accounting-firms
(3)
Docyt
Docyt is a Santa Clara, California AI company that automates accounting and bookkeeping for small and mid-sized businesses, accounting firms, and multi-location operators. Its platform captures documents, reconciles the general ledger continuously, categorizes transactions, and produces real-time financial reports, layering on top of QuickBooks rather than replacing it. In 2025 the company launched HpAI (High Precision Accounting Intelligence), an accounting-specific AI engine trained on 128 billion accounting data points, with an initial vertical focus on hospitality and hotels. Founded in 2016 by Sid Saxena and Sugam Pandey, Docyt has raised roughly $27.2M to date.
Inscope
Inscope is a San Francisco-based, AI-native financial reporting platform that automates the manual, spreadsheet-and-email grind of preparing GAAP-compliant financial statements. Founded in 2023 by former controllers Mary Antony and Kelsey Gootnick alongside CTO Jared Tibshraeny, it uses large language models to generate statements, footnotes, cash flow statements and audit-ready documentation directly from ERP data - automating more than 60% of the preparation work for accounting firms and enterprise finance teams. The company raised a $14.5M Series A led by Norwest in February 2026, bringing total funding to $18.8M.
Plooto
Plooto is a Toronto-based fintech that automates accounts payable and accounts receivable for small and medium-sized businesses and the accounting firms that serve them. It unifies invoice capture, approval workflows, domestic and international payments, and two-way reconciliation with QuickBooks, Xero, and NetSuite - giving finance teams one place to control money moving in and out. More than 10,000 organizations across North America use the platform.