Results for “site search”

24 tools in this category · Updated 2 Nov 2026

“site search”FinanceShowing 24 tools

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
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
Hudson Labsby Hudson LabsYC S21AI research and analysis for US public markets.$99+/moFree trial
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact 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
Latchby Latch AIDesktop-trained sidekicks for recurring accounting work.Freemium
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
Reflexivityby ReflexivityAI-powered investment analysis for institutional investors.Contact sales
fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
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
Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact sales
Adaptiveby AdaptiveAI-assisted project accounting for construction businesses.Contact sales
Stampli AP Automationby StampliAI-assisted procure-to-pay platform for invoice, PO, vendor, and payment workContact sales
Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales