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Results for “customer support agents”

18 tools in this category · Updated

“customer support agents”FinanceBook a demoShowing 18 tools
  • Alwin by DataSnipperby DataSnipperRun audit procedures with agents and review source-linked workpapersContact sales
  • Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
  • Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
  • Samayaby SamayaFinancial research platform for investment professionals.Contact sales
  • Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
  • Rogoby RogoAI platform for financial institutionsContact sales
  • 9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
  • Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact 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
  • Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact 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
  • Truewindby TruewindYC W23Prepare reconciliations and journal entries for the accounting closeContact sales
  • TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales

That’s all 18 tools.

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