The 12 Best AI Tools for Finance and Accounting in 2025 – Vena

If you’re evaluating AI tools for finance and accounting, you’re likely after one thing: a faster, smarter way to turn raw data into real insight without adding complexity to your tech stack or putting sensitive financial information at risk.

And you’re not alone. After surveying over 200 finance professionals for our State of Strategic Finance 2025 Report, we learned that 57% were already using AI in their finance operations, and another 14% said they plan to implement AI solutions.

But as finance teams begin to implement these tools, one thing is clear: not every AI product supports collaborative workflows or meets strict data governance requirements.

Take popular AI tools like ChatGPT, Claude, or Gemini.

They’re great at summarizing financial documents or answering ad hoc questions. But because they don’t directly integrate with your financial systems, they can’t reliably interpret structured data. They also aren’t built for high-stakes tasks like forecasting, variance analysis, or audit-ready reporting. And from a data governance perspective, they raise some serious red flags.

That’s why we’ve curated this list of the 12 best AI tools for finance and accounting designed specifically to support real finance teams’ workflows.

To help you find the best fit for your team, we’ve broken them down by:

• Who they’re best for
• Ideal use cases
• Integrations
• Pricing

What Are the Best AI Tools for Finance and Accounting Teams?

To save you hours of research, we handpicked AI tools that are genuinely useful to real-world finance teams and boost productivity. We focused on tools that:

• Support core finance workflows like planning, predictive forecasting, automated reporting, anomaly detection and data consolidation–not just general AI capabilities.
• Are trusted by real teams, with documented adoption in mid-market to enterprise finance functions and consistently positive feedback from finance and accounting professionals.
• Integrate seamlessly with existing tech stacks, especially platforms like Excel, NetSuite, and Power BI, without requiring lengthy onboarding or technical expertise.
• Have helpful AI functionality, including natural language processing and automation that improves speed, accuracy and decision-making.
• Have enterprise-grade security and data governance.

Here are the top finance AI tools that made the cut, presented in no particular order:

Tool Name

Who It’s For

Use Cases

Integrations

Pricing

Vena Copilot

Small finance teams all the way to enterprise teams that want to integrate AI into their FP&A workflows securely

Financial Planning and Analysis

Generating report narratives, answering budget/forecast questions, explaining variances, speeding up forecast prep, enabling execs to self-serve insights, scaling FP&A without extra headcount

All data sources available in your Vena instance (ERP, CRM, HRIS, etc.), Excel, Microsoft Teams

Contact team for pricing (available as part of the Vena platform)

Vena Insights

FP&A teams looking to empower their business with self-service dashboards, predictive analysis, and real-time performance monitoring

Financial Planning and Analysis

Creating self-serve dashboards from live data, detecting anomalies, tracking KPIs in real time, running predictive analysis, reducing ad hoc reporting, sharing department-specific views securely

All data sources available in your Vena instance (ERP, CRM, HRIS, etc.), Power BI

Contact team for pricing (available as part of the Vena platform)

Domo.AI

Mid-size to enterprise finance teams that want to use AI for forecasting, anomaly detection, reporting, and workflow automation

Financial Planning and Analysis

Forecasting, KPI tracking, automated reporting, “what-if” analysis

Excel, NetSuite, SAP, Salesforce, Snowflake, and more

30-day free trial; custom pricing for paid plans

Microsoft Copilot

FP&A teams that rely heavily on Excel and want to speed up analysis, forecasting, and reporting

Financial Planning and Analysis

Building forecasts, explaining variances, generating dashboards within Microsoft apps

Full Microsoft 365 Suite

$30/user/month (requires Microsoft 365 enterprise license)

Genius by Datarails

Small to mid-size FP&A teams who want to automate commentary, spot trends, and generate insights faster

Financial Planning and Analysis

Automating commentary, surfacing trends, answering budget and forecast questions

ERP/source data (via Datarails platform)

Custom pricing

Trullion

Finance and accounting teams interested in automating lease accounting, revenue recognition, and audit prep

Compliance and Auditing

Lease data extraction, audit prep, revenue recognition, compliance automation

ERP, CRM, billing, Excel, PDF contracts

Starts at $3,000/year; custom pricing

Stampli

AP teams that need to automate invoice processing, PO matching, and vendor communication

Accounts Payable

Invoice processing, vendor messaging, fraud detection, AP automation

70+ ERPs (NetSuite, Sage Intacct, SAP, QuickBooks, etc.)

Custom pricing

Planful Predict

FP&A teams that want AI-powered forecasts and anomaly detection

Financial Planning and Analysis

Forecasting assistance, spotting risky variances early, budget planning

ERP/source data (via Planful platform)

Custom pricing (by request)

Workiva Gen AI

Finance, audit, and compliance teams that need secure, AI-powered support for financial and ESG reporting

Financial Reporting and Auditing

Drafting SOX and ESG reports, summarizing disclosures, audit-ready reporting

Excel, Workiva docs

Available to Workiva customers who opt into Gen AI terms; pricing varies

Vic.ai

Mid-size to enterprise finance teams that want to automate accounts payable and improve spend visibility

Accounts Payable

Processing invoices, shortening DPO, preventing fraud, improving vendor relations

Open API integrations with major ERPs and accounting platforms

Custom pricing

Rephop

Finance teams managing multiple entities that need a simpler way to consolidate financials, plan budgets and generate group-level reports

Financial Consolidation and Reporting

Consolidated group reporting, light forecasting, currency conversion

QuickBooks, Xero, Sage, Excel-based workflows

Starts at $299/month (includes 3 entities and 2 users; scales with team size)

Booke.AI

Accountants and bookkeeping firms that want to automate transaction categorization, anomaly detection, and client communication

Accounting

Auto-categorizing transactions, chasing missing info, streamlining monthly close

QuickBooks Online, Xero

Starts at $39/month; custom pricing for firms

Note: This list isn’t exhaustive, but it’s a great starting point for identifying the right AI tools for your finance and accounting needs. 

Now, let’s look at each tool in detail.

1. Vena Copilot

Vena Copilot works as an extension of your FP&A team, allowing you to gather data, generate reports, analyze trends, optimize forecasts and answer complex business questions with just natural language prompts. Built as part of the broader Vena planning platform, it gives you a faster way to get financial insights without opening or creating a series of reports.

Vena Copilot provides a simple, conversational interface that helps you query data, analyze trends, and generate reports, powered by Microsoft Azure’s generative AI technology.

Ideal for: Small, mid-size and enterprise finance teams that want to integrate AI into their FP&A workflows securely, without the need for expertise in data science and AI model building

Pricing: Contact team for pricing (available as part of the Vena platform)

Key Features

Vena Copilot connects directly to your live planning environment through Vena’s CubeFLEX engine. This supports complex planning workflows like driver-based forecasting, rolling budgets, and scenario analysis, so the answers you get are accurate, structured and audit-ready.

The AI assistant is trained on your company’s actual financial data, so every recommendation is grounded in the models and logic your team already works with. That data remains strictly in your Vena instance, so you don’t have to worry about your data being used to train any public models.

With Vena Copilot, you can:

• Ask questions in natural language like “What’s driving the variance in Q1 revenue?” or “Which departments are over budget?” and get instant, data-backed answers
• Automatically generate narratives and commentary for board decks or monthly reports
• Streamline repetitive FP&A tasks like rolling forecasts, variance explanations, and report prep
• Empower non-technical team members to access planning data without needing formulas or advanced Excel skills

This gives finance teams more time to focus on strategic decisions instead of digging through spreadsheets or switching between multiple reports.

The Association for Institutional Research (AIR), a nonprofit with just two people on its finance team, uses Vena Copilot to do exactly that. “It learns very quickly how you ask questions and has the ability to provide you with analysis. It’s a one-stop shop for quick financial information,” says Charles McCumber, Director of Finance at AIR.

2. Vena Insights

Vena Insights is an intelligent reporting and analytics solution that brings all your Vena data together in real time using embedded Microsoft Power BI and advanced AI/ML capabilities. This way, you don’t need to export spreadsheets, switch tools, or wait on technical teams to build interactive dashboards.

Ideal for: FP&A teams that want smarter, self-service dashboards and real-time trend analysis to enable not just finance team members, but stakeholders outside of Finance

Pricing: Contact team for pricing (available as part of the Vena platform)

Key Features

Vena Insights connects directly to your planning environment and works on top of your existing Vena data models, so your dashboards reflect the most up-to-date numbers in real time.

The solution uses embedded Power BI and DAX (Data Analysis Expressions) to help finance teams build customizable, interactive dashboards without needing a data science background. Vena’s connected data models also make it easy for you to pull data from various sources into the dashboard.

Plus, it comes with predictive analytics and anomaly detection features available in Power BI that help you uncover trends, identify risks, and improve forecast accuracy.

With Vena Insights, you can:

• Build self-serve dashboards to track key metrics without starting from scratch
• Use natural language to query data and surface the answers you need, instantly
• Identify anomalies, spot trends, and run predictive analyses across departments
• Isolate key business drivers, investigate inefficiencies, compare scenarios and spot trends in seconds
• Customize dashboards and visuals using drag-and-drop templates or write your own DAX formulas
• Share insights securely with role-based permissions, giving business partners the visibility they need

This helps finance teams reduce ad hoc reporting requests, improve decision-making, and align everyone around a single, reliable source of truth.

Canford Healthcare, a UK-based care home provider experienced these benefits firsthand. “We shared Vena Insights with all of our home managers,” says Stephen Bates, CFO at Canford Healthcare. “I felt that it was quite important for the home managers to access the data themselves.”

3. Domo.AI

Domo.AI is the AI and automation layer of the Domo platform, designed to help teams analyze, interpret and act on financial data using natural language and built-in machine learning.

It connects to your existing data sources and tools, like NetSuite, Excel, SAP, Salesforce, and other cloud data warehouses. This way, your finance team can ask questions, generate insights and automate common tasks without needing to manage complex infrastructure.

Ideal for: Mid-size to enterprise finance teams that want to use AI to streamline workflows, surface insights faster and automate analysis

Pricing: 30-day free trial; paid plans available (based on usage and features)

Key Features

Domo.AI supports a range of finance workflows, including cash flow forecasting, budget variance analysis, risk modeling, and real-time KPI tracking. Teams can also create their own AI agents to automate routine work such as report generation, reconciliations or data verification.

With Domo.AI, you can:

• Build AI-powered forecasting and “what-if” models based on live data
• Detect and flag anomalies in budgets, expenses or revenue trends
• Generate reports and summaries automatically, without manual formatting
• Use AI agents to automate routine analysis or tasks tied to operational workflows
• Enable self-service access to financial insights through natural language search

Domo.AI emphasizes secure, private AI use. Data stays within the platform and is not used to train third-party models. The tool also has role-based permissions, row-level access controls, and full visibility into AI interactions to help finance teams stay compliant.

4. Microsoft Copilot for Microsoft 365

If you’re looking for a fast, low-friction way to bring AI into planning, reporting, analysis, and everyday workflows, Microsoft Copilot is a natural starting point. Especially for FP&A teams already working in Excel and Power BI every day.

Microsoft Copilot can help teams write Excel formulas and DAX queries, spot trends, build models, and explain the story behind the numbers using natural language prompts, all while staying inside their existing Microsoft environment.

Ideal for: Finance teams already using Microsoft Excel, Power BI, and Teams that want to streamline reporting, analysis, and collaboration using AI

Pricing: $30/user/month (requires Microsoft 365 enterprise license with Copilot add-on)

Key Features

In Excel, Microsoft Copilot helps with tasks like forecasting, variance analysis, and formula generation. You can prompt the AI tool with questions about the data in your table and get a written or visual response directly in your spreadsheet.

