Results for “self-service”

17 tools in this category · Updated 2 Nov 2026

“self-service”FinanceShowing 17 tools

Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact sales
Nanonetsby NanonetsAI agents that run document-heavy business processes end to end$100+/mo
Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Samayaby SamayaFinancial research platform for investment professionals.Contact sales
Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Rogoby RogoAI platform for financial institutionsContact sales
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/mo
Booke AIby Booke AIAutomate bank-feed work inside QuickBooks Online and Xero$129+/mo
Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales