Results for “client work”

14 tools in Finance · Updated 2 Nov 2026

“client work”Finance › Bookkeeping and closeShowing 14 tools

Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
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
Alwin by DataSnipperby DataSnipperRun audit procedures with agents and review source-linked workpapersContact sales
CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales
Truewindby TruewindYC W23Prepare reconciliations and journal entries for the accounting closeContact sales
Morphikby MorphikYC X25AI agents for accounts payable, billing, collections and closeFreemium