AccountEdge AI puts AI to work on your AccountEdge data.
What AccountEdge AI is: The Short Version
AccountEdge AI is an agentic finance workspace. Describe the report you need in plain English, and an AI agent builds it from your AccountEdge company file in seconds — not from a template, but from your actual data, tailored to what you asked for. Every report saves as a project in your workspace, ready whenever you come back to it.
Ask for a P&L, a balance sheet, a cash flow forecast, a budget vs. actuals comparison, or a vendor or customer analysis. Describe what you want, and AccountEdge AI builds it.
No formulas. No templates. No spreadsheets.
It connects to your company file through a read-only sync — it can see your data to build reports, but it never writes to your company file. If data security is the question on your mind first, Your Data and Security in AccountEdge AI has the full picture.
AccountEdge AI works with the latest version of AccountEdge and an active subscription. Legacy, non-subscription AccountEdge and older MYOB versions aren't supported.
Suggested projects: The right project, before you ask
AccountEdge AI reads your financial data and surfaces the projects worth seeing on its own. One click on an Agent generates the full report. No prompt needed. Suggestions refresh as new data comes in.
Each suggestion carries a short line pulled from your own numbers: a margin that shifted, a change in cash position, a revenue stream moving faster than the rest. Now you know why the report matters before you open it.
Typical suggestions:
Monthly P&L — core profitability by revenue and expense category
Cash Flow Statement — operating, investing, and financing movements by month
Revenue Trend Analysis — every revenue stream tracked across available periods
Expense by Vendor — where your money went, ranked
What AccountEdge AI does
Financial reporting. Build a P&L, balance sheet, cash flow statement, or revenue breakdown from one sentence. "Build me a P&L for the last 3 months."
Month-end close. Every close deliverable builds from your synced AccountEdge data. Days of reporting turn into minutes. "Put together a month-end close pack."
Expense and vendor analysis. Break down spending by vendor, category, or period. See where your money moved and why. "Top 10 vendors by spend year to date."
Budget vs. actual. Run variance analysis across any period or segment, automatically. "Show me budget vs. actuals by category."
Cash flow forecasting. Build rolling forecasts and scenario models on demand. Test an assumption before you commit to it. "Create a 13-week cash flow forecast."
Reporting for third parties. Create clean, exportable reports for your accountant, bookkeeper, lender, or business partner. Every project exports as PDF. AccountEdge AI Plus users also export as Excel or CSV. "Which customers are overdue and by how much?"
Each result is called a Project. You can refine a Project with follow-up questions — "Now just show marketing" or "Add a comparison to last year" — and it updates in place.
Projects save to your workspace automatically, so next month you can reopen one and run it against a fresh date range instead of starting over.
Two plans
AccountEdge AI comes in two plans, starting at $50/month, with a 7-day free trial on both. The base plan is for a single user with one company file; the Plus plan adds team access, multiple company files, and Excel/CSV export. AccountEdge AI Plans and Pricing has the side-by-side breakdown.
Where to start
Ready to try it? Getting Started with AccountEdge AI walks you through the signup and first sync.
Want to see what kinds of questions work best? Creating and Enhancing Prompts in AccountEdge AI has tips and examples.
And if a question comes up along the way — they do, for everyone — the AccountEdge support team is available. AccountEdge Support Options at a Glance has every way to get help, from the knowledge base and chat to phone and email support.