Results for “plan review”

36 tools in this category · Updated 2 Nov 2026

“plan review”FinanceShowing 36 tools

Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact sales
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales
Alwin by DataSnipperby DataSnipperRun audit procedures with agents and review source-linked workpapersContact sales
Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.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
CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/mo
Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Latchby Latch AIDesktop-trained sidekicks for recurring accounting work.Freemium
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
Stampli AP Automationby StampliAI-assisted procure-to-pay platform for invoice, PO, vendor, and payment workContact sales
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
Hudson Labsby Hudson LabsYC S21AI research and analysis for US public markets.$99+/moFree trial
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
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo