Results for “document classification”

19 tools in this category · Updated 2 Nov 2026

“document classification”FinanceUpdated: last 7 daysShowing 19 tools

CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact sales
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/mo
Alwin by DataSnipperby DataSnipperRun audit procedures with agents and review source-linked workpapersContact sales
Josiby AICPA & CIMAAI assistant for accounting and auditing research using AICPA professional materials.$420+/user/yr
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Latchby Latch AIDesktop-trained sidekicks for recurring accounting work.Freemium
Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact sales
Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial
Booke AIby Booke AIAutomate bank-feed work inside QuickBooks Online and Xero$129+/mo
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales