How do you handle data residency & deletion?

We use location-based servers with data deletion policies in place. You can export all data before cancellation. NDAs available on request. No data retention beyond contract terms.

Is security review available?

Yes. Security documentation is available, NDAs on request. You can invite your security team to review our security practices.

Best AI automation built for accountants and CAs

AI Accountant - The Best AI for Accountant Automation

Transform your accounting workflow with the most advanced AI accountant technology. Perfect CA AI solution for invoice processing, reconciliation, and month-end close automation. Our intelligent AI accountant automates repetitive tasks.

Build my first workflow Book a 30-min demo

Used by finance teams to cut manual hours and speed up close.

99.9% Accuracy Rate

10x Faster Processing

24/7 Priority Support

Drag-and-drop workflow builder interface showing invoice processing steps, approval routing, and Excel export options with audit trail visibility

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Why Accountants Choose Our AI Accountant for Automation

The best AI accountant software - designed specifically for CAs and accounting professionals

❌ Before Accountant AI

Swivel-chair data entry

Copy-paste between systems, manual typing, human errors

Messy spreadsheets

Version chaos, broken formulas, lost data

Late reconciliations

Month-end delays, missed deadlines, stressed teams

Approvals stuck in DMs

Slack chaos, lost requests, unclear status

Transform with

✅ With Accountant AI

Clean data

AI extraction, validation, structured output

Tracked approvals

Clear workflows, status visibility, audit trails

Faster close

Automated processes, reduced bottlenecks

Fewer errors

Validation rules, human review, confidence scores

Why Our CA AI is the Best AI Accountant for Automation

Built specifically for accounting workflows, not general automation - the smart AI accountant choice for modern accountants and CAs

AI Accountant Workflow Builder for Professionals

Drag-drop interface designed for AI accountant automation. No coding required. Set up intelligent invoice processing, approvals, and exports in under 10 minutes with our AI accountant.

⚡ 10-minute AI setup

Close faster, with less team drag

Automate reconciliations. Flag exceptions. Route approvals. Cut month-end time by 40-60%.

📈 40-60% faster

Best AI Accountant for Teams

Designed by accountants, for accountants. Our AI accountant understands your workflows, and compliance needs from day one. The smartest AI accountant for account management.

👥 By accountants, for CAs

Complete AI Accountant Automation Features

Everything you need to automate your accounting workflows with the best AI accountant technology

AI Accountant Workflow Builder

Drag-drop steps, conditions, retries, alerts. Build complex approval chains without coding using our advanced AI accountant.

Smart Invoice/Bill OCR for CAs

AI accountant powered extraction of line-items, taxes, vendors. Review queue for accuracy. Best AI accountant for document processing.

Bank Statement Processing

Auto-match transactions, flag exceptions, add notes. Supports multiple bank formats.

Reconciliation Assistant

Variance flags, aging reports, roll-forwards. Smart matching with confidence scores.

Approvals & Tasks

Multi-level approvals, role-based routing, reminders. Track who approved what and when.

Exports & API

Excel/CSV download, webhook/API to ERP. Real-time sync or batch processing.

Enterprise Security

Security & Compliance

Bank-level security for your most sensitive financial data

Encryption

End-to-end encryption in transit and at rest. AES-256 encryption for Sensitive data storage.

AES-256

Audit Trails

Complete audit logs for every action. Track who did what, when, and why and save hours.

Full Logging

Infrastructure

Your location-based servers with 99.9% uptime SLA. Regular security audits and monitoring.

99.9% Uptime

Need a security review?

We're transparent about our security practices. Contact us for detailed documentation.

Request Security Review

Frequently Asked Questions

Get answers to common questions about Accountant AI's features, security, and pricing

How is this different from Zapier/N8N/RPA?

Generic tools like Zapier & n8n weren’t built for accountants. They’re broad, complex, and expensive. That’s why we’re building Accountant AI, an automation platform designed only for accountants.. Built for accounting workflows, not general automation. Includes OCR, bank statement processing, compliance features.

Will this replace my CA/CPA?

No. Augments your team. Automates data entry, routing, approvals. Your team focuses on analysis, strategy, compliance review. Human-in-the-loop for accuracy.

Accuracy & review?

Human-in-the-loop queue. Review extracted data before approval. Confidence scores on matches. Audit trail for every change. Version history maintained.

Data residency & deletion?

Your location-based servers. Data deletion policy in place. Export all data before cancellation. NDAs available on request. No data retention beyond contract terms.

What if I only use spreadsheets?

Perfect fit. Export to Excel/CSV. Build approval workflows. Track changes. Generate audit trails. No ERP required. Works with your existing process.

Can you build a custom flow for us?

Yes. Book a 30-min demo. We'll map your process, build custom workflows, handle edge cases. Enterprise plans include custom development.

Security review available?

Yes. Security documentation available. NDAs on request. Invite your security team to review. No fake certifications - we're transparent about our practices.