Results for “case management”

17 tools in this category · Updated 2 Nov 2026

“case management”FinanceShowing 17 tools

Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Consilientby ConsilientFederated-learning models for anti-money laundering and financial-crime risk management.Contact sales
Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
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
Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
Nanonetsby NanonetsAI agents that run document-heavy business processes end to end$100+/mo
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact sales
Stampli AP Automationby StampliAI-assisted procure-to-pay platform for invoice, PO, vendor, and payment workContact sales
Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales
Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial
Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/mo
Booke AIby Booke AIAutomate bank-feed work inside QuickBooks Online and Xero$129+/mo
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales