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Results for “customer research”

12 tools in this category · Updated

“customer research”FinanceWays to use: WebShowing 12 tools
  • Samayaby SamayaFinancial research platform for investment professionals.Contact sales
  • Josiby AICPA & CIMAAI assistant for accounting and auditing research using AICPA professional materials.$420+/user/yr
  • Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
  • Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
  • CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact 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
  • Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
  • Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
  • Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
  • Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
  • Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales

That’s all 12 tools.

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