Results for “document security”

24 tools in this category · Updated 2 Nov 2026

“document security”FinanceShowing 24 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
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
CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
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
Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact 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
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
Rogoby RogoAI platform for financial institutionsContact 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
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
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