NewAsk Claude or ChatGPT about AI tools, and they can check Orca.Add Orca to your AI assistant
ToolsCompaniesAbout

Results for “financial planning”

197 tools in the directory · Updated

“financial planning”Showing 197 tools
  • Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
  • Rogoby RogoAI platform for financial institutionsContact sales
  • fileShieldby fileAIProcess claims and financial-service cases with governed AI agentsContact sales
  • Pigment MCP Serverby PigmentConnect AI assistants to governed Pigment planning data and modelsUnknown
  • Lifesightby LifesightMarketing measurement and AI agents for planning and acting on marketing evidence.Contact sales
  • Inscribeby InscribeAssess financial documents for alteration and AI-generated fraudContact sales
  • Gradient Labsby Gradient LabsAI agents for customer operations in financial servicesPay as you go
  • Audiense Actionby AudienseAI-assisted audience research and campaign planning for marketers.Unknown
  • Curriculum Genieby Learning GenieAI-assisted curriculum planning and assessment for educators.Unknown
  • Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
  • TeachShareby TeachShareAI-supported planning, teaching materials, differentiation and assessment for schools.Freemium
  • Samayaby SamayaFinancial research platform for investment professionals.Contact sales
  • TechWolfby TechWolfSkills, work and market intelligence in one data layer for workforce planningContact sales
  • Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
  • Findemby FindemAI people intelligence for hiring, search, and workforce planningContact sales
  • Bridgewiseby BridgeWiseEmbedded investment AI for regulated financial institutionsContact sales
  • ACT (Accelerated Clinical Trials)by ConcertAIAI and real-world data for clinical trial planning and site selectionContact sales
  • WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
  • PokeeClawby Pokee AIEnterprise AI agent platform for planning and executing work across connected systems.Freemium
  • KAVIA AIby Kavia AIAI software engineering platform for understanding, planning, and changing complex codebases.Freemium
  • fileLedgerby fileAICapture financial documents and post reviewed entries to accounting systems$13+/mo
  • Clarity AIby Clarity AIAI-driven extra-financial data and analytics for ESG, SFDR, and climate decisionsContact sales
  • laioutby laioutAI-assisted floor-plan generation and space planning for commercial real estate.Contact sales
Ask this in Claude or ChatGPT next time

Add Orca to your assistant once. Then ask “financial planning” there, and it checks these same records.

Add to ClaudeOpens Claude · Continue, then AddAdd to ChatGPTNot in ChatGPT’s plugin directory yet · see how