Which AI tools for accounting firms are free?

Thirty of the 162 tools in this directory have a free plan, a free-for-the-firm partner program or a price of $0 to start. 'Free' means different things, so they are grouped by what you actually get.

Free for the practice through a partner program

• Xero: the US partner program is free and includes a Xero subscription for your own practice; client plans from $27/mo.
• Melio: no subscription for the firm, the Boost plan free for the practice, clients 45 days free then 30% off.
• Expensify: a free Expensify account for ExpensifyApproved! firms and 50% off direct rates for clients.
• Gusto: free Gusto Plus payroll and HR for the firm itself, through the Partner Program.
• Intuit Accountant Suite: Core is free; Accelerate is $149/mo from January 2027.
• Xero Practice Manager: free for Silver and above Xero partners, otherwise $149/mo.
• Digits: the firm's own books are free; clients are $65/client/mo.

Free plans with real limits

• Kick: free for 250 transactions a year; Basic $40/mo per entity, with firm discounts of 10% to 50%.
• Zoho Books: free plan; Standard $20/org/mo.
• Syft Analytics: Basic free forever with unlimited users; also free with qualifying Xero plans for partners.
• Assembly: free for five active contacts; Starter $29/mo.
• SchedulingKit: free for one team member and 50 bookings a month, AI receptionist included.
• Virtualworkforce.ai: free for one mailbox; Professional $29/mo per AI agent.
• LedgerBox: free for firms with up to three clients and 30 pages a month.
• Veryfi: free for 100 documents a month.
• Marble: free plan for solo practitioners; Pro $600/user/yr.
• B12 and Tars: free website plan, and 50 free chatbot conversations a month.
• TaxBuzz: a free Starter listing; Trusted $49/mo.
• Paro: free plan; Professional $399/mo.

$0 platforms that charge per use

• Anchor: no subscription, $5 per payment received.
• Forwardly: $0 a month, 10 free standard ACH transfers, then $0.50 each and 1% for faster transfers.
• Numeral: free nexus monitoring; $75 per sales-tax filing and $150 per registration.
• Instead: the platform (e-file, print, unlimited users) is free; AI agent credits from $30.
• BILL Spend & Expense, Brex Essentials and Ramp: $0 per user, funded by the card.
• Zoho Expense and Relay: free plans, then $3/user/mo and $30/mo.

Included with something you already pay for

Intuit Tax Advisor comes at no additional cost with ProConnect Tax or Lacerte, Rightworks Spark AI with Rightworks hosting, and TaxTrex is free for accountants, with Swanson Reed billing a capped review fee per claim.

Quick answers

Is there a free AI receptionist for an accounting firm?

SchedulingKit's free plan covers one team member and 50 bookings a month with its AI receptionist. The paid plans in the category start at $29/mo (Dialzara).

Which AI tax research tool is free?

Marble has a free plan for solo practitioners with limited daily chats, the Tax Library and the SALT Matrix; Pro is $600/user/yr. Rightworks Spark AI comes free with Rightworks hosting.

Is there a free AI bookkeeping ledger for firms?

Kick is free for 250 transactions a year, Zoho Books has a free plan, Xero gives partners a free subscription for the practice, and Digits keeps the firm's own books free.