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Results for “form assistant”

33 tools in this category · Updated

“form assistant”FinanceUpdated: last 30 daysShowing 33 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
  • 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
  • Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
  • Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
  • Rogoby RogoAI platform for financial institutionsContact sales
  • Stampli AP Automationby StampliAI-assisted procure-to-pay platform for invoice, PO, vendor, and payment workContact 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
  • Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
  • CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
  • Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
  • 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
  • Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.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
  • Nanonetsby NanonetsAI agents that run document-heavy business processes end to end$100+/mo
  • 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
  • Consilientby ConsilientFederated-learning models for anti-money laundering and financial-crime risk management.Contact sales
  • Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
  • Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact sales
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