Sphere
Sphere is an AI-powered accounting and financial management software that provides automated bookkeeping, financial analysis, and AI-assisted insights designed specifically for modern small businesses.
https://www.hisphereai.com/?ref=producthunt
Product Information
Updated:Jan 4, 2026
What is Sphere
Sphere represents a cutting-edge AI-native accounting and financial management solution that revolutionizes how small businesses handle their finances. Founded in 2021 and based in San Francisco, Sphere integrates artificial intelligence technology with traditional accounting principles to create a comprehensive platform that simplifies financial management. The platform combines essential accounting features with an AI financial assistant to help businesses manage their finances more efficiently without requiring extensive accounting expertise.
Key Features of Sphere
Sphere is a comprehensive AI-powered platform that offers various solutions including accounting, financial management, portfolio management, and tax compliance. It leverages advanced AI technology to automate complex processes, enhance decision-making, and streamline operations across multiple industries. The platform combines features like real-time data processing, generative AI capabilities, and multimodal interactions to provide intelligent assistance for both customers and employees.
AI-Powered Financial Management: Provides automated bookkeeping, expense tracking, and financial analysis with AI assistance that can answer queries in plain English
Multimodal AI Assistant: Offers ChatGPT-like capabilities that can process text, visual, audio, and video inputs while providing intelligent guidance and support
Automated Tax Compliance: Handles global indirect tax compliance including sales tax, VAT, and GST calculations, with automated monitoring and filing capabilities
Portfolio Management: Enables personalized portfolio rebalancing at scale and automates commentary generation through Generative AI
Use Cases of Sphere
Small Business Accounting: Helps small businesses manage their finances, invoicing, and expense tracking with AI-powered insights
Banking Operations: Enhances frontline operations efficiency by replacing multiple applications with a unified AI assistant
Asset Management: Assists wealth managers in portfolio management and automated reporting tasks
Global Tax Management: Helps companies maintain tax compliance across multiple jurisdictions worldwide
Pros
Significant time savings through automation of complex tasks
Integration of multiple functions in a single platform
Advanced AI capabilities with natural language processing
Cons
May require initial setup and training time
Limited access (waitlist system for early access)
How to Use Sphere
Access Sphere: Visit Sphere's website or download their mobile app. For best experience, use desktop version or official mobile application.
Create an Account: Sign up for a Sphere account by agreeing to the Terms of Service and Privacy Policy. You'll need to provide basic business information.
Set Up Chart of Accounts: Organize your financial data by setting up your chart of accounts including assets, liabilities, equity, revenue, and expenses. You can create custom accounts and parent accounts for clean P&Ls.
Connect Financial Data: Link your business bank accounts and financial information to get real-time balance updates and automatic transaction tracking.
Manage Invoices: Create and send professional invoices using the platform. Track payment status and monitor outstanding payments through the dashboard.
Track Expenses: Record and categorize business expenses for better organization and tax preparation. The system allows you to monitor monthly and yearly totals.
Use AI Assistant: Ask questions about your finances in plain English to get instant insights. The AI is trained on accounting principles and your specific business data.
Generate Reports: Access financial analysis tools to view interactive charts and reports about your business's financial position and performance.
Get Support: Contact customer success team for a personalized walkthrough of Sphere and learn how to leverage its features for your specific business needs.
Sphere FAQs
Sphere is an AI-powered accounting and financial management software designed specifically for modern small businesses. It provides AI-native bookkeeping and financial management solutions.
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