Results for “personal ai agent”

14 tools in this category · Updated 2 Nov 2026

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

Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree 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
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
Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact 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