---
title: Smartbooks.AI Reviews
meta_title: 'Smartbooks.AI Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Smartbooks.AI works for a business like yours.
date_modified: '2026-04-02'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Smartbooks.AI Reviews
**Vendor:** Smartbooks.ai  
**Category:** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting)
## About Smartbooks.AI
Automating Planning, Consolidation and Management reporting, together with AI






- [View Smartbooks.AI pricing details and edition comparison](https://www.g2.com/products/smartbooks-ai/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-04+21%3A34%3A25+-0500&secure%5Bsession_id%5D=7c0dc09a-5e15-42d2-b45f-b06a05e21111&secure%5Btoken%5D=7f8edd86b454316a26cdebfc77b9dbc8934c97bf4ec847516018c7b6fb466721&format=llm_user)

## Smartbooks.AI Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
- Real-Time Data

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI
- Generative AI

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking
- Financial Analysis

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Data Visualization
- Purchase Order Management
- Expense Management
- Ad hoc Reporting
- Multi-Company
- Profit/Loss Statement
- Workflow Management
- Access Controls/Permissions
- Customizable Reports
- Forecasting
- Dashboard Creation
- Self-Service Reporting
- Multi-Currency
- Financial Management
- "What If" Scenarios
- Asset Lifecycle Management
- Strategic Planning
- Visual Analytics
- Billing & Invoicing
- Real-Time Reporting
- Reporting/Analytics
- Receipt Management
- Scenario Planning
- Alerts/Notifications
- Collaboration Tools
- Version Control
- Activity Dashboard
- General Ledger
- Third-Party Integrations
- Consolidation/Roll-Up
- Drag & Drop
- Income & Balance Sheet
- Multi-Department/Project
- Accounting
- API
- Chart of Accounts
- AI Copilot
- Cash Management

## Top Smartbooks.AI Alternatives
  - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) - 4.5/5.0 (2,557 reviews)
  - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,130 reviews)
  - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (500 reviews)