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Results for “built-in crm”

43 tools in this category · Updated

“built-in crm”FinanceShowing 43 tools
  • CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact sales
  • Alwin by DataSnipperby DataSnipperRun audit procedures with agents and review source-linked workpapersContact sales
  • 9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
  • CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
  • Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/mo
  • Truewindby TruewindYC W23Prepare reconciliations and journal entries for the accounting closeContact sales
  • Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
  • Rogoby RogoAI platform for financial institutionsContact sales
  • Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
  • Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact 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
  • Josiby AICPA & CIMAAI assistant for accounting and auditing research using AICPA professional materials.$420+/user/yr
  • 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
  • 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
  • Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact sales
  • WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
  • 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
  • Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
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