Results for “professional services”

15 tools in this category · Updated 2 Nov 2026

“professional services”FinanceShowing 15 tools

Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact 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
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales
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
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
Auquanby AuquanAI workflows for institutional finance that turn data into review-ready analysis and reports.Contact sales
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
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