AI-powered banking platform that helps financial institutions deliver personalized money management and financial wellness tools to customers.
Consulting — AI tools
208 tools in this categorySoftware standing in for advisory work: scenario planning and forecasting, compliance and risk screening, company formation, grant and proposal writing. Sold to finance and operations teams that used to send these questions to an outside firm.
Enterprise AI agents that automate finance, HR, and customer service workflows from uploaded SOPs
Grant management platform for nonprofits — find funders, write proposals, and track awards
AI-powered business builder that helps you form an LLC, design a logo, create a website, and manage compliance.
AI-powered platform for enterprise-wide financial, sales, and operational scenario planning and analysis.
AI-powered platform for financial crime detection, anti-money laundering (AML) compliance, and risk screening.
AI platform for group decision-making — connects teams of up to 250 people to make smarter, more accurate decisions together.
AI assistant for financial advisors that automates meeting prep, note-taking, and client follow-ups
AI-powered building management consulting and optimization service to reduce costs and improve control
AI-powered GRC platform that automates security questionnaires and third-party risk management with expert precision
AI financial forecasting tool that analyzes performance, simulates scenarios, and builds planning logic via natural language.
Autonomous trucking service for middle-mile freight delivery between warehouses and retail stores.
Enterprise business planning AI with agents that model, analyze, and optimize plans across finance, sales, HR, supply chain
AI-powered platform that automates compliance, risk management, and security reviews for businesses.
Enterprise orchestration consulting — combines AI and human expertise to deliver consistent, scalable outcomes for large organizations
Bookkeeping, tax, accounting, and CFO advisory services for startups and small businesses
AI-powered compliance software for regulated industries, automating monitoring, risk detection, and regulatory adherence.
Build AI agents that automate business processes by reading from and writing to enterprise systems like ERP and CRM.
AI grant consultant — finds funding opportunities, writes applications, and manages post-approval paperwork automatically
AI-powered platform that helps procurement teams build and manage category strategies 4x faster.
AI-powered platform that helps businesses find, analyze, and win government contracts faster.
Give your AI agents a wallet you control — approve every purchase in real time.
AI-powered platform for audit and advisory firms to automate engagements, manage documents, and streamline compliance work.
AI assistant for real estate investors — analyzes property data, automates reporting, and integrates with industry systems like Yardi and Appfolio.