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Results for “financial services”

30 tools in this category · Updated

“financial services”FinanceShowing 30 tools
  • Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact 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
  • 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
  • Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
  • Rogoby RogoAI platform for financial institutionsContact sales
  • Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
  • 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
  • Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
  • 9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
  • CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact 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
  • Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
  • 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
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