In Power BI, Copilot allows you to build visuals, summarize trends, and generate commentary based on live dashboards, making it easier to explain performance during planning or reporting cycles.

With Microsoft Copilot in Excel and Power BI, FP&A teams can:

• Generate rolling forecasts or budget comparisons using natural language
• Detect and explain anomalies or changes in actuals vs. plan
• Build new dashboards in Power BI with plain English commands
• Summarize large datasets into key takeaways for stakeholder reporting
• Quickly draft budget or forecast narratives to support decision-making

Because Microsoft Copilot is embedded in tools finance teams already use, there’s little to no learning curve and no need to onboard another platform.

And since everything runs within your Microsoft 365 environment, your financial data stays secure, private, and compliant with enterprise governance standards.

5. Genius by Datarails

Genius is the AI assistant built into the Datarails FP&A platform. It’s designed to help finance teams reduce time spent on data analysis, writing commentary about data and explaining variances within Excel.

Instead of manually reviewing reports, teams can use Genius to surface key insights, generate summaries and answer common questions about performance.

Ideal for: Small to mid-size FP&A teams that want help summarizing results, identifying trends and preparing reports more efficiently

Pricing: Custom pricing

Key Features

With Genius by Datarails, FP&A teams can:

• Automate commentary and executive summaries across reports
• Get instant answers to forecasting, budget and variance questions
• Spot trends and outliers across departments and time periods
• Turn spreadsheet data into compelling visual narratives
• Save time on reporting tasks while improving clarity and communication

Since Datarails also integrates with Excel, teams don’t need to change how they build budgets or forecasts. Genius layers on top to help teams work faster, explain results better and scale their reporting capabilities without adding headcount.

6. Trullion

Trullion is an AI-powered accounting automation platform built to reduce the time, effort and risk involved in complex workflows like lease accounting, audit prep, and revenue recognition.

It uses advanced data extraction, validation, and reconciliation to help teams eliminate manual spreadsheet work and remain compliant with evolving standards like ASC 842 and IFRS 16.

Ideal for: Finance and accounting teams that want to automate lease accounting, revenue recognition, and audit workflows while maintaining compliance

Pricing: Starts at $3,000/year; custom pricing based on team size and features

Key Features

With Trullion, teams can:

• Extract structured data from PDFs and spreadsheets using AI
• Automate lease accounting processes, including modifications and remeasurements
• Align revenue recognition workflows with ASC 606 and IFRS 15 standards
• Speed up audits with tools for vouching, tracing and version comparisons
• Identify discrepancies with built-in validation and anomaly detection
• Use GenAI features to interpret financial policies, evaluate contract terms and surface insights from uploaded documents
• Centralize and connect data from ERPs, CRMs and billing systems for better reporting

Trullion also emphasizes data integrity and transparency. Teams get version control, audit trails and automated alerts to catch issues early. And because it connects with key financial systems, it’s easier to manage compliance and deliver accurate reports without repetitive manual work.

7. Stampli AI Copilot

Stampli is a procure-to-pay automation platform designed to give accounts payable teams complete visibility and control over their workflows. Stampli’s AI tools help finance teams eliminate repetitive manual tasks and centralize invoice and vendor operations in one platform.

Ideal for: Accounts payable teams that want to automate invoice processing, improve PO matching, and manage vendor communications in one place

Pricing: Custom pricing

Key Features

With Stampli, you can:

• Capture invoice data automatically using AI to extract key fields like vendor name, amount, invoice number, and GL codes
• Auto-code invoices by learning from your organization’s historical cost accounting and approval patterns
• Match POs with invoices to identify discrepancies and apply business rules with human-like reasoning
• Route invoices to the right approvers automatically and track progress with real-time status updates and reminders
• Detect duplicates or anomalies before invoices are paid, reducing errors and unnecessary back-and-forth
• Collaborate directly in the platform with built-in chat, messaging, and audit trails tied to each invoice
• Automate payments via ACH, wire, check, or virtual card—integrated into the same platform
• Simplify vendor onboarding and compliance, including tax forms and documentation management
• Manage card spending with integrated virtual and corporate card controls

Stampli also integrates natively with 70+ ERP systems like Sage Intacct, NetSuite, SAP, and Microsoft Dynamics. Stampli’s AI tools learn as your team, policies, or vendors change, meaning they don’t need to be re-trained. That means faster processing, fewer errors, and more time for your finance team to focus on strategic work instead of chasing invoices.

