Results for “chat with documents”

20 tools in this category · Updated 2 Nov 2026

“chat with documents”FinanceWays to use: WebShowing 20 tools

WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
Alwin by DataSnipperby DataSnipperRun audit procedures with agents and review source-linked workpapersContact sales
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
Latchby Latch AIDesktop-trained sidekicks for recurring accounting work.Freemium
Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact sales
Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
Nanonetsby NanonetsAI agents that run document-heavy business processes end to end$100+/mo
Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
Stampli AP Automationby StampliAI-assisted procure-to-pay platform for invoice, PO, vendor, and payment workContact sales
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
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
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales