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Glossary

AI Finance Glossary

Plain-English definitions of AI, accounting, and SaaS-finance terms.

Categories

AllAccounting & BookkeepingAccounting Practice SoftwareAP AutomationAudit & ComplianceBusiness BankingCap Table & EquityCFO PlatformContract ManagementExpense ManagementFinancial Data & APIFinancial ReportingFP&A & ForecastingGlobal PayrollInsurance & RiskInvestment ManagementInvoicing & ARLending & CreditPayments InfrastructurePayrollPersonal BudgetingProcurementRevenue FinancingRevenue RecognitionSaaS BillingSales Tax & ComplianceTax FilingTax Filing PersonalTreasury Management

A

AI Bookkeeping

The application of artificial intelligence and machine learning to automate transaction categorization, reconciliation, and financial record-keeping.

Accounting & BookkeepingAccounting Practice Software

C

Chart of Accounts

A structured list of all financial accounts used by a business to categorize and record every transaction.

Accounting & BookkeepingAccounting Practice Software

D

Double-Entry Bookkeeping

An accounting system where every transaction is recorded as both a debit and a credit across at least two accounts, keeping the books balanced.

Accounting & BookkeepingAccounting Practice Software

R

R&D Tax Credit

A federal and state tax incentive allowing businesses to claim a credit for qualifying research and development expenditures.

Tax FilingAccounting Practice Software