Best AI tools to automate financial reporting
| Tool | What it does | Pricing | Free tier | Refunds |
|---|---|---|---|---|
| Smart Clerk | AI-powered bookkeeping and accounting automation for small businesses. | Free tier; paid from $29/mo | Yes | — |
| Kick | Kick is the agentic ledger that does your books with you | Free tier; paid from $40/mo * | Yes | — |
| PrometAI | An AI business plan generator that provides structure, strategy, and financials for entrepreneurs. | Free tier; paid from $55/mo | Yes | — |
| Hal9 | An AI platform that builds and scales AI products with generative AI, agents, and expert collaboration. | From $200/mo * | No | None stated |
— means the vendor does not state it on the pages we read.
* pricing not verified against the vendor's pricing page.
Smart Clerk
Visit Smart Clerksmartclerk.ai
AI-powered bookkeeping and accounting automation for small businesses.
Generate P&L statements, balance sheets, and tax reports instantly.
Pricing, in their words: “Simple, transparent pricing” (pricing)
Subscription terms they state: cancel in-app (source)
Limits the vendor states:
- processing older documents
Kick is the agentic ledger that does your books with you
Assess your profitability by tracking your income and expenses over any period of time
— kick.co
Pricing: Free tier; paid from $40/mo (pricing)
Subscription terms they state: cancel in-app (source)
Limits the vendor states:
- Free plan transaction limit
PrometAI
Visit PrometAIprometai.app
An AI business plan generator that provides structure, strategy, and financials for entrepreneurs.
Source: prometai.app
Pricing, in their words: “Explore is free forever. Application-Ready costs $55 per month, and Investor-Grade costs $145 per month.” (pricing)
Subscription terms they state: cancel in-app · auto-renews (source)
Limits the vendor states:
- Generating a new business plan by repurposing regeneration credits for a different industry
An AI platform that builds and scales AI products with generative AI, agents, and expert collaboration.
Source: hal9.com
Pricing: From $200/mo (pricing)
Subscription terms they state: cancel in-app · states no refunds (source)
No usage limits stated on the pages we read.
FAQ
Is there a free tool to automate financial reporting?
Yes — Smart Clerk, Kick, PrometAI offer a free tier.
What is the cheapest paid option to automate financial reporting?
Smart Clerk starts at $29/month.
Which of these have an API?
Hal9 document a developer API.
How do I cancel these subscriptions?
Smart Clerk: cancel in-app; Kick: cancel in-app; PrometAI: cancel in-app; Hal9: cancel in-app.
Can I get a refund?
Hal9 states it does not offer refunds. The others (Smart Clerk, Kick, PrometAI) do not state a refund policy on the pages we read.
Do these subscriptions auto-renew?
PrometAI states that paid plans renew automatically. Check the billing page before subscribing; the rest do not state it either way.
Sources
Every fact above was read from the vendors' own pages: