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

Results for “financial planning”

28 tools in this category · Updated

“financial planning”FinanceShowing 28 tools
  • Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
  • Rogoby RogoAI platform for financial institutionsContact sales
  • Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
  • 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
  • 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
  • Consilientby ConsilientFederated-learning models for anti-money laundering and financial-crime risk management.Contact sales
  • Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
  • Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
  • 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
  • CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact sales
  • CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
  • 9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
  • 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
  • Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
  • Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
  • Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
  • Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
  • Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
Ask this in Claude or ChatGPT next time

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

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