Results for “customer self-service”

21 tools in this category · Updated 2 Nov 2026

“customer self-service”FinanceShowing 21 tools

Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact sales
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
Nanonetsby NanonetsAI agents that run document-heavy business processes end to end$100+/mo
Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
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
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Rogoby RogoAI platform for financial institutionsContact sales
Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
Consilientby ConsilientFederated-learning models for anti-money laundering and financial-crime risk management.Contact sales
Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
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
Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales