Dext is an AI-powered bookkeeping software that automates the capture and categorization of receipts, invoices, and expenses with 99.9% accuracy. It syncs directly with accounting software, eliminating manual entry and saving users significant time each week. Dext offers multiple ways to submit documents, including mobile app, email, and direct uploads, ensuring a seamless experience for users.

Dext's AI extracts key data from receipts and invoices with 99.9% accuracy.

AI Data Extraction

Track and approve employee expenses in real-time with a digital audit trail.

Expense Management

Capture documents via mobile app, email, or direct uploads.

Multiple Submission Methods

Connects with over 30 accounting software and 11,500 banks.

Accounting Software Integration

Flexible pricing plans that scale with your business needs.

Customizable Plans

Dext

DataSnipper lives inside Microsoft Excel. You import PDFs, scans, and images, run OCR, then snip figures from the document into the workbook with a link back to the source page. Form extraction, document matching, version comparison, and Find All Sums cover the sample-testing work that usually means flipping between a PDF and a spreadsheet.

Pricing is quote-only, sold per user. Start includes document import, OCR, snips, form extraction, document matching, version comparison, Find All Sums, comments, and SSO. Accelerate adds Excel Agents, an agent builder, DocuMine (ask questions of a document set), AI extractions, and connectors for SharePoint, OneDrive, Xero, QuickBooks, and SAP Concur. Elevate adds company templates, directory sync, guest access, retention policies, advanced export, and premium support. Financial Statement Suite (statement procedures and tickmarks) and UpLink (client PBC requests without a client login) are separate add-ons.

This is for external audit, internal audit, tax, and financial control teams that already work in Excel. It is not a general ledger, not a receipt app for a 10-person company, and not something you can buy from a self-serve pricing page. If you need DIY bookkeeping, look at Kick or QuickBooks. If your team already tests samples in workpapers, DataSnipper keeps the evidence attached.

Click a figure in a PDF and drop it into Excel with a cross-reference back to the page, so reviewers can open the evidence from the cell.

Snip to source

Pull repeating fields from invoices, bank statements, or confirmations, and match workbook rows to supporting documents.

Form extraction and document matching

Check that totals add and compare two versions of a statement or workpaper without a manual tick-and-tie.

Find All Sums and version compare

Run end-to-end tests (revenue samples, royalty calcs, tests of details) with an agent; your team reviews the output instead of building the sample from scratch.

Excel Agents (Accelerate+)

Ask a question across a pile of uploaded documents and get answers with citations, useful when the support file is 80 pages and you need one clause.

DocuMine

Add-ons: request PBC files from clients without a login, and run statement procedures with firm-wide tickmarks.

UpLink and Financial Statement Suite

DataSnipper

Start

Accelerate

Elevate

TaxDome puts CRM, pipelines, a client portal, e-signatures, secure chat, proposals, and invoicing in one system so a tax or bookkeeping firm is not bouncing between email, a file share, and a separate billing tool. Clients get a web portal and iOS/Android apps to upload documents, sign, and pay.

US and Canada pricing is per seat, billed upfront for 1, 2, or 3 years. Essentials is $800 per user per year on a 1-year term ($700 on 3 years) and is limited to one team member. Pro is $1,000 per user per year ($900 on 3 years) and adds workflow automation, team chat, AI reporting, a branded URL, IRS transcript download, and 120 general-ledger connections for bookkeeping clients. Business is $1,200 per user per year ($1,100 on 3 years) and adds Client Care (TaxDome answers client platform questions), a 365-day activity feed, unlimited ledger connections, and faster support (about 6-hour response). Pro can add $100/month seats. Business can add $500 seasonal seats for four months.

Choose TaxDome if you want one vendor for portal, workflow, and billing and you can pay annually. Essentials is the wrong plan the moment a second person needs a login. Implementation is a project; firms that skip training stall. This is for firms, not for an owner doing their own books.

Clients and contacts in one list, with pipelines for tax, bookkeeping, and accounting work.

Unlimited CRM

Clients upload, sign, message, and pay from the web or the TaxDome iOS and Android apps. Business plan can white-label the app at 25+ seats.

Client portal and mobile apps

Pro and Business include ready-made pipelines for tax and bookkeeping so organizers, signatures, and invoices trigger the next step.

Workflow automation

Unlimited storage and e-signatures on every plan, including knowledge-based authentication when you need extra identity checks.

Documents and e-signatures

Send an engagement letter, collect the signature, and take payment (including Stripe) in one thread instead of a separate proposal tool.

