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Results for “client prep”

69 tools in the directory · Updated

“client prep”Book a demoWays to use: WebShowing 69 tools
  • TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales
  • Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
  • Xapienby XapienResearch third parties and prepare source-linked due-diligence reportsContact sales
  • Suki for Cliniciansby SukiAI clinical assistant for pre-visit prep, ambient documentation, and codingContact sales
  • DeepScribeby DeepScribeDraft oncology notes and prepare visit context from clinical recordsContact sales
  • GovDashby GovDashYC W22Research opportunities and prepare government-contracting work with AIContact sales
  • Truewindby TruewindYC W23Prepare reconciliations and journal entries for the accounting closeContact sales
  • Patlyticsby PatlyticsAI-powered patent analysis, drafting, and workflow tools.Contact sales
  • CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
  • Enterpretby EnterpretTurn customer feedback into evidence for product decisionsContact sales
  • Flagrightby FlagrightYC W22AI-assisted financial crime compliance for monitoring, investigations, and reporting.Contact sales
  • Solve Intelligenceby Solve IntelligenceYC S23Draft, prosecute and analyze patents with AI assistanceContact sales
  • Rollstackby RollstackYC W23AI-assisted reporting that turns connected business data into refreshed, audience-specific slide decks.$833+/mo
  • fileShieldby fileAIProcess claims and financial-service cases with governed AI agentsContact sales
  • Mosaic AIby DatabricksBuild and deploy AI agent systems grounded in enterprise dataPay as you go
  • Lifesightby LifesightMarketing measurement and AI agents for planning and acting on marketing evidence.Contact sales
  • Nectir AIby NectirAI assistants built from school content for higher education and high schools.Contact sales
  • Anyreach Coreby AnyreachOmnichannel agentic AI for BPO customer operations, with human experts behind it.Contact sales
  • Golden Analyticsby Golden AnalyticsAI-assisted business intelligence for connecting data, analyzing it, and sharing results.$24+/user/mo
  • Vervoeby VervoeSkills assessments based on real job tasksContact sales
  • Revealby RevealFind and review evidence with concept search and machine learningContact sales
  • Credo AI AI Governance Platformby Credo AIInventory AI systems and manage their risks, controls and evidenceContact sales
  • AutogenAIby AutogenAIAI-assisted proposal, grant, and RFP writing for organizations.Contact sales
  • Voiseed Studioby VoiseedAI dubbing and voice production platform for gaming, media and entertainment.Pay as you go
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