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Results for “agent coaching”

10 tools in this category · Updated

“agent coaching”FinanceBook a demoShowing 10 tools
  • Alwin by DataSnipperby DataSnipperRun audit procedures with agents and review source-linked workpapersContact sales
  • Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
  • Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
  • Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
  • Samayaby SamayaFinancial research platform for investment professionals.Contact sales
  • Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
  • Rogoby RogoAI platform for financial institutionsContact sales
  • Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
  • TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales

That’s all 10 tools.

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