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Results for “firm management”

26 tools in this category · Updated

“firm management”FinanceWays to use: WebShowing 26 tools
  • Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
  • Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/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
  • Stampli AP Automationby StampliAI-assisted procure-to-pay platform for invoice, PO, vendor, and payment workContact sales
  • Booke AIby Booke AIAutomate bank-feed work inside QuickBooks Online and Xero$129+/mo
  • Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
  • Josiby AICPA & CIMAAI assistant for accounting and auditing research using AICPA professional materials.$420+/user/yr
  • Samayaby SamayaFinancial research platform for investment professionals.Contact sales
  • Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
  • Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/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
  • 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
  • Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
  • Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
  • Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
  • CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
  • Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
  • Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales
  • Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
  • Truewindby TruewindYC W23Prepare reconciliations and journal entries for the accounting closeContact sales
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