How do I use AccountEdge AI?

Check out our helpful AccountEdge AI articles in our Knowledge Base to get started today.

How do I sign up for the 7-day Free Trial?

To begin your free trial, log in to your My Account , click the Manage Subscription button next to your AccountEdge product that you want to use with AccountEdge AI, then select your plan to begin the 7-day free trial.

I don't have a current AccountEdge subscription, can I use AccountEdge AI?

No, at this time you would need to be enrolled in an active AccountEdge subscription and be running the latest version to use AccountEdge AI.

What data syncs to AccountEdge AI?

Your AccountEdge company file data — your chart of accounts, transactions, invoices and bills, journal entries, customers and vendors, and payroll information.

Is my data secure if I use this?

Data is encrypted with AES-256 at rest and TLS 1.2+ in transit. AccountEdge AI is SOC2 compliant to meet the highest standards of security and trust. Learn more .

What counts as a Project?

A project is what AccountEdge AI builds when you ask it a question — a P&L, a forecast, a vendor breakdown. It's saved in your workspace, so you can come back to it, refine it, or re-run it next period against fresh data.

Can I use this tool for cross company file consolidated financial statements?

No. AccountEdge AI analyzes one company file at a time and does not support consolidated financial statements across multiple company files.

Bring the Power of AI to Your AccountEdge Data

Get more from your accounting data with AccountEdge AI. Ask questions to uncover trends, build reports, graphs and dashboards. The possibilities are limitless.

Live Webinar Sep. 29th at 2pm ET

AI That Works With Your Business

AccountEdge AI is built specifically for AccountEdge users, turning everyday accounting data into finished Projects — not just answers. A Project is simply whatever you ask for, built for you: a report, a chart, a forecast, or the answer to a specific question. Instead of digging through reports or spreadsheets, describe what you need in plain English and AccountEdge AI delivers the insights in just seconds.

Skip the Report-Building

Describe what you need — a P&L, a cash flow view, an expense breakdown — and AccountEdge AI builds it from your company file.

Insights for Your Whole Team

Give everyone on your team — not just AccountEdge users — access to the answers they need, without knowing accounting or the software.

A Fraction of the Cost

Financial Planning & Analysis tools can run five figures a year. AccountEdge AI does more for a monthly fee — no lock-in, cancel anytime.

Type It. Get It.

Skip the reports. Describe your Project in plain English and AccountEdge AI builds it from your company file in seconds — no formulas, no templates, messy exports, or integrations.

It Doesn’t Stop at the First Answer

AccountEdge AI does more than answer a question once. Ask a question you can turn into a Project to keep the conversation going.

Stay Ahead of Your Business

AccountEdge AI doesn’t just wait for you to ask. It surfaces suggested Projects from your data — spotting trends, changes, and potential issues before they become bigger problems, so you can make adjustments early.

Your Data, Smarter

A simple sync connects your AccountEdge company file to AccountEdge AI — just a few quick steps from signup to sync, and you’re building Projects from the data you already rely on.

Built for the Whole Team

AccountEdge AI gives everyone on your team — not just AccountEdge users — access to the Projects they need. Using everyday language, business owners, managers, and employees can build reports, explore data, and make informed decisions without needing to know accounting or use AccountEdge.

Built for Finance. Built to Be Trusted.

AccountEdge AI is purpose-built for accounting data — not a generic chatbot bolted onto your books. It understands accounting structure and categorization, not just text. It’s also SOC 2 Type 2 certified, connects with read-only access so it never writes to your company file, and never uses your data to train AI models.

$50 /mo

AccountEdge AI

1 user · 1 company file · 50 projects

ask anything • polished visual reports • PDF export

$100 /mo

AccountEdge AI Plus

3 users · 3 company files · 250 projects

editing + formulas • Excel/CSV export • file upload • templates

Let’s Talk It Through

Have Questions About AccountEdge AI?

Schedule a Call

FAQs

How do I use AccountEdge AI?

Check out our helpful AccountEdge AI articles in our Knowledge Base to get started today.
How do I sign up for the 7-day Free Trial?

To begin your free trial, log in to your My Account, click the Manage Subscription button next to your AccountEdge product that you want to use with AccountEdge AI, then select your plan to begin the 7-day free trial.
I don’t have a current AccountEdge subscription, can I use AccountEdge AI?

No, at this time you would need to be enrolled in an active AccountEdge subscription and be running the latest version to use AccountEdge AI.
What data syncs to AccountEdge AI?

Your AccountEdge company file data — your chart of accounts, transactions, invoices and bills, journal entries, customers and vendors, and payroll information.
Is my data secure if I use this?

Data is encrypted with AES-256 at rest and TLS 1.2+ in transit. AccountEdge AI is SOC2 compliant to meet the highest standards of security and trust. Learn more.
What counts as a Project?

A project is what AccountEdge AI builds when you ask it a question — a P&L, a forecast, a vendor breakdown. It’s saved in your workspace, so you can come back to it, refine it, or re-run it next period against fresh data.
Can I use this tool for cross company file consolidated financial statements?

No. AccountEdge AI analyzes one company file at a time and does not support consolidated financial statements across multiple company files.