, Vic.ai is a tool you need to know about. It focuses on automating the entire accounts payable process. The platform uses AI to process invoices, organize your tax documents, and even check tax returns for potential errors. Think of it as an extra team member who handles the repetitive, time-consuming parts of AP. By letting the AI manage these tasks, your team can focus on more strategic work. According to Rightworks, it’s one of the top AI tools in accounting for streamlining financial operations and improving overall efficiency.

Botkeeper for Automated Bookkeeping

Manual data entry is not only tedious but also prone to human error. Botkeeper tackles this problem head-on by automating bookkeeping tasks. It handles data entry and reconciliation, freeing up your accountants to focus on higher-value work. The platform is built to give your team more time back in their day while also improving the accuracy of your financial records. It’s a practical solution for any business looking to make its bookkeeping process more efficient and reliable. By taking over the manual work, Botkeeper helps ensure your financial data is always clean and up-to-date.

Dext Prepare for Document Processing

Chasing down receipts and invoices is a familiar pain point for many finance professionals. Dext Prepare is an innovative tool that simplifies this entire process. It’s designed to automatically collect and process all your financial paperwork, from receipts to bills and invoices. You can submit documents through email, a mobile app, or direct uploads, and the software extracts the key information for you. This makes it much easier to manage your financial documentation without getting lost in a sea of paper. It’s a straightforward way to keep your records organized and accessible when you need them.

Aiwyn for Payment Automation

For accounting firms, managing billing and collections can be a significant operational drag. Aiwyn is built to solve this by automating the entire payment lifecycle. The platform handles billing, payments, and collections, giving you real-time updates on incoming cash flow. This helps firms get paid faster and improves the client experience with modern, convenient payment options. As noted by Trullion, Aiwyn is one of the best AI software for finance because it directly addresses cash flow management, a critical component of any successful firm. It’s a smart choice for firms looking to modernize their accounts receivable process.

Karbon for Practice Management

When you’re managing a large volume of client work, keeping everything organized is essential. Karbon is a practice management platform that uses AI to help finance and accounting teams stay on top of their workload. It streamlines your inbox by managing emails and client messages, helps you organize team tasks, and tracks time automatically. This gives you a central place to see all client communication and work, ensuring nothing falls through the cracks. It’s especially useful for teams that need clear visibility into project statuses and deadlines, making collaboration smoother and more effective.

Other Tools Worth Mentioning

The world of AI in accounting is growing every day, and new tools are constantly emerging. While the ones listed here are fantastic for specific needs, it’s worth keeping an eye on the broader landscape. The key is to identify your most pressing challenges and find a tool that directly addresses them. With the right AI solutions, accounting and finance professionals can save a significant amount of time, reduce errors, and increase profitability. Exploring the innovative AI solutions available can truly transform how your team operates and allow you to provide more value to your clients or your business.

What to Look For in an AI Accounting Tool

Choosing the right AI accounting tool can feel like a huge task, but it really comes down to understanding your team’s specific needs. Not all AI platforms are built the same. Some are designed for broad bookkeeping, while others specialize in complex areas like revenue recognition or accounts payable. The goal is to find a solution that doesn't just add another layer of tech but actually solves a core problem for your business, whether that's saving time, reducing errors, or providing deeper financial insights.

As you evaluate your options, think about the biggest bottlenecks in your current workflow. Are you spending too much time on manual data entry? Do you struggle to get real-time reports for decision-making? Is compliance becoming a major headache? The best tool for you will directly address these pain points. Look for software that not only automates tasks but also integrates smoothly with the systems you already use, like your ERP and CRM. A tool that works in harmony with your existing tech stack will always deliver more value than one that operates in a silo. To help you narrow it down, here are the key features to look for.

Automated Data Entry and Processing

One of the most immediate benefits of AI is its ability to handle repetitive, manual tasks. Think about all the hours your team spends keying in invoices, categorizing expenses, and reconciling accounts. AI tools can automate these daily jobs, which not only makes the work faster but also significantly reduces the risk of human error. By letting the software manage the tedious data entry, you free up your team to focus on more strategic projects, like financial analysis and planning. This shift from data processor to strategic advisor is where your team can provide the most value to the business.

Real-time Analytics and Reporting

Waiting until the end of the month to understand your financial position is no longer enough. AI-powered tools can analyze your data as it comes in, providing you with up-to-the-minute dashboards and reports. This means you can track performance, monitor cash flow, and spot trends as they happen. Having access to real-time analytics allows you to make faster, more informed decisions. Instead of reacting to past events, you can proactively adjust your strategy based on current data. This capability is crucial for predicting future trends and staying ahead of the competition in a fast-moving market.

Compliance and Risk Management

Staying compliant with regulations like ASC 606 can be incredibly complex, especially for high-volume businesses. AI tools are a game-changer here. They can automatically review contracts and transactions to ensure they meet current standards, flagging any potential issues before they become serious problems. For example, an AI can find unusual entries or risky contract clauses that a manual review might miss. This proactive approach to risk management not only helps you pass audits with confidence but also provides peace of mind that your financials are consistently accurate and defensible.

Advanced Fraud Detection

Fraud can be devastating for any business, and traditional detection methods often catch it too late. AI offers a more powerful line of defense. These tools can monitor thousands of transactions in real time, learning your company's normal financial patterns. When an unusual or suspicious activity occurs—like a duplicate invoice or a payment to an unrecognized vendor—the system immediately flags it for review. This continuous monitoring makes it much easier for auditors and finance teams to find potential fraud before it causes significant damage, protecting your company’s assets and reputation.

Predictive Financial Forecasting

Imagine being able to forecast your sales revenue with 95% accuracy. That's the kind of power AI brings to financial forecasting. Instead of relying solely on historical data and educated guesses, AI algorithms can analyze vast datasets—including market trends, customer behavior, and economic indicators—to create highly accurate predictions. This allows you to build more reliable budgets, manage resources effectively, and make strategic decisions with greater confidence. With predictive forecasting, you can move from a reactive stance to a proactive one, shaping your company's financial future instead of just responding to it.

Smart Integration Capabilities

An AI tool is only as good as its ability to work with your other systems. The last thing you want is a powerful platform that can't communicate with your ERP, CRM, or existing accounting software. Look for tools with robust and flexible integration capabilities. The best solutions connect seamlessly, allowing for a smooth flow of data across your entire organization. This ensures that your AI tool has access to all the information it needs to perform accurately and eliminates the need for manual data transfers between systems, saving you time and preventing errors.

How AI Changes Your Day-to-Day

Adopting AI isn't just about big-picture changes; it's about transforming the small, everyday tasks that eat up your time. Think about the hours spent manually keying in data, chasing down receipts, or getting lost in the weeds of complex tax codes. These are the jobs that, while necessary, don't always feel like the best use of your expertise. This is where AI steps in. By handing these repetitive and time-consuming processes over to smart software, you free yourself and your team to concentrate on what really moves the needle: strategic analysis, building client relationships, and offering high-value advisory services. Let’s look at some of the practical ways AI is reshaping the daily grind for finance professionals, making your work more efficient and, frankly, more interesting.

Expense Management and Receipt Matching

Say goodbye to shoeboxes full of receipts and hours spent on manual data entry. AI tools are designed to automate the entire expense management workflow. You can use software that automatically collects and processes receipts and invoices, pulling out key information and categorizing it for you. This automation significantly cuts down on the time spent on reconciliation and data entry. It also reduces the risk of human error, ensuring your expense records are consistently accurate and up-to-date. This allows your team to focus on more strategic work instead of getting bogged down in paperwork.

Tax Preparation and Research

Tax season often means long hours spent digging through complex regulations and preparing returns. AI can act as a powerful research assistant, quickly finding answers to your tax questions and even summarizing dense legal documents. These tools can also help prepare tax returns by automating data input and flagging potential issues before they become problems. This not only speeds up the entire process but also adds a layer of review that enhances accuracy. As a result, you can handle tax-related tasks more efficiently, giving you more time to provide valuable tax advice to your clients.

Financial Report Generation

Keeping up with changing accounting standards can be a full-time job. AI simplifies this by quickly analyzing lengthy and complex rules, like new FASB drafts. The software can summarize the key points and highlight exactly how the changes might impact different industries or your specific clients. This capability streamlines the process of generating accurate and compliant financial reports. Instead of spending days deciphering new regulations, you can get a clear overview in a fraction of the time, making it easier to adapt your reporting practices and stay ahead of the curve.

Audit Preparation

Audits require a meticulous and thorough approach, and AI is becoming an indispensable tool in the process. AI-powered software can analyze vast amounts of financial data to identify anomalies and suggest specific audit steps based on its findings. This helps you prepare for audits more effectively by catching potential red flags early on. By automating parts of the data analysis, AI not only improves the efficiency of the audit process but also enhances its overall quality and thoroughness. This gives you greater confidence in your financial statements and a smoother audit experience.

Client Communication

Clear and consistent communication is key to strong client relationships. AI can help you manage this more effectively. Many meeting tools now use AI to record, transcribe, and even summarize your client calls automatically. This means you have a searchable record of every conversation, complete with key takeaways and action items. It ensures important details aren't overlooked and makes follow-up a breeze. Using these tools helps you stay organized and responsive, which ultimately strengthens your client relationships and shows you value their time.

Data Analysis and Pattern Recognition

One of AI’s greatest strengths is its ability to see patterns that the human eye might miss. In accounting, this is particularly useful for fraud detection. AI tools can monitor thousands of financial transactions in real time, flagging unusual activity or deviations from the norm. This continuous analysis helps auditors and accountants identify potential fraud much more effectively than manual spot-checks ever could. By leveraging AI for pattern recognition, you can better protect your business and your clients while enhancing the integrity of your financial reporting.

How to Get Your Team Started with AI

Bringing AI into your accounting workflow isn't about flipping a switch. It’s a strategic move that requires a clear plan to get right. When you introduce any new technology, the goal is to make your team’s life easier and your financial operations more efficient, not to create more confusion. A thoughtful rollout ensures everyone feels confident and prepared, turning a potentially disruptive change into a powerful upgrade for your entire department.

The key is to approach AI adoption methodically. Start by identifying the most repetitive, time-consuming tasks that are holding your team back. Is it manual data entry? Reconciling accounts? Chasing down documents? Pinpointing these pain points will help you find the right tools and get your team excited about the solutions. From there, you can build a step-by-step plan that covers everything from choosing the software to training your staff and measuring success. This approach helps you manage change effectively and ensures you get the most value from your investment.

Choose the Right Tools

Not all AI tools are created equal. While general automation software has its place, accounting requires a higher level of precision and specialization. Look for AI platforms designed specifically for finance and accounting tasks. These tools understand the nuances of financial data, compliance rules, and reporting standards. A generic tool might be able to automate a simple workflow, but a specialized one can handle complex processes like revenue recognition or accounts payable with greater accuracy. The best solutions also offer seamless integrations with your existing accounting software, ERPs, and CRMs, ensuring your data flows smoothly across your entire tech stack.

Create an Implementation Plan

Once you’ve chosen a tool, map out how you’ll introduce it to your team. A gradual rollout is often more successful than a company-wide launch. Start with a small pilot project to work out any kinks and build a case study for the rest of the team. A solid plan should include clear goals, a timeline, and key performance indicators (KPIs) to measure success. Companies that plan their implementation well are the ones that see the biggest benefits, like faster month-end closes and more reliable data. If you’re unsure where to begin, you can always schedule a demo with a provider to walk through the process.

Prioritize Security and Compliance

When you’re dealing with sensitive financial information, security is non-negotiable. Before committing to an AI tool, ask direct questions about its security protocols. A critical feature to look for is a guarantee that your company’s data will not be used to train the AI’s general model. This ensures your private financial information stays private. Your firm’s commitment to data security is paramount, so choose a partner that shares that priority. The right AI tool should also help you maintain compliance with standards like ASC 606, not put you at risk.

Train Your Team for Smooth Adoption

Technology is only as good as the people using it. Set your team up for success with comprehensive training that goes beyond a simple software tutorial. Help them understand how AI will change their day-to-day responsibilities for the better, shifting their focus from tedious data entry to more strategic analysis. Encourage open communication and create a space for them to ask questions and share feedback. By investing in your team’s skills, you empower them to use AI effectively and find new ways to add value. For more on this, you can find valuable insights on how to prepare your team for financial transformation.

Consider the Costs

The cost of an AI tool isn't just the subscription fee. You should think about the total return on investment (ROI). Calculate the hours your team will save by automating manual tasks and how that time can be reallocated to higher-value activities like financial planning and analysis. Consider the cost of errors, too—AI can significantly reduce mistakes that lead to compliance issues or poor business decisions. Most providers offer transparent pricing models that scale with your business, so you can find a plan that fits your budget and delivers a clear return.

How Your Role as an Accountant Will Change

Let’s clear the air: AI is not coming for your job. It’s coming for the most tedious parts of your job. The introduction of AI into accounting is less about replacing professionals and more about transforming the profession itself. Think of it as getting a brilliant assistant who loves handling the repetitive, time-consuming tasks that fill your day, like manual data entry, reconciliations, and pulling standard reports. This frees you up to focus on the work that truly requires your expertise, insight, and human judgment.

This shift is a massive opportunity. Instead of spending your hours buried in spreadsheets, you can step into a more strategic role, becoming a trusted advisor who interprets complex data and guides business decisions. Your value will no longer be measured by how quickly you can close the books, but by the quality of the insights you provide. This evolution requires a new mindset and a willingness to adapt, but the result is a more dynamic, engaging, and impactful career. It’s time to move from being a financial historian to a forward-looking strategist.

Shift from Data Entry to Strategy

For years, a huge chunk of an accountant's time has been dedicated to gathering, entering, and verifying data. AI-powered tools automate these processes with incredible speed and accuracy. This means you can finally say goodbye to the mind-numbing task of manual transaction coding or line-by-line reconciliations. As The CPA Journal notes, AI helps with "boring, repetitive tasks, making accounting work more interesting."

With that time back in your day, your focus can shift from processing information to analyzing it. You’ll have the bandwidth to dig into the "why" behind the numbers, identify trends, and provide the kind of strategic guidance that helps businesses thrive. Instead of just reporting on past performance, you’ll be shaping future outcomes.

Skills You'll Need in the AI Era

As your daily tasks change, your skillset will need to evolve, too. Technical accounting knowledge will always be the foundation, but its application is changing. To stay ahead, you’ll need to build proficiency in data analysis and develop a strong understanding of how to work with AI tools. According to Thomson Reuters, developing skills in "AI and big data" is becoming essential for the future.

This doesn’t mean you need to become a coder. It means learning to ask the right questions of your data, interpret the outputs from AI systems, and use those insights to tell a compelling financial story. Soft skills like critical thinking, problem-solving, and communication are also more important than ever as you translate complex data into actionable business advice.

Focus More on Advisory Services

The single biggest change AI brings is the opportunity to expand your advisory role. When AI handles the routine compliance and reporting work, you are free to concentrate on higher-value activities. You can spend more time with clients or stakeholders, understanding their challenges and helping them plan for the future. This is where your experience and judgment truly shine.

As one report puts it, automation lets accountants focus on "giving advice to clients, making big plans, and solving complex problems." You become a strategic partner, helping with everything from cash flow forecasting and budgeting to identifying growth opportunities and mitigating risks. This transition moves you from a necessary cost center to an indispensable part of the decision-making team.

Commit to Continuous Learning

The world of AI is moving fast, and the tools available today will only get more sophisticated. Staying relevant in this new landscape requires a genuine commitment to continuous learning. You can’t afford to be passive; you have to be proactive about keeping your skills sharp and staying informed about new technologies that can make your work more efficient and impactful.

Professional organizations like CPA.com emphasize that it's crucial for accountants to learn about AI and start using it to remain valuable. Make it a habit to read industry publications, attend webinars, and experiment with new software. Think of this not as an extra task, but as a core part of your professional development. The accountants who embrace learning will be the ones who lead the industry forward.

What's Next for AI in Accounting

The world of accounting is on the brink of some exciting changes, and AI is at the center of it all. This isn't about robots taking over; it's about technology giving us the tools to work smarter and focus on what truly matters. As AI continues to develop, it’s set to reshape not just our daily tasks but the entire financial landscape. From handling complex new regulations to providing deeper insights into business performance, the future of AI in accounting is less about automation for its own sake and more about creating strategic value. Let’s look at what’s on the horizon.

