Kick is the ledger. You connect banks and cards through Plaid, plus Stripe, PayPal, Mercury, Ramp, Gusto, and BILL. Transactions land in Kick's cash-basis books already categorized. You review the misses, keep the rules that stick, match receipts, and reconcile. Reports and the year-end tax package come out of Kick.

It does not sit on QuickBooks Online or Xero. The live books live here, which is the opposite of Double (a layer on the file you already have) or staying in Wave with a local bookkeeper. For a US service shop, Kick's job is a shorter weekly review than QuickBooks and a year-end package a CPA can use. Owner help currently gates a direct QuickBooks import to Advanced; everyone else starts from bank feeds and a CSV or statement import.

People who stick with Kick are usually DIY US owners who found QuickBooks heavier than the books they actually keep. They care most about a clean year-end handoff: a review pass and a package an accountant can use, without paying a monthly bookkeeping service.

Bank, card, and processor lines post to the cash ledger as they sync. You correct the misses and keep rules. Kick leaves a transaction uncategorized when it is not confident.

Categorize as the feed lands

Forward, photograph, or upload receipts. Kick matches them to the bank or card line instead of leaving a pile in your camera roll.

Receipt and document matching

Plus and Advanced keep multiple LLCs in one login, match intercompany transfers, and split shared bills. New entities start free for 250 transactions, then $50/month, and that count does not reset next year. Older Plus plans stay capped at 5 entities until you move to current pricing.

Multi-entity in one workspace

Download an Excel year-end package (cover, P&L, balance sheet, general ledger, trial balance) for your CPA. Flag vendors as 1099 eligible and export a 1099 report. Kick does not e-file 1099s or the return.

Tax package and 1099 review

Cash-basis books are on every plan and post as transactions sync. Plus and Advanced add an accrual ledger, classes, departments, locations, projects, and AR/AP aging. Accrual posts only after you confirm the lines or a rule auto-confirms them.

Cash ledger now, accrual on Plus

Basic and above include an MCP server and CLI so you can query or update the books from Claude, ChatGPT, or a terminal. Firms also get a REST API across every workspace they manage.

MCP, CLI, and a REST API

Kick replaces QuickBooks for US service businesses. Free to 250 expenses/year, paid from $40/mo billed annually. Multi-entity, the catch, and who should skip it.

Kick Review: AI Ledger for US Founders (Not QuickBooks)

Kick

Free

Basic

Plus

Advanced

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

Numeric is an accounting organization intelligence platform that automates the close process, providing real-time insights on transactions as they occur. It helps accounting teams reduce manual work and improve efficiency, allowing them to focus on strategic tasks. With features like cash management, account reconciliation, and automated reporting, Numeric transforms the way organizations manage their financial close.

Organize your close and get ahead of month-end.

Close Management

Eliminate hours of manual work by automating 90% of cash matching.

Cash Matching

Automatically create and post journal entries for unmatched transactions.

JE Automation

Create flux reports and build reports without a PhD in your ERP.

Analytics Suite

Detect anomalies in your GL data and ensure compliance.

Transaction Monitoring

Numeric

Essentials

Growth

Enterprise

Vena is an Excel-native platform designed for financial planning and analysis (FP&A) that integrates AI to enhance business and financial context. It streamlines processes such as budgeting, forecasting, and reporting, enabling organizations to achieve faster planning cycles and improved accuracy. Vena's features include collaborative planning, real-time reporting, and seamless integration with Microsoft 365 applications.

Vena Copilot turns everyday finance questions into FP&A insights, enabling analysis and collaboration without disrupting workflows.

AI-Powered Insights

Centralized templates and co-authoring features enhance collaboration and eliminate version control issues.

Collaborative Planning

Deliver accurate financial and management reports quickly, sharing strategic insights across the organization.

Real-Time Reporting

Facilitates the financial close process, including consolidations and account reconciliations, with speed and accuracy.

Streamlined Financial Close

Allows users to model unlimited 'what-if' scenarios and make adjustments easily within Excel.

Flexible Modeling

Vena

Professional

Complete

Spotlight Reporting offers a comprehensive suite of reporting, forecasting, and dashboard tools designed for accountants and businesses. It empowers users to create visually engaging reports and forecasts, enabling informed decision-making and strategic choices. The platform is particularly beneficial for accounting firms looking to enhance their advisory services and for businesses aiming to gain insights from both financial and non-financial data.

Easily create budgets, forecasts, and what-if analysis, including consolidated forecasts for groups.

