The tool ledger

Open-source and managed data integration platform connecting hundreds of systems to AI and analytics tools.

Practice management and payments platform for accounting firms, covering billing and client experience.

Scenario planning and analysis platform used for connected enterprise planning.

Accounts payable and receivable approval automation that plugs into Xero, QuickBooks Online, and NetSuite.

Embedded tax platform that adds tax filing into financial products and services.

GRC platform covering audit, risk, and compliance work with AI agents.

Accounts payable, receivable, and spend management platform with a dedicated accounting-firm track.

Integration and automation platform connecting applications, data, and AI infrastructure.

Practice management software for accounting firms covering CRM, engagements, documents, workflow, and billing.

Integration platform with flat-rate pricing that charges for endpoints and flows rather than transactions.

Client communication and workflow software for bookkeeping, CPA, and client accounting services teams.

Embedded tax filing infrastructure that lets financial products offer IRS-authorised e-file.

Electronic signature and agreement management platform used for engagement letters and client authorisations.

Electronic signature software for sending, signing, and tracking agreements.

Content services platform with AI document Q&A, secure collaboration, and governance controls.

Practice workflow software for accounting and bookkeeping firms.

Managed data pipeline platform that syncs source systems into a warehouse for reporting.

Payroll, benefits, and HR software with a dedicated accountant partner programme.

Document processing and workflow automation platform for high-volume enterprise operations.

Client proposals, engagement letters, billing, and payment collection software for professional services firms.

Project and deadline management software for accounting and bookkeeping firms.

Client communication and document intelligence platform for accounting firms.

Visual automation platform for building workflows and AI agents across connected apps.

Unified API platform that connects products to accounting, HR, and CRM systems through one integration.

Strategic financial planning software connecting people plans with financial plans.

Workflow automation platform with unlimited users and workflows, priced by monthly executions.

Payroll, HR, and benefits software with firm-level pricing and revenue sharing for accountants.

Proposal, contract, and eSignature software with a free tier for small teams.

No-code automation platform for finance and operations data workflows, now with AI agents.

Spend management platform covering bills, cards, expenses, and travel with AI agents.

Secure cloud platform and application hosting for accounting and tax firms.

Workforce platform combining payroll, spend management, and business systems in one place.

Client collaboration and document management platform with secure portal, eSignature, and workflow automation.

Document management, secure client portal, and eSignature software for accounting firms.

Full-service payroll and contractor payments with automated tax filings.

Practice management platform for accounting firms covering CRM, client portal, documents, and e-signatures.

Tax preparation marketplace that matches firms and filers with licensed tax professionals.

Workflow automation platform connecting thousands of apps, including accounting and practice tools.

AI-powered integration platform for connecting apps and automating workflows.

Practice management software for accountants covering client work, task automation, and audit trails.

AI features inside Karbon's accounting practice management and workflow platform.

AI assistant provided by Rightworks for accounting-firm research and firm work.

AI work intelligence software for bookkeepers and accountants that checks client data and surfaces workflow issues.