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Custom AI agentsWe build and run an agent for one jobPricingAboutBlogTen AI tools a bookkeeper or small bookkeeping practice can use in 2026, from receipt capture and AI categorization to 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. Dext's firm pricing and BILL's trial length are not readable, and we say so. Prices change: re-check before you buy. Dooza Crew is our product and our top pick for the admin side of a bookkeeping practice; we say why, and where the others fit better.
Our top pick for the admin around the books is Dooza Crew: AI employees that chase clients for missing documents, draft reminders and fill forms, $49 a month for the whole organization, and it asks before it sends anything. For receipt and invoice capture, look at Dext. For AI categorization inside QuickBooks Online or Xero, Booke AI. For the ledger itself, QuickBooks, Xero or Digits. For bill coding, BILL. For call notes, Fathom has a free plan.
A Financial Cents survey of "486 accounting and bookkeeping professionals across North America", run "from July 15–August 7, 2026", found that "95 % are already using or exploring AI." But "Only 1 in 5 firms can point to a measurable return on their AI investment."
The same page says 90% have no written AI policy (87% among the firms actively using AI; the page does not explain the gap). Financial Cents sells practice-management software, most respondents were owners and partners, and bookkeepers were a small share, so read it as a signal, not a census. Many firms are trying AI; few have measured it.
| Tool | What the AI does | Price (vendor page, Oct 26) | Free option |
|---|---|---|---|
| Dooza Crew (ours, top pick) | AI employees that chase documents, draft reminders, fill forms; takes phone calls | $49/mo per organization, unlimited users and agents, AI usage included | 7 days free (card required) |
| Dext | Captures receipts and invoices and extracts their data | $25.21 per month (250 documents, 5 users); AI Assist $10.5 per month | Free trial, no card details |
| Booke AI | AI bookkeeper inside QuickBooks Online and Xero | $129 per business/month | Not stated |
| Digits | AI-native ledger with an agentic close | $65 or $100/mo per client account | 30-day trial; firm's own books free |
| Xero | Ledger with JAX, its AI finance partner | $27, $59 or $97 per month | One month free |
| QuickBooks Online | Ledger with Intuit Intelligence AI features | $19 to $170 per month (promo prices) | 30-day trial; Free plan |
| BILL | AI bill coding for payables | $49, $65 or $89 per user/month | Trial "in most cases" |
| Karbon | Practice management with Kai AI Coworker and Email Triage | Team $59/user/mo paid annually; Business $89 | Demo, no trial stated |
| 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 a bookkeeping practice AI employees for the jobs that eat your week outside the ledger. Each one has its own computer and browser, its own job, and works around the clock. They work with your team in one chat and pass work to each other. Before it sends an email or clicks Send, Submit or Pay, it asks you to Approve, Edit or Reject.
Try Dooza Crew free for 7 days.
Dext's plans include "document capture, automatic data extraction, document storage and integration with accounting software". An AI Assist add-on is pitched as "The everyday bookkeeping calls, made for you. You still have the final word."
Booke AI works like this: "Invite AI Bookkeeper to QuickBooks Online or connect Xero → AI Bookkeeper works daily → you review exceptions." It lists daily bank feed categorization, smart document matching, missing document requests, and an exception review with an audit trail.
Digits' Agentic Close runs the close inside its own ledger. For firms, "Digits is priced per client account, not per firm-wide seat."
Xero says "JAX automates your work and provides clarity, so your books stay current and your next move is always confident." The pricing page does not say which plan includes JAX or what it can and cannot do.
QuickBooks groups its paid tiers under "Intuit Intelligence". Simple Start lists "AI Chat for instant insights" (marked "Limited capacity" and "BETA"), Essentials "Cleans up your books, fast", Plus "Transactions auto-categorized and verified", and Advanced "Continuous books quality checks, with quarterly insights".
BILL's Team and Corporate plans list "Automatic AI multi-line bill coding with the Invoice Coding Agent" and sync with QuickBooks Online, QuickBooks Pro, QuickBooks Premier and Xero.
Karbon's pricing page names Kai AI Coworker and Email Triage but does not describe what each does.
Fathom's free plan has "Unlimited recordings, instant call summaries, integrations with LLMs & more." Premium adds AI action items.
Smith.ai offers "Professional call answering by real people" 24/7, with lead screening and intake. It is not accounting-specific.
Running a bookkeeping practice? See best AI tools for small business.
It depends on the job. Our top pick for the admin around the books is Dooza Crew (our product): AI employees that chase clients for missing receipts, draft reminders and fill forms you upload, each with its own computer and browser, for $49 a month for the whole organization after a 7-day free trial, asking before it sends anything. For receipt capture, look at Dext; for AI categorization inside QuickBooks Online or Xero, Booke AI; for the ledger itself, QuickBooks, Xero or Digits.
Partly. Booke AI categorizes bank feed transactions daily inside QuickBooks Online or Xero and lets you review exceptions, at $129 per business per month. Digits runs the close inside its own ledger, so clients must move to it. A person should still review the books. Dooza Crew is not a ledger and has no QuickBooks or Xero integration; books and filings stay with you.
A Financial Cents survey of 486 accounting and bookkeeping professionals in North America (July 15 to August 7, 2026) found that 95% are already using or exploring AI, but only 1 in 5 firms can point to a measurable return, and 90% have no written AI policy. Financial Cents sells practice-management software, and most respondents were firm owners and partners.
The pricing pages do not say clearly. QuickBooks groups AI features under Intuit Intelligence on its paid tiers, several marked BETA. Xero lists JAX, its AI finance partner, but its pricing page does not say which plan includes it. Check with each vendor before you quote a client.
Fathom has a free forever plan for call notes, and QuickBooks lists a Free plan at $0 per month. Trials: Dext does not ask for card details to start its free trial, Digits has a 30-day free trial, QuickBooks lists a 30-day free trial, Xero shows one month free, and Dooza Crew is free for 7 days (card required).
No. No bookkeeping software is certified or integrated with Dooza Crew, so it does not sync with QuickBooks, Xero or your ledger. It works in web-based tools you log in to with a browser, and you type passwords and 2FA codes yourself. It is not a CPA. Try it on your own tools during the 7-day trial first.
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.
Ten 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.
Ten AI tools an independent agency can use in 2026, from AI receptionists to AI inside your AMS, with prices read on each vendor page, who each fits, and one honest limit for each.
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.