Powerful Forecasting

Create insightful dashboards to get an instant snapshot of business metrics.

High-Level Dashboards

Turn data into engaging Environmental, Social, and Governance reports with customizable templates.

Customizable ESG Reporting

Consolidate financial data for up to 75 entities, with options for multiple currencies.

Group Consolidation

Comprehensive training and ongoing support to maximize the use of Spotlight Reporting.

Training & Support

Spotlightreporting

Super VCFO 25

Super VCFO 75

Rillet is an AI-native ERP platform designed to automate accounting for complex revenue models. Built by a team of over 50 CPAs from the Big Four, Rillet addresses the challenges of traditional accounting software by providing a seamless, integrated solution for modern finance teams. It allows for real-time reporting, advanced revenue recognition, and multi-entity management, making it suitable for fast-growing companies.

Rillet AI taps directly into your general ledger for insights and data processing.

Aura AI

Streamlines bank reconciliation by automatically matching transactions.

Bank Reconciliation

Built-in checklist and automated AI reconciliations to save time on month-end close.

Automates workflows for multi-currency accounting and consolidation.

Multi-entity & Accounting Consolidation

Seamless integration with existing tech stacks for enhanced financial data management.

Native Integrations

Rillet

Float is a cash flow forecasting software that helps businesses unlock cash visibility by automatically syncing real-time financial data from popular accounting tools. It allows users to create visual cash flow forecasts without the need for complex spreadsheets. With Float, finance professionals can answer critical 'what-if' questions quickly and accurately, enabling better financial decision-making.

Automatically syncs real-time financial data to create visual cash flow forecasts.

Visual Cash Flow Forecasts

Add scenarios and budgets to visualize the impact of financial decisions.

Scenario Planning

Create accurate cash flow forecasts with various time views.

Daily, Weekly, and Monthly Forecasts

Connects easily with Xero, QuickBooks, or FreeAgent in under three minutes.

Direct Integrations

Customer Support

Float

Early

Growing

Scaling

Digits is the first AI-native general ledger designed for business owners and accountants, offering a comprehensive system for automated bookkeeping, month-end close, bill pay, invoicing, and real-time financials. It connects seamlessly with banks, credit cards, and payroll providers, providing a streamlined experience for managing finances. The platform is trusted by thousands of startups, small businesses, and accounting firms, simplifying financial management and enhancing productivity.

Automated bookkeeping that learns your business and categorizes transactions in real-time.

24/7 AI Bookkeeping

Create professional invoices quickly and manage payments efficiently.

Invoicing & Bill Pay

Visualize cash flow, spending, and financial health with up-to-date reports.

Live Dashboards & Financials

Manage relationships with vendors and customers through an auto-enriched directory.

Vendor & Customer Tracking

Connect with over 12,000 financial institutions for seamless transaction management.

Banking & Payroll Integrations

Digits

Core

Puzzle is an AI-native accounting software designed for startups and accounting firms, offering real-time financial insights and faster month-end closes. It automates up to 98% of categorization and reconciliation tasks, allowing users to focus on strategic financial decisions rather than manual bookkeeping. With integrations to popular finance tools, Puzzle ensures data accuracy and seamless workflows.

Continuous updates on cash flow, burn rate, and runway.

Real-time Financial Insights

Up to 98% of categorization done automatically by AI agents.

Automated Categorization

Achieve up to 50% faster month-end closes compared to traditional software.

Faster Month-End Close

Native integrations with popular finance tools for accurate data management.

Seamless Integrations

Easy setup with support for connecting financial accounts and mapping charts.

Guided Onboarding

Puzzle

Starter

Scale

Fathom is an all-in-one reporting, analysis, and forecasting tool designed to provide insightful financial insights and management reporting. It enables businesses to create custom management reports, forecast cash flow, and consolidate financial results for multiple entities. With features like AI-driven commentary and advanced financial analysis, Fathom helps businesses understand their performance and plan for the future.

Create custom management reports quickly and share business results clearly.

Management Reporting

Accurately project P&L, Balance Sheet & Cash Flow statements.

Cash Flow Forecasting

AI-generated insights tailored to your business goals and market conditions.

Commentary Writer

Effortlessly consolidate financial results for multiple businesses.

Consolidations

Visually compare and rank companies, clients, or franchisees.

Group Benchmarking

Fathom

Silver

Gold

Platinum

Sage Business Cloud offers accounting and business management solutions tailored for growing companies. It provides a range of functionalities to help manage finances effectively.

📈Financial Reporting & Dashboards