Results for “financial advice”

• Daloopaby DaloopaAI-ready, source-linked financial data for investment research.FreemiumWatch
• cqby Mozilla.aiShare reviewed operational knowledge across AI agentsFreeWatch
• Agentic Document Extractionby LandingAIVision-first API that parses, splits, and extracts structured data from documents.Pay as you goWatch
• Quadraticby QuadraticAI-enabled spreadsheet that connects live to databases and runs Python and SQL in cells.FreemiumWatch
• Intapp Celesteby IntappFirm AI platform for professional firms, governed by your compliance rules.Contact salesWatch
• Chatbase AI Agentsby ChatbaseAI agents for chat, email, and voice customer support$32+/moFree trialWatch
• Claude for Microsoft 365by AnthropicWork with Claude inside Excel, PowerPoint, Word, and Outlook without moving your files.$20+/moWatch

That’s all 7 tools.

Ask this in Claude or ChatGPT next time

Add Orca to your assistant once. Then ask “financial advice” there, and it checks these same records.

Add to ClaudeOpens Claude · Continue, then AddAdd to ChatGPTNot in ChatGPT’s plugin directory yet · see how