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AI for tax and financial reporting

Every product we track in tax and financial reporting, with its pricing, what it does and where it ranks on public evidence.

96 products44 companies2 rankingsUpdated Oct 27, 2026

Where they rank. Scored out of 100 on public evidence.

All rankings

Professional services

Draft documents

  1. 1Auctor
  2. 2Parley
  3. 3Laura — Especialista JurídicaLexter
35 products reviewedUpdated Oct 20

Professional services

Extract document data

  1. 1Tabular ReviewLegora
  2. 2Lex MachinaLexisNexis
  3. 3Magnetic
9 products reviewedUpdated Oct 20

Products

96 products from 44 companies

  • Filings by Numeral

    Automated sales tax return preparation, filing, and remittance with on-time guarantee or penalties covered.

    From $75Also from Numeral: Exemption Certificate Management, Nexus, Registrations and 1 more

    #1 in Orchestrate workflows, retail and ecommerce

  • Pluvo Reports by Pluvo

    Board packs and close reports drafted from live, reconciled data with every figure cited, rebuilt on schedule, and interrogable in place.

    Free trialFrom $750/month

    #7 in Generate reports

  • Cube

    AI-powered FP&A platform unifying financial data, automating planning and reporting across Excel, Google Sheets, Slack, Teams, and the web.

    Custom pricingAlso from Cube: Cube for Excel, Cube for Google Sheets, Cube for PowerPoint and 2 more

    #2 in Forecast business outcomes

  • Basis

    AI agents built specifically for accountants; a SaaS platform that executes end-to-end accounting workflows and delivers output ready for review.

    #1 in Orchestrate workflows, professional services

  • Crunched Platform by Crunched AS

    An integrated AI analyst platform featuring specialized agents for Excel and PowerPoint, a proprietary review system for consistency checks, and a command center for…

    Custom pricing

    #2 in Analyze data, financial services and insurance

  • Magnetic

    An agentic AI tax prep platform that scans documents, reasons over client data, and enters information directly into tax software, with every return reviewed by US-based…

    #3 in Extract document data, professional services

  • Rima

    AI data-entry agents that complete IRS collection forms (433-F, 433-B, 433-A OIC) from raw client documents and draft P&L statements in about 5 minutes per form.

    Free planCustom pricing

    #4 in Draft documents, professional services

  • Grove Prepare & Review by Grove

    AI agent that drafts tax returns from organized workpapers, performs accuracy checks, and flags anomalies for preparer review.

    Also from Grove: Grove Collect, Grove Deliver

    #5 in Draft documents, professional services

  • Connect by Soraban

    Automated tax data entry that extracts data from W-2s, 1099s, K-1s and brokerage statements and posts it directly into UltraTax, Lacerte, Drake, and CCH Axcess without…

    Also from Soraban: Collect, Deliver, Prepare

    #4 in Extract document data, professional services

  • CoCounsel Tax by Thomson Reuters

    AI tax assistant providing trusted tax insights, integrating with tax software, and helping automate complex tax workflows.

    Also from Thomson Reuters: ONESOURCE Income Tax, SPBinder

    #9 in Draft documents, professional services

  • Coco by Combinely

    AI coworker that navigates complex tax and accounting work—researching, drafting, and verifying calculations with full traceability and cited sources.

    From £180/user/monthAlso from Combinely: Tax, Combinely, Combinely Webapp and 1 more

    #2 in Research legal questions, professional services

  • Cifrato

    AI-powered accounting automation platform that synchronizes electronic invoices with Latin American tax authorities, parametrizes them automatically, and sends them to…

    #10 in Process invoices
Showing 12 of 44 companies

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