Results for “form assistant”

16 tools in this category · Updated 2 Nov 2026

“form assistant”FinanceUpdated: last 7 daysShowing 16 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
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
Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.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
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
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
Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
Hudson Labsby Hudson LabsYC S21AI research and analysis for US public markets.$99+/moFree trial
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales