Results for “data insights”

22 tools in this category · Updated 2 Nov 2026

“data insights”FinanceWays to use: WebShowing 22 tools

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
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
Latchby Latch AIDesktop-trained sidekicks for recurring accounting work.Freemium
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/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
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
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
Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact 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
Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial
Truewindby TruewindYC W23Prepare reconciliations and journal entries for the accounting closeContact sales