Results for “open source models”

24 tools in this category · Updated 2 Nov 2026

“open source models”FinanceShowing 24 tools

Alwin by DataSnipperby DataSnipperRun audit procedures with agents and review source-linked workpapersContact 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
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
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
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
Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
Latchby Latch AIDesktop-trained sidekicks for recurring accounting work.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
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
Rogoby RogoAI platform for financial institutionsContact sales
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
Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
Truewindby TruewindYC W23Prepare reconciliations and journal entries for the accounting closeContact sales
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales