ChatGPT (external site)
Draft a client memo on new tax deadlines, to proofread and sign.
Checked on October 15, 2026Home › Accountants
AI tools for accountants
Last updated: October 15, 2026
How to choose
- Start from one single problem that wastes your time every week.
- Try a free plan or trial first, for at least 2 weeks.
- Start with a tool that reads documents (NotebookLM) and one for invoice filing; never upload client data to free plans without reading the privacy policy.
Claude (external site)
Summarises a dozens-of-pages tax agency circular into key points.
Checked on October 15, 2026
Google Gemini (external site)
Summarises client emails in Gmail and suggests replies.
Checked on October 15, 2026
Microsoft Copilot (external site)
In Excel it helps build formulas and summaries of client data (Microsoft 365).
Checked on October 15, 2026
Perplexity (external site)
Quick research on regulatory changes with cited sources, always to be checked.
Checked on October 15, 2026
NotebookLM (external site)
Upload a client's PDFs and ask questions about those documents only.
Checked on October 15, 2026
Notion AI (external site)
Archive of the firm's procedures with AI search and summaries.
Checked on October 15, 2026
Otter.ai (external site)
Transcribes client meetings (works best in English).
Checked on October 15, 2026
Fireflies.ai (external site) affiliate link
Automatic minutes of client video calls.
Checked on October 15, 2026
Zapier (external site)
Automatically saves email attachments into a folder per client.
Checked on October 15, 2026
Make (external site) affiliate link
Automates filing of incoming invoices.
Checked on October 15, 2026
Fatture in Cloud (external site)
E-invoicing and client management for the businesses you serve.
Checked on October 15, 2026
TeamSystem (external site)
Management software for Italian professional firms (accounting, payroll, tax returns).
Checked on October 15, 2026
Dext (external site)
Reads photographed receipts and invoices and extracts the data for bookkeeping.
Checked on October 15, 2026
Gamma (external site)
A client presentation built from a text.
Checked on October 15, 2026One email a week, no spam in Italian
Note: the newsletter is written in Italian. Every Tuesday at 8:30 CET: the AI tool of the week for each profession, 3 news items and a practical tip. A 3-minute read.