AI Adoption Leaderboard

AI Adoption Leaderboard — accounting in California

Top 135 AI-adopting companies: accounting in California. Average score: 66.

135

Companies Scored

Avg Adoption Score

Advanced

Top Stage

#	Company	Stage	Key Opportunity	Industry
1	Sensiba	Advanced	Automated Client Inquiry Triage and Response	accounting
2	Pilot.com	Advanced	Automated Client Onboarding and Document Collection	accounting
3	Dark Horse CPAs	Advanced	Automated Client Inquiry Triage and Response	accounting
4	MGO	Advanced	Automated Client Inquiry Triage and Routing	accounting
5	Apercen	Moderate	Automated Client Inquiry Triage and Response	accounting
6	HCVT	Moderate	Automated Client Inquiry Triage and Routing	accounting
7	SingerLewak	Moderate	Automated Client Data Ingestion and Validation	accounting
8	CHW	Moderate	Automated Client Inquiry Triage and Routing	accounting
9	Madras Accountancy	Moderate	Automated Client Document Ingestion and Categorization	accounting
10	SOAProjects	Moderate	Automated Client Document Ingestion and Categorization	accounting
11	Income Tax Service	Moderate	Automated Client Document Ingestion and Data Extraction	accounting
12	Northstar Financial Consulting Group	Moderate	Automated Client Onboarding and Document Collection	accounting
13	MontPac	Moderate	Automated Client Inquiry Triage and Routing	accounting
14	CKP	Moderate	Automated Client Data Ingestion and Pre-processing	accounting
15	Provident Financial Management	Moderate	Automated Client Data Ingestion and Validation	accounting
16	KongBasileConsulting	Moderate	Automated Client Onboarding & Data Collection	accounting
17	HLS Global	Moderate	Automated Client Inquiry Triage and Routing	accounting
18	Attivo	Moderate	Automated Client Onboarding and Data Collection	accounting
19	Boos & Associates a Professional	Basic	Automated Client Onboarding and Document Collection	accounting
20	Sutro Li	Basic	Automated Client Inquiry Triage and Routing	accounting
21	PP&Co	Basic	Automated Tax Document Ingestion and Categorization	accounting
22	Genske Mulder & Company	Basic	Automated Client Inquiry Triage and Routing	accounting
23	Considine & Considine	Basic	Automated Client Onboarding and Document Collection	accounting
24	Nasif Hicks Harris &	Basic	Automated Client Data Ingestion and Validation	accounting
25	Rose Snyder & Jacobs	Basic	Automated Client Document Ingestion and Categorization	accounting
26	FLORES	Basic	Automated Client Onboarding and Document Collection	accounting
27	HubDigit	Basic	Automated Client Onboarding and Document Collection	accounting
28	BHATIA & CO	Basic	Automated Client Inquiry Triage and Response	accounting
29	CNM	Basic	Automated Client Onboarding and Data Collection	accounting
30	Omega Accounting Solutions	Basic	Automated Invoice Processing and Data Entry	accounting
31	Frank Rimerman +	Basic	Automated Client Data Ingestion and Validation	accounting
32	Peter Holtz CPA	Basic	Automated Client Data Ingestion and Categorization	accounting
33	Gilbert CPAs	Basic	Automated Client Onboarding and Data Collection	accounting
34	Novogradac	Basic	Automated Client Inquiry Triage and Routing	accounting
35	Price Paige	Basic	Automated Client Onboarding and Document Collection	accounting
36	GreenGrowth CPAs	Basic	Automated Client Data Ingestion and Validation	accounting
37	Mann Gelon Smith Sroka Lee	Basic	Automated AP Invoice Processing and Data Entry	accounting
38	QuickBooks Online Professional	Basic	Automated Client Onboarding and Data Ingestion	accounting
39	C&D	Basic	Automated Client Onboarding and Data Collection	accounting
40	KBF Advisory	Basic	Automated Client Inquiry Triage and Routing	accounting
41	Gursey	Basic	Automated Client Inquiry Triage and Routing	accounting
42	Bean Counter	Basic	Automated Client Data Ingestion and Validation	accounting
43	Hood & Strong	Basic	Automated Client Inquiry Triage and Routing	accounting
44	Chugh CPAs	Basic	Automated Client Data Ingestion and Validation	accounting
