Freemium
Added on Nov 11,2026
Latch is an AI-powered automation tool for accountants that learns recurring month-end close tasks by watching you do them, then builds a sidekick to carry out the work the same way.
Instead of writing prompts, you open Latch on your desktop, pick your screen and microphone, and record yourself doing the task in your usual tools while talking it through. You explain the decisions and point out the exceptions, such as a three-day matching window, file names that must be exact or formulas that should never be overwritten.
Latch turns the session into a sidekick with defined steps. You can review the steps and test the sidekick before handing over the task, and you stay in charge of the judgement calls.
Key features include bank reconciliation, collecting and filing statements, bringing actuals into an existing financial model, checking payables coding and service periods, and proposing accruals for your approval. Uncertain items come back for review, and every run leaves a step-by-step record.
Each sidekick runs in its own sandbox on your machine with access limited to the connections and scope you grant, and you can preview what it would do before it changes files or data. Latch is SOC 2 compliant.
It integrates with Excel, QuickBooks, Xero, NetSuite, Sage Intacct, Google Sheets, Google Drive, Slack, Stripe, Bill.com, Ramp, Brex, Expensify, Gusto, ADP, Salesforce and many more.
Pricing: the Open plan is free forever with 50 monthly credits. Paid plans billed annually are Solo at $40 per month, Power at $392 per month for up to 5 users and Team at $1,199 per month for up to 10 users, with custom Enterprise plans. Teaching Latch is free and you pay when a sidekick runs.
It is suited to accountants, controllers and finance teams who want to cut the manual clicking out of month-end close.
Popular alternatives to Latch include Stocknews AI, Finalle and StockGPT. Compare their pricing and what each is best for below.
| Tool | Pricing | Best for |
|---|---|---|
| Stocknews AI | Free | Retail investors and stock watchers who want a filtered feed of market news from major finance outlets. |
| Finalle | Free | Retail traders and investors who want news and social-media-driven market signals summarised for them without a trading... |
| StockGPT | Freemium | Retail investors who want to monitor insider, fund and congressional trading filings and get alerted when notable trades... |
| Uptrends.ai | Free Trial | Retail investors and traders who want to spot sudden spikes in stock chatter and get alerts on the tickers they follow. |
| Pionex | Free | Crypto traders who want rule-based bots to buy low and sell high automatically instead of watching charts all day. |
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