Emerging Technologies

AI tools are getting much more specific and powerful. Instead of being general-purpose assistants, the latest AI software for finance is designed to master particular accounting tasks. Think of specialized tools that excel at data entry, reconciliation, or financial reporting with incredible accuracy. This shift toward specialization means you can find solutions that are perfectly tailored to your team's biggest pain points. It allows for a more targeted approach to automation, ensuring that the most time-consuming and error-prone processes get the support they need, freeing up your team for more analytical work.

Regulatory Changes

The rules of the game are always changing, and compliance is getting more complex. New regulations around Environmental, Social, and Governance (ESG) reporting, lease accounting, and tax compliance are adding new layers of work for finance teams. This is where AI can be a huge help. These tools can be programmed to understand and apply new rules, helping your firm stay compliant without the manual headache. Just as specialized platforms handle complex standards like ASC 606 compliance, AI tools can automate data gathering for new regulations, making it easier to manage risk and keep your financial operations up to date.

Enhanced Analytics

One of the most powerful aspects of AI is its ability to see the future—or at least, to make a very educated guess. By analyzing massive datasets, AI can move beyond historical reporting into the realm of predictive analytics. This means your team can forecast future financial trends and outcomes with a much higher degree of confidence. Imagine being able to anticipate cash flow issues before they happen or identify growth opportunities based on subtle market shifts. This capability transforms the finance team from a reporting function into a strategic partner that drives better, faster business decisions.

The Future of the Industry

So, what does all this mean for the accounting profession? The consensus is that AI won't replace accountants but will fundamentally change the nature of their work. The potential for Artificial Intelligence to transform the industry is massive. Routine, repetitive tasks will become increasingly automated, allowing professionals to shift their focus toward more complex, strategic responsibilities. Accountants who learn to work alongside AI will have a major competitive advantage. The future accountant is a strategist, an advisor, and a data interpreter—using AI-driven insights to guide business growth and financial health.

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Frequently Asked Questions

Will AI actually replace my accounting job? This is the number one question I get, and the short answer is no. AI is not here to replace you, but to partner with you. It excels at handling the repetitive, rule-based tasks that take up so much of your day. This frees you to focus on the work that requires uniquely human skills like critical thinking, ethical judgment, and strategic advising. Your role will become less about processing data and more about interpreting it to guide important business decisions.

I'm interested, but where do I even start? It feels overwhelming. The best way to begin is to start small. Don't try to overhaul your entire workflow at once. Instead, identify the single biggest bottleneck or most tedious task your team faces. Is it chasing down receipts? Manually entering invoice data? Once you pinpoint that specific pain point, you can look for a specialized tool designed to solve that one problem. This approach makes the transition manageable and helps you demonstrate clear value from the start.

Are these AI tools only for large companies, or can my small business benefit too? AI tools are absolutely for businesses of all sizes. In fact, the time-saving benefits can be even more impactful for a small team where everyone wears multiple hats. Many modern AI platforms are built to be scalable and offer flexible pricing plans that can fit a smaller budget. The goal is to gain efficiency and accuracy, which helps any business, regardless of its size, grow smarter and more profitably.

What's the most important skill I should focus on developing to stay relevant? Beyond your core accounting knowledge, focus on your ability to analyze and communicate. The most valuable professionals will be those who can look at the data an AI system provides, understand the story it's telling, and translate that story into clear, actionable advice for clients or leadership. Think of yourself as a financial storyteller. The technology will handle the number-crunching, but you provide the crucial context and strategic insight.

How can I be sure my company's financial data is secure with an AI tool? Security should be your top priority when evaluating any new software. It's essential to ask vendors direct questions about their security measures and data privacy policies. One of the most important things to confirm is that your company's sensitive financial data will not be used to train the AI's general, public-facing model. A reputable provider will be transparent about their protocols and will prioritize protecting your information as much as you do.

Jason Berwanger

Former Root, EVP of Finance/Data at multiple FinTech startups

Jason Kyle Berwanger: An accomplished two-time entrepreneur, polyglot in finance, data & tech with 15 years of expertise. Builder, practitioner, leader—pioneering multiple ERP implementations and data solutions. Catalyst behind a 6% gross margin improvement with a sub-90-day IPO at Root insurance, powered by his vision & platform. Having held virtually every role from accountant to finance systems to finance exec, he brings a rare and noteworthy perspective in rethinking the finance tooling landscape.