Results for “agent onboarding”

21 tools in this category · Updated 2 Nov 2026

“agent onboarding”FinanceShowing 21 tools

Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
Nanonetsby NanonetsAI agents that run document-heavy business processes end to end$100+/mo
Morphikby MorphikYC X25AI agents for accounts payable, billing, collections and closeFreemium
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
Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
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
Rogoby RogoAI platform for financial institutionsContact sales
Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
Hudson Labsby Hudson LabsYC S21AI research and analysis for US public markets.$99+/moFree trial
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales