Results for “client-side”

13 tools in this category · Updated 2 Nov 2026

“client-side”FinanceBook a demoShowing 13 tools

Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact sales
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact 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
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