7 Best Knowledge Graph AIs for Accounting Firms

Microsoft’s Power Virtual Agents provides a low‑code chatbot framework that can be paired with Azure Cognitive Search to create a knowledge‑graph‑enabled conversational agent. The platform leverages Azure’s semantic search capabilities to surface relevant documents and tax regulations, while the built‑in conversational AI handles natural‑language understanding. For accounting firms, this means the bot can retrieve specific IRS code sections, audit procedures, or client documents and present them in an easily digestible format. The integration with Azure Cognitive Search allows developers to index structured financial data, such as ledger entries or client contracts, and expose them through a knowledge graph that the chatbot can interrogate. The solution supports multi‑tenant deployments, making it suitable for firms with multiple practice areas or regional offices. Additionally, Power Virtual Agents can be embedded into SharePoint or Teams, giving internal staff quick access to compliance guidance. Microsoft’s ecosystem offers robust security and compliance certifications, which is critical for handling sensitive accounting data. The platform also provides analytics dashboards, allowing firms to monitor conversation sentiment, common queries, and agent performance. Pricing is per user per month: $10 for a bot plus optional Azure Cognitive Search costs based on query volume and index size. The solution is ideal for firms already invested in Microsoft cloud services, especially those needing deep analytics and enterprise‑grade security. While Power Virtual Agents does not offer a built‑in dual knowledge base or AI course builder, its integration with Azure Cognitive Search provides a powerful knowledge graph foundation. The platform’s visual flow editor and ready‑made templates reduce development overhead, making it a solid choice for firms seeking a scalable, secure chatbot. Overall, the Microsoft stack offers a comprehensive, enterprise‑ready solution, but it requires some technical expertise to set up the search index and to manage the knowledge graph.

IBM Watson Assistant is a conversational AI platform that can be paired with Watson Discovery to build a knowledge‑graph‑enabled chatbot. Watson Assistant provides natural‑language understanding and dialog management, while Watson Discovery offers powerful search and data extraction from unstructured documents, such as tax filings, audit reports, and regulatory texts. The combination allows accounting firms to ingest large volumes of financial documents and create a structured knowledge graph that the assistant can query in real time. Watson Discovery’s entity extraction and relationship mapping capabilities translate complex accounting concepts into an interactive graph, enabling the bot to answer contextual questions like “What are the implications of the new § 601.7a tax amendment for small businesses?”. IBM’s platform is known for its strong security, data privacy controls, and compliance with industry standards such as GDPR and HIPAA—critical for handling client financial data. The assistant can be embedded into web pages, mobile apps, or IBM Cloud‑based portals. Pricing for Watson Assistant starts at $0.0025 per message for the Lite plan, while Discovery’s pricing is based on data ingestion and query volume. The Pro tier offers higher throughput and advanced analytics. IBM provides a free trial and a pay‑as‑you‑go model, making it suitable for firms of various sizes. While IBM does not offer a dedicated no‑code visual editor for chat widgets or an AI course builder, its integration with Watson Discovery provides a robust knowledge‑graph foundation. The platform excels in data security and offers extensive developer tools for custom integrations.

Salesforce Einstein GPT is an AI layer that augments the Salesforce platform with generative language models. By leveraging Salesforce’s vast customer relationship data and knowledge graphs built into its Service Cloud, Einstein GPT can provide contextual answers to accounting questions that incorporate client history, contract terms, and regulatory references. The chatbot can be embedded into Salesforce portals or the Salesforce Experience Cloud, allowing clients to ask natural‑language queries such as “Show me the latest audit findings for client X” and receive a concise, data‑driven response. Einstein GPT also supports knowledge article creation, which accountants can use to populate a knowledge base that the bot can reference. Because it runs inside Salesforce, the solution inherits the platform’s security, permission model, and audit trails—essential for compliance‑heavy industries. The knowledge graph is automatically updated as new data is entered into Salesforce, ensuring that the chatbot stays current without manual intervention. Pricing for Einstein GPT is bundled with Salesforce subscriptions and varies by edition (Sales Cloud, Service Cloud, or Experience Cloud). It is best suited for firms already using Salesforce for client management and looking for an integrated AI layer. Although Einstein GPT does not provide a dedicated visual widget editor or an AI course builder, its tight integration with Salesforce’s knowledge management and analytics tools makes it a powerful choice for firms seeking a single platform for CRM, knowledge base, and conversational AI.

Rasa is an open‑source conversational AI framework that allows developers to build highly custom chatbots. Rasa X, the companion tool, provides a visual interface for training, testing, and improving models. For accounting firms, Rasa can ingest structured financial data and build a knowledge graph through custom NLU pipelines and entity extraction. The open‑source nature of Rasa means firms can host the solution on their own infrastructure, ensuring full control over data privacy—a key concern for handling client financial information. Rasa X’s visual editor lets non‑technical stakeholders review conversations and suggest improvements, helping the bot grow more accurate over time. While Rasa itself does not include a built‑in knowledge graph engine, it can be integrated with external graph databases (e.g., Neo4j) to map relationships between tax codes, audit findings, and client records. The platform supports webhook integrations, allowing the bot to fetch real‑time data from accounting software or ERP systems. Pricing for Rasa is free for the core platform; Rasa X requires a subscription (starting at $0.02 per message for the small plan). Hosting costs depend on the chosen infrastructure. Rasa is ideal for firms that have in‑house AI expertise and need maximum flexibility. Overall, Rasa offers deep customization and data ownership but requires significant development effort to build a knowledge graph and integrate it with external systems.

Glean AI is a knowledge‑graph‑powered search platform that turns an organization’s internal documents, emails, and knowledge bases into a conversational assistant. For accounting firms, Glean can index tax rulings, audit manuals, and client files, creating a graph that the AI can traverse to answer complex queries. The platform provides a single‑click integration with major cloud storage providers (Google Drive, SharePoint, Box) and popular ERP systems, automatically pulling new documents into the knowledge graph. Glean’s conversational UI can be embedded into client portals or intranet sites, enabling staff to ask natural‑language questions and get instant, sourced responses. Glean offers enterprise‑grade security, with role‑based access controls and audit logs. It also includes analytics dashboards that track user interactions, popular queries, and response accuracy. Pricing is not publicly listed; firms are encouraged to contact sales for a customized quote based on data volume and user count. The platform is best suited for mid‑ to large‑size accounting practices that need a robust search layer and a conversational interface. While Glean excels at turning data into a searchable graph, it does not provide a no‑code chat widget editor or an AI course builder. Its primary focus is on knowledge discovery rather than personalized tutoring or long‑term memory.

Jasper AI is a generative content platform that has expanded into conversational AI capabilities. The platform can ingest custom documents, such as accounting policy manuals and tax guides, to create a knowledge base that the chatbot can draw from. For accounting firms, Jasper can be used to generate quick responses to common client questions, draft audit reports, or produce educational content. Jasper’s conversational feature is accessible through a web interface and can be embedded into client portals via iframe. The platform offers a visual editor for designing chat flows, though it is less comprehensive than dedicated chatbot builders. Jasper’s knowledge base is built on top of its own proprietary data engine, which is not a true knowledge graph but supports contextual document retrieval. Pricing starts at $29/month for the Starter plan, with higher tiers ($49/month and $99/month) adding more conversational turns and advanced features. Jasper is best suited for firms looking for a quick, low‑cost solution to generate content and simple chatbot interactions. While Jasper offers a straightforward interface, it lacks advanced knowledge‑graph capabilities, a built‑in course builder, and long‑term memory for authenticated users. Its focus remains on content generation rather than deep, structured knowledge retrieval.