Proposals and payments

Pro includes 120 client general-ledger connections with no per-client fee. Business removes the cap. Categorize client transactions inside TaxDome.

Bookkeeping ledger connections

TaxDome

Essentials

Business

Canopy is practice management for US CPA, tax, and bookkeeping firms. Client records, documents, e-signatures, organizers, tasks, time, invoices, and portal messages live on one engagement instead of across a file share, a task app, and a separate billing tool.

Standard is $74 per user per month billed annually and includes CRM, document management, eSign, the client portal, task workflows, invoicing, and payments. Plus is $109 and adds roles, capacity planning, and custom reporting. Premium is $149. Enterprise is a custom quote aimed at very large firms. Add-ons sit on top of those seats: tax workflow automation from $34 per client credit, close automation at $10 per connected client per month (first five connections included), and tax resolution at $50 per user per month. Card payments are 3.30% + $0.20; ACH is 1% capped at $10. Annual billing is 20% less than monthly.

Pick Canopy if IRS transcript pulls, notice workflows, and tax-season intake belong in the same system as billing. Skip it if you need a global, multi-currency practice OS or you only want a lightweight task board. This is a firm operating system. Plan for a real implementation, not a weekend swap.

One client record for contacts, requests, secure messages, and a branded portal. Clients upload and sign from the web or the mobile app.

Client CRM and portal

Store files on the client, run eSign (including KBA at $1.25 per credit), and use AI to rename uploads and place signature fields.

Recurring tasks, role-based assignments, timers, WIP, and (on Plus) capacity planning so busy-season work does not pile onto the same two people.

Workflows and time

Invoices, recurring billing, retainers, and online card or ACH collection. Group billing combines related entities on one invoice.

Invoicing and payments

Optional add-on: pull up to 20 years of IRS transcripts, track notices, and auto-fill 200+ federal and state forms from $50/user/month.

Tax resolution tools

Tax workflow automation (intake through delivery) from $34 per client credit. Close automation scans connected ledgers from $10 per client per month.

Tax and close add-ons

Canopy

Standard

Plus

Premium

Enterprise

Lido is an AI-powered document processing platform that extracts structured data from any document and converts it into Excel, Google Sheets, or CSV. It works with PDFs, scans, images, and emails — no templates or manual data entry required. Lido supports invoices, receipts, bank statements, purchase orders, medical forms, and any other document type. Lido achieves 99%+ accuracy on structured documents like invoices and receipts, making it a reliable choice for finance and operations teams.

Automatically extract structured data from any document type, including invoices and receipts.

Data Extraction

Match extracted data against internal systems to ensure accuracy.

Validation

Trigger workflows based on extracted data, such as uploading to ERP or generating documents.

Automation

Upload documents in batches or connect shared folders for automatic ingestion.

Batch Upload

Achieve over 99% accuracy without the need for templates or extensive training.

High Accuracy

Lido

Scale

Xtracta’s receipt scanning and capture software allows for quick and efficient data extraction from receipts. It integrates seamlessly with various systems through a simple API, making it suitable for businesses processing large volumes of receipts. The technology is powered by AI, enabling automatic information extraction from scanned, photographed, or digital documents without the need for manual template setup.

Automatically extracts information from various document types including receipts, invoices, and contracts.

Easily integrates with existing software systems through a simple API.

Seamless Integration

Utilizes artificial intelligence for accurate and efficient data capture.

AI-Powered

Eliminates the need for manual template setup for document processing.

No Manual Setup

Xtracta

OCR for Accounting extracts data from invoices, receipts, bank statements, and tax forms into structured formats like Excel, Google Sheets, or CSV. The AI-powered OCR reads any document format without templates or manual configuration, simplifying the accounting technology stack. It is SOC 2 Type 2 certified and HIPAA compliant, ensuring secure processing of financial documents.

Extracts data from various financial documents without the need for templates.

AI-Powered Data Extraction

Handles invoices, receipts, bank statements, tax forms, and more in one tool.

Multi-Document Support

AI columns provide initial coding for GL accounts and expense categories.

GL Coding

Data can be exported to Excel, Google Sheets, CSV, or JSON for easy integration.

Export Options

Processes documents quickly, providing structured data in seconds.

Fast Processing

OCR for Accounting

Mindee's OCR API automates document processing, transforming photos, PDFs, and handwritten files into structured JSON with high reliability. It requires no model training and supports any alphabet or language. The API features advanced capabilities such as document splitting, classification, and cropping, ensuring efficient workflow automation. Mindee is trusted by top-tier teams worldwide for its precision and adaptability in handling diverse document types.

