Results for “customer-service”

18 tools in this category · Updated 2 Nov 2026

“customer-service”FinanceShowing 18 tools

Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact 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
CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact sales
Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
Samayaby SamayaFinancial research platform for investment professionals.Contact 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
Nanonetsby NanonetsAI agents that run document-heavy business processes end to end$100+/mo
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