8. Planful Predict

Planful Predict is a built-in AI layer within the Planful FP&A platform that helps finance teams spot issues early, improve forecast accuracy, and eliminate time-consuming manual reviews.

It includes two key tools:

• Predict: Projections; it offers AI-generated forecast recommendations based on your historical data that serve as a starting point for accurate, confident planning
• Predict: Signals; this is an AI-powered anomaly detection that continuously monitors your data to highlight risks, errors, or unexpected activity across forecasts, budgets, and performance reports

Ideal for: FP&A teams that want to reduce forecasting errors, catch risks early, and streamline budget planning

Pricing: Custom (available as part of the Planful platform)

Key Features

With Planful Predict, your finance team can:

• Catch data anomalies automatically
• Surface unusual trends or risky variances before they cause downstream problems
• Generate baseline forecasts in seconds using your historical data, then adjust as needed
• Reduce the time and guesswork involved in long-range forecasting and annual budgeting
• Focus only on the areas flagged by the AI instead of reviewing everything manually

Planful Predict is designed specifically for financial planning and analysis teams. It helps reduce human error, improve decision-making speed and free up time for more strategic work, especially in fast-paced or complex planning cycles.

9. Workiva

Workiva Gen AI is the embedded generative AI assistant within the Workiva platform. It’s designed to support structured, secure and high-stakes financial reporting workflows.

It offers an intelligent chat assistant that works across documents, allowing users to generate, analyze, and revise content in real time using natural language prompts. This includes:

• Summarizing technical information
• Comparing document versions
• Drafting responses to stakeholder questions and more

Ideal for: Finance, audit, risk, and sustainability teams that need to streamline reporting and documentation while staying compliant with evolving regulatory requirements

Pricing: Custom pricing

Key Features

Workiva Gen AI supports various financial, non-financial and ESG reporting workflows, including earnings call prep, SOX narratives, climate impact reports, and MD&A summaries.

With Workiva Gen AI, finance teams can:

• Generate first drafts of regulatory or management reports directly inside the platform
• Identify discrepancies between multiple versions of reports and highlight key changes
• Draft responses and commentary based on internal documents and past reports
• Maintain consistency in tone and language across presentations and disclosures
• Use prompt libraries designed for financial, risk, and compliance use cases

Workiva’s Gen AI is built for enterprise-grade compliance. It doesn’t use customer data to train its models, and users can choose from leading LLM providers (like AWS, Google, or Microsoft) while keeping all interactions within the secure Workiva platform.

This makes it a strong fit for regulated environments where transparency, traceability, and governance are non-negotiable.

10. Vic.ai

Vic.ai is an AI-first platform built to eliminate manual tasks in accounts payable and provide end-to-end visibility into financial operations. It goes beyond traditional AP automation by using machine learning to handle invoice processing autonomously (without templates or manual data entry).

Ideal for: Mid-size to enterprise finance teams looking to fully automate accounts payable (AP) processes and gain real-time spend insights

Pricing: Custom pricing

Key Features

Vic.ai uses purpose-built AI to process invoices, code GL entries, detect anomalies, and manage approvals. It integrates with popular ERPs and accounting systems via open APIs.

With Vic.ai, finance teams can:

• Process invoices autonomously with up to 99% accuracy
• Reduce AP costs and increase team capacity without adding headcount
• Shorten Days Payable Outstanding (DPO) and improve vendor relationships
• Gain real-time visibility into non-payroll spend and cash flow
• Prevent overpayments and fraud through AI-enabled anomaly detection

Unlike rule-based AP tools, Vic.ai continuously learns and adapts from user corrections, becoming more precise over time.

