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Custom AI agentsWe build and run an agent for one jobPricingAboutBlogTen AI tools an accounting firm can use in 2026, from document capture and AI bookkeeping to tax research and practice management, with prices read on each vendor page, who each fits, and one honest limit for each.
Checked October 26, 2026. Prices were read on each vendor's own pricing page. Several firm plans (Booke AI for firms, Karbon Enterprise, Canopy Enterprise, Blue J Team) do not publish prices; we say so. Prices change: re-check before you buy. Dooza Crew is our product and our top pick for small accounting firms; we say why, and where the others fit better.
Our top pick for a small accounting firm is Dooza Crew: AI employees that chase client documents, sort uploads and draft reminders, $49 a month for the whole organization, and it asks before it sends anything. For receipt and invoice capture, look at Dext. For AI bookkeeping on QuickBooks Online or Xero, Booke AI. For tax research, Blue J. For practice management with AI built in, Karbon, Canopy or TaxDome. For call notes, Fathom has a free plan.
The two best-known surveys disagree, because they asked different people. Karbon's State of AI in Accounting 2026 says "98% of accounting firms use AI daily or multiple times a day." It surveyed "nearly 600 accounting professionals across six continents", and found that "only 21% have an AI policy or strategy". Karbon is a practice management vendor surveying its own audience, and the page mixes up firms and professionals.
The Thomson Reuters Institute looked at tax firms more broadly: "According to survey respondents, 21% of tax firms identified as already using GenAI technology", "with 53% either planning to use the technology or considering it". So 98% and 21% are not the same measure: one is a vendor's audience, the other a wider sample of tax firms. Either way, few firms have a written AI policy yet.
| Tool | What the AI does | Price (vendor page, Oct 26) | Free option |
|---|---|---|---|
| Dooza Crew (ours, top pick) | AI employees that chase client documents, sort uploads, draft reminders, fill forms; takes phone calls | $49/mo per organization, unlimited users and agents, AI usage included | 7 days free (card required) |
| Dext (Prepare) | Captures receipts and invoices and extracts their data | US small-business plan $25.21/mo; firm price not readable | 14-day free trial, no card |
| Booke AI | AI bookkeeper for QuickBooks Online and Xero | $129 per business/month; firms by request | Not stated |
| Digits | AI-native ledger with an agentic close | Essentials $65/mo, Core $100/mo, per client account | 30-day free trial; firm's own books free |
| TaxDome | Practice management with AI-powered reporting (Pro) | From $700 to $1200 per seat/year, billed upfront | None found |
| Karbon | Practice management with Kai AI Coworker and Email Triage | Team $59/user/mo paid annually; Business $89 | Demo, no trial stated |
| Canopy | Practice management with Coworker (Beta) and AI Notetaker | Standard $74, Plus $109 per user/mo billed annually | Trial set up through sales |
| Blue J | Tax research answers with citations | Individual $1,498/year per user; Team via sales | 7-day free trial |
| Fathom | AI notes and summaries for client calls | Premium $20/mo per user ($16 billed annually) | Free forever plan |
| Smith.ai | 24/7 call answering and client intake | Starter $300/month for 30 calls | No free trial; money-back guarantee |
Crew gives an accounting firm, CPA practice or bookkeeper one AI agent for each job that buries your staff: one for the inbox, one for client documents, one for chasing what is missing. Each has its own computer and browser, works around the clock, and works with your team in one chat. The agents pass work to each other: the Inbox agent hands every uploaded document to the Documents agent. They wake up every hour on their own and do whatever is due. Before it sends anything, it asks you to Approve, Edit or Reject.
Try Dooza Crew free for 7 days, or see Dooza for accountants.
Dext Prepare captures receipts and invoices, extracts their data, stores the documents and integrates with accounting software. An optional AI Assist add-on handles everyday bookkeeping calls, and you keep final approval.
