Results for “deal workflows”

15 tools in this category · Updated 2 Nov 2026

“deal workflows”FinanceShowing 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
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
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
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
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
Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact sales
Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales
Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales