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Results for “financial advice”

31 tools in the directory · Updated

“financial advice”Ways to use: MCP serverShowing 31 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
  • 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
  • Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
  • Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
  • AlphaSenseby AlphaSenseAI research platform for market intelligence and financial analysisContact sales
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
  • 9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
  • cqby Mozilla.aiShare reviewed operational knowledge across AI agentsFree
  • Numeric MCPby NumericConnects Numeric's close and accounting data to AI models via MCP.Contact sales
  • Mosaic AIby DatabricksBuild and deploy AI agent systems grounded in enterprise dataPay as you go
  • Automation Anywhere APA Platformby Automation AnywhereAgentic process automation platform that orchestrates AI agents, automations and people.Contact sales
  • Quadraticby QuadraticAI-enabled spreadsheet that connects live to databases and runs Python and SQL in cells.Freemium
  • Zocksby ZocksTurn advisor conversations into notes and structured client updates$67+/user/moFree trial
  • SEONby SEONFraud prevention and AML platform with AI-assisted investigation tools.$699+/mo
  • Tamrby TamrAI-native master data management for unifying and mastering business entity recordsContact sales
  • Kadoaby KadoaAI-assisted web data extraction and pipeline management for investment teams.Pay as you go
  • Regalby Regal.AIVoice AI agents for enterprise contact centersContact sales
  • Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
  • Listen Labsby Listen LabsAI-moderated customer interviews and research analysisContact sales
  • You.com APIsby You.comLive web search, cited answers, and deep research APIs for AI applicationsFreemium
  • Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
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