Latch

What it does

Latch is an accounting automation product for people handling recurring close and finance operations. A user opens Latch on a desktop, selects a screen and microphone, then records their normal work while explaining steps, decisions, and exceptions. Latch turns the recording into a sidekick; users can review its steps and test it before assigning the task.

Sidekicks can gather records, check charges against agreements, prepare invoices and supporting documents, update workbooks, and handle bank-reconciliation steps. They run in the user’s existing tools, with the user deciding what connections and access to grant. The product presents uncertain items for review, pauses for some multi-factor authentication prompts, and can require approval before writing data. Runs leave a step-by-step activity record. The site lists integrations including Excel, QuickBooks, Xero, NetSuite, Google Sheets, and Google Drive, as well as other accounting and business tools.

Accountants and finance teams can start with the free Open plan for one user and 50 monthly credits. Paid plans add usage and team capacity, with monthly or annual billing. Credits reset monthly; recording the process is free and execution consumes credits. Confirm desktop compatibility and grant only the connections needed for the task.

What it can do

• Record work sessions with screen, microphone, and spoken explanations
• Generate sidekicks from recorded processes
• Review sidekick steps and test before use
• Gather approved records and validate charges against rates and terms
• Prepare invoices and supporting backup
• Perform bank-reconciliation steps and prepare workpapers

Works with

• Excel
• QuickBooks
• Xero
• NetSuite
• Sage Intacct
• Google Sheets
• Google Drive
• Slack
• Stripe
• Bill.com

Before you choose

• Sidekicks require user-granted connections and access; the product says they run in a sandbox on the user’s machine.
• Some actions require approval, uncertain items return for review, and multi-factor authentication prompts pause runs for user control.
• The site does not identify supported desktop operating systems; credit allowances and plan limits apply to usage.

Listed under

• Finance
• Accounting
• Bank reconciliation
• Bookkeeping
• Finance teams
• Invoicing
• Month-end close

Get started

Sign up for an Open plan; listed as free forever for one user with 50 credits per month.

1. Create a free Latch account.
2. Open Latch on a desktop, choose the screen and microphone, and record a recurring task while explaining the process.
3. Review the generated sidekick and test it before handing over the task.

Plan prices are per workspace plan; listed user counts are one for Open and Solo, up to five for Power, and up to ten for Team. Open includes 50 monthly credits; Solo 500; Power 5,000 pooled. Extra credits cost $100 per 1,000. Credits refresh monthly and govern usage. Annual monthly-equivalent figures are not monthly-billed rates. Team is $1,499/month or $14,388/year for up to ten users and 20,000 pooled monthly credits; Enterprise is quoted. Monthly and annual prices are alternatives.

Source: latch.ai/pricing, checked 2 Nov 2026. Prices can change; check before you buy.

Sources for this overview

Product pages, documentation, and pricing checked 2 Nov 2026. Each source supports part of the overview; availability and prices can change.

• Latch | Automation for accountants — show it once, it handles it from here ↗latch.ai
• Pricing | Latch ↗latch.ai
• About | Latch ↗latch.ai
• Latch | Automation for accountants — show it once, it handles it from here ↗latch.ai

Company website

latch.ai: product, pricing and policy pages

YC directory mirror

Batch and company name

Human review

Checked by a person

knowledge_base

manual_review

Last checked 2 Nov 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.