AI automation for accountants that learns a task by watching once, then repeats it inside QuickBooks and Xero — close, reconciliations, invoices and reports.
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1 / 2Overview
What is Latch?
Automate complex accounting work without a single prompt
Latch is AI automation for accountants — no prompts required. Show Latch a recurring accounting task once, the way you would train a coworker, and it builds a sidekick that takes over the work inside the tools you already use: month-end close, reconciliations, invoices, payments and reports in QuickBooks and Xero. You review the results and handle the judgment calls, while every automated job keeps a clear audit trail.
- Learns a task by watching it done once
- Automates month-end close, reconciliations, invoices, payments and reports
- Works inside QuickBooks, Xero and your existing stack
- Human review and audit trail on every job
- Keeps learning from corrections to reduce manual work
The free Open plan includes 50 credits a month, forever. Paid plans start at $40 per user per month on annual billing.
Platforms and languages
Latch Availability
Platforms
Languages
Capabilities
Latch Key Features
Show once, it learns
Watch Latch do a task once and it repeats it the same way, like training a coworker.
Month-end close on autopilot
Automatically completes month-end close, reconciliations, invoices, payments and reports.
Works in your stack
Runs directly inside QuickBooks, Xero and the tools you already use — no system switch.
Human review and audit trail
Every automated job keeps a reviewable, auditable record, and exceptions are escalated to a human.
Learns from corrections
Each correction teaches Latch, so manual intervention keeps shrinking over time.
Best for
Who uses Latch?
Accountants and accounting firms
Automate recurring close, reconciliation and reporting work while keeping human review
In-house finance teams
Hand repetitive accounting tasks to AI sidekicks inside the tools they already use
Plans and access
Latch Pricing
Freemium
Free plan with 50 credits/mo; paid plans from $40/mo (annual billing).
Common questions
Latch FAQs
Is there a free plan?
Yes. The Open plan is free forever and includes 50 credits a month, so you can start automating on your own before adding people or credits.
How do credits work?
Each action costs credits, with more complex tasks costing more. Paid plans add monthly credits per user, and you can buy credit packs when you need more.
Does Latch replace my accounting software?
No. Latch works inside the apps you already use, such as QuickBooks and Xero, and automates tasks there instead of making you switch systems.
Can I review what Latch does?
Yes. Automated work keeps a reviewable audit trail, and anything unusual is escalated to a human. Latch is SOC 2 Type II certified, with data encrypted in transit and at rest.
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