AI for Accountants

AI you can use for this job

125 matched to the tools accountants and auditors use. Showing 24.

• Google Sheets

  MCP server

  Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

  Google Sheets

• Google Docs

  App

  Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Docs MCP or direct API to create, edit, search, summarize, and share documents through natural language.

  Make (make.com)

• Google Sheets

  App

  Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Sheets MCP or direct API to create spreadsheets, update rows, analyze data, and automate reporting through natural language.

  Make (make.com)

• Google Slides

  App

  Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Slides MCP or direct API to create new presentations, update slides, extract content, and collaborate on decks through natural language.

  Make (make.com)

• Microsoft Outlook

  MCP server

  Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

  Microsoft Outlook

• Sage Intacct

  App

  Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

  Make (make.com)

• Salesforce

  MCP server

  Salesforce is a leading enterprise customer relationship manager (CRM) application.

  Salesforce

• Tableau

  App

  Tableau is a business intelligence and analytics platform that enables users to connect to databases, create data visualizations, and share insights. The platform offers deployment options including cloud-based, self-hosted, and desktop environments with drag-and-drop functionali

  Make (make.com)

• Tableau

  MCP server

• Adobe Acrobat Sign

  App

  Make (make.com)

• Cash Flow Frog

  MCP server

  Cash Flow Frog is a simple yet powerful cash flow forecasting and scenario planning tool.

  Cash Flow Frog

• Google Docs

  MCP server

  Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

  Google Docs

• Google Slides

  MCP server

  Google Slides allows you to create, edit, and share presentations with anyone, online, for free.

  Google Slides

• HRnest

  App

  HRnest is a human resource management software designed to help assist businesses with employee scheduling, leave requests, time tracking, onboarding, document circulation, and more from within a unified platform. Staff members can receive email notifications about changes in tim

• Microsoft Excel

  MCP server

  Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su

  Microsoft Excel

• Microsoft OneNote

  App

  Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Microsoft OneNote MCP or direct API to create notes, search notebooks, update pages, and organize sections through natural language.

• Microsoft Word

  MCP server

• Office Powerpoint

  MCP server

• Office Word

  MCP server

• Powerpoint

  MCP server

• Sage Accounting

  MCP server

  Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

  Sage Accounting

• Sage Intacct

  MCP server

  Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

  Sage Intacct

• ADP Workforce Now

  App

  Make (make.com)

• Accountingsuite

  App

The tools this job actually uses

237 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

• Adobe Acrobathot
• Alteryx softwarehot
• Epic Systemshot
• Google Docshot
• Google Sheetshot
• IBM SPSS Statisticshot
• Intuit QuickBookshot
• Intuit TurboTaxhot
• MEDITECH softwarehot
• Microsoft Accesshot
• Microsoft Excelhot
• Microsoft Office softwarehot
• Microsoft Outlookhot
• Microsoft PowerPointhot
• Microsoft Projecthot
• Microsoft SharePointhot
• Microsoft SQL Serverhot
• Microsoft Visiohot
• Microsoft Visual Basichot
• Microsoft Visual Basic for Applications VBAhot
• Microsoft Windowshot
• Microsoft Wordhot
• Oracle Databasehot
• Oracle PeopleSofthot
• Oracle Primavera Enterprise Project Portfolio Managementhot
• Rhot
• Salesforce softwarehot
• SAP Concurhot
• SAP softwarehot
• SAShot
• Structured query language SQLhot
• Swifthot
• Tableauhot
• Teradata Databasehot
• UNIXhot
• Workday softwarehot
• Yardi softwarehot
• 1099 ProsSoftware
• Abacus Tax
• Accountants Templates JAZZ-It!

What this job involves

29 documented tasks, most important first. Showing 24.

1. Prepare detailed reports on audit findings.
2. Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
3. Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
4. Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
5. Supervise auditing of establishments, and determine scope of investigation required.
6. Confer with company officials about financial and regulatory matters.
7. Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
8. Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
9. Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
10. Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
11. Prepare adjusting journal entries.
12. Review accounts for discrepancies and reconcile differences.
13. Review taxpayer accounts, and conduct audits on-site, by correspondence, or by summoning taxpayer to office.
14. Establish tables of accounts and assign entries to proper accounts.
15. Examine inventory to verify journal and ledger entries.
16. Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
17. Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.
18. Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
19. Report to management regarding the finances of establishment.
20. Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
21. Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
22. Direct activities of personnel engaged in filing, recording, compiling, and transmitting financial records.
23. Examine whether the organization's objectives are reflected in its management activities, and whether employees understand the objectives.
24. Conduct pre-implementation audits to determine if systems and programs under development will work as planned.