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Results for “financial advice”

26 tools in the directory · Updated

“financial advice”Sign up onlineShowing 26 tools
  • Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
  • WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
  • fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
  • Daloopaby DaloopaAI-ready, source-linked financial data for investment research.Freemium
  • Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
  • Questflowby QuestflowAI finance agent for following top investor strategies across markets.Freemium
  • Agentic Document Extractionby LandingAIVision-first API that parses, splits, and extracts structured data from documents.Pay as you go
  • Bricksby BricksAI-generated dashboards and reports from CSV, Excel, and PDF filesFreemium
  • Quadraticby QuadraticAI-enabled spreadsheet that connects live to databases and runs Python and SQL in cells.Freemium
  • Zocksby ZocksTurn advisor conversations into notes and structured client updates$67+/user/moFree trial
  • Sanasby SanasReal-time speech AI for accent, language, and audio enhancementUnknown
  • Kensho Linkby S&P GlobalMatch company records to S&P Global identifiers at scaleUnknown
  • Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
  • Kadoaby KadoaAI-assisted web data extraction and pipeline management for investment teams.Pay as you go
  • Veriff Identity Verificationby VeriffAI-supported identity and document verification for business onboarding.$49+/moFree trial
  • Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
  • Designs.aiby PixlrAI creative team for branded images, video, copy, design, audio and slidesUnknown
  • Piby Inflection AIA conversational personal AI for talking things through and daily tasksUnknown
  • Fellow AI Meeting Assistantby FellowAI meeting notetaker with governance controls for regulated teamsFreemium
  • Delphiby DelphiInteractive digital minds built from people’s knowledge, content, and experience.Freemium
  • Chatbase AI Agentsby ChatbaseAI agents for chat, email, and voice customer support$32+/moFree trial
  • ChatPDFby ChatPDFChat with PDFs and other documents using AI, with cited answersFreemium
  • Amazon Textractby AmazonMachine learning service that extracts text, forms, tables, and data from documents.Pay as you go
  • Hudson Labsby Hudson LabsYC S21AI research and analysis for US public markets.$99+/moFree trial
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