Results for “task management”

21 tools in this category · Updated 2 Nov 2026

“task management”FinanceShowing 21 tools

Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
Consilientby ConsilientFederated-learning models for anti-money laundering and financial-crime risk management.Contact sales
Alwin by DataSnipperby DataSnipperRun audit procedures with agents and review source-linked workpapersContact sales
Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
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
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
Unit21by Unit21AI agents for fraud and AML detection, investigation, and filingContact sales
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Rogoby RogoAI platform for financial institutionsContact sales
Vic.aiby Vic.aiProcess invoices and manage accounts payable with AIContact sales
Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
Stampli AP Automationby StampliAI-assisted procure-to-pay platform for invoice, PO, vendor, and payment workContact sales
Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact sales
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales
Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/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
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales