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30+ Best AI Tools & Resources of 2025

Learn which AI tools accounting and SMB professionals are using to help save time (and earn more money) in 2025.

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Last Updated May 15, 2025

Category Apps & Software

Best AI tools in accounting, tax, marketing and sales

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With so many new AI tools on the market, it’s tough to figure out exactly which ones are worth the hype. In this post, we’ve done the hard work for you. Click below to jump to the top AI tools in accounting, tax, marketing, sales, and more.

Table of Contents

AI Influencers in Accounting, Tax, Business & Technology

Follow these influencers for the latest developments in AI technology, its use cases across various industries, and how it’s reshaping business for the better.

Influencer Expertise Where to Find Them…
Roman Kepczyk AI in accounting, tax, and finance LinkedIn, CPAPA, Rightworks (webinars, podcasts, and blogs)
TJ Lewis AI in accounting, tax, and finance LinkedIn, Woodard, Rightworks (podcasts)
Bernard Marr AI, business, and technology trends LinkedIn, Forbes, Personal blog
Shelly Palmer AI and digital transformation LinkedIn, Personal blog
Jason Staats AI in accounting and finance LinkedIn, YouTube, TikTok, Spotify, Apple Podcasts
John Higgins AI in business and education LinkedIn
Paul Roetzer AI in business and marketing LinkedIn, X, Marketing AI Institute
Allie K. Miller AI and technology in business LinkedIn, X, LinkTree
Ethan Mollick AI, innovation, and startups LinkedIn, X, Substack

Have someone to add to the list? Message us on LinkedIn.

Best AI Tools For Accounting & SMB Professionals

AI + Accounting and Tax

Not only can AI gather and organize tax documents from multiple sources, but it can also scan tax returns for errors or inconsistencies, then flag them for further review. Check out a few of our favorites:

AI Tool Key Features Best For
Vic.ai
  • Automates accounts payable.
  • Uses machine learning for invoice processing.
  • Provides real-time financial insights.
 Streamlining accounts payable processes.
Spark
  • Secure exploration of GenAI capabilities. Unlike other GenAI tools, Spark does not use any data you put into it to train its LLM (large language model).
  • Complete accounting, client relations, HR or other various tasks.
 Accounting firms and businesses seeking to learn and explore GenAI, with a focus on accounting processes and workflows.
SmartVault Accounting Pro
  • Request client source documents and send reminders to keep timelines on track.
  • Workflows and templates allow documents to be uploaded and automatically filed in their proper location.
 Tax preparers looking to streamline client workflows.
1040SCAN
  • Automatically scan, organize and assemble tax workpapers. No data entry required.
 Tax preparers looking to streamline client document management (and who hate data entry).

Learn more about how AI is reshaping the tax profession.

AI + Client Management

Including prep work and creating a summary, accountants spend an average of about an hour a day (or five hours a week) in staff meetings. AI meeting tools can record and transcribe meetings, as well as create summaries and action items.

AI Tool Key Features Best For
OtterPilot™
  • Connect OtterPilot to your Google or Outlook calendar.
  • Auto-join Zoom, Microsoft Teams or Google Meet to take and share meeting notes, including slides being presented.
  • Receive an automated meeting note summary with action items and hyperlinks.
 Taking team and client meeting notes.
Spark
  • Summarize meeting transcriptions and share via file download or link.
  • Get client-related questions answered quickly with the help of predefined, ready-to-use prompts. See an example here.
 Handling a variety of client requests efficiently.
Silverfin Assistant by Visma
  • Analyzes client files.
  • Flags unusual balances, missing transactions and outliers, then suggests fixes.
 Client file and data analysis.

AI + Bookkeeping

For bookkeepers looking to save time on data processing or SMBs seeking automated bookkeeping, here are the top solutions for you:

AI Tool Key Features Best For
Botkeeper
  • Machine learning for data entry.
  • Integrates with accounting software.
 Small to medium-sized businesses seeking automated bookkeeping.
Dext Prepare
  • Collects, extracts and processes receipts and invoices.
  • Integrates with accounting software.
 Businesses seeking efficient expense management and bookkeeping.
Docyt
  • Categorize transactions in real-time.
  • Compare transactions to bank feed information for continuous reconciliation.
 Bookkeepers looking for real-time transaction reconciliation.
Nanonets
  • Automatically extract data from bank statements, invoices and receipts using AI and optical character recognition (OCR).
  • Reconcile transactions across different systems.
 Finance and accounting professionals looking to simplify reconciliation and improve financial accuracy.

AI + Marketing

AI marketing tools help craft strategies, create and distribute content, interpret campaign results, and more.

Here are a few of our favorites:

AI Tool Key Features Best For
Jasper
  • Generates content in your brand’s voice using your business’s information.
  • Helps generate text, images and strategy.
 Small businesses to enterprises looking to up their marketing strategy.
StoryChief
  • An AI-powered content marketing platform that streamlines content creation and distribution.
 Marketing agencies and teams looking to craft, collaborate and distribute content more effectively.
Microsoft Copilot
  • Integrates Microsoft apps to help improve writing, interpret data and find answers fast.
 Microsoft users.
Spark
  • Purpose-built for accounting.
  • Will not use your data input to inform its LLM.
  • Will help develop a complete marketing strategy by campaign, product or any other idea you may have!
 Accounting professionals interested in developing go-to-market strategies to grow their business and reach.

AI + Writing and Research

Use these to help make researching topics and writing first drafts easier:

AI Tool Key Features Best For
Perplexity
  • Research topics in depth, with easy access to source material.
  • Generate content based on “Focus” (academic, writing, math, video and social).
 Anyone looking to cut down the time it takes to research a topic.
Claude by Anthropic
  • Writes content at an expert level in the style and tone of your brand or SMEs.
 Brainstorming content ideas or speeding up the ghostwriting process.
AI Writing Assistant by Grammarly
  • Rewrites content for tone, length and formality.
  • Helps generate ideas for emails, reports, articles and more.
 Anyone who wants to improve their writing.
Spark
  • Purpose-built for accounting.
  • Will not use your data input to inform its LLM.
  • Helps generate your writing personality and brand voice.
  • Can help write or modify content using the Claude and Gemini models.
 Accounting professionals interested in developing their writing tone and style, or who need assistance in crafting quality marketing copy.

AI + Email

AI can sort emails into categories based on importance or urgency. It also allows you to create quick response templates for common client questions, prioritizing communications with clients and your team.

AI Tool Key Features Best For
Superhuman
  • Split your inbox to organize emails into categories.
  • Snooze emails, set up follow-up reminders and instantly unsubscribe from spam and unwanted newsletters.
 Google and Microsoft Outlook users.

 
Texta.ai
  • Sort emails, create templates and send automated responses.
  • Receive suggestions on what to do next based on email contents.
 Anyone looking to organize their inbox and save time emailing.
Spark
  • Compose a wide variety of emails using a pre-built prompt/workflow, called Sparks (i.e., “Write or respond to an email”).
 Accounting professionals interested in saving time writing and responding to emails.

AI + Graphic Design

For businesses requiring high-quality imagery, the following AI graphic design and image tools are reigning supreme in the design world:

AI Tool Key Features Best For
Adobe Firefly

 
  • Creates and edits images based on text prompts.
  • Integrates with Photoshop, Adobe Express, Illustrator, Lightroom, InDesign and Substance 3D.
 Adobe CC users.
DALL·E 3 by OpenAI
  • Generates images and visuals from text prompts.
  • Built on ChatGPT.
 Anyone (with any amount of artistic ability) interested in creating images.
Stable Diffusion by Stability AI

 
  • A tool for generating high-quality images.
  • Ultrafast and ultra-photorealistic.
 Graphic designers familiar with GenAI prompting.
Spark
  • Purpose-built for accounting.
  • Will not use your data input to inform its LLM.
  • Generates high-quality images using the DALL-E 3 model.
 Accounting and finance professionals seeking graphics for their marketing efforts.

AI + Revenue & Financial Forecasting

Identifying revenue attribution per campaign and projecting financial targets a month, quarter or year out are often sluggish processes with little room for error.

With the addition of AI to already powerful platforms, those tasks turn from time-consuming brain-melters to simple and quick.

AI Tool Key Features Best For
Gong.io
  • Forecasts sales revenue with 95% accuracy.
  • Captures customer interactions to inform reps about the deals they should focus on.
 Sales teams.
Moby by Triple Whale
  • Attributes every dollar of revenue directly to an order.
  • Translates the total impact of marketing with pre-built (and customizable) attribution models.
  • Responds to queries such as “Which of my Meta ads performed the best last quarter?”
 E-commerce businesses and data analysts.

AI + CRM

CRM (customer relationship management) tools are beasts. They track marketing and sales performance, act as a hub of customer data, and make selling and tracking sales data way easier.

For the purposes of this blog post, we’ll focus on the “opportunity tracking” component of the two biggest CRMs: HubSpot and Salesforce.

Both have integrated AI and GenAI into their platform; get more information below.

AI Tool Key Features Best for
ChatSpot by HubSpot
  • Connects with the HubSpot CRM to allow for real-time lead summaries.
  • Identifies key selling opportunities.
 HubSpot CRM users.
Einstein Copilot by Salesforce
  • Writes follow-up emails based on CRM information.
  • Creates custom close plans for top opportunities.
 Salesforce users.

Learn More About AI Tools & Tech

Evaluate your daily tasks; could AI help perform them? Over time, you’ll notice a shift in your workday. Tasks that historically took most of your time will get faster, possibly even eliminated. And suddenly, you’ll have more time for the projects that excite you.

Stay competitive. Stay curious. And to learn more about AI, subscribe to our blog.

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About the author

Kiara Williams

Kiara Williams

Kiara Williams is the Content Strategy Manager at Rightworks.

She's been writing for the accounting profession for over seven years, developing eBooks, infographics, articles, and whitepapers on topics ranging from cybersecurity to culture. She’s passionate about getting the inside scoop from accounting and tax pros on Reddit and X, is constantly hunting for accounting’s “next big thing,” and prides herself on making data central to every story.

More articles by Kiara Williams

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