AI Finance Assistant

T

TradesViz

AI Finance Assistant

TradesViz is a web-based trading journal and analytics platform for importing executions, reviewing performance, and organizing workflows across asset classes.

D

DocuClipper

AI Accounting Assistant

DocuClipper automates financial document extraction and exports data to accounting and spreadsheet tools.

Y

Yomio

AI Bookkeeping

Yomio scans receipts, tracks expenses, and offers AI insights

T

ToolSpend

AI Finance Assistant

ToolSpend tracks AI spend across providers in one dashboard with real-time usage, forecasts, anomaly alerts, and usage-based recommendations.

T

Thomson Reuters CoCounsel

AI Accounting Assistant

Fiduciary-grade AI for legal, tax, audit, accounting, and compliance work.

C

CoCounsel

AI Accounting Assistant

AI by Thomson Reuters for legal, tax, audit, and accounting professionals, grounded in authoritative sources.

R

Runway

AI Finance Assistant

Runway is an FP&A platform that brings modeling, planning, forecasting, reporting, and AI-assisted workflows together on connected data for growing teams.

K

Keeper

AI Finance Assistant

Web-based tax filing with AI analysis and expert review for complex returns

G

Glia

AI Finance Assistant

Glia is a banking AI platform for banks and credit unions that automates inquiries, supports agents, and runs outbound campaigns across voice and digital channels, with fixed pricing, unlimited seats, and unlimited usage.

C

Clarity AI

AI Finance Assistant

AI-native extra-financial intelligence for risk, impact, climate, and compliance

D

Datarails

AI Finance Assistant

Excel-native FP&A platform and finance operating system for finance teams

Z

Zeni

AI Accounting Assistant

AI bookkeeping and accounting platform with a dedicated finance team for U.S. businesses

M

MindBridge AI

AI Accounting Assistant

Financial oversight platform for finance, accounting, and audit teams

B

Basis

AI Accounting Assistant

Basis is an AI accounting platform that runs end-to-end workflows for firms and in-house teams, then hands completed work to accountants for review.

P

Pagaya

AI Finance Assistant

AI lending network for real-time credit analysis and API integration

K

Kintsugi

AI Accounting Assistant

AI sales tax automation for nexus, tax, filings, and remittance

S

Soraban

AI Accounting Assistant

AI-powered tax workflow platform for accounting and CPA firms

E

Every

AI Accounting Assistant

AI-native finance and HR platform for startups, combining incorporation, banking, payroll, bookkeeping, and tax services.

H

Hawk

AI Finance Assistant

AI-native financial crime compliance for regulated organizations

T

TaxGPT

AI Accounting Assistant

AI tax assistant for research, drafting, document analysis, and client context management