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Results for “financial planning”

9 tools in this category · Updated

“financial planning”FinanceWays to use: APIShowing 9 tools
  • Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
  • Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
  • Samayaby SamayaFinancial research platform for investment professionals.Contact sales
  • Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
  • Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
  • 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
  • Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial

That’s all 9 tools.

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