45	Gappify	Basic	Automated Accounts Payable Invoice Processing	accounting
46	PrideStaff Financial	Basic	Automated Accounts Payable Invoice Processing	accounting
47	Kranz Consulting	Basic	Automated Client Inquiry Triage and Routing	accounting
48	Bookkeeping Services	Basic	Automated Client Onboarding and Data Collection	accounting
49	Navolio & Tallman	Basic	Automated Client Document Ingestion and Categorization	accounting
50	Bregante + Company	Basic	Automated Client Data Ingestion and Validation	accounting
51	Crew Finance	Basic	Automated Client Onboarding and Data Collection	accounting
52	Harshwal & Company	Basic	Automated Client Document Ingestion and Categorization	accounting
53	Green CPA Firm	Basic	Automated Client Data Ingestion and Categorization	accounting
54	Noble Street Advisors	Basic	Automated client onboarding and data collection	accounting
55	GHJ	Basic	Automated Client Inquiry Triage and Routing	accounting
56	Wheeler Accountants	Basic	Automated Client Onboarding and Data Collection	accounting
57	Stride	Basic	Automated Client Onboarding and Data Intake	accounting
58	Johanson & Yau	Basic	Automated Client Inquiry Triage and Response	accounting
59	Kruze Consulting	Basic	Automated Accounts Payable Invoice Processing	accounting
60	Engine Room	Basic	Automated Client Onboarding and Data Collection	accounting
61	Patel	Basic	Automated Client Onboarding and Document Collection	accounting
62	KBKG	Basic	Automated Tax Document Intake and Organization	accounting
63	Murphy Murphy & Murphy CPAs	Basic	Automated Client Onboarding and Document Collection	accounting
64	Windes	Basic	Automated Client Inquiry Triage and Routing	accounting
65	Abbott Stringham & Lynch	Basic	Automated Client Inquiry Triage and Routing	accounting
66	FRAZER	Basic	Automated Client Onboarding and Data Intake	accounting
67	Ironsides Advisory	Basic	Automated Client Onboarding and Data Collection	accounting
68	SKMC LLP- Certified Public Accountants and Advisors	Basic	Automated Client Inquiry Triage and Routing	accounting
69	Hemming Morse	Basic	Automated Client Onboarding and Data Collection	accounting
70	Duffy Kruspodin	Basic	Automated Client Data Ingestion and Validation	accounting
71	RKE	Basic	Automated Client Onboarding and Data Collection	accounting
72	RBZ	Basic	Automated Client Onboarding and Document Collection	accounting
73	Talley	Basic	Automated Client Document Ingestion and Classification	accounting
74	SK Enterprises	Basic	Automated Tax Document Data Extraction and Validation	accounting
75	Milam Knecht and Warner	Basic	Automated Client Onboarding and Data Collection	accounting
76	Squar Milner	Basic	Automated Client Inquiry Triage and Routing	accounting
77	Advisent	Basic	Automated Client Inquiry Triage and Response	accounting
78	Bartlett Pringle & Wolf	Basic	Automated Client Tax Document Ingestion and Categorization	accounting
79	Brown Armstrong CPAs	Basic	Automated Client Document Ingestion and Categorization	accounting
80	Glenn Burdette	Basic	Automated Client Data Gathering and Onboarding	accounting
81	Lucas Horsfall	Basic	Automated Client Onboarding and Document Collection	accounting
82	EPS	Basic	Automated Client Inquiry Triage and Routing	accounting
83	CBIZ ARC Consulting	Basic	Automated Client Inquiry Triage and Routing	accounting
84	van den Boom & Associates	Basic	Automated Client Inquiry Triage and Response	accounting
85	Miller Kaplan	Basic	Automated Client Inquiry Triage and Routing	accounting
86	Hutchinson and Bloodgood	Basic	Automated Client Onboarding and Data Collection	accounting
87	LSL	Basic	Automated Client Inquiry Triage and Routing	accounting
88	Wright Ford Young	Basic	Automated Client Inquiry Triage and Response	accounting
89	RJI CPAs	Basic	Automated Client Document Ingestion and Categorization	accounting
90	Soren McAdam	Basic	Automated Client Onboarding and Data Collection	accounting
91	C+M	Basic	Automated Client Inquiry Triage and Routing	accounting
92	GGF	Basic	Automated Client Data Ingestion and Validation	accounting
93	Little & Company CPAs	Basic	Automated Client Data Ingestion and Validation	accounting
94	Redwitz	Basic	Automated Client Inquiry Triage and Routing	accounting
95	Realize CPA	Basic	Automated Client Inquiry Triage and Response	accounting
96	PKF San Diego	Basic	Automated Client Inquiry Triage and Response	accounting
97	Think	Basic	Automated Client Inquiry Triage and Routing	accounting
98	David Weise and Associates	Basic	Automated Client Data Ingestion and Validation	accounting
99	JGD & Associates	Basic	Automated Client Document Ingestion and Classification	accounting
100	Lindquist von Husen & Joyce	Basic	Automated Client Onboarding and Document Collection	accounting
101	KBE	Basic	Automated Client Onboarding and Document Collection	accounting
102	RS ASSOCIATES	Basic	Automated Client Onboarding and Document Collection	accounting
103	Lavine Lofgren Morris & Engelberg	Basic	Automated Client Inquiry Triage and Response	accounting
104	JLK Rosenberger LLP CPAs	Basic	Automated Client Data Ingestion and Validation	accounting
105	MUN CPAs	Basic	Automated Client Inquiry Triage and Routing	accounting
106	Linkenheimer LLP CPAs & Advisors	Basic	Automated Client Inquiry Triage and Routing	accounting
107	Twin Oaks	Basic	Automated Client Onboarding and Data Collection	accounting
108	Bowman & Company	Basic	Automated Tax Document Ingestion and Data Extraction	accounting
109	BFBA	Basic	Automated Client Onboarding and Data Collection	accounting
110	Indevia Accounting	Basic	Automated Client Inquiry Triage and Response	accounting
111	Atherton & Associates LLP. Tax Assurance & Consulting	Basic	Automated Client Data Ingestion and Validation	accounting
112	myStartUpCFO	Basic	Automated Client Onboarding and Data Collection	accounting
113	Capital Tax	Basic	Automated Client Onboarding and Document Collection	accounting
114	Tri Star Sports & Entertainment	Basic	Automated Invoice Processing and Data Entry	accounting
115	Davis Farr	Basic	Automated Client Inquiry Triage and Response	accounting
116	LevitZacks	Basic	Automated Client Inquiry Triage and Routing	accounting
117	HS&BA	Basic	Automated Client Tax Document Ingestion and Categorization	accounting
118	Ravix Group	Basic	Automated Client Inquiry Triage and Response	accounting
119	SD Mayer & Associates	Basic	Automated Client Inquiry Triage and Routing	accounting
120	Davis Martindale	Basic	Automated Client Onboarding and Data Collection	accounting
121	Formerly Vavrinek Trine Day & Co. LLP Now Eide Bailly	Basic	Automated Client Inquiry Triage and Routing	accounting
122	PDM	Basic	Automated Client Onboarding and Document Intake	accounting
123	Cal Poly Accounting Club	Basic	Automated Invoice Processing and Data Entry	accounting
124	HK	Basic	Automated Client Onboarding and Data Collection	accounting
125	RLA	Basic	Automated Client Onboarding and Document Collection	accounting
126	White Zuckerman Warsavsky Luna & Hunt	Basic	Automated Client Onboarding & Data Collection	accounting
127	Walpole &	Basic	Automated Client Onboarding and Data Collection	accounting
128	HC Global Business Solutions	Basic	Automated Client Onboarding and Document Collection	accounting
129	gish SEIDEN	Basic	Automated Client Inquiry Triage and Routing	accounting
130	Johnston Gremaux & Rossi	Basic	Automated Client Inquiry Triage and Response	accounting
131	Wertz & Company	Basic	Automated Client Onboarding and Data Collection	accounting
132	Haskell & White	Basic	Automated Client Tax Document Ingestion and Categorization	accounting
133	Romanovsky & Associates	Basic	Automated Client Onboarding and Document Collection	accounting
134	Gumbiner Savett	Basic	Automated Client Inquiry Triage and Response	accounting
135	Tax Credit Co. a Part of Experian Employer Services	Minimal	Automated Tax Document Intake and Categorization	accounting

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