Results for “finance professionals”

22 tools in this category · Updated 2 Nov 2026

“finance professionals”FinanceWays to use: WebShowing 22 tools

Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact sales
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
Josiby AICPA & CIMAAI assistant for accounting and auditing research using AICPA professional materials.$420+/user/yr
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
Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact 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
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
Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact 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
Hudson Labsby Hudson LabsYC S21AI research and analysis for US public markets.$99+/moFree trial
Truewindby TruewindYC W23Prepare reconciliations and journal entries for the accounting closeContact sales