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Results for “financial planning”

77 tools in the directory · Updated

“financial planning”Ways to use: APIShowing 77 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
  • Inscribeby InscribeAssess financial documents for alteration and AI-generated fraudContact sales
  • Gradient Labsby Gradient LabsAI agents for customer operations in financial servicesPay as you go
  • Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
  • Samayaby SamayaFinancial research platform for investment professionals.Contact sales
  • TechWolfby TechWolfSkills, work and market intelligence in one data layer for workforce planningContact sales
  • Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
  • Clarity AIby Clarity AIAI-driven extra-financial data and analytics for ESG, SFDR, and climate decisionsContact sales
  • FinCenseby TookitakiAI risk analysis and investigations for financial-crime compliance.Contact sales
  • Kensho LLM-Ready APIby S&P GlobalPython client and MCP server for querying S&P Global financial datasets from LLM applicationsContact sales
  • Daloopaby DaloopaAI-ready, source-linked financial data for investment research.Freemium
  • AscentAI RLM Platformby AscentAIRegulatory lifecycle management for financial-services compliance teams.Unknown
  • Graphyteby QuantifindAI-supported financial crime risk screening and investigations for AML and KYC teams.Contact sales
  • Napier Continuumby Napier AIAML and financial crime compliance platform with AI-assisted detectionContact sales
  • Hawkby HawkAI-assisted AML transaction monitoring and case management for financial institutionsContact sales
  • Feedzaiby FeedzaiAI fraud and financial crime prevention for banks and fintechsContact sales
  • Factoryby FactoryAutonomous software development agents for planning, building, reviewing, and shipping code.$20+/mo
  • Ocoyaby OcoyaAI social media planning, writing, design and scheduling for brands.$29+/moFree trial
  • Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
  • AlphaSenseby AlphaSenseAI research platform for market intelligence and financial analysisContact sales
  • CoLoopby CoLoopYC S21AI-supported qualitative research planning, interviewing and analysis.Contact sales
  • Flagrightby FlagrightYC W22AI-assisted financial crime compliance for monitoring, investigations, and reporting.Contact sales
  • Jockeyby TwelveLabsFind, understand and assemble footage with a media agentFreemium
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