Results for “client documents”

21 tools in this category · Updated 2 Nov 2026

“client documents”FinanceWays to use: WebShowing 21 tools

Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/mo
Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
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
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
Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial
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
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
Josiby AICPA & CIMAAI assistant for accounting and auditing research using AICPA professional materials.$420+/user/yr
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
Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales