Results for “action items”

24 tools in this category · Updated 2 Nov 2026

“action items”FinanceShowing 24 tools

Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
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
9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact 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
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
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
Consilientby ConsilientFederated-learning models for anti-money laundering and financial-crime risk management.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
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/mo
Booke AIby Booke AIAutomate bank-feed work inside QuickBooks Online and Xero$129+/mo
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
Morphikby MorphikYC X25AI agents for accounts payable, billing, collections and closeFreemium
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales