# AI tools for accountants & cas

> What accountants & cas most often want to make easier, and the AI and productivity tools that help.

## Bookkeeping
Keep the books without typing every entry. All: https://suitly.si/needs/bookkeeping
- [QuickBooks Online](https://suitly.si/tools/quickbooks-online) by Intuit — Keep your books, send invoices and see where the money goes Price: Free plan (The Free plan costs $0 per month, allows 1 user, and includes features like tracking income and expenses, sending 2 invoices per month, and connecting 1 bank account.); from their website.
- [Xero](https://suitly.si/tools/xero) by Xero Limited — Online accounting that you and your accountant share Price: Free trial (Access all Xero features for 30 days.); from their website.
- [Zoho Books](https://suitly.si/tools/zoho-books) by Zoho Corporation — Accounting with GST-ready invoices and returns for growing businesses Price: Free plan (The Free Plan is available indefinitely for businesses with revenue under 25 lakhs and includes 1 user plus 1 accountant, up to 1,000 invoices, and up to 1,000 bills/expenses annually.); from their website.
- [TallyPrime](https://suitly.si/tools/tallyprime) by Tally Solutions — Accounting, GST and stock for Indian businesses, the way accountants know Price: Free plan not confirmed; public info, not yet checked.
- [Krishi Kendra](https://suitly.si/tools/krishi-kendra) by Surge Software (AI-powered) — Bills, farmer udhaar and stock for your fertilizer shop, by voice Price: Free trial (Your first 3 months are free with no card needed.); confirmed by the maker.

## Tax filing
Prepare and file returns with less manual work. All: https://suitly.si/needs/tax-filing
- [Zoho Books](https://suitly.si/tools/zoho-books) by Zoho Corporation — Accounting with GST-ready invoices and returns for growing businesses Price: Free plan (The Free Plan is available indefinitely for businesses with revenue under 25 lakhs and includes 1 user plus 1 accountant, up to 1,000 invoices, and up to 1,000 bills/expenses annually.); from their website.
- [ClearTax](https://suitly.si/tools/cleartax) by Clear (Defmacro Software) — File Indian income tax returns and GST online Price: Free plan not confirmed; public info, not yet checked.
- [TallyPrime](https://suitly.si/tools/tallyprime) by Tally Solutions — Accounting, GST and stock for Indian businesses, the way accountants know Price: Free plan not confirmed; public info, not yet checked.
- [H&R Block](https://suitly.si/tools/hr-block) by H&R Block — File taxes online or with a tax professional Price: Free plan not confirmed; public info, not yet checked.
- [TurboTax](https://suitly.si/tools/turbotax) by Intuit — File your US federal and state taxes with step-by-step questions Price: Free plan not confirmed; public info, not yet checked.

## Invoicing
Send bills and know who has paid. All: https://suitly.si/needs/invoicing
- [QuickBooks Online](https://suitly.si/tools/quickbooks-online) by Intuit — Keep your books, send invoices and see where the money goes Price: Free plan (The Free plan costs $0 per month, allows 1 user, and includes features like tracking income and expenses, sending 2 invoices per month, and connecting 1 bank account.); from their website.
- [Xero](https://suitly.si/tools/xero) by Xero Limited — Online accounting that you and your accountant share Price: Free trial (Access all Xero features for 30 days.); from their website.
- [Zoho Books](https://suitly.si/tools/zoho-books) by Zoho Corporation — Accounting with GST-ready invoices and returns for growing businesses Price: Free plan (The Free Plan is available indefinitely for businesses with revenue under 25 lakhs and includes 1 user plus 1 accountant, up to 1,000 invoices, and up to 1,000 bills/expenses annually.); from their website.
- [Caterer Plan](https://suitly.si/tools/caterer-plan) by Surge Software (AI-powered) — Turn a wedding enquiry into a menu, quote and shopping list Price: Free trial (Your first 3 months are free with no card needed.); confirmed by the maker.
- [FabQuote](https://suitly.si/tools/fabquote) by Surge Software (AI-powered) — Priced quotes for gates, grills and sheds from one spoken sentence Price: Free trial (Your first 3 months are free with no card needed.); confirmed by the maker.

## Collecting payments
Get paid on time without chasing. All: https://suitly.si/needs/payment-collection
- [OrderDak Collections (formerly Tagaada)](https://suitly.si/tools/tagaada) by Surge Software (AI-powered) — Get paid on time with polite WhatsApp and email reminders Price: Free trial (Your first 3 months (90 days) are free with every feature included.); confirmed by the maker.
- [Razorpay](https://suitly.si/tools/razorpay) by Razorpay — Collect UPI, card and netbanking payments in India Price: Free trial (The page offers a free payment gateway for the first 90 days.); from their website.
- [Square](https://suitly.si/tools/square) by Block, Inc. — Take card payments, run your counter and sell online Price: Free plan (The free plan includes a POS app, online site, item library, invoicing, booking, and checking and savings accounts.); from their website.
- [Stripe](https://suitly.si/tools/stripe) by Stripe — Accept card and online payments on your site or app Price: Free plan not confirmed; from their website.
- [FabQuote](https://suitly.si/tools/fabquote) by Surge Software (AI-powered) — Priced quotes for gates, grills and sheds from one spoken sentence Price: Free trial (Your first 3 months are free with no card needed.); confirmed by the maker.

## Payroll
Pay staff correctly every month. All: https://suitly.si/needs/payroll
- [Deel](https://suitly.si/tools/deel) by Deel — Pay and hire people in many countries Price: Free plan not confirmed; from their website.
- [Rippling](https://suitly.si/tools/rippling) by Rippling — Payroll, HR and IT in one system Price: Free plan not confirmed; from their website.
- [Gusto](https://suitly.si/tools/gusto) by Gusto — Run US payroll, benefits and HR Price: Free plan not confirmed; public info, not yet checked.
- [ADP](https://suitly.si/tools/adp) by ADP — Payroll and HR for any size business Price: Free plan not confirmed; public info, not yet checked.
- [Keka](https://suitly.si/tools/keka) by Keka Technologies — HR and payroll for Indian companies Price: Free plan not confirmed; public info, not yet checked.

## Dictation
Speak instead of type. All: https://suitly.si/needs/dictation
- [Otter.ai](https://suitly.si/tools/otter-ai) by Otter.ai (AI-powered) — Live transcripts and summaries of your meetings Price: Free plan (The free Basic plan includes 300 monthly transcription minutes, 3 lifetime audio/video file imports, and supports up to 5 workspace members.); from their website.
- [Dragon Copilot (DAX)](https://suitly.si/tools/dax-copilot) by Microsoft (Nuance) (AI-powered) — Turns doctor-patient conversations and dictation into clinical notes Price: Free plan not confirmed; public info, not yet checked.
- [Dragon Professional](https://suitly.si/tools/dragon-professional) by Microsoft (Nuance) (AI-powered) — Speak instead of type, with accurate desktop dictation Price: Free plan not confirmed; public info, not yet checked.
- [Rev](https://suitly.si/tools/rev) by Rev (AI-powered) — Turn recordings into accurate text, by AI or human Price: Free plan (The free plan includes English only transcription, analysis of up to 5 files at a time, 45 AI transcription and caption minutes per month, and access for 1 user.); from their website.
- [Suki](https://suitly.si/tools/suki) by Suki AI (AI-powered) — Voice assistant that writes clinical notes for doctors Price: Free plan not confirmed; public info, not yet checked.

## Quotes & estimates
Send accurate quotes quickly. All: https://suitly.si/needs/quotes-estimates
- [QuickBooks Online](https://suitly.si/tools/quickbooks-online) by Intuit — Keep your books, send invoices and see where the money goes Price: Free plan (The Free plan costs $0 per month, allows 1 user, and includes features like tracking income and expenses, sending 2 invoices per month, and connecting 1 bank account.); from their website.
- [Caterer Plan](https://suitly.si/tools/caterer-plan) by Surge Software (AI-powered) — Turn a wedding enquiry into a menu, quote and shopping list Price: Free trial (Your first 3 months are free with no card needed.); confirmed by the maker.
- [FabQuote](https://suitly.si/tools/fabquote) by Surge Software (AI-powered) — Priced quotes for gates, grills and sheds from one spoken sentence Price: Free trial (Your first 3 months are free with no card needed.); confirmed by the maker.
- [Hardware Quote](https://suitly.si/tools/hardware-quote) by Surge Software (AI-powered) — Turn a plumber's handwritten list into a priced quote in minutes Price: Free trial (Your first 3 months are free with no card needed.); confirmed by the maker.
- [Jobber](https://suitly.si/tools/jobber) by Jobber — Quotes, scheduling and invoices for home service businesses Price: Free plan not confirmed; public info, not yet checked.

## Stock & inventory
Know what you have and what to reorder. All: https://suitly.si/needs/inventory
- [Odoo](https://suitly.si/tools/odoo) by Odoo S.A. — One suite for sales orders, stock, accounting and more Price: Free plan (The One App Free plan allows unlimited users to use one app forever.); from their website.
- [TallyPrime](https://suitly.si/tools/tallyprime) by Tally Solutions — Accounting, GST and stock for Indian businesses, the way accountants know Price: Free plan not confirmed; public info, not yet checked.
- [Caterer Plan](https://suitly.si/tools/caterer-plan) by Surge Software (AI-powered) — Turn a wedding enquiry into a menu, quote and shopping list Price: Free trial (Your first 3 months are free with no card needed.); confirmed by the maker.
- [Hardware Quote](https://suitly.si/tools/hardware-quote) by Surge Software (AI-powered) — Turn a plumber's handwritten list into a priced quote in minutes Price: Free trial (Your first 3 months are free with no card needed.); confirmed by the maker.
- [Krishi Kendra](https://suitly.si/tools/krishi-kendra) by Surge Software (AI-powered) — Bills, farmer udhaar and stock for your fertilizer shop, by voice Price: Free trial (Your first 3 months are free with no card needed.); confirmed by the maker.

## Company data
Look up firms, directors and filings. All: https://suitly.si/needs/company-data
- [Clay](https://suitly.si/tools/clay) by Clay (AI-powered) — Combine many data sources to build and enrich lead lists Price: Free plan (The free plan includes 500 actions per month, 100 data credits per month, unlimited seats and tables, and allows running up to 200 rows per table.); from their website.
- [Apollo.io](https://suitly.si/tools/apollo-io) by Apollo.io — Find B2B contacts and email them from one place Price: Free plan (The free Starter plan stays free with no time limit and allows connecting Gmail accounts only.); from their website.
- [ZoomInfo](https://suitly.si/tools/zoominfo) by ZoomInfo — Large B2B database of contacts and companies Price: Free trial (The page offers a free trial for various use cases such as prospecting, deal execution, and data enrichment.); from their website.
- [Crunchbase](https://suitly.si/tools/crunchbase) by Crunchbase — Look up companies, funding rounds and investors Price: Free plan not confirmed; public info, not yet checked.
- [PitchBook](https://suitly.si/tools/pitchbook) by Morningstar — Deep data on private companies, deals and investors Price: Free plan not confirmed; public info, not yet checked.

Page: https://suitly.si/for/accountants