Agentic Index

The best AI agents for finance and accounting in 2026

Agentic Index tracks 65 AI agents for finance and accounting: 42 built for the job and 23 broader platforms that also cover it. Oracle, Peakflo, and Adopt AI document the broadest capabilities among the specialists. 9 of the 65 researched vendors publish their prices, and 56 sell by quote through a sales team.

AI agents for finance and accounting do the repeatable work of a finance team. They read and code invoices, match payments, reconcile accounts, chase receivables, prepare close tasks and answer questions about spend.

Most connect to the accounting system or ERP and work inside the team's existing process. They differ in which part of the work they cover, from one task such as accounts payable to the whole close, and in how much they post to the ledger without a person signing off.

Researched from public sources on the same 14 capabilities. No vendor pays for placement. How this list works

Where to start: 10 of 42 built for finance and accounting

Latest verified research: 2026-11-12

  1. 1
    O
    OraclePriced by quote

    A Payables Agent processes invoices from every channel, matches them and sets accounting distributions before routing them for approval and payment. Expenses and Ledger agents match receipts to card charges, explain balances and draft adjustment journals, all inside the approval hierarchy the finance team already runs in Fusion.

  2. 2
    P
    PeakfloPriced by quote

    Collections voice agents call customers about overdue invoices with live payment status from the ERP, and accounts payable agents match invoices to purchase orders, working out partial shipments and price variances instead of failing on them. Critical actions wait at a human gate, and NetSuite, Xero, QuickBooks and SAP sync both ways.

  3. 3
    A
    Adopt AIPublished prices

    Close agents link ledgers, bank and card feeds, reconcile accounts and draft journal entries and accruals, while AP agents code and match invoices and AR agents apply cash and chase overdue payments. A second agent checks the work against prior periods, and nothing posts until the finance team signs off on the exceptions.

  4. 4
    H
    HighRadiusPriced by quote

    Cash application agents capture remittances from email, EDI and customer portals, match payments to open invoices and post them to the ERP, leaving exceptions on an analyst worklist. Collections agents rank accounts by risk and place calls, while close agents post accruals, flag GL anomalies and route each journal through maker checker approval.

  5. 5
    L
    Leah AIPriced by quote

    Finance agents route invoices, post revenue and run compliance checks with each step tied to the contract behind it, so a changed term reaches the books without a manual handoff. They work inside the existing ERP and finance systems, and the agent library adds 17 prebuilt finance agents, including one for budgeting and forecasting.

  6. 6
    O
    OneStreamPriced by quote

    Finance Analyst traces a variance through cost centers, drafts the commentary and runs long close workflows in parallel, while Deep Analysis reads thousands of contracts for the clauses that matter. Each agent works inside role based access, approvals, period locks and audit trails, including when Claude or Copilot calls it over MCP.

  7. 7
    A
    AuditoriaPriced by quote

    AP agents capture, code, match and route invoices from the shared inbox into the ERP and answer supplier questions, while AR agents chase every open account daily and apply incoming cash. The team sets each workflow's autonomy level, and Agent Policies cap what an agent may act on by role, entity, vendor and amount.

  8. 8
    P
    PigmentPriced by quote

    The Analyst Agent runs budget against actuals by department and vendor, explains the material deviations and saves the work as a Mission that reruns each month. The Modeler Agent adds versions, metrics and formulas to the plan from a plain request, stopping at each step until a modeler approves.

  9. 9
    W
    WorkdayPriced by quote

    A Financial Audit Agent collects audit evidence at volume and handles the back and forth with auditors, while a Contracts Agent drafts and redlines contracts and tracks obligations and renewals. A Travel Agent books trips within policy, drafts expense reports, automates reimbursements and flags errant spend.

  10. 10
    A
    AnaplanPriced by quote

    The finance agent takes on month end tasks, flags the lines that moved and explains the drivers behind each variance. An analyst writes the revised forecast back to the live model, whether it is the customer's own build or the prebuilt Integrated Financial Planning app.

Broader platforms that also cover finance and accounting

These 23 vendors sell a wider product and name work for finance and accounting as one of its uses. They suit a company that already runs on the platform or wants one agent layer across several teams.

d
dSilo
Commercial AI Agents check invoices arriving over SFTP or EDI against contract terms for price to bill accuracy and flag terms and margin risk on each invoice. High risk actions wait in the Decision Hub for a person to approve, with separation of duties on financial decisions.
L
Leena AI
Fiona, the finance assistant, reads, codes and posts invoices into the ERP, blocks duplicate invoices and matches card spend to receipts every night. It also answers vendor payment questions and chases missing invoice data in Slack or email, and guardrails can require a check before any irreversible action.
T
Tellius
The Variance Investigator runs as a scheduled Mission during close, working through regions, products and customers to explain each variance, and sends the FP&A team a PDF, document or slide briefing in Gmail, Slack or Teams. It reads NetSuite, SAP and Anaplan data through the semantic layer.
E
Enate
Document Agent extracts invoice and purchase order fields and completes the case when it is confident, sending the rest to a validation screen, while Email Agent sorts the finance mailbox into tickets. Integration Agent posts approved results to the client's finance system through SnapLogic, and recurring cases launch for payroll runs and filing deadlines.
F
Floatbot
Collections voice agents work through delinquent account lists, verify the right party, negotiate and record a promise to pay in the agency's system, and send disputes to a live collector. Payment reminders go out by phone, SMS and WhatsApp, and a payment gateway connection lets the agent take a payment during the call.
I
Ivalua
The PDF Intake Agent captures invoices arriving by email, scan or upload, and IVA matches each line against purchase orders, receipts and contract terms. It blocks duplicates and flags invoices whose bank details changed, leaving the AP lead to approve the remaining exceptions from email.

Picks by what you need most

Best for complex multi step work
O
Oracle

Documents the most on orchestration, memory, and knowledge grounding among the specialists.

Best for regulated and governed deployments
P
Peakflo

Documents the most on security, auditability, and human oversight among the specialists.

Best for developer extensibility
W
Workday

Documents the most on APIs, MCP support, and tool calling among the specialists.

Best for fastest time to value
A
Adopt AI

Documents the most on prebuilt packs and channel coverage among the specialists.

How they charge

Published prices: 9 of 65
Plans and prices are on the website, and a team can start without a sales call. Examples:
A
Adopt AI
,
F
Floatbot
,
R
Ramp
and
K
Kognitos
.
Priced by quote: 56 of 65
Sold through a sales team, with pricing set per customer. Examples:
d
dSilo
,
L
Leena AI
,
O
Oracle
and
P
Peakflo
.

Compare pricing across the whole index

Where they run

Private cloud: 8 of 65
Runs inside the customer's own cloud account. Examples:
L
Leena AI
,
T
Tellius
,
E
Enate
and
F
Floatbot
.
On premises or self hosted: 9 of 65
Runs on infrastructure the customer operates. Examples:
T
Tellius
,
A
Adopt AI
,
E
Enate
and
F
Floatbot
.

The rest run as a cloud service operated by the vendor.

What to check before a shortlist

What it can post
Reading an invoice is low risk. Posting a journal entry or releasing a payment is not. Check which actions the agent takes alone, and where an approval step sits.
Which systems it works in
The agent has to read and write to the ERP or accounting system the team runs. Check for a native connection to that system, since a generic one usually covers less.
The trail it leaves
Auditors ask who did what and why. Look for a record of each action the agent took, the document it relied on and the person who approved it.
How it handles exceptions
Most of the value is in the invoices and entries that do not match. Look at what the agent does with them: resolve, route to a person, or stop.

Head to head

All 65 AI agents for finance and accounting

Common questions

What are the best AI agents for finance and accounting?
Oracle, Peakflo, and Adopt AI lead the 42 products built for finance and accounting tracked by Agentic Index, and dSilo, Leena AI, and Tellius lead the 23 broader platforms that also cover it. The list is ordered by how many of the same 14 capabilities each vendor documents in public sources, and no vendor pays for placement.
How much do AI agents for finance and accounting cost?
9 of the 65 researched vendors publish their prices, so a team can see plans and start without a sales call. 56 sell by quote through a sales team. Each vendor profile on Agentic Index lists the pricing model and any published prices.
Can AI agents for finance and accounting run in a private cloud or on premises?
Most run as a cloud service. 8 of the 65 researched vendors document a private cloud option and 9 document an on premises or self hosted option.
How many AI agents for finance and accounting are there?
Agentic Index tracks 65 AI agents for finance and accounting. Every one is researched from public sources and listed on this page.

How this list works. A vendor is on this page when its product is built for finance and accounting, either as its main category in the index or as a job its own materials name. The order is the number of the 14 Agentic Index capabilities each vendor documents in public sources, with full support counting more than partial support and ties broken alphabetically. The picks, the pricing counts and the deployment counts are computed from the same records. No vendor pays for placement.

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