Results for “client management”

24 tools in this category · Updated 2 Nov 2026

“client management”FinanceShowing 24 tools

Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/mo
Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Consilientby ConsilientFederated-learning models for anti-money laundering and financial-crime risk management.Contact sales
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial
Booke AIby Booke AIAutomate bank-feed work inside QuickBooks Online and Xero$129+/mo
Josiby AICPA & CIMAAI assistant for accounting and auditing research using AICPA professional materials.$420+/user/yr
9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact 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
Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact sales
CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
Stampli AP Automationby StampliAI-assisted procure-to-pay platform for invoice, PO, vendor, and payment workContact 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
Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales