Finance & Accounting
Find AI products for accounting, invoicing, financial analysis, tax, investment, and trading.
913.ai provides auditable, domain-specific AI agents that take on routine casework for teams in legal, finance, HR, accounting, insurance, and other trust-sensitive fields.
Punchcard is an audit workflow platform that helps firms request evidence, run AI-assisted substantive and control testing, review cited results, and prepare traceable workpapers.
Archways helps IT, procurement, and finance teams evaluate, renew, renegotiate, or replace enterprise software using structured vendor and contract evidence.
Auquan uses agentic workflows to turn financial and sustainability data into review-ready analysis for institutional finance teams.
Basis provides AI agents that execute accounting workflows across client accounting services, tax, and audit for professional firms.
Capital Companion helps active traders size positions, create trade plans, track outcomes, and review US stocks with an AI analyst.
Otera, formerly DeepOpinion, is an enterprise agentic-automation platform for autonomous document-heavy operations in regulated banking, insurance, and shared-services workflows.
Fira is an AI financial research analyst that searches public and private data, reads complex financial documents, performs calculations, cites exact evidence, and exports results to Excel.
Gradient Labs provides specialist AI agents for financial-services customer operations, automating collections, disputes, onboarding, KYB, insurance claims, support, and the back-office steps between them.
Hebbia is an institutional AI platform for finance that analyzes large document collections, connects private and public financial sources, shares team context, and automates repeatable research workflows.
JIFFYAI provides AI client-engagement and operations software for wealth managers, connecting client data and supporting advisor assistance, onboarding, account servicing, desktop workflows, and data aggregation.
Juno automates tax preparation for accounting firms, moving information from source documents into workpapers and tax software while supporting preparation, binder assembly, review, advisory, and error detection.
OQU is an agentic AI automation platform for lenders and brokers that handles operational work from initial borrower interaction through a packaged deal, reducing manual processing across lending workflows.
Jupid is an AI accounting service for freelancers and LLCs that connects financial accounts, categorizes expenses, identifies deductions, prepares Schedule C information, supports tax filing with CPA review, and provides a messaging-based bookkeeper.
Kadoa is a web-data platform for investment firms whose coding agents build, deploy, monitor, and repair deterministic extraction pipelines for websites, PDFs, images, and spreadsheets.