Results for “user research”

21 tools in this category · Updated 2 Nov 2026

“user research”FinanceShowing 21 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
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
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
Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
Symphony Analyticsby SymphonyBuild governed AI agents and analyze communication insights for financial-services workflows.Contact sales
Chargeflow Automationby ChargeflowAI-powered chargeback management and recovery for merchants.Freemium
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
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial