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43 tools in this category · Updated

“it”FinanceShowing 43 tools
  • Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
  • Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
  • Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
  • CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
  • Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/mo
  • 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
  • 9finby 9finAI-powered debt-market intelligence and research platform for credit teams.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
  • Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.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
  • Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
  • Rogoby RogoAI platform for financial institutionsContact sales
  • Oscilarby OscilarAI agents and risk models for fraud, credit, onboarding, and AML decisionsContact sales
  • Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact sales
  • Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
  • Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
  • Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
  • Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
  • Samayaby SamayaFinancial research platform for investment professionals.Contact sales
  • CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact sales
  • Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
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