Results for “client work”

17 tools in this category · Updated 2 Nov 2026

“client work”FinanceBook a demoShowing 17 tools

Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact 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
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
Stampli AP Automationby StampliAI-assisted procure-to-pay platform for invoice, PO, vendor, and payment workContact sales
9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact 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
Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact sales
Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales
Truewindby TruewindYC W23Prepare reconciliations and journal entries for the accounting closeContact sales