Results for “agent workflows”

23 tools in this category · Updated 2 Nov 2026

“agent workflows”FinanceWays to use: WebShowing 23 tools

Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
Nanonetsby NanonetsAI agents that run document-heavy business processes end to end$100+/mo
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
Alwin by DataSnipperby DataSnipperRun audit procedures with agents and review source-linked workpapersContact sales
Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact sales
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.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
Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact sales
Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales
Hudson Labsby Hudson LabsYC S21AI research and analysis for US public markets.$99+/moFree trial
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales