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Results for “client prep”

98 tools in the directory · Updated

“client prep”Book a demoShowing 98 tools
  • TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales
  • Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
  • Xapienby XapienResearch third parties and prepare source-linked due-diligence reportsContact sales
  • Suki for Cliniciansby SukiAI clinical assistant for pre-visit prep, ambient documentation, and codingContact sales
  • Eleosby Eleos HealthPrepare clinical notes and flag documentation risks before submissionContact sales
  • DeepScribeby DeepScribeDraft oncology notes and prepare visit context from clinical recordsContact sales
  • GovDashby GovDashYC W22Research opportunities and prepare government-contracting work with AIContact sales
  • Truewindby TruewindYC W23Prepare reconciliations and journal entries for the accounting closeContact sales
  • Patlyticsby PatlyticsAI-powered patent analysis, drafting, and workflow tools.Contact sales
  • CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
  • Vue.aiby Mad Street DenEnterprise AI orchestration platform for data, models, workflows and AI agents.Contact sales
  • Enterpretby EnterpretTurn customer feedback into evidence for product decisionsContact sales
  • Handlby HandlYC W20AI document processing that classifies documents and extracts structured data, with optional human review.Contact sales
  • Flagrightby FlagrightYC W22AI-assisted financial crime compliance for monitoring, investigations, and reporting.Contact sales
  • Solve Intelligenceby Solve IntelligenceYC S23Draft, prosecute and analyze patents with AI assistanceContact sales
  • Rollstackby RollstackYC W23AI-assisted reporting that turns connected business data into refreshed, audience-specific slide decks.$833+/mo
  • Definely MCPby DefinelyGive AI assistants structured contract context and independent checksContact sales
  • fileShieldby fileAIProcess claims and financial-service cases with governed AI agentsContact sales
  • fillmoreby MetaviewRun outbound recruiting from a Slack-based AI coworkerContact sales
  • Zip MCPby ZipYC S20Procurement data and actions inside your AI assistant via MCPUnknown
  • Numeric MCPby NumericConnects Numeric's close and accounting data to AI models via MCP.Contact sales
  • Gencore AIby Securiti AIBuild AI copilots and vector-ready data pipelines that respect enterprise data rules.Contact sales
  • NetDocuments AI App Builderby NetDocumentsBuild or use legal AI apps inside the NetDocuments document management systemContact sales
  • Mosaic AIby DatabricksBuild and deploy AI agent systems grounded in enterprise dataPay as you go
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