NewAsk Claude or ChatGPT about AI tools, and they can check Orca.Add Orca to your AI assistant
ToolsCompaniesAbout

Results for “document management”

30 tools in this category · Updated

“document management”FinanceShowing 30 tools
  • WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
  • 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
  • fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
  • 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
  • Consilientby ConsilientFederated-learning models for anti-money laundering and financial-crime risk management.Contact sales
  • CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
  • Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
  • Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact sales
  • Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/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
  • 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
  • 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
  • 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
  • Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
  • Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
  • Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
  • Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
Ask this in Claude or ChatGPT next time

Add Orca to your assistant once. Then ask “document management” there, and it checks these same records.

Add to ClaudeOpens Claude · Continue, then AddAdd to ChatGPTNot in ChatGPT’s plugin directory yet · see how