North America 987

AI bookkeeping software that categorises transactions automatically and prepares books for small businesses and their accountants.

AI-driven sales tax platform automating nexus tracking, registration and filing for ecommerce and SaaS companies, with direct integrations into billing systems.

Analytics and dashboard software that brings metrics from multiple data sources together into shareable dashboards and PDF reports.

Document capture hardware and software combining production scanners with intelligent data extraction and classification.

Quebec-based Odoo Silver Partner providing implementation, custom development, integrations, hosting and support for local businesses.

Finance management platform that consolidates entities, visualises KPIs on dashboards and supports cash flow forecasting from accounting data.

Treasury and liquidity management platform covering cash positioning, payments, risk management and working capital across global operations.

Property management and accounting app for landlords, with receipt scanning, bank feeds, tenant management and tax-oriented reports.

Document management and process automation platform covering capture, workflow, records management and electronic forms.

Simple online accounting for small businesses — $19/month, 60 days free.

Legal time tracking, billing and trust accounting software for law firms, integrating with QuickBooks Online.

Revenue data platform automating revenue recognition and subledger accounting from transaction-level data across billing and payment systems.

Lease accounting software automating ASC 842 and IFRS 16 calculations, journal entries and disclosures.

AI agents that run the close, preparing reconciliations, workpapers, flux analysis and journal entries across banks, payment processors and the ERP.

Costa Mesa firm combining bookkeeping with fractional CFO forecasting and reporting for Southern California businesses.

Small-business bookkeeping and accounting software for transaction tracking and reporting.

Automatically fetches client bank statements and cheque images from banks and pushes them into document storage.

Crypto tax and accounting software serving institutions and accounting firms, handling cost basis, information reporting and audit-ready records.

Provides fractional CFO leadership to founders, EOS businesses, and private equity, venture and family office investors.

AI-native source-to-pay and procurement platform covering intake, sourcing, contracts and spend management for enterprise procurement and finance teams.

LevelShift is an Irvine, California firm offering Dynamics 365 Business Central partner services.

Standardises client charts of accounts from Xero into one consistent structure for portfolio-wide reporting, data quality checks and benchmarking.

Spreadsheet-based extraction tool that pulls data from invoices, receipts and bank statements into Google Sheets and Excel.

Indiana-based firm providing fractional CFO services to growing companies, including nonprofits, SaaS businesses and SBIC funds.