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Results for “client-side”

12 tools in this category · Updated

“client-side”FinanceUpdated: last 7 daysShowing 12 tools
  • Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
  • Latchby Latch AIDesktop-trained sidekicks for recurring accounting work.Freemium
  • 9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
  • Josiby AICPA & CIMAAI assistant for accounting and auditing research using AICPA professional materials.$420+/user/yr
  • 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
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
  • Hudson Labsby Hudson LabsYC S21AI research and analysis for US public markets.$99+/moFree trial
  • Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales

That’s all 12 tools.

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