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Results for “firm management”

6 tools in this category · Updated

“firm management”FinanceWays to use: MCP serverShowing 6 tools
  • Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
  • Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
  • Samayaby SamayaFinancial research platform for investment professionals.Contact sales
  • 9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
  • Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales

That’s all 6 tools.

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