Results for “agent workflows”

14 tools in this category · Updated 2 Nov 2026

“agent workflows”FinanceBook a demoShowing 14 tools

Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
Alwin by DataSnipperby DataSnipperRun audit procedures with agents and review source-linked workpapersContact sales
Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact 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
Rogoby RogoAI platform for financial institutionsContact sales
Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact sales
Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales