Results for “data workflows”

15 tools in this category · Updated 2 Nov 2026

“data workflows”FinanceUpdated: last 7 daysShowing 15 tools

Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact sales
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
Latchby Latch AIDesktop-trained sidekicks for recurring accounting work.Freemium
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Consilientby ConsilientFederated-learning models for anti-money laundering and financial-crime risk management.Contact sales
Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales