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LivePlan is a comprehensive, AI-enhanced business planning and performance-tracking platform designed for entrepreneurs, small businesses, and advisors. It guides users step-by-step to create lender-ready business plans, dynamic financial forecasts, and visually appealing pitch decks—while seamlessly integrating real-time accounting data for informed decision-making.

LivePlan is a comprehensive, AI-enhanced business planning and performance-tracking platform designed for entrepreneurs, small businesses, and advisors. It guides users step-by-step to create lender-ready business plans, dynamic financial forecasts, and visually appealing pitch decks—while seamlessly integrating real-time accounting data for informed decision-making.

LivePlan is a comprehensive, AI-enhanced business planning and performance-tracking platform designed for entrepreneurs, small businesses, and advisors. It guides users step-by-step to create lender-ready business plans, dynamic financial forecasts, and visually appealing pitch decks—while seamlessly integrating real-time accounting data for informed decision-making.


SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.


SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.


SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.

Rillet is an AI-native ERP platform designed to streamline complex financial and accounting workflows for modern businesses. It automates revenue recognition (including ASC 606 compliance), invoicing, payment tracking, multi-entity accounting, and financial close management. With integrated AI-powered reconciliation, real-time cash flow insights, and advanced reporting capabilities, Rillet provides a unified source of financial truth for diverse industries such as professional services, financial services, e-commerce, healthcare, and non-profits. The platform’s native AI co-pilot interacts with your financial data conversationally, enabling teams to self-serve insights and focus on decision-making while routine processes like bank reconciliation and transaction coding run automatically.

Rillet is an AI-native ERP platform designed to streamline complex financial and accounting workflows for modern businesses. It automates revenue recognition (including ASC 606 compliance), invoicing, payment tracking, multi-entity accounting, and financial close management. With integrated AI-powered reconciliation, real-time cash flow insights, and advanced reporting capabilities, Rillet provides a unified source of financial truth for diverse industries such as professional services, financial services, e-commerce, healthcare, and non-profits. The platform’s native AI co-pilot interacts with your financial data conversationally, enabling teams to self-serve insights and focus on decision-making while routine processes like bank reconciliation and transaction coding run automatically.

Rillet is an AI-native ERP platform designed to streamline complex financial and accounting workflows for modern businesses. It automates revenue recognition (including ASC 606 compliance), invoicing, payment tracking, multi-entity accounting, and financial close management. With integrated AI-powered reconciliation, real-time cash flow insights, and advanced reporting capabilities, Rillet provides a unified source of financial truth for diverse industries such as professional services, financial services, e-commerce, healthcare, and non-profits. The platform’s native AI co-pilot interacts with your financial data conversationally, enabling teams to self-serve insights and focus on decision-making while routine processes like bank reconciliation and transaction coding run automatically.


DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.


DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.


DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.


OpenLedger.com is an embedded accounting API designed for SaaS platforms to deliver AI-powered financial systems directly within their products for SMB customers. It unifies data from 12,000+ banks, POS, HR, and e-commerce sources into a single ledger, replacing QuickBooks workflows seamlessly. Features include auto-categorization, custom report building, painless reconciliation, and white-labeled interfaces via iframes or NPM components. Users connect financial data, manage ETLs, OCR documents, and leverage accounting-specific LLMs for FinOps. This modular stack turns platforms into all-in-one financial suites, boosting adoption, closing books faster, and providing full context across payments, payroll, and inventory without switching tools.


OpenLedger.com is an embedded accounting API designed for SaaS platforms to deliver AI-powered financial systems directly within their products for SMB customers. It unifies data from 12,000+ banks, POS, HR, and e-commerce sources into a single ledger, replacing QuickBooks workflows seamlessly. Features include auto-categorization, custom report building, painless reconciliation, and white-labeled interfaces via iframes or NPM components. Users connect financial data, manage ETLs, OCR documents, and leverage accounting-specific LLMs for FinOps. This modular stack turns platforms into all-in-one financial suites, boosting adoption, closing books faster, and providing full context across payments, payroll, and inventory without switching tools.


OpenLedger.com is an embedded accounting API designed for SaaS platforms to deliver AI-powered financial systems directly within their products for SMB customers. It unifies data from 12,000+ banks, POS, HR, and e-commerce sources into a single ledger, replacing QuickBooks workflows seamlessly. Features include auto-categorization, custom report building, painless reconciliation, and white-labeled interfaces via iframes or NPM components. Users connect financial data, manage ETLs, OCR documents, and leverage accounting-specific LLMs for FinOps. This modular stack turns platforms into all-in-one financial suites, boosting adoption, closing books faster, and providing full context across payments, payroll, and inventory without switching tools.


SmartClerk is an AI-powered accounting automation platform that converts raw financial statements into accurate, bookkeeper-ready reports within minutes. Instead of manually entering transactions from bank statements or spending hours reconciling data, SmartClerk uses intelligent extraction and classification to transform statements into structured financial records. It is designed to reduce accounting friction for businesses, accountants, and finance teams by delivering clean, organized reports that align with standard bookkeeping workflows.


SmartClerk is an AI-powered accounting automation platform that converts raw financial statements into accurate, bookkeeper-ready reports within minutes. Instead of manually entering transactions from bank statements or spending hours reconciling data, SmartClerk uses intelligent extraction and classification to transform statements into structured financial records. It is designed to reduce accounting friction for businesses, accountants, and finance teams by delivering clean, organized reports that align with standard bookkeeping workflows.


SmartClerk is an AI-powered accounting automation platform that converts raw financial statements into accurate, bookkeeper-ready reports within minutes. Instead of manually entering transactions from bank statements or spending hours reconciling data, SmartClerk uses intelligent extraction and classification to transform statements into structured financial records. It is designed to reduce accounting friction for businesses, accountants, and finance teams by delivering clean, organized reports that align with standard bookkeeping workflows.


Revenue.ai is an AI-powered revenue management and pricing platform designed to help businesses optimize pricing, promotions, and revenue growth. It uses advanced AI and data unification to provide real-time insights, predictive analytics, and automation for better business decision-making. Pricing and Revenue Management driven by Cognitive AI, Outperform your competitors with the power of cutting-edge technologies.


Revenue.ai is an AI-powered revenue management and pricing platform designed to help businesses optimize pricing, promotions, and revenue growth. It uses advanced AI and data unification to provide real-time insights, predictive analytics, and automation for better business decision-making. Pricing and Revenue Management driven by Cognitive AI, Outperform your competitors with the power of cutting-edge technologies.


Revenue.ai is an AI-powered revenue management and pricing platform designed to help businesses optimize pricing, promotions, and revenue growth. It uses advanced AI and data unification to provide real-time insights, predictive analytics, and automation for better business decision-making. Pricing and Revenue Management driven by Cognitive AI, Outperform your competitors with the power of cutting-edge technologies.


Rolly is an AI-powered personal finance app that revolutionizes how users track spending, manage budgets, and achieve savings goals through intelligent automation and conversational interaction. Instead of tedious manual data entry, Rolly allows you to simply chat, speak, or snap photos of receipts to instantly log transactions, with AI automatically categorizing each entry with pinpoint accuracy. The app supports multiple wallets for organizing different financial priorities such as vacations, bills, or shared expenses, while offering real-time visual insights through beautiful charts. With features like automated recurring expense tracking, collaborative shared wallets, and an AI assistant ready to answer financial questions, Rolly transforms budgeting from a chore into an effortless, enjoyable experience.


Rolly is an AI-powered personal finance app that revolutionizes how users track spending, manage budgets, and achieve savings goals through intelligent automation and conversational interaction. Instead of tedious manual data entry, Rolly allows you to simply chat, speak, or snap photos of receipts to instantly log transactions, with AI automatically categorizing each entry with pinpoint accuracy. The app supports multiple wallets for organizing different financial priorities such as vacations, bills, or shared expenses, while offering real-time visual insights through beautiful charts. With features like automated recurring expense tracking, collaborative shared wallets, and an AI assistant ready to answer financial questions, Rolly transforms budgeting from a chore into an effortless, enjoyable experience.


Rolly is an AI-powered personal finance app that revolutionizes how users track spending, manage budgets, and achieve savings goals through intelligent automation and conversational interaction. Instead of tedious manual data entry, Rolly allows you to simply chat, speak, or snap photos of receipts to instantly log transactions, with AI automatically categorizing each entry with pinpoint accuracy. The app supports multiple wallets for organizing different financial priorities such as vacations, bills, or shared expenses, while offering real-time visual insights through beautiful charts. With features like automated recurring expense tracking, collaborative shared wallets, and an AI assistant ready to answer financial questions, Rolly transforms budgeting from a chore into an effortless, enjoyable experience.

Kick is a self-driving AI bookkeeping platform that automates transaction categorization, deduction discovery, and financial insights for small businesses and multi-entity operations, blending AI accuracy with expert human review. Connect your accounts, and it instantly classifies expenses, flags overlooked deductions like home office or mileage, creates custom revenue tracking, and generates shareable P&L and balance sheets. Handles complex intercompany transfers, vendor breakdowns, and lightning-fast journal entries while adapting rules to your unique business. Users rave about time savings and tax wins, with CPAs impressed by its precision.

Kick is a self-driving AI bookkeeping platform that automates transaction categorization, deduction discovery, and financial insights for small businesses and multi-entity operations, blending AI accuracy with expert human review. Connect your accounts, and it instantly classifies expenses, flags overlooked deductions like home office or mileage, creates custom revenue tracking, and generates shareable P&L and balance sheets. Handles complex intercompany transfers, vendor breakdowns, and lightning-fast journal entries while adapting rules to your unique business. Users rave about time savings and tax wins, with CPAs impressed by its precision.

Kick is a self-driving AI bookkeeping platform that automates transaction categorization, deduction discovery, and financial insights for small businesses and multi-entity operations, blending AI accuracy with expert human review. Connect your accounts, and it instantly classifies expenses, flags overlooked deductions like home office or mileage, creates custom revenue tracking, and generates shareable P&L and balance sheets. Handles complex intercompany transfers, vendor breakdowns, and lightning-fast journal entries while adapting rules to your unique business. Users rave about time savings and tax wins, with CPAs impressed by its precision.


Trevidia is an invoice generation platform built for freelancers, contractors, and small business owners who want to create professional invoices quickly and get paid faster. It streamlines the invoicing process by eliminating manual formatting and reducing administrative effort. Trevidia focuses on maintaining a professional brand image while making billing simple and efficient. By speeding up invoice creation, it helps users improve cash flow and spend more time on actual work.


Trevidia is an invoice generation platform built for freelancers, contractors, and small business owners who want to create professional invoices quickly and get paid faster. It streamlines the invoicing process by eliminating manual formatting and reducing administrative effort. Trevidia focuses on maintaining a professional brand image while making billing simple and efficient. By speeding up invoice creation, it helps users improve cash flow and spend more time on actual work.


Trevidia is an invoice generation platform built for freelancers, contractors, and small business owners who want to create professional invoices quickly and get paid faster. It streamlines the invoicing process by eliminating manual formatting and reducing administrative effort. Trevidia focuses on maintaining a professional brand image while making billing simple and efficient. By speeding up invoice creation, it helps users improve cash flow and spend more time on actual work.


Pecunio AI is a finance-focused AI platform that connects directly to your existing toolslike Xero, Stripe, and QuickBooks so you can ask financial questions in plain English and get instant, CFO-level insights. Instead of wrestling with spreadsheets or waiting days for reports, you plug in via secure OAuth, benefit from bank-level encryption, and let purpose-built AI that understands accounting principles handle the heavy lifting. It generates comprehensive reports in seconds, explains results clearly, and offers ranked recommendations so you always know what action to take next. With real-time forecasting, cash flow modeling, and 24/7 financial health monitoring with alerts, Pecunio AI keeps your business ahead of surprises.


Pecunio AI is a finance-focused AI platform that connects directly to your existing toolslike Xero, Stripe, and QuickBooks so you can ask financial questions in plain English and get instant, CFO-level insights. Instead of wrestling with spreadsheets or waiting days for reports, you plug in via secure OAuth, benefit from bank-level encryption, and let purpose-built AI that understands accounting principles handle the heavy lifting. It generates comprehensive reports in seconds, explains results clearly, and offers ranked recommendations so you always know what action to take next. With real-time forecasting, cash flow modeling, and 24/7 financial health monitoring with alerts, Pecunio AI keeps your business ahead of surprises.


Pecunio AI is a finance-focused AI platform that connects directly to your existing toolslike Xero, Stripe, and QuickBooks so you can ask financial questions in plain English and get instant, CFO-level insights. Instead of wrestling with spreadsheets or waiting days for reports, you plug in via secure OAuth, benefit from bank-level encryption, and let purpose-built AI that understands accounting principles handle the heavy lifting. It generates comprehensive reports in seconds, explains results clearly, and offers ranked recommendations so you always know what action to take next. With real-time forecasting, cash flow modeling, and 24/7 financial health monitoring with alerts, Pecunio AI keeps your business ahead of surprises.
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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