Accountings

Meta description: A practical review of AI tools for accountants in 2025, including Vic.ai, Trullion, MindBridge, Docyt, BILL, Sage Intacct, and QuickBooks Online Advanced, with honest pricing and real-world advice. AI Tools for Accountants: What Actually Works in 2025 The $800 Mistake My buddy Rick runs a twelve-person accounting firm in Morton, twenty minutes outside Peoria. Last October, some vendor sold him an “intelligent accounting automation platform.” Rick’s words. Sounded fancy. Cost him $800 a month. Three months later, the software was flagging legitimate vendor payments as fraud and missing actual duplicates. His staff burned six hours a week babysitting the thing. Rick called me at ten on a Tuesday night. Sounded like a man watching his pickup truck roll into the Illinois River. ...

Best AI Tools for CFOs in 2026: Honest Reviews & Comparisons Meta description: Honest reviews of the top AI tools for CFOs in 2026, including Adaptive Insights, Anaplan, Prophix, Datarails, FloQast, BlackLine, and Vic.ai. Real-world comparisons to help you avoid costly mistakes. My buddy Rick thought he was being smart. He’s the CFO at a 200-employee manufacturing outfit down in Morton, about ten minutes from my shop in Peoria. Last year, a consultant sold him on Anaplan. “It’ll connect all your planning,” the guy said. Rick wrote a check for $300,000 in year one. Six months later, his team was still building models, the sales department wouldn’t touch it, and Rick was closing the books in the same broken Excel file he’d used since 2019. He called me from the parking lot of a Casey’s, wondering if he could get a refund. He couldn’t. ...

Related reading: AI Tools for Accountants AI Tools for CFOs AI Tools for Payroll Processors Top AI Tools for Accounting And Finance Here are the tools we recommend for accounting & finance: Quickbooks — QuickBooks — Varies Xero — Xero — Varies Freshbooks — FreshBooks — Varies Hubspot — HubSpot — 30% recurring Disclosure: Some links in this article are affiliate links. We may earn a commission at no extra cost to you. ...

Honest reviews of the best AI tools for CPAs in 2026, including Vic.ai, ChatGPT, MindBridge, and more. Find out which tools actually save time and money for small to mid-size firms. Best AI Tools for CPAs in 2026: Honest Reviews & Comparisons My buddy Rick runs a four-person CPA firm in Morton, twenty minutes outside Peoria. Last April, his part-time bookkeeper quit without notice three weeks before the corporate filing deadline. Rick spent three straight Saturdays in his office manually coding 847 invoices from a manufacturing client. He missed his kid’s tee-ball opener. He missed his anniversary dinner. His wife, understandably, threatened to sell his golf clubs and donate the proceeds to a cause of her choosing. Rick called me asking if this AI stuff was actual help or just more Silicon Valley vaporware sold by people who’ve never seen a W-2. I didn’t know either. So I spent three weeks digging into reviews, watching demos, and talking to five firm owners who’ve actually adopted these things. Here’s the truth about the best AI tools for CPAs right now. ...

I Tested 7 AI Tools for Financial Analysts — Don’t Blow $24K Like My Buddy Rick My Buddy Rick and the $24,000 Basement Terminal My buddy Rick — CFA, corporate development at a manufacturing firm down in Morton — dropped twenty-four grand last year on a Bloomberg Terminal for his home office. Twenty-four thousand dollars. To read earnings transcripts in his basement. He used it maybe three times a week, mostly to check stock prices he could’ve pulled up on his phone. That’s not a tool; that’s a midlife crisis with a keyboard. And it’s exactly why I spent three weeks digging into AI tools for financial analysts — so you don’t pull a Rick. ...

Meta description: I tested 6 payroll AI tools in 2026 to find the best for small businesses. Honest reviews of Gusto, ADP, Rippling, OnPay, QuickBooks, and Deel. Save money and avoid penalties. I Tested 6 Payroll AI Tools in 2026: The Honest, Uncomfortable Truth My buddy Rick runs a body shop in Morton, just outside Peoria. Last year he hired a bookkeeper in Indiana to handle invoicing remotely. Rick, being Rick, thought he could save thirty bucks a month by running payroll himself in a spreadsheet. Three months later, a letter showed up from the Indiana Department of Revenue. He’d missed a county withholding tax that changed in January. Cost him $1,200 in penalties, plus the awkward conversation with his employee about why their withholding was screwed up. ...