Extracts data from various document formats with high accuracy.

High-Precision Data Extraction

Automatically splits multi-page uploads into distinct documents.

Document Splitting

Instantly sorts incoming documents into specific categories.

Document Classification

Isolates and crops multiple documents scanned on a single page.

Auto-Cropping

Refines performance through a self-improving feedback loop.

Continuous Learning Model

Mindee

Starter

Parseur is an AI-powered data extraction tool designed to automate the processing of documents such as emails, PDFs, and invoices. It enables users to extract, structure, and deliver data to their applications in real-time without the need for extensive training or setup. With a focus on privacy and compliance, Parseur ensures that sensitive data is handled securely and efficiently.

Easily upload documents from various sources for data extraction.

Document Intake

Extract and structure data instantly from documents.

Real-time Data Extraction

Handle from a few documents to millions without infrastructure changes.

Scalability

Built for privacy with GDPR, CCPA, and SOC 2 compliance.

Compliance and Security

Connect with popular automation platforms for seamless data transfer.

Integrations

Parseur

Free tier

Base tier

Scale tier

Enterprise tier

Veryfi provides AI-powered document capture and extraction APIs that enable multimodal document processing. It allows businesses to automate workflows across various document types, ensuring high accuracy and speed. With features like fraud detection and real-time data extraction, Veryfi aims to streamline accounting and financial operations for organizations of all sizes.

Extracts data from various document types with over 99% accuracy.

AI-Powered Document Processing

Real-time fraud prevention capabilities integrated into the document processing workflow.

Fraud Detection

Supports mobile capture of documents through iOS and Android applications.

Mobile SDKs

Easy integration with existing systems to automate data extraction and processing.

Custom API Integrations

Offers tools for building document capture workflows without coding.

No-Code Solutions

Veryfi

Free

Growth

Klippa, now known as Doxis, offers AI-driven solutions for document automation, enabling businesses to streamline their administrative tasks and reduce operational costs. Their technology allows for the processing of documents in seconds, significantly improving efficiency and reducing the risk of fraud through intelligent algorithms.

Automate document flows and convert documents into structured data within seconds.

Intelligent Document Processing

Manage company expenses with modules for digital expense reporting, invoice processing, and corporate credit cards.

SpendControl

Utilize smart algorithms to protect against invoice, identity, and expense fraud.

Ensure compliance with global data protection regulations.

Compliance Assurance

Reduce administrative work and operational costs by up to 80%.

Efficiency Boost

Klippa

Itemize is a financial technology company that automates finance operations using AI, focusing on accounts payable, accounts receivable, and compliance. It processes over 100,000 transactions daily with 99%+ accuracy, eliminating manual errors and enhancing operational efficiency. The platform is designed for banks, fintechs, and corporate CFOs, providing line-item automation and real-time insights into financial workflows.

Delivers complete automation of finance operations without human intervention.

100% AI Automation

Processes transaction data at the line level for detailed accuracy and reconciliation.

Line-Item Automation

Provides field-level precision with independently validated outputs.

99%+ Accuracy

Offers dynamic dashboards and predictive insights for better financial decision-making.

Real-Time Insights

Ensures compliance with automated controls and maintains detailed audit trails.

Compliance and Audit Ready

Itemize

DocuClipper is a financial document data extraction and analysis software that automates the extraction of data from various financial documents such as bank statements, invoices, and tax forms. It boasts a 99.9% field-level accuracy and can sync extracted data to platforms like Excel, QuickBooks, or Xero in seconds. The platform is designed to save finance teams significant time and reduce data-entry errors, with reports of 400+ hours saved monthly per team.

Extracts data from PDFs, images, and connects to Google Drive with 99.9% accuracy.

Automatic Data Extraction

Processes invoices and receipts in bulk without manual entry.

Bulk Processing

Provides insights on cash flow trends and fraud detection.

Financial Analysis

Automates workflows to replace manual processes.

Workflow Automation

Easily exports data to QuickBooks, Xero, and Excel.

Integration with Accounting Software

DocuClipper

Hubdoc is a document and data capture software that allows users to import all their financial documents and export them into usable data. It simplifies the process of capturing bills, receipts, and statements by enabling users to snap photos, upload documents, or forward invoices via email. The software automatically extracts key information such as supplier names, amounts, invoice numbers, and due dates, facilitating seamless integration with accounting platforms like Xero and QuickBooks Online.

Automatically extracts key data from bills, statements, invoices, and receipts.

Capture bills and receipts by taking photos, uploading from desktop, or forwarding from email.

📁Document Management & Bookkeeping Workflow