Results for “document search”

13 tools in this category · Updated 2 Nov 2026

“document search”FinanceUpdated: last 7 daysShowing 13 tools

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
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
Hudson Labsby Hudson LabsYC S21AI research and analysis for US public markets.$99+/moFree trial
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
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
Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales