Results for “ai sales agent”

14 tools in this category · Updated 2 Nov 2026

“ai sales agent”FinanceWays to use: APIShowing 14 tools

Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
Nanonetsby NanonetsAI agents that run document-heavy business processes end to end$100+/mo
Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact sales
Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
Kickby KickAutomate transaction categorization and prepare financial reportsFreemium