Results for “case management”

13 tools in this category · Updated 2 Nov 2026

“case management”FinanceWays to use: WebShowing 13 tools

Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact sales
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.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
Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact sales
Stampli AP Automationby StampliAI-assisted procure-to-pay platform for invoice, PO, vendor, and payment workContact sales
Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales
Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial
Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/mo
Booke AIby Booke AIAutomate bank-feed work inside QuickBooks Online and Xero$129+/mo
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales