Professional services firm automation - AI tools

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

Botkeeper offers an automated bookkeeping solution designed for accounting firms, leveraging machine learning and workflow tools to streamline operations and increase capacity.

• Paid
• From 69$

BrightReturn streamlines business operations for professional service firms through an all-in-one client portal, automated workflows, and secure document sharing. Designed for accounting, legal, and agency professionals, it accelerates invoicing, improves client experience, and drives business growth.

• Freemium

Uku is an advanced accounting practice management software designed to automate workflows, streamline billing, and enhance productivity for accountants and bookkeepers.

• Freemium

BoardFast streamlines administrative processes for digital service companies, automating contractor management, billing, and documentation within a secure, customizable platform.

• Paid
• From 8$

Tango Agreements is a comprehensive business automation platform designed for professional services that streamlines client management, contract handling, and payment processing while preventing scope creep.

• Freemium
• From 39$

FirmOS is an AI-powered accounting software solution that automates client acquisition, optimizes internal workflows, and manages talent. It helps accounting firms save time, improve efficiency, and focus on strategic growth.

• Contact for Pricing

Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.

• Paid
• From 190$

CONREP is an AI-powered, all-in-one Professional Services Automation (PSA) platform, offering modular solutions for HR, project management, CRM, ATS, and finance to streamline business operations.

• Contact for Pricing

Protractor is comprehensive shop management software that streamlines scheduling, digital inspections, estimates, inventory, and customer communication for single and multi-location automotive businesses.

• Paid
• From 399$