Booke AI "Categorizes bank feed transactions daily", matches documents to transactions, asks clients for missing documents, and keeps an audit trail for exception review. You "Invite AI Bookkeeper to QuickBooks Online or connect Xero".
Digits' Agentic Close runs the close "continuously across collection, booking, reconciliation, scheduling, review, and reporting", with a Firm Close Tracker for practices.
TaxDome bundles CRM, workflow, a client portal and billing. On the Pro plan you can "Tap into your firm's performance insights with AI-powered reporting".
Karbon's pricing page lists Kai AI Coworker (labeled new), AI Agents and AI-powered practice management, with Email Triage in all plans. The page does not describe what each AI feature does.
Canopy's Coworker (Beta) "can do the work (with your permissions)". It also has an AI Notetaker (Beta), AI document renaming and Smart Tax Prep.
Blue J promises "Verifiable answers to tax questions in seconds", combining large language models with a tax content database, with in-line citations, file upload and memo and email drafts.
Fathom records and transcribes calls with "instant AI call summaries", handy for client reviews and tax planning calls. Premium adds AI action items.
Smith.ai answers calls 24/7, screens and qualifies leads, takes intake and gives you a dedicated phone number. It is not accounting-specific.
Running an accounting firm? See Dooza for accountants or best AI tools for small business.
For a small accounting firm, our top pick is Dooza Crew (our product): AI employees for the jobs that bury your staff, such as chasing client documents and sorting uploads, each with its own computer and browser, for $49 a month for the whole organization after a 7-day free trial. It asks before it sends anything. For receipt capture, look at Dext; for AI bookkeeping on QuickBooks Online or Xero, Booke AI; for tax research, Blue J; for practice management with AI, Karbon, Canopy or TaxDome.
It depends on who you ask. Karbon's State of AI in Accounting 2026 survey of nearly 600 accounting professionals says 98% of firms now use AI, but Karbon surveyed its own audience. The Thomson Reuters Institute found that 21% of tax firms were already using generative AI, with 53% planning to use it or considering it. The two samples are different, so the numbers are far apart.
Partly. Booke AI categorizes bank feed transactions daily and works with QuickBooks Online and Xero, at $129 per business per month. Digits runs the close as its own ledger, so clients must move to it. Dext captures receipts and invoices and extracts their data. A person should still review the books.
Not in the tools here on its own. Blue J answers tax research questions with citations, and Canopy has Smart Tax Prep, but preparing, reviewing, signing and filing returns, and any tax advice, stay with you and your licensed staff. Dooza Crew gathers, sorts and drafts; it does not file.
Fathom has a free forever plan for call notes. Digits lets a firm run its own books free (billing starts once a paying client is added). For trials: Dext 14 days with no card, Digits 30 days, Blue J 7 days with no credit card, and Dooza Crew 7 days (card required).
Yes. In Karbon's 2026 survey, only 21% said they have an AI policy or strategy. Decide which tools are approved for client data and who reviews AI output before it reaches a client.
A lead AI agent plus helper agents that browse the web, write files and ask you before they send or pay. 7-day free trial (card required), then $49/month with AI usage included and a hard spending cap.
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Got busywork? Dooza it.
Try Dooza Crew, AI agents that do your busywork: 7-day free trial (card required), then $49/month with AI usage included and a hard spending cap. Want a custom agent built for you instead? A Dooza engineer scopes it on a free 30-minute call and it starts as a refundable pilot. See pricing.
Crew: 7-day free trial · Custom agents: refundable pilot, 100% refund within 14 days
Dooza builds AI products and services for small businesses. Custom Dooza agents start with a refundable pilot: 100% refund within 14 days.
Or start now: Dooza Crew, AI employees you chat with from web or phone, watching every step live in chat: free for 7 days, then $49 a month for your whole organization (unlimited users and agents, no per-seat fee) with AI usage included and a hard spending cap. Want it done for you instead? Dooza Managed, $200/month.