Results for “ad optimization”

29 tools in this category · Updated 2 Nov 2026

“ad optimization”FinanceShowing 29 tools

Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact sales
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
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
Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact 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
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
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
Rogoby RogoAI platform for financial institutionsContact sales
Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact 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
Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales