AI tools for “finance”

CPA Pilot The #1 AI Tax Assistant built for CPAs, EAs & Tax firms in U.S. Automate your tax planning, tax research, emails & workflows. Improve client relationship.

Expense tracker with AI receipt scanning, voice logging, and multi-currency support. Free to start — scan receipts, track spending, and gain insights.

AVA runs your entire AR function, from invoice to reconciled cash, using Payment Graph intelligence from 22 million businesses. Live in minutes inside QuickBooks, NetSuite, Sage Intacct, and Dynamics 365.

Translate contracts, certificates, and legal documents with AI precision and full confidentiality. Fast, accurate, and compliant with professional standards.

Lawyer-trained legal AI for startups and small businesses. Draft, review, sign, store, and manage contracts with enterprise-grade tools at nonprofit prices.

AI Meeting Assistant that coaches you in real time, not until after the meeting. No bot participates, and Hedy captures the sound on your device.

Plat LOS is a cloud-based loan origination platform for lenders and banks, built for home improvement financing. About Contact Us Talk to TeamTalk to Team About Contact Us Talk to TeamTalk to Team SOC II Certified…

Serina Invoice Automation Software - Save 1000s of hours invested in invoice processing, embrace automated capture, validation and workflow management.

Digital channels start the work; a Unified Frontline finishes it. Backbase coordinates customers, employees and AI agents on the systems you already run.

…Predictive accuracy, and Proactive decision-making for Finance Teams Precanto AI Solutions Forecasting & Predictions Scenario Planning & Decision Support AI-Powered Insight Delivery Collaboration & Execution Cash…

Generate and review lawyer-approved legal documents with AI — as low as $2.5 per document, with plans from $10/month. Best Value Legal Document AI Assistant Free TrialHomeAbout UsFeaturesTemplatesBlogPricingFAQsSign Up…

Jestor is platform to manage and automate your company. Build custom apps, tables, forms, dashboards, and automations, replacing teams, costly software, and engineering time.

Upload any PDF form and let AI fill it out for you. Tax forms, immigration docs, legal filings, and more. 99% accuracy, one-click auto-fill. Try free.

Turn a prompt into a polished PDF for invoices, reports, proposals, contracts, and more. Preview online and download when ready.

Create, organize, and send invoices instantly. Smart Profit: Invoices & Estimates makes invoice tracking, digital invoice management, and tax preparation simple and secure.

Track expenses, invest, learn, file tax & talk to your money — all in one AI app. 22 Indian languages. 50,000+ downloads. 4.5★+.

Sell-side M&A legal diligence and bidder question management. Biglaw-caliber pre-diligence reviews at ~80% less cost, plus AI-assisted bidder Q&A.

The smartest AI agent for streamlining all your financial document operations. Easily collect receipts & invoices from your emails & sources.

…what matters before choosing.Consumer guidance across finance, health, technology, travel, insurance, shopping, and more.Try askingPicking the right insurance coverageT-Mobile plans & servicesDisney World vacation…

Truewind AI agents convert source financial data into GL-ready entries, helping accounting teams close faster with stronger controls.