11. Rephop

Rephop is a consolidation and planning tool designed for companies with multiple subsidiaries. Finance teams can use this AI tool to centralize financial data, automate consolidation adjustments, and get a clearer view of the group’s performance.

Ideal for: Finance teams managing multiple entities that need a simpler way to consolidate financials, plan budgets, and produce group-level reports

Pricing: Starts at $299/month for three entities and two users (scales with additional users/entities)

Key Features

Rephop is especially useful for teams working across different accounting systems and currencies.

The platform brings in data from tools such as QuickBooks, Xero, and Sage, allowing teams to manage intercompany eliminations, currency conversions and compliance requirements from one place.

• Automates consolidation tasks like currency conversion and intercompany eliminations
• Integrates with popular accounting tools to import financial data from multiple entities
• Provides basic forecasting and budgeting support using familiar Excel-style workflows
• Supports audit-ready reporting aligned with standards like IFRS or US GAAP
• Allows team members in different locations to collaborate from a single platform

Rephop helps reduce the time and complexity involved in producing consolidated reports, especially for lean finance teams that want to work faster without giving up accuracy or oversight.

12. Booke.AI

Booke AI  is an automation tool built to help accounting and bookkeeping professionals reduce the manual effort involved in categorizing transactions, reconciling books and communicating with clients.

For firms juggling multiple clients and accounts, this tool helps

• Flag uncategorized transactions
• Draft client messages for missing information
• Recommend categories based on past activity and learned behavior

Ideal for: Accountants and bookkeepers who want to speed up transaction categorization and client communication

Pricing: Starts at $39/month; custom pricing available for firms

Key Features

Booke.AI uses machine learning to auto-categorize transactions, flag anomalies and suggest corrections based on historical data. It’s designed to plug into your existing workflow and help you:

• Auto-categorize transactions with AI suggestions based on historical context
• Draft client messages for uncategorized or flagged transactions
• Track and visualize client response rates and bookkeeping status
• Collaborate effectively with clients to reduce back-and-forth and improve efficiency

Booke AI integrates with popular accounting tools (e.g., QuickBooks, Xero) for real-time syncing.

Invest in the Right AI Tool for Your Finance and Accounting Teams

For finance teams looking to adopt AI, the temptation is to choose the “best” tool for each individual task, maybe one for forecasting and another for reporting. But that can lead to a fragmented tech stack, disconnected data, and a lot of switching between platforms.

The finance AI tools on this list help you avoid that. They offer smart, AI-powered capabilities integrated within tools your finance team may benefit from using for multiple processes and workflows.

However, Vena Copilot and Vena Insights stand out for several reasons:

First, they offer a fully unified experience across the FP&A cycle, all on a single platform. While Vena Copilot helps you ask questions and generate explanations, Vena Insights shows trends, outliers, and forecasts. Together, they support a full feedback loop from asking “What happened?” to “What should we do next?” without missing a step.

Also, Vena Copilot is built on top of your actual CubeFLEX™ data models, so it generates insights grounded in your business context. Your data also stays within the platform, backed by enterprise-grade governance, audit trails and role-based permissions, which is perfect for highly regulated environments.

Bottom line?

If you’re looking for a one-stop solution that enhances your entire FP&A workflow with the power of AI, Vena Copilot and Vena Insights can give your team some much-needed lift.

Want to see how Vena’s all-in-one planning and AI ecosystem work firsthand? Book a personalized demo.

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About the Author

Nicole Diceman, Director, Product Marketing, Vena

Nicole Diceman is Director, Product Marketing at Vena. With a proven track record of driving product strategy and direction, she is heavily involved in driving new product ideas and development efforts and is closely aligned with customer needs and requirements. With her extensive knowledge and experience in product marketing, FP&A and the Vena platform itself, Nicole is a regular contributor to the Vena blog and often speaks at virtual and in-person events to share her ideas. A powerful advocate for product marketing innovation, Nicole is always on the lookout for creative new ways to bring additional value